Sector Alpha Week of 2026-07-28
20-quarter listed-company comparison

Information Technology Services Stocks

Information Technology Services: Accenture plc owns the largest revenue base; Applied Digital Corporation has the fastest current growth.

The industry itself · before any single company

How has Information Technology Services moved against S&P 500?

The line below covers 5.2 years. Over the most recent two of them this industry is 2% ahead of S&P 500. Earnings across its companies grew 6% on average over the last four reported quarters — close to flat.

ASLEEP · 1y −12.0%~Moving with the index12 of 52 companies ahead of S&P 500 by 5% or more over three months9 are 20% or more behind over a year while earnings grew 20% or more

RS — · 12/52 >200d (−3) · 12/52 lead (+1) · EPS 28/50↑

200202620252024202320222021 344348 TRAILING 12-MONTH EPS · 100 AT THE START0100119Mar 22Sep 22Mar 23Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 22 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 28 reportingSep 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 30 reportingDec 2022 · trailing 12-month earnings per share at 101, against 100 at the start · up 78.9% on a year ago · 28 reportingMar 2023 · trailing 12-month earnings per share at 100, against 100 at the start · up 3.8% on a year ago · 29 reportingJun 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 1.6% on a year ago · 29 reportingSep 2023 · trailing 12-month earnings per share at 103, against 100 at the start · up 3.6% on a year ago · 31 reportingDec 2023 · trailing 12-month earnings per share at 105, against 100 at the start · up 1.0% on a year ago · 29 reportingMar 2024 · trailing 12-month earnings per share at 106, against 100 at the start · up 1.6% on a year ago · 30 reportingJun 2024 · trailing 12-month earnings per share at 107, against 100 at the start · up 5.9% on a year ago · 29 reportingSep 2024 · trailing 12-month earnings per share at 112, against 100 at the start · up 6.6% on a year ago · 30 reportingDec 2024 · trailing 12-month earnings per share at 112, against 100 at the start · up 8.4% on a year ago · 28 reportingMar 2025 · trailing 12-month earnings per share at 119, against 100 at the start · up 13.3% on a year ago · 30 reportingJun 2025 · trailing 12-month earnings per share at 115, against 100 at the start · up 10.6% on a year ago · 29 reportingSep 2025 · trailing 12-month earnings per share at 117, against 100 at the start · up 6.3% on a year ago · 30 reportingDec 2025 · trailing 12-month earnings per share at 113, against 100 at the start · up 4.7% on a year ago · 29 reportingMar 2026 · trailing 12-month earnings per share at 114, against 100 at the start · up 1.9% on a year ago · 29 reportingNot reported yet — earnings trail price by a quarter or two114 · Mar 26No earnings on file this far back — the price series reaches further than the filings do
200202620252024202320222021 344348 TRAILING 12-MONTH EPS · 100 AT THE START0100119Mar 22Mar 23Mar 24Mar 25Mar 26Mar 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 22 reportingJun 2022 · trailing 12-month earnings per share at 100, against 100 at the start · no comparable year yet · 28 reportingSep 2022 · trailing 12-month earnings per share at 101, against 100 at the start · no comparable year yet · 30 reportingDec 2022 · trailing 12-month earnings per share at 101, against 100 at the start · up 78.9% on a year ago · 28 reportingMar 2023 · trailing 12-month earnings per share at 100, against 100 at the start · up 3.8% on a year ago · 29 reportingJun 2023 · trailing 12-month earnings per share at 109, against 100 at the start · up 1.6% on a year ago · 29 reportingSep 2023 · trailing 12-month earnings per share at 103, against 100 at the start · up 3.6% on a year ago · 31 reportingDec 2023 · trailing 12-month earnings per share at 105, against 100 at the start · up 1.0% on a year ago · 29 reportingMar 2024 · trailing 12-month earnings per share at 106, against 100 at the start · up 1.6% on a year ago · 30 reportingJun 2024 · trailing 12-month earnings per share at 107, against 100 at the start · up 5.9% on a year ago · 29 reportingSep 2024 · trailing 12-month earnings per share at 112, against 100 at the start · up 6.6% on a year ago · 30 reportingDec 2024 · trailing 12-month earnings per share at 112, against 100 at the start · up 8.4% on a year ago · 28 reportingMar 2025 · trailing 12-month earnings per share at 119, against 100 at the start · up 13.3% on a year ago · 30 reportingJun 2025 · trailing 12-month earnings per share at 115, against 100 at the start · up 10.6% on a year ago · 29 reportingSep 2025 · trailing 12-month earnings per share at 117, against 100 at the start · up 6.3% on a year ago · 30 reportingDec 2025 · trailing 12-month earnings per share at 113, against 100 at the start · up 4.7% on a year ago · 29 reportingMar 2026 · trailing 12-month earnings per share at 114, against 100 at the start · up 1.9% on a year ago · 29 reportingNot reported yet — earnings trail price by a quarter or two114No earnings on file this far back — the price series reaches further than the filings do
Information Technology Services, equal-weighted, based at 200 S&P 500, same base, same start trailing 12-month earnings per share rising falling
Strength anatomy NarrowHow much of the industry is participating, how recently, and whether the movers score well.
Together12 of 52 stocks moving
Fresh3 crossed in the last 4 weeks
Backed by scoresmovers score +2 vs the industry average
Down the cap ladder — bar is now, tick is four weeks ago
Large 0/110
Mid 6/18+1
Small 6/230

