Cognizant vs FIS
This page compares Cognizant and FIS to illuminate how their business models, financial performance, and market context align and differ. By examining strategy, service offerings, and competitive positioning, readers can gain a neutral view of each company within the stock landscape. Educational content, not financial advice.
This page compares Cognizant and FIS to illuminate how their business models, financial performance, and market context align and differ. By examining strategy, service offerings, and competitive posi...
Why It's Moving
Cognizant Powers Up AI Push with Google Cloud, Fueling Analyst Optimism for 33% Upside by 2026
- Q4 earnings topped estimates with $1.35 EPS versus $1.32 expected, driven by robust bookings and AI investments that signal sustained demand in financial services and health sciences.
- Fresh Google Cloud pact advances agentic AI deployment, enabling clients to scale AI from strategy to real-world execution for tangible business gains.
- Raised 2026 revenue outlook to $22.14-$22.66 billion exceeds consensus, paired with dividend hike to $0.33/share and $1.6 billion shareholder returns, highlighting operational strength.
FIS Boosts Dividend 10% as Fintech Leader Signals Confidence Ahead of Earnings
- Dividend increase reflects FIS's strong financial health, boosting shareholder returns and signaling optimism about future profitability in core fintech operations.
- Recent industry accolade ranking FIS 7th among Top 100 FinTech Companies bolsters its market position in payments and financial software.
- Upcoming Q4 earnings report on February 24 has investors eyeing potential insights into revenue growth and strategic expansions.
Cognizant Powers Up AI Push with Google Cloud, Fueling Analyst Optimism for 33% Upside by 2026
- Q4 earnings topped estimates with $1.35 EPS versus $1.32 expected, driven by robust bookings and AI investments that signal sustained demand in financial services and health sciences.
- Fresh Google Cloud pact advances agentic AI deployment, enabling clients to scale AI from strategy to real-world execution for tangible business gains.
- Raised 2026 revenue outlook to $22.14-$22.66 billion exceeds consensus, paired with dividend hike to $0.33/share and $1.6 billion shareholder returns, highlighting operational strength.
FIS Boosts Dividend 10% as Fintech Leader Signals Confidence Ahead of Earnings
- Dividend increase reflects FIS's strong financial health, boosting shareholder returns and signaling optimism about future profitability in core fintech operations.
- Recent industry accolade ranking FIS 7th among Top 100 FinTech Companies bolsters its market position in payments and financial software.
- Upcoming Q4 earnings report on February 24 has investors eyeing potential insights into revenue growth and strategic expansions.
Investment Analysis
Cognizant
CTSH
Pros
- Cognizant has a strong revenue base of approximately $20.86 billion with a solid net income of $2.13 billion, indicating profitability and operational scale.
- The company operates diversified segments across financial services, health sciences, products and resources, and communications, supporting growth across multiple industries.
- Analysts rate Cognizant stock as a 'Buy' with an average 12-month price target implying around 14-17% upside from current levels.
Considerations
- Cognizant's price-to-earnings ratio suggests modest valuation, but forward P/E is lower, indicating possible market concerns or expected earnings variability.
- The company’s ROE has declined recently to 14.31%, down from historical averages near 16%, which may signal some operational or efficiency pressures.
- Being a professional services and outsourcing company, Cognizant faces execution risks related to digital transformation projects and competitive pressures in IT services.
FIS
FIS
Pros
- FIS is a leading technology solutions provider to merchants, banks, and capital markets, with diverse revenue streams across multiple financial sectors.
- Its merchant segment supports a broad range of electronic payment acceptance methods including card, contactless, and mobile wallets, demonstrating technological adaptability.
- The banking and capital markets solutions offer core processing and transactional software, positioning FIS with embedded revenue stability and recurring income profiles.
Considerations
- FIS faces regulatory and macroeconomic vulnerabilities inherent to the financial technology sector, including interest rate sensitivity and compliance costs.
- The company’s complexity across segments creates execution risks tied to integration and maintenance of varied technology platforms and client relationships.
- Exposure to payment processing markets subjects FIS to cyclicality and competition from emerging fintech firms and shifting consumer payment behaviours.
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Cognizant (CTSH) Next Earnings Date
Cognizant Technology Solutions' next earnings release is estimated for April 29, 2026, though the company has not officially confirmed this date. This report will cover the first quarter of 2026 (Q1 2026). Based on historical patterns, the company typically releases earnings in late April, and analysts are currently projecting earnings per share of approximately $1.34 for this period. The earnings call is expected to follow the standard after-market close timing.
FIS (FIS) Next Earnings Date
FIS's next earnings date is February 24, 2026, prior to market open, covering the fourth quarter of 2025. This release follows the company's pattern of reporting Q4 results in late February, with a conference call at 8:30 a.m. EST. Investors should monitor for updates as the date approaches.
Cognizant (CTSH) Next Earnings Date
Cognizant Technology Solutions' next earnings release is estimated for April 29, 2026, though the company has not officially confirmed this date. This report will cover the first quarter of 2026 (Q1 2026). Based on historical patterns, the company typically releases earnings in late April, and analysts are currently projecting earnings per share of approximately $1.34 for this period. The earnings call is expected to follow the standard after-market close timing.
FIS (FIS) Next Earnings Date
FIS's next earnings date is February 24, 2026, prior to market open, covering the fourth quarter of 2025. This release follows the company's pattern of reporting Q4 results in late February, with a conference call at 8:30 a.m. EST. Investors should monitor for updates as the date approaches.
Which Baskets Do They Appear In?
India's Fortress Balance Sheet
Tap into companies benefiting from India's powerful $700 billion foreign exchange reserves. These carefully selected stocks represent financial institutions, tech giants, and investment vehicles poised to thrive in an environment of currency stability and growing investor confidence.
Published: June 30, 2025
Explore BasketWhich Baskets Do They Appear In?
India's Fortress Balance Sheet
Tap into companies benefiting from India's powerful $700 billion foreign exchange reserves. These carefully selected stocks represent financial institutions, tech giants, and investment vehicles poised to thrive in an environment of currency stability and growing investor confidence.
Published: June 30, 2025
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