Cognizant Technology Solutions Corp vs Ulta Beauty Inc — how do they compare? Cognizant Technology Solutions Corp trades at $43.35 (market cap $20.34B), while Ulta Beauty Inc trades at $469.56 (market cap $20.17B). The key difference: Cognizant Technology Solutions Corp and Ulta Beauty Inc are close in size by market cap, and Cognizant Technology Solutions Corp pays a 3.07% dividend while Ulta Beauty Inc pays none. Which is the better fit depends on your goals.
| CTSH | ULTA | |
|---|---|---|
Market Cap | $20.34B | $20.17B |
Sector | Technology | Consumer Cyclical |
52-Week High | $86.70 | $706.82 |
52-Week Low | $38.73 | $450.75 |
Enterprise Value | $19.92B | $22.25B |
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.
ULTA trades at $473.33, up 0.88% today, with a bullish technical signal despite mixed moving averages. The company reported Q1 2026 EPS of $7.74, beating expectations, and maintains strong profitability with a 39.33% gross margin and 47.45% ROE. Recent news highlights international expansion and a partnership with Bath & Body Works, while analyst consensus remains strongly positive with a $623.73 price target.
ULTA presents a compelling investment case with robust fundamentals and growth initiatives, though risks include competitive pressures and potential margin compression. The stock's current valuation below analyst targets suggests upside potential, supported by strong loyalty program engagement and strategic expansions.
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 →With more than 1,300 stores and a partnership with Target, Ulta Beauty is the largest specialized beauty retailer in the U.S. The firm offers makeup (43% of 2021 sales), fragrances, skin care, and hair care products (20% of 2021 sales), and bath and body items. Ulta offers private-label products and merchandise from more than 500 vendors. It also offers salon services, including hair, makeup, skin, and brow services, in all stores. Most Ulta stores are approximately 10,000 square feet and are in suburban strip centers. Ulta was founded in 1990 and is based in Bolingbrook, Illinois.
Read more on ULTA →