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

$31.07B

Market Cap

$33.24B

35.86%

Potential Profit

-3.62%

Hold

Analyst Rating

N/A

Why It's Moving

Cognizant Faces Analyst Caution Amid AI Disruption Despite Earnings Beat and 2026 Upside Projections

Q4 2025 earnings surpassed estimates despite revenue shortfall, underscoring resilient execution in a tough IT landscape.
BMO and Jefferies cut targets citing AI disruption risks and outsourcing saturation, tempering optimism even as some see 23%+ upside by 2026.
UAE partnership boosts digital transformation outlook, countering broader concerns over labor shifts and multiple expansion limits.

Sentiment:

⚖️Neutral

CHT Stock Warning: Why Analysts See -2% Downside Risk

January revenue jumped 12.21% year-over-year to NT$20.41 billion, highlighting robust demand for core services despite competitive pressures.
Net income hit NT$3.37 billion with EPS at NT$0.43, reinforcing the company's strong 16%+ net margins and solid balance sheet.
Wall Street's lone hold rating underscores balanced risks, with low debt but no major catalysts to drive outsized gains in a maturing telecom sector.

Sentiment:

🐻Bearish

Cognizant Faces Analyst Caution Amid AI Disruption Despite Earnings Beat and 2026 Upside Projections

Q4 2025 earnings surpassed estimates despite revenue shortfall, underscoring resilient execution in a tough IT landscape.
BMO and Jefferies cut targets citing AI disruption risks and outsourcing saturation, tempering optimism even as some see 23%+ upside by 2026.
UAE partnership boosts digital transformation outlook, countering broader concerns over labor shifts and multiple expansion limits.

Sentiment:

⚖️Neutral

CHT Stock Warning: Why Analysts See -2% Downside Risk

January revenue jumped 12.21% year-over-year to NT$20.41 billion, highlighting robust demand for core services despite competitive pressures.
Net income hit NT$3.37 billion with EPS at NT$0.43, reinforcing the company's strong 16%+ net margins and solid balance sheet.
Wall Street's lone hold rating underscores balanced risks, with low debt but no major catalysts to drive outsized gains in a maturing telecom sector.

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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