Live Report · Updated February 6, 2026

Cognizant vs Chunghwa Telecom

This page compares Cognizant and Chunghwa Telecom, exploring their business models, financial performance, and market context in a neutral, accessible way. It presents how each company approaches services, growth, and customers within their sectors, without speculation or endorsement. Educational content, not financial advice.

This page compares Cognizant and Chunghwa Telecom, exploring their business models, financial performance, and market context in a neutral, accessible way. It presents how each company approaches serv...

Comparison Snapshot

Key Financial Metrics

CTSH

Metric

CHT

$36.92B

Market Cap

$32.58B

13.63%

Potential Profit

0.23%

Hold

Analyst Rating

N/A

Why It's Moving

Cognizant Beats Q4 Estimates and Issues Upbeat 2026 Outlook, Sparking Share Rally.

Financial services revenue surged 10.5% year-over-year to $1.586 billion, driven by heightened spending on cloud, data modernization, and AI initiatives.
Q4 revenue hit $5.3 billion, up 4.9% from last year, while 2026 guidance projects $22.14-$22.66 billion, outpacing Wall Street consensus and highlighting resilient demand.
Raised quarterly dividend by 6.5% to $0.33 per share and plans $1.6 billion in shareholder returns, underscoring operational strength with margin expansion and free cash flow over 100% of net income.

Sentiment:

🐃Bullish

CHT Stock Warning: Why Analysts See Downside Risk

Revenue guided to NT$241.99–243.68 billion, a 2.5%-3.2% rise, but operating expenses expected to climb 3.5%-3.7%, squeezing operating income growth to -0.8% to +2.3%.
Capex surges 14.6% to NT$31.91 billion for submarine cables, multi-orbit satellites, and cloud AI data centers, raising concerns over short-term profitability amid heavy infrastructure spend.
Technical indicators show bearish momentum with a forecasted average price of $38.92 in February 2026 and recent price below key Fibonacci levels, contributing to analyst caution.

Sentiment:

🐻Bearish

Cognizant Beats Q4 Estimates and Issues Upbeat 2026 Outlook, Sparking Share Rally.

Financial services revenue surged 10.5% year-over-year to $1.586 billion, driven by heightened spending on cloud, data modernization, and AI initiatives.
Q4 revenue hit $5.3 billion, up 4.9% from last year, while 2026 guidance projects $22.14-$22.66 billion, outpacing Wall Street consensus and highlighting resilient demand.
Raised quarterly dividend by 6.5% to $0.33 per share and plans $1.6 billion in shareholder returns, underscoring operational strength with margin expansion and free cash flow over 100% of net income.

Sentiment:

🐃Bullish

CHT Stock Warning: Why Analysts See Downside Risk

Revenue guided to NT$241.99–243.68 billion, a 2.5%-3.2% rise, but operating expenses expected to climb 3.5%-3.7%, squeezing operating income growth to -0.8% to +2.3%.
Capex surges 14.6% to NT$31.91 billion for submarine cables, multi-orbit satellites, and cloud AI data centers, raising concerns over short-term profitability amid heavy infrastructure spend.
Technical indicators show bearish momentum with a forecasted average price of $38.92 in February 2026 and recent price below key Fibonacci levels, contributing to analyst caution.

Sentiment:

🐻Bearish

Investment Analysis

Cognizant

CTSH

Pros

Cognizant maintains robust annual earnings growth, with recent five-year EPS growth at 6.9% and continued double-digit EPS growth projected.
The company is strategically investing in AI and advanced technologies, integrating large language models like Anthropic’s Claude to serve enterprise clients and drive future innovation.
Cognizant demonstrates financial resilience, posting 8.2% Q1 2025 revenue growth in constant currency and maintaining a strong financial health score despite sector headwinds.

Considerations

Cognizant’s P/E ratio of 15.7x exceeds sector averages, suggesting a relatively rich valuation compared to technology services peers.
Sector performance is mixed, with notable challenges outside Cognizant’s core strengths in financial services and healthcare.
The company’s PEG ratio is significantly higher than sector peers, indicating lower projected earnings growth relative to current valuation.

Chunghwa Telecom

CHT

Pros

Chunghwa Telecom has delivered strong financial results, with revenue growth reported in Q3 and for the nine months ending September 2025.
The company operates in a stable, regulated telecommunications sector with a near-monopoly position in fixed-line services in Taiwan.
Chunghwa Telecom offers a relatively defensive equity profile, with resilient cash flows and a history of consistent dividend payments.

Considerations

The stock recently traded 2.9% below its all-time high, reflecting potential valuation pressure as growth in the mature telecom market slows.
Chunghwa Telecom faces regulatory risks and periodic government intervention, which could impact pricing power and profitability.
Limited international diversification increases exposure to Taiwan’s domestic economic cycles and demographic trends.

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