Cognizant Technology Solutions Corp vs Fidelity National Information Services Inc

Cognizant Technology Solutions Corp (CTSH) is undervalued and Fidelity National Information Services Inc (FIS) is undervalued.

Against our estimates of intrinsic value, FIS trades at the wider discount: a margin of safety of +71%, against +44% for CTSH.

Values as of the 22 Sept 2026 close.

Cognizant Technology Solutions Corp (CTSH)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $105.26; the price of $58.68 is 44% below that value, and 75% of that value comes from beyond year five.

Leak Score 92/100 on 10 of 12 signals

Fidelity National Information Services Inc (FIS)

Discounting its cash flows at 7.4% (average of 3 methods) values the shares at $121.43; the price of $34.96 is 71% below that value, and 81% of that value comes from beyond year five.

Leak Score 58/100 on 8 of 12 signals

MetricCTSHFIS
VerdictUndervaluedUndervalued
Price$58.68$34.96
Intrinsic value$105.26$121.43
Margin of safety+44%+71%
Leak Score92/100 (10/12)58/100 (8/12)
Market cap$26.4B$18.0B
Revenue growth, 5 years4.9%-3.2%
Operating margin16.1%23.0%
Net margin10.3%27.6%
Return on equity14.9%22.3%
Debt to equity0.141.33
P/E12.6x5.4x
Forward P/E9.3x5.2x
P/B1.8x1.1x
Dividend yield2.2%5.2%

All stocks in Information Technology Services