Participation is spreading downward — the mid and small companies added more this month than the large ones did.

Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 52 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

Sector relative strength · before individual stocks

Is Information Technology Services outperforming S&P 500?

Information Technology Services has underperformed S&P 500 by 5.5% over the last 52 weeks. Over 13 weeks the gap is a lead of 2.9%. 6 of 26 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. ChronoScale Holdings Corporation is the strongest against the sector itself at +95%.

+2.9%Sector vs S&P 500 · 13 weeks
-5.5%Sector vs S&P 500 · 52 weeks
6/26Stocks leading S&P 500
7/26Stocks leading sector

Sector metric: — as of latest available · unclassified · direction unavailable.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Information Technology Services has underperformed S&P 500 by 5.5% over 52 weeks and 2.9% over 13 weeks. 6 of 26 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 26 beat the sector itself. Accenture plc leads with revenue of $73,100 million, based on 24 of 26 comparable companies through Jun 2026.

Is the Information Technology Services sector outperforming S&P 500?

Information Technology Services has underperformed S&P 500 by 5.5% over 52 weeks and 2.9% over 13 weeks. 6 of 26 covered companies beat the S&P 500 on Mansfield relative strength, while 7 of 26 beat the sector itself.

Which Information Technology Services company is largest by revenue?

Accenture plc leads with revenue of $73,100 million, based on 24 of 26 comparable companies through Jun 2026.

Which Information Technology Services company is growing fastest?

Applied Digital Corporation has the fastest current revenue growth at 100%, across 23 of 26 comparable companies.

Which Information Technology Services company has the strongest 4-Factor Sector Score?

Science Applications International Corporation ranks first at 66.3/100 with 86.2% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Information Technology Services company reports the most CAPEX?

Applied Digital Corporation reports the largest latest CAPEX at $775 million, with 26 of 26 companies comparable.

Which Information Technology Services company has the least gross debt?

ChronoScale Holdings Corporation has the lowest comparable gross debt at $4 million. International Business Machines Corporation has the highest at $69,802 million.

Which Information Technology Services company has the lowest comparable PEG?

Broadridge Financial Solutions, Inc. has the lowest comparable Guarded PEG at 0.43, among 16 of 26 companies that pass the metric’s comparability rules.

How much history does this Information Technology Services comparison include?

The page compares up to 20 reported quarters per company for fundamentals, CAPEX, debt and valuation, ending Jun 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

Companies
26
complete canonical membership
Combined market value
$541.7B
International Business Machines Corporation
Revenue growing
20/23
positive TTM year-on-year growth
Beating S&P 500
6/26
positive Mansfield relative strength
Global company selection
00 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Science Applications International Corporation has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 86.2% evidence confidence.
Genpact Limited looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
CDW Corporation has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is guarded: positive earnings, positive 5–60% three-year EPS growth, and a positive P/E are required.

