COMPARE · Reviewed July 29, 2026
CTSH vs EXLS
Verdict: Side-by-side breakdown using the Bull Rankings model. CTSH scored 78.8, EXLS scored 84.1 — EXLS leads.
Compare another set
CTSH
Cognizant Technology Solutions Corporation
78.8
$55.97 · $26.5B
fundamentals as of
Score gap
5.3
EXLS leads
EXLS
ExlService Holdings, Inc.
84.1
$35.99 · $5.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
CTSH
stronger →← stronger
EXLS
82
Qualityreturns · margins · balance sheet
84
70
Growthrevenue & earnings expansion
91
86
Valuevaluation vs sector peers
77
EXLS is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CTSH
EXLS
$2.5bB
FCF
$297mC
+6.5%C+
Rev
+13.4%B+
0.07B+
D/E
0.67C+
12.1xA
P/E
22.9xB+
0.82B+
PEG
0.91B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CTSH
EXLS
43% below
Price vs fair valuelower is cheaper
11% below
~-7%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+62%
1-yr DCF upside
-1%
+74%
5-yr DCF upside
+13%
+93%
10-yr DCF upside
+35%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CTSH
Why this score
- Buying back stock
- Durable high returns
EXLS
Why this score
- Buying back stock
- Durable high returns
The companies
CTSHCognizant Technology Solutions Corporation
Why now
Information Technology Services · market cap $26.5b. Down 36% from 52-week high of $87.03 — deep drawdown territory. PEG 0.82 — paying under fair value for the growth rate. 25 sell-side analysts rate this a Buy with a mean 1-yr target of $60.38 (implying +8% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 111% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 36% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
EXLSExlService Holdings, Inc.
Why now
Information Technology Services · market cap $5.5b. Down 24% from 52-week high of $47.11 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.91 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $40.13 (implying +11% upside).
Moat
ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 118% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.