CTSH vs IBM
Cognizant and IBM, both Technology
IBM is the larger company at $234B against $21B. On trailing earnings CTSH is the cheaper of the two at a P/E of 13.5 against 20.4, a gap that is only a bargain if the two are growing at similar rates. Over the past year IBM returned -6.5% against -11% for CTSH. Ryufin's sector-relative Smart Score puts IBM ahead, 8/10 against 7/10.
| Figure | CTSH | IBM |
|---|---|---|
| Last close | $62.06 | $230 |
| Market cap | $21B | $234B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 13.5 | 20.4 |
| Dividend yield | 2.0% | 2.9% |
| 1-year return | -11% | -6.5% |
| 5-year return | -8.3% | +107% |
| Ryufin Smart Scoresector-relative, 1–10 | 7/10 | 8/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Cognizant
Revenue of $5.4B in Q1 2026, net income $662M. Its largest reported line is Health Sciences, 32% of the disclosed total.
IBM
Revenue of $17B in Q2 2026, net income $2.2B. Its largest reported line is Strategy And Technology, 18% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.