1. Science Applications International Corporation · SAIC

66.3/100 · Favorable setup · 86% evidence

Exact sum: 21 + 10.9 + 16 + 18.4 = 66.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

21.0/35Growth & earnings

Revenue -2.9% · PAT 14.7% · OPM change 3 pp

95% evidence

10.9/25Capital efficiency

ROCE 4.5% · debt/equity 1.88×

80% evidence

16.0/20Valuation

P/E 10.8× · PEG 0.44

65% evidence

18.4/20Relative strength

RS sector 17.7% · RS bench 11% · 1Y 9.8%

100% evidence

2. Jack Henry & Associates, Inc. · JKHY

63.0/100 · Mixed-positive evidence · 82% evidence

Exact sum: 21.4 + 18 + 11.8 + 11.8 = 63

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

21.4/35Growth & earnings

Revenue 8.4% · PAT 21.2% · OPM change 0.7 pp

83% evidence

18.0/25Capital efficiency

ROCE 6% · debt/equity 0.04×

80% evidence

11.8/20Valuation

P/E 22.1× · PEG 1.01

65% evidence

11.8/20Relative strength

RS sector -2% · RS bench -8.2% · 1Y -5.9%

100% evidence

3. Penguin Solutions, Inc. · PENG

63.0/100 · Mixed-positive evidence · 68% evidence

Exact sum: 24.8 + 11.4 + 8.6 + 18.2 = 63

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

24.8/35Growth & earnings

Revenue 12% · PAT — · OPM change 7.6 pp

71% evidence

11.4/25Capital efficiency

ROCE 4.2% · debt/equity 0.77×

80% evidence

8.6/20Valuation

P/E 39.6× · PEG —

15% evidence

18.2/20Relative strength

RS sector 52.4% · RS bench 47.7% · 1Y 111%

100% evidence

4. Ingram Micro Holding Corporation · INGM

60.8/100 · Mixed-positive evidence · 82% evidence

Exact sum: 21.2 + 11.1 + 14.3 + 14.2 = 60.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

21.2/35Growth & earnings

Revenue 10.8% · PAT 25.7% · OPM change 0 pp

83% evidence

11.1/25Capital efficiency

ROCE 3% · debt/equity 0.91×

80% evidence

14.3/20Valuation

P/E 14.8× · PEG 0.71

65% evidence

14.2/20Relative strength

RS sector 25.5% · RS bench 19.2% · 1Y 54.8%

100% evidence

5. ExlService Holdings, Inc. · EXLS

57.4/100 · Mixed-positive evidence · 82% evidence

Exact sum: 22 + 16 + 11.9 + 7.5 = 57.4

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

22.0/35Growth & earnings

Revenue 13.4% · PAT 15.7% · OPM change 0.4 pp

83% evidence

16.0/25Capital efficiency

ROCE 6.5% · debt/equity 0.67×

80% evidence

11.9/20Valuation

P/E 19.4× · PEG 1.02

65% evidence

7.5/20Relative strength

RS sector -15.2% · RS bench -21% · 1Y -27.6%

100% evidence

6. Broadridge Financial Solutions, Inc. · BR

57.3/100 · Mixed-positive evidence · 82% evidence

Exact sum: 20.3 + 14.5 + 14.9 + 7.6 = 57.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.3/35Growth & earnings

Revenue 8.2% · PAT 39.6% · OPM change -0.6 pp

83% evidence

14.5/25Capital efficiency

ROCE 5.2% · debt/equity 1.15×

80% evidence

14.9/20Valuation

P/E 17.4× · PEG 0.43

65% evidence

7.6/20Relative strength

RS sector -20% · RS bench -25.5% · 1Y -35.3%

100% evidence

7. ChronoScale Holdings Corporation · CHRN

55.5/100 · Mixed-positive evidence · 65% evidence

Exact sum: 20 + 6.8 + 11.5 + 17.2 = 55.5

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

20.0/35Growth & earnings

Revenue -164.9% · PAT — · OPM change 55.9 pp

62% evidence

6.8/25Capital efficiency

ROCE -112.9% · debt/equity 0.67×

80% evidence

11.5/20Valuation

P/E 1× · PEG —

15% evidence

17.2/20Relative strength

RS sector 95% · RS bench 90.1% · 1Y 479.7%

100% evidence

8. Gartner, Inc. · IT

52.2/100 · Mixed-positive evidence · 82% evidence

Exact sum: 16.6 + 13.1 + 14.5 + 8 = 52.2

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

16.6/35Growth & earnings

Revenue 2.3% · PAT -41% · OPM change 2.8 pp

83% evidence

13.1/25Capital efficiency

ROCE 7.5% · debt/equity 51.73×

80% evidence

14.5/20Valuation

P/E 15.6× · PEG 0.45

65% evidence

8.0/20Relative strength

RS sector -21.1% · RS bench -26.7% · 1Y -52.6%

100% evidence

9. Genpact Limited · G

52.1/100 · Mixed-positive evidence · 82% evidence

Exact sum: 15.3 + 14.6 + 13.7 + 8.5 = 52.1

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

15.3/35Growth & earnings

Revenue 6.4% · PAT 8% · OPM change 0.2 pp

83% evidence

14.6/25Capital efficiency

ROCE 4.8% · debt/equity 0.7×

80% evidence

13.7/20Valuation

P/E 11.4× · PEG 1.01

65% evidence

8.5/20Relative strength

RS sector -12.4% · RS bench -18.2% · 1Y -18.5%

100% evidence

10. Cognizant Technology Solutions Corporation · CTSH

51.1/100 · Mixed-positive evidence · 82% evidence

Exact sum: 17 + 16.8 + 11.9 + 5.4 = 51.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

