Cognizant Technology Solutions Corp vs Palo Alto Networks Inc — how do they compare? Cognizant Technology Solutions Corp trades at $43.17 (market cap $20.34B), while Palo Alto Networks Inc trades at $354.39 (market cap $287.61B). The key difference: Palo Alto Networks Inc is far larger — about 14.1× Cognizant Technology Solutions Corp's market cap, and Cognizant Technology Solutions Corp pays a 3.07% dividend while Palo Alto Networks Inc pays none. Which is the better fit depends on your goals.
| CTSH | PANW | |
|---|---|---|
Market Cap | $20.34B | $287.61B |
Sector | Technology | Technology |
52-Week High | $86.70 | $357.53 |
52-Week Low | $38.73 | $141.67 |
Enterprise Value | $19.92B | $286.57B |
Dividend Yield | 3.07% | — |
Signals from Pluang's Aura AI — not financial advice
Cognizant (CTSH) trades at $44.16, up 3.74% today, with a bullish technical signal and strong support at $44. The stock shows solid fundamentals with a P/E of 9.58, revenue of $21.11B in 2025, and consistent earnings beats. Recent news highlights AI partnerships with Google Cloud and OpenAI, positioning the company for growth in enterprise AI services.
The outlook is positive with a consensus price target of $63.45, implying significant upside. Risks include competitive pressures and macroeconomic softness affecting demand. Analyst sentiment is mixed but leans bullish, with 43% buy ratings. The stock presents a value opportunity given its low valuation multiples and strategic AI investments.
Palo Alto Networks (PANW) trades at $330.30, up 1.35% with a bullish technical outlook and strong earnings beats. The stock shows robust revenue growth to $9.22B in 2025 and a net income margin of 7.95%, though valuation ratios like P/E of 287.22 remain elevated. Recent news highlights cybersecurity sector tailwinds from AI-driven threats and IBM's client shifts, fueling positive sentiment.
Outlook is positive with 74% analyst buy ratings and a $336.65 consensus target, but high valuations and integration costs pose risks. Revenue growth and platformization strategy support upside, while competition and macroeconomic pressures require monitoring for sustained gains.
Trailing returns across standard periods
Latest headlines on both assets
Cognizant is a global IT services provider, offering consulting and outsourcing services to some of the world's largest enterprises spanning the financial services, media and communications, healthcare, natural resources, and consumer products industries. Cognizant employs nearly 300,000 people globally, roughly 70% of whom are in India, although the company's headquarters are in Teaneck, New Jersey.
Read more on CTSH →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →