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Stock Comparison · Industry comparison · Information Technology Service

Cognizant Technology Solutions vs Reply S.p.A.: Which Stock Looks Stronger in 2026?

The structural profiles are close, with Reply S.p.A carrying a narrow edge on profitability. Cognizant Technology Solutions still has the edge on valuation, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (CTSH: S&P 500, REY.MI: STOXX 600).

Updated 2026-08-16

The clearest separation starts in profitability, with growth adding a second layer of support.

INDUSTRY COMPARISON

Both operate in: Information Technology Services

This comparison is based on industry proximity, not on functional trajectory similarity. CTSH and REY.MI share the same industry classification.

For a similarity-based comparison, see how CTSH and Reply S.p.A each position within their functional peer groups in AssetNext.

Peer-Relative Score
CTSH
Cognizant Technology Solutions Corporation
57
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
REY.MI
Reply S.p.A.
58
Peer-Score
Signal qualitylow
Peer basis: STOXX 600

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: CTSH vs REY.MI Profitability 51 74 Stability 51 43 Valuation 88 65 Growth 25 36 CTSH REY.MI
Gap Ranking
#1 Profitability +23
#2 Valuation +23
#3 Growth +11
#4 Stability +8
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CTSH and REY.MI Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CTSHREY.MI Relative valuation Structural strength

Reply S.p.A. occupies the cheaper side of the setup map, although Cognizant Technology Solutions Corporation still holds the stronger structural profile.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where CTSH and REY.MI each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY CTSH Lower · below norm 0th 50th 100th 36 pct gap REY.MI Neutral · below norm 0th 50th 100th 17th 53rd
Today CTSH sits in the lower portion of its own 5-year history (17th percentile), while REY.MI sits higher in its own history (53rd). Within each stock's own 5-year context, CTSH is at a historically more favourable entry position than REY.MI. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
Both rank well on profitability, but Reply S.p.A. still sits higher.
Valuation
On valuation, the same pattern holds: both rank well, but Cognizant Technology Solutions Corporation still sits higher.
Profitability — Dominant Gap
CTSH
51
REY.MI
74
Gap+23in favour of REY.MI

Capital efficiency adds support, with a 9.6-point ROIC advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for Cognizant Technology Solutions, with a forward P/E that is 5.2 turns lower there.

What this means for the comparison

The lead is built on both profitability and valuation — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the CTSH vs REY.MI comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how CTSH and REY.MI each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.