17.0/35Growth & earnings

Revenue 6.5% · PAT 44.8% · OPM change -1.1 pp

83% evidence

16.8/25Capital efficiency

ROCE 5% · debt/equity 0.07×

80% evidence

11.9/20Valuation

P/E 13.3× · PEG 1.31

65% evidence

5.4/20Relative strength

RS sector -23.2% · RS bench -28.5% · 1Y -28.7%

100% evidence

11. CGI Inc. · GIB

47.9/100 · Mixed-negative evidence · 82% evidence

Exact sum: 14.3 + 14.5 + 9.1 + 10 = 47.9

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

14.3/35Growth & earnings

Revenue 7.9% · PAT -3.9% · OPM change 0.4 pp

83% evidence

14.5/25Capital efficiency

ROCE 4.2% · debt/equity 0.43×

80% evidence

9.1/20Valuation

P/E 12.8× · PEG 2.02

65% evidence

10.0/20Relative strength

RS sector -12.2% · RS bench -18% · 1Y -25.2%

100% evidence

12. CDW Corporation · CDW

44.6/100 · Mixed-negative evidence · 82% evidence

Exact sum: 14.3 + 9.6 + 5.8 + 14.9 = 44.6

Decision use: Price leads the evidence: RS versus the benchmark is -3.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

14.3/35Growth & earnings

Revenue 7.4% · PAT -0.8% · OPM change -0.4 pp

83% evidence

9.6/25Capital efficiency

ROCE 4.2% · debt/equity 2.27×

80% evidence

5.8/20Valuation

P/E 14.7× · PEG 4.79

65% evidence

14.9/20Relative strength

RS sector 2.9% · RS bench -3.4% · 1Y -14.7%

100% evidence

13. Pony AI Inc. · PONY

44.4/100 · Mixed-negative evidence · 62% evidence

Exact sum: 24.7 + 8.9 + 10 + 0.8 = 44.4

Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -41.9% and the one-year return is -41.9%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth.

24.7/35Growth & earnings

Revenue 41.6% · PAT — · OPM change 230.6 pp

62% evidence

8.9/25Capital efficiency

ROCE -4.5% · debt/equity 0.01×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

0.8/20Relative strength

RS sector -41.9% · RS bench -46.3% · 1Y -41.9%

100% evidence

14. CACI International Inc · CACI

44.3/100 · Mixed-negative evidence · 82% evidence

Exact sum: 17.3 + 10.6 + 9.1 + 7.3 = 44.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

17.3/35Growth & earnings

Revenue 9.6% · PAT 12.6% · OPM change 0.6 pp

83% evidence

10.6/25Capital efficiency

ROCE 2.6% · debt/equity 1.31×

80% evidence

9.1/20Valuation

P/E 22.4× · PEG 1.56

65% evidence

7.3/20Relative strength

RS sector -6.8% · RS bench -12.6% · 1Y 10.7%

100% evidence

15. International Business Machines Corporation · IBM

43.7/100 · Mixed-negative evidence · 82% evidence

Exact sum: 21.8 + 8 + 9 + 4.9 = 43.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

21.8/35Growth & earnings

Revenue 9.7% · PAT 95.3% · OPM change 0.6 pp

83% evidence

8.0/25Capital efficiency

ROCE 1.6% · debt/equity 2.11×

80% evidence

9.0/20Valuation

P/E 21.4× · PEG 1.58

65% evidence

4.9/20Relative strength

RS sector -16% · RS bench -21.3% · 1Y -9%

100% evidence

16. Cipher Digital Inc. · CIFR

43.3/100 · Mixed-negative evidence · 65% evidence

Exact sum: 18 + 3.6 + 8.5 + 13.2 = 43.3

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

18.0/35Growth & earnings

Revenue 38.8% · PAT — · OPM change -251.1 pp

62% evidence

3.6/25Capital efficiency

ROCE -3.9% · debt/equity 6.39×

80% evidence

8.5/20Valuation

P/E 83× · PEG —

15% evidence

13.2/20Relative strength

RS sector 21% · RS bench 14.8% · 1Y 314.2%

100% evidence

17. EPAM Systems, Inc. · EPAM

42.1/100 · Mixed-negative evidence · 82% evidence

Exact sum: 19.4 + 13.8 + 5.9 + 3 = 42.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

