Cognizant Technology Solutions vs Leidos
CTSH and LDOS side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CTSH and LDOS compare
Cognizant Technology Solutions is the larger company, worth 1.6 times as much as Leidos ($29.3B against $17.9B).
On earnings, Cognizant Technology Solutions is cheaper: it trades at 11.9× trailing earnings, against 13.4× for Leidos.
Cognizant Technology Solutions grew revenue faster over the last twelve months (5.0% versus 3.4% for Leidos).
Cognizant Technology Solutions keeps more of each dollar of sales as profit, with a net margin of 11.8% compared with 7.8% at Leidos.
Both pay dividends: Cognizant Technology Solutions yields 2.0% and Leidos 1.2%.
Cognizant Technology Solutions scores higher on the StockData Score (22 against 20 for Leidos), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CTSH | LDOS |
|---|---|---|
| Size and price | ||
| Market cap | $29.3B | $17.9B |
| Share price | $65.11 | $142.98 |
| Change, 1 year | −9.2% | −24.0% |
| Change, 5 years | −18.5% | 51.0% |
| Beta (5Y) | 0.91 | 0.75 |
| Employees | 352K | 47K |
| StockData Score | ||
| Total score | 22 (better) | 20 |
| Valuation score | 6 (better) | 5 |
| Growth score | 1 | 3 (better) |
| Performance score | 6 | 6 |
| Health score | 5 (better) | 4 |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 11.9× (better) | 13.4× |
| P/S | 1.3× | 1.0× (better) |
| P/B | 2.0× (better) | 3.4× |
| EV/EBITDA | 7.3× (better) | 10.0× |
| P/FCF | 12.4× | 8.3× (better) |
| PEG | 10.60 | 0.43 (better) |
| FCF yield | 8.1% | 12.1% (better) |
| Fair value | $106.83 | $217.52 |
| Margin of safety | 39.0% (better) | 34.3% |
| Growth | ||
| Revenue growth (TTM) | 5.0% (better) | 3.4% |
| Revenue growth, 5Y average | 4.9% | 6.9% (better) |
| Net income growth (TTM) | 20.9% (better) | −1.9% |
| EPS growth (TTM) | 27.1% (better) | 1.5% |
| EPS growth, 5Y average | 12.2% | 20.6% (better) |
| Profitability | ||
| Gross margin | 33.4% (better) | 17.8% |
| Operating margin | 15.7% (better) | 11.5% |
| Net margin | 11.8% (better) | 7.8% |
| FCF margin | 10.8% | 12.3% (better) |
| Return on equity | 17.4% | 27.7% (better) |
| Return on invested capital | 18.3% (better) | 16.3% |
| Financial health | ||
| Debt / equity | 0.11 (better) | 1.14 |
| Net debt / EBITDA | 0.00 | 2.27 (better) |
| Interest coverage | 73.2× | – |
| Current ratio | 2.22 (better) | 1.63 |
| Altman Z-score | 5.45 (better) | 3.23 |
| Piotroski F-score | 6 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.0% (better) | 1.2% |
| Payout ratio | 23.9% | – |
| Years of dividend growth | 6 | 7 (better) |
| Dividend growth, 5Y average | 7.1% (better) | 3.7% |
| Buyback yield | 7.6% (better) | 3.7% |
| Shareholder yield | 9.5% (better) | 4.9% |
| Ownership | ||
| Held by institutions | 113% | 79.6% |
| Held by insiders | 0.14% | 0.85% |
| Insider net buying, 12 months | −$5.9M | −$3.2M (better) |
| Superinvestors holding | 2 | – |
| Short interest, % of float | 7.3% | 3.8% |
Go deeper
- CTSH stock overview
- CTSH income statement
- CTSH valuation and score
- LDOS stock overview
- LDOS income statement
- LDOS valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.