Cognizant Technology Solutions (CTSH) – Recovery from its major segments to drive growth

Cognizant has strengthened its portfolio in the Financial services segment by ending the year with healthy book to bill ratio in both insurance and banking. The company has announced ~$1.6bn in acquisitions, focused in digital engineering, data and AI, Cloud and IoT in FY20.

Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10 Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics
– M&A Deals

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance 

No of Pages : 37