19.4/35Growth & earnings

Revenue 14.2% · PAT -5.8% · OPM change 0.7 pp

83% evidence

13.8/25Capital efficiency

ROCE 3% · debt/equity 0.08×

80% evidence

5.9/20Valuation

P/E 19.4× · PEG 2.74

65% evidence

3.0/20Relative strength

RS sector -32.3% · RS bench -37.3% · 1Y -33.5%

100% evidence

18. Fidelity National Information Services, Inc. · FIS

41.6/100 · Mixed-negative evidence · 72% evidence

Exact sum: 13.2 + 9.2 + 11.4 + 7.8 = 41.6

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

13.2/35Growth & earnings

Revenue 12.3% · PAT -257.8% · OPM change -0.9 pp

83% evidence

9.2/25Capital efficiency

ROCE 1.4% · debt/equity 1.32×

80% evidence

11.4/20Valuation

P/E 9.1× · PEG —

15% evidence

7.8/20Relative strength

RS sector -19.7% · RS bench -25.2% · 1Y -42.7%

100% evidence

19. Leidos Holdings, Inc. · LDOS

41.1/100 · Mixed-negative evidence · 69% evidence

Exact sum: 13.4 + 11.1 + 14.9 + 1.7 = 41.1

Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.

13.4/35Growth & earnings

Revenue — · PAT — · OPM change -1 pp

45% evidence

11.1/25Capital efficiency

ROCE 4.5% · debt/equity 1.43×

80% evidence

14.9/20Valuation

P/E 14.5× · PEG 0.52

65% evidence

1.7/20Relative strength

RS sector -28.5% · RS bench -33.4% · 1Y -25.7%

100% evidence

20. Accenture plc · ACN

40.4/100 · Mixed-negative evidence · 86% evidence

Exact sum: 12.4 + 17.4 + 5.8 + 4.8 = 40.4

Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression.

12.4/35Growth & earnings

Revenue 6.7% · PAT -2% · OPM change 0.2 pp

95% evidence

17.4/25Capital efficiency

ROCE 6.9% · debt/equity 0.25×

80% evidence

5.8/20Valuation

P/E 14.9× · PEG 3.4

65% evidence

4.8/20Relative strength

RS sector -24.9% · RS bench -30.1% · 1Y -35.5%

100% evidence

21. Keel Infrastructure Corp. · KEEL

39.8/100 · Mixed-negative evidence · 65% evidence

Exact sum: 12.8 + 5 + 9.5 + 12.5 = 39.8

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

12.8/35Growth & earnings

Revenue 51.6% · PAT — · OPM change -192.9 pp

62% evidence

5.0/25Capital efficiency

ROCE -11.6% · debt/equity 1.41×

80% evidence

9.5/20Valuation

P/E 20.8× · PEG —

15% evidence

12.5/20Relative strength

RS sector 17% · RS bench 11.4% · 1Y 221.6%

100% evidence

22. Applied Digital Corporation · APLD

36.7/100 · Mixed-negative evidence · 62% evidence

Exact sum: 15.2 + 6.4 + 10 + 5.1 = 36.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

15.2/35Growth & earnings

Revenue 100% · PAT — · OPM change -31.8 pp

62% evidence

6.4/25Capital efficiency

ROCE -2.6% · debt/equity 1.1×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

