CTSH
Cognizant Technology Solutions Corporation
CTSH's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over CTSH overall, supported by stronger fundamentals and stronger modeled upside.
CTSH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
CTSH's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
CTSH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 10x | $63.75 | — |
| Current | 12x | $63.75 | — |
| Cheap | 14x | $75.47 | +18% |
| Fair | 17x | $92.95 | +46% |
| Expensive | 23x | $128 | +100% |
Historical ranges are pointers, not guarantees.
CTSH's PE is in its cheap range at 12x. If earnings grow as analysts expect, today's price would be 10x next year's earnings.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA has the edge over CTSH in the historical PE scenario, which offers more potential upside but is not a forecast.
CTSH Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Improving | |
| Moderate | |
| High |
Analysts expect CTSH's earnings to grow and its profitability to improve, with its revenue holding steady.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for NVDA, but weaker profitability.
CTSH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.16 | +12% |
| Q3 2026 | $5.49 | +27% |
| Q2 2026 | $4.66 | -5.3% |
| Q1 2026 | $4.61 | -2.9% |
| Q4 2025 | $4.56 | +1.1% |
| Q3 2025 | $4.31 | -4.9% |
| Q2 2025 | $4.92 | +12% |
| Q1 2025 | $4.75 | +14% |
| Q4 2024 | $4.51 | +7.1% |
CTSH earned $5.49 per share over the past year, up 27% from the year before.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA has the edge over CTSH on earnings, with more consistent year-over-year improvement.
CTSH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.7B | +4.6% |
| Q2 2026 | $5.5B | +4.5% |
| Q1 2026 | $5.4B | +5.8% |
| Q4 2025 | $5.3B | +4.9% |
| Q3 2025 | $5.4B | +7.4% |
| Q2 2025 | $5.2B | +8.1% |
| Q1 2025 | $5.1B | +7.5% |
| Q4 2024 | $5.1B | +6.8% |
CTSH's revenue has grown year over year for nine quarters in a row: $5.7B last quarter, up 4.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | -0.6 points |
| Q2 2026 | 16% | +0.4 points |
| Q1 2026 | 16% | -1.1 points |
| Q4 2025 | 16% | +1.2 points |
| Q3 2025 | 16% | +1.4 points |
| Q2 2025 | 16% | +1 points |
| Q1 2025 | 17% | +2.1 points |
| Q4 2024 | 15% | -0.4 points |
CTSH's operating margin was 15% last quarter, down 0.6 points from the same quarter a year ago.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over CTSH on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA has the edge over CTSH on profitability, with a higher operating margin.
CTSH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $925M | -20% |
| Q2 2026 | $459M | +39% |
| Q1 2026 | $198M | -39% |
| Q4 2025 | $781M | -6.7% |
| Q3 2025 | $1.2B | +47% |
| Q2 2025 | $331M | +81% |
| Q1 2025 | $323M | +1919% |
| Q4 2024 | $837M | +27% |
CTSH generated $2.4B in free cash flow over the past year, down 11% from the year before.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA has the edge over CTSH on cash flow, with more consistent year-over-year improvement.
CTSH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -3.4% | -16M shares |
| 1 year | -7.6% | -37M shares |
| 3 years | -11% | -55M shares |
| 5 years | -14% | -76M shares |
| Available history | -20% | -110M shares |
CTSH has the edge over NVDA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $270M |
| Q2 2026 | $1.2B |
| Q1 2026 | $444M |
| Q4 2025 | $338M |
| Q3 2025 | $463M |
| Q2 2025 | $368M |
| Q1 2025 | $209M |
| Q4 2024 | $154M |
CTSH spent $2.2B buying back its own shares over the past year, up 86% from the year before.
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has 24.3B diluted shares, down 1% from a year ago, with $55.3B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% from the year before.
CTSH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.0x | Very low |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | -0.2x | Net Cash |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.5x | Net Cash |
| Q2 2025 | -0.3x | Net Cash |
| Q1 2025 | -0.4x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
CTSH's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
CTSH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.9 | Neutral |
| Stochastic | 57.3 | Neutral |
CTSH's weekly RSI is 55 (neutral) and its Stochastic is 57 (neutral).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
CTSH PE vs Technology Sector
| Metric | CTSH | Sector median | Relative |
|---|---|---|---|
| PE | 12x | 28x | 58% below |
| PE % | 3 | 35 | 32 pts below |
CTSH has the edge over NVDA on valuation relative to its sector.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA is trading at 21x earnings, a 25% discount to the Technology sector's median of 28x.
CTSH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $63.2 | 1% above |
| 20 week MA | $58.0 | 9.9% above |
| 50 week MA | $62.4 | 2.1% above |
| 100 week MA | $69.0 | 7.6% below |
| 200 week MA | $69.5 | 8.3% below |
CTSH has the edge over NVDA on trend strength, trading above more of its moving averages.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA has fallen below most of its moving averages, though it's still 34% above its 200-week average.
CTSH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $62.2 | $81.1 | +30% |
| 2021 | $81.1 | $86.3 | +6.4% |
| 2022 | $86.3 | $56.0 | -35% |
| 2023 | $56.0 | $75.5 | +35% |
| 2024 | $75.5 | $79.2 | +4.9% |
| 2025 | $79.2 | $85.6 | +8% |
| 2026 YTD | $85.6 | $63.8 | -25% |
CTSH has finished higher in five of the last six years. It's down 25% so far in 2026.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA has the edge over CTSH on returns for 2026, with the stronger performance.