DOX vs CTSH vs ACN vs INFY vs IBM

For growth investors, International Business Machines Corporation (IBM) is the stronger pick with 7.

6% revenue growth year-over-year, versus -9. 4% for Amdocs Limited (DOX). 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 Amdocs Limited (DOX) a "Buy" — based on 11 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 International Business Machines Corporation at 20. 6x. On forward P/E, Amdocs Limited is actually cheaper at 8. 5x — 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: Cognizant Technology Solutions Corporation wins at 0. 75x versus Infosys Limited's 2. 52x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, International Business Machines Corporation (IBM) delivered a total return of +88.

3%, compared to -29. 2% for Accenture plc (ACN). Over 10 years, the gap is even starker: IBM returned +108. 0% versus CTSH's -0. 4%. 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), Amdocs Limited (DOX) is the lower-risk stock at 0.

53β versus International Business Machines Corporation's 1. 00β — meaning IBM is approximately 88% more volatile than DOX relative to the S&P 500. On balance sheet safety, Infosys Limited (INFY) carries a lower debt/equity ratio of 9% versus 2% for International Business Machines Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), International Business Machines Corporation (IBM) is pulling ahead at 7.

6% versus -9. 4% for Amdocs Limited (DOX). On earnings-per-share growth, the picture is similar: International Business Machines Corporation grew EPS 73. 7% year-over-year, compared to 0. 0% for Infosys Limited. Over a 3-year CAGR, INFY leads at 5. 7% 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.

Infosys Limited (INFY) is the more profitable company, earning 16.

4% net margin versus 10. 6% for Cognizant Technology Solutions Corporation — meaning it keeps 16. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: INFY leads at 21. 1% versus 14. 7% for ACN. At the gross margin level — before operating expenses — IBM leads at 59. 5%, 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, Cognizant Technology Solutions Corporation (CTSH) is the more undervalued stock at a PEG of 0. 75x versus Infosys Limited's 2. 52x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Amdocs Limited (DOX) trades at 8. 5x forward P/E versus 18. 5x for International Business Machines Corporation — 9. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ACN: 66. 2% to $299. 92.

All stocks in this comparison pay dividends.

Infosys Limited (INFY) offers the highest yield at 4. 5%, versus 2. 4% for Cognizant Technology Solutions Corporation (CTSH).

For long-horizon retirement investors, Amdocs Limited (DOX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

53), 3. 1% yield). Both have compounded well over 10 years (DOX: +34. 1%, IBM: +108. 0%), 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: DOX is a small-cap deep-value stock; CTSH is a mid-cap deep-value stock; ACN is a mid-cap deep-value stock; INFY is a mid-cap deep-value stock; IBM is a large-cap quality compounder stock. 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.