5.1/20Relative strength

RS sector -11.6% · RS bench -16.3% · 1Y 112.6%

100% evidence

23. Parsons Corporation · PSN

35.7/100 · Mixed-negative evidence · 82% evidence

Exact sum: 9.2 + 11.6 + 3.8 + 11.1 = 35.7

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

9.2/35Growth & earnings

Revenue -6.9% · PAT -8.2% · OPM change -0.6 pp

83% evidence

11.6/25Capital efficiency

ROCE 2.4% · debt/equity 0.61×

80% evidence

3.8/20Valuation

P/E 25.9× · PEG 5.54

65% evidence

11.1/20Relative strength

RS sector -7.9% · RS bench -14% · 1Y -15.9%

100% evidence

24. Kyndryl Holdings, Inc. · KD

34.1/100 · Adverse evidence · 72% evidence

Exact sum: 12.2 + 6.1 + 10.1 + 5.7 = 34.1

Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

12.2/35Growth & earnings

Revenue 0.2% · PAT -21.4% · OPM change 0.6 pp

83% evidence

6.1/25Capital efficiency

ROCE 2.6% · debt/equity 3.83×

80% evidence

10.1/20Valuation

P/E 15.4× · PEG —

15% evidence

5.7/20Relative strength

RS sector -34.8% · RS bench -39.9% · 1Y -63.3%

100% evidence

25. Wise Group plc · WSE

45.4/100 · Thin evidence · provisional · 50% evidence

Exact sum: 16.4 + 13.8 + 8.9 + 6.3 = 45.4

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.4/35Growth & earnings

Revenue — · PAT — · OPM change -7.3 pp

19% evidence

13.8/25Capital efficiency

ROCE 0% · debt/equity 0.25×

80% evidence

8.9/20Valuation

P/E 24.6× · PEG —

15% evidence

6.3/20Relative strength

RS sector -7.8% · RS bench -13.1% · 1Y -13.6%

100% evidence

26. NIQ Global Intelligence plc · NIQ

38.7/100 · Thin evidence · provisional · 48% evidence

Exact sum: 16.6 + 4.5 + 10 + 7.6 = 38.7

Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.

16.6/35Growth & earnings

Revenue — · PAT — · OPM change -2.6 pp

39% evidence

4.5/25Capital efficiency

ROCE -0.4% · debt/equity 3.26×

80% evidence

10.0/20Valuation

P/E — · PEG —

0% evidence

7.6/20Relative strength

RS sector -12% · RS bench -18.2% · 1Y -30.9%

70% evidence

01 · compare level, then change

Revenue Scale & Growth Durability

Accenture plc has the highest Revenue among the 26 Information Technology Services companies compared here, at $73,100 million. International Business Machines Corporation is next at $68,911 million. Applied Digital Corporation has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies.

What the numbers say: Accenture plc is the scale leader at $73,100 million, 6.1% ahead of International Business Machines Corporation. Applied Digital Corporation's growth is stored at the ≥100% scoring cap; the uncapped TTM change is 111.9% from a $356 million base, with 17 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderAccenture plc · $73,100 million
Gap6.1% versus #2 · International Business Machines Corporation
Persistence8/8 recent comparable periods
Coverage24/26 companies · 460 observations

Investor read: Accenture plc is the scale benchmark; Applied Digital Corporation is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Accenture plc's growth falls below Applied Digital Corporation's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Accenture plc ACN$73.1B
2International Business Machines Corporation IBM$68.9B
3Ingram Micro Holding Corporation INGM$54.2B
4CDW Corporation CDW$22.9B
5Cognizant Technology Solutions Corporation CTSH$21.4B
Revenue growthfastest growers
1Applied Digital Corporation APLD100%
2Keel Infrastructure Corp. KEEL52%
3Pony AI Inc. PONY42%
4Cipher Digital Inc. CIFR39%
5EPAM Systems, Inc. EPAM14%
Revenue · company comparison
24/26 level · 23/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Accenture plc ACN$18.7B5.6%Jun 2026
International Business Machines Corporation IBM$15.9B9.5%Mar 2026
Ingram Micro Holding Corporation INGM$14.0B14%Mar 2026
CDW Corporation CDW$5.7B9.3%Mar 2026
Cognizant Technology Solutions Corporation CTSH$5.4B5.8%Mar 2026
Leidos Holdings, Inc. LDOS$4.4B3.7%Jun 2026
CGI Inc. GIB$4.2B3.3%Mar 2026
Kyndryl Holdings, Inc. KD$3.8B-0.8%Mar 2026
Fidelity National Information Services, Inc. FIS$3.3B30%Mar 2026
CACI International Inc CACI$2.4B8.5%Mar 2026
Broadridge Financial Solutions, Inc. BR$2.0B7.8%Mar 2026
Science Applications International Corporation SAIC$1.9B1.6%Jun 2026
Gartner, Inc. IT$1.5B-1.5%Mar 2026
Parsons Corporation PSN$1.5B-4.1%Mar 2026
EPAM Systems, Inc. EPAM$1.4B7.5%Mar 2026
Genpact Limited G$1.3B6.7%Mar 2026
NIQ Global Intelligence plc NIQ$1.1B11%Mar 2026
Jack Henry & Associates, Inc. JKHY$636M8.7%Mar 2026
Wise Group plc WSE$593M9.8%Mar 2026
ExlService Holdings, Inc. EXLS$570M14%Mar 2026
Penguin Solutions, Inc. PENG$479M48%Jun 2026
Applied Digital Corporation APLD$127M140%Mar 2026
Keel Infrastructure Corp. KEEL$37M-23%Mar 2026
Cipher Digital Inc. CIFR$35M-29%Mar 2026
Pony AI Inc. PONY$34M143%Mar 2026
ChronoScale Holdings Corporation CHRN$18M0.0%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$13.4B
$15.0B
$15.0B
$16.2B
$15.4B
$15.7B
$15.8B
$16.6B
$16.0B
$16.2B
$15.8B
$16.5B
$16.4B
$17.7B
$16.7B
$17.7B
$17.6B
$18.7B
$18.0B
$18.7B

