CNXC vs ACN vs CTSH vs EPAM

For growth investors, EPAM Systems, Inc.

(EPAM) is the stronger pick with 15. 4% revenue growth year-over-year, versus 2. 2% for Concentrix Corporation (CNXC). Cognizant Technology Solutions Corporation (CTSH) offers the better valuation at 11. 4x trailing P/E (9. 1x forward), making it the more compelling value choice. Analysts rate Concentrix Corporation (CNXC) a "Buy" — based on 9 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Cognizant Technology Solutions Corporation (CTSH) is the cheapest at 11.

4x versus EPAM Systems, Inc. at 15. 5x. On forward P/E, Concentrix Corporation is actually cheaper at 2. 2x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: EPAM Systems, Inc. wins at 0. 70x versus Accenture plc's 1. 44x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Cognizant Technology Solutions Corporation (CTSH) delivered a total return of -22.

9%, compared to -80. 3% for Concentrix Corporation (CNXC). Over 10 years, the gap is even starker: ACN returned +89. 9% versus CNXC's -61. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Cognizant Technology Solutions Corporation (CTSH) is the lower-risk stock at 0.

75β versus Concentrix Corporation's 1. 38β — meaning CNXC is approximately 84% more volatile than CTSH relative to the S&P 500. On balance sheet safety, EPAM Systems, Inc. (EPAM) carries a lower debt/equity ratio of 4% versus 169% for Concentrix Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), EPAM Systems, Inc.

(EPAM) is pulling ahead at 15. 4% versus 2. 2% for Concentrix Corporation (CNXC). On earnings-per-share growth, the picture is similar: Accenture plc grew EPS 6. 2% year-over-year, compared to -648. 8% for Concentrix Corporation. Over a 3-year CAGR, CNXC leads at 15. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Accenture plc (ACN) is the more profitable company, earning 11.

0% net margin versus -13. 0% for Concentrix Corporation — meaning it keeps 11. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CTSH leads at 16. 7% versus 6. 2% for CNXC. At the gross margin level — before operating expenses — CNXC leads at 35. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, EPAM Systems, Inc. (EPAM) is the more undervalued stock at a PEG of 0. 70x versus Accenture plc's 1. 44x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Concentrix Corporation (CNXC) trades at 2. 2x forward P/E versus 13. 0x for Accenture plc — 10. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CNXC: 104. 2% to $52. 00.

In this comparison, CNXC (5.

6% yield), ACN (3. 2% yield), CTSH (2. 4% yield) pay a dividend. EPAM does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Cognizant Technology Solutions Corporation (CTSH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

75), 2. 4% yield). Both have compounded well over 10 years (CTSH: +0. 0%, EPAM: +48. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: CNXC is a small-cap income-oriented stock; ACN is a mid-cap deep-value stock; CTSH is a mid-cap deep-value stock; EPAM is a small-cap high-growth stock. CNXC, ACN, CTSH pay a dividend while EPAM does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.