Análisis Argos
CTSH
CTSHOportunidad
Cognizant Technology Solutions Corporation · Technology
US$ 50.31
precio al 2026-07-28
Valor justo Argos*
US$ 76–93
vs. su valor justo
40% por debajo
Score Argos
79/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 10.6% al año — menos de lo que viene demostrando (6.5%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Tiene más caja que deuda: balance fuerte.
Riesgos
!Crecimiento estancado o en baja.
VALOR6/6FUTURO2/6PASADO4/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR6/6FUTURO2/6PASADO4/6SALUD6/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos79de 100Oportunidad
Ingresos7%
US$ 21.1 B
Margen operativo14%
16.7%
Flujo de caja libre42%
US$ 2.6 B
Deuda neta
US$ -0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 23.8B
P/E10.7x
EV/EBITDA5.8x
FCF yield10.9%
ROIC14.4%
Margen operativo16.7%
Crecim. ingresos+7.0%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 28 jul
Cognizant launches EMEA AI Unit to help enterprises scale agentic AI adoption
Cognizant launches EMEA AI Unit to help enterprises scale agentic AI adoption PR Newswire LONDON, July 28, 2026
prnewswire.com · 28 jul
Cognizant launches EMEA AI Unit to help enterprises scale agentic AI adoption
Unit will provide fit-for-purpose teams that can help clients build the bridge from AI pilots to scalable outcomes LONDON, July 28, 2026 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) today announced the launch of its EMEA AI Unit, a dedicated organization created to help enterprises across Europe, the Middle East and Africa move from AI ambition to enterprise value. Aligned to Cognizant's AI Builder strategy, the unit brings together advisory, engineering and delivery capabilities to help clients build, deploy and run agentic AI solutions grounded in their business context, designed to support measurable outcomes and independent of any single platform, model or cloud.
prnewswire.com · 28 jul
Cognizant startet eine KI-Einheit für die EMEA-Region, um Unternehmen bei der Skalierung des Einsatzes von agentenbasierter KI zu unterstützen
/PRNewswire/ -- Cognizant (NASDAQ: CTSH) gab heute die Gründung seiner EMEA-KI-Einheit bekannt, einer speziellen Organisation, die Unternehmen in Europa, dem
zacks.com · 27 jul
Cognizant to Report Q2 Earnings: What's in Store for the Stock?
CTSH's Q2 results are likely to benefit from strong bookings, AI momentum and acquisition support, but macro uncertainty and weak discretionary demand remain key risks.
zacks.com · 27 jul
Innodata vs. Genpact: Which AI Services Stock Is the Better Buy?
Artificial intelligence is redefining the global IT services landscape as enterprises accelerate investments in generative AI, agentic AI and intelligent automation. Companies capable of combining deep domain expertise with scalable AI execution are well positioned to benefit from this multiyear transformation.
gurufocus.com · 27 jul
The Andover Companies Selects Cognizant to Modernize Technology and Advance AI-Driven Innovation
The Andover Companies Selects Cognizant to Modernize Technology and Advance AI-Driven Innovation PR Newswire TEANE
prnewswire.com · 27 jul
The Andover Companies Selects Cognizant to Modernize Technology and Advance AI-Driven Innovation
198-year-old mutual property and casualty insurer to optimize core systems, unify its data and advance responsible AI adoption under a five-year partnership TEANECK, N.J., July 27, 2026 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced today a strategic, five-year, enterprise-wide partnership with The Andover Companies, Inc., one of the longest-standing mutual property and casualty insurance groups in the Northeast, to scale its core and portal systems, unify its data and help lay the foundation for responsible AI adoption in underwriting and claims.
prnewswire.com · 27 jul
Cognizant and Anthropic expand partnership to embed Claude in Cognizant's industry platforms, helping clients close the gap between AI promise and business outcomes
As a Global Premier Partner in the Claude Partner Network, Cognizant brings the industry depth and delivery scale to take Claude from enterprise AI pilots to results in production Cognizant is embedding Claude across its own business and engineering platforms, while scaling a Claude-certified workforce as part of its new Frontier Certified workforce model Cognizant is already applying Claude in client work spanning manufacturing, life sciences and insurance, delivering measurable results in production TEANECK, N.J., July 27, 2026 /PRNewswire/ -- Cognizant (Nasdaq: CTSH) announced an expanded strategic partnership with Anthropic, becoming one of a small number of Global Premier Partners in the Claude Partner Network.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.