Broadridge Financial Solutions, Inc. · BR

$1.2B
$1.3B
$1.5B
$1.7B
$1.3B
$1.3B
$1.6B
$1.8B
$1.4B
$1.4B
$1.7B
$1.9B
$1.4B
$1.6B
$1.8B
$2.1B
$1.6B
$1.7B
$2.0B

CACI International Inc · CACI

$1.5B
$1.5B
$1.6B
$1.6B
$1.6B
$1.6B
$1.7B
$1.7B
$1.9B
$1.8B
$1.9B
$2.0B
$2.1B
$2.1B
$2.2B
$2.3B
$2.3B
$2.2B
$2.4B

CDW Corporation · CDW

$5.3B
$5.5B
$5.9B
$6.1B
$6.2B
$5.4B
$5.1B
$5.6B
$5.6B
$5.0B
$4.9B
$5.4B
$5.5B
$5.2B
$5.2B
$6.0B
$5.7B
$5.5B
$5.7B

CGI Inc. · GIB

$3.0B
$3.1B
$3.3B
$3.3B
$3.2B
$3.5B
$3.7B
$3.6B
$3.5B
$3.6B
$3.7B
$3.7B
$3.7B
$3.8B
$4.0B
$4.1B
$4.0B
$4.1B
$4.2B

Cognizant Technology Solutions Corporation · CTSH

$4.7B
$4.8B
$4.8B
$4.9B
$4.9B
$4.8B
$4.8B
$4.9B
$4.9B
$4.8B
$4.8B
$4.9B
$5.0B
$5.1B
$5.1B
$5.2B
$5.4B
$5.3B
$5.4B

Fidelity National Information Services, Inc. · FIS

$3.5B
$3.7B
$3.5B
$3.7B
$2.4B
$2.5B
$2.4B
$2.4B
$2.5B
$2.5B
$2.5B
$2.5B
$2.6B
$2.6B
$2.5B
$2.6B
$2.7B
$2.8B
$3.3B

Gartner, Inc. · IT

$1.2B
$1.3B
$1.3B
$1.4B
$1.3B
$1.5B
$1.4B
$1.5B
$1.4B
$1.6B
$1.5B
$1.6B
$1.5B
$1.7B
$1.5B
$1.7B
$1.5B
$1.8B
$1.5B

International Business Machines Corporation · IBM

$13.3B
$16.7B
$14.2B
$15.5B
$14.1B
$16.7B
$14.5B
$15.5B
$14.8B
$17.4B
$14.5B
$15.8B
$15.0B
$17.6B
$14.5B
$17.0B
$16.3B
$19.7B
$15.9B

Jack Henry & Associates, Inc. · JKHY

$488M
$494M
$478M
$483M
$529M
$505M
$509M
$535M
$571M
$546M
$539M
$560M
$601M
$574M
$585M
$615M
$645M
$619M
$636M

Leidos Holdings, Inc. · LDOS

$3.4B
$3.5B
$3.5B
$3.6B
$3.7B
$3.7B
$3.8B
$3.9B
$4.0B
$4.0B
$4.1B
$4.2B
$4.4B
$4.2B
$4.3B
$4.5B
$4.2B
$4.4B

Wise Group plc · WSE

$172M
$194M
$194M
$232M
$232M
$363M
$363M
$400M
$400M
$540M
$540M
$593M
$593M

Revenue growth · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

15%
5.2%
5.1%
2.5%
3.6%
3.0%
-0.1%
-0.6%
2.6%
9.0%
5.4%
7.7%
7.3%
6.0%
8.3%
5.6%

Broadridge Financial Solutions, Inc. · BR

12%
7.5%
2.6%
7.3%
6.7%
12%
8.7%
4.9%
5.7%
-0.6%
13%
4.9%
6.2%
12%
7.9%
7.8%

CACI International Inc · CACI

5.0%
7.7%
11%
10%
3.7%
15%
11%
11%
20%
11%
15%
12%
13%
11%
5.7%
8.5%

CDW Corporation · CDW

19%
17%
-1.8%
-14%
-8.5%
-9.5%
-7.7%
-4.5%
-3.6%
-2.0%
3.3%
6.7%
10%
4.0%
6.3%
9.3%

CGI Inc. · GIB

7.9%
8.0%
12%
14%
11%
8.0%
4.4%
0.7%
1.4%
4.4%
5.1%
7.5%
11%
9.7%
7.7%
3.3%

Cognizant Technology Solutions Corporation · CTSH

7.0%
2.4%
1.3%
-0.3%
-0.4%
0.8%
-1.7%
-1.1%
-0.7%
3.0%
6.8%
7.5%
8.1%
7.4%
4.9%
5.8%

Fidelity National Information Services, Inc. · FIS

7.0%
-31%
-31%
-31%
-35%
3.2%
-0.5%
3.0%
2.7%
3.1%
3.4%
2.6%
5.1%
5.7%
8.2%
30%

Gartner, Inc. · IT

18%
15%
15%
12%
9.2%
5.8%
5.4%
4.5%
6.1%
5.3%
8.1%
4.1%
5.7%
2.7%
2.2%
-1.5%

International Business Machines Corporation · IBM

9.3%
6.5%
-0.0%
2.4%
-0.4%
4.6%
4.1%
-0.5%
1.9%
1.5%
1.0%
0.6%
7.7%
9.1%
12%
9.5%

Jack Henry & Associates, Inc. · JKHY

7.3%
8.4%
2.2%
6.5%
11%
7.9%
8.1%
5.9%
4.7%
5.3%
5.1%
8.5%
9.8%
7.3%
7.8%
8.7%

Leidos Holdings, Inc. · LDOS

4.3%
6.1%
9.9%
9.0%
7.7%
7.5%
7.7%
6.9%
9.8%
2.7%
1.5%
-3.6%
3.7%

Wise Group plc · WSE

39%
23%
23%
35%
35%
87%
87%
72%
72%
35%
35%
9.8%
9.8%
02 · compare level, then change

Operating Economics & Margin Trend

Wise Group plc has the highest OPM among the 26 Information Technology Services companies compared here, at 30.1%. Jack Henry & Associates, Inc. is next at 24.4%. Pony AI Inc. has the highest Margin change at +230.6 percentage points, so level and change sit with different companies. 26 of 26 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Wise Group plc leads opm at 30.1%; Pony AI Inc. leads margin change at +230.6 percentage points.

LeaderWise Group plc · 30.1%
Gap23.4% versus #2 · Jack Henry & Associates, Inc.
Persistence6/8 recent comparable periods
Coverage26/26 companies · 457 observations

Investor read: Wise Group plc sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Wise Group plc WSE30%
2Jack Henry & Associates, Inc. JKHY24%
3Gartner, Inc. IT21%
4Broadridge Financial Solutions, Inc. BR18%
5Accenture plc ACN17%
Margin changefastest expanders
1Pony AI Inc. PONY+230.6 pp
2ChronoScale Holdings Corporation CHRN+55.9 pp
3Penguin Solutions, Inc. PENG+7.6 pp
4Science Applications International Corporation SAIC+3.0 pp
5Gartner, Inc. IT+2.8 pp
Operating margin · company comparison
26/26 level · 26/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyOPMMargin changeReported
Wise Group plc WSE30%−7.3 ppMar 2026
Jack Henry & Associates, Inc. JKHY24%+0.7 ppMar 2026
Gartner, Inc. IT21%+2.8 ppMar 2026
Broadridge Financial Solutions, Inc. BR18%−0.6 ppMar 2026
Accenture plc ACN17%+0.2 ppJun 2026
ExlService Holdings, Inc. EXLS16%+0.4 ppMar 2026
Cognizant Technology Solutions Corporation CTSH16%−1.1 ppMar 2026
Genpact Limited G15%+0.2 ppMar 2026
CGI Inc. GIB15%+0.4 ppMar 2026
Fidelity National Information Services, Inc. FIS13%−0.9 ppMar 2026
International Business Machines Corporation IBM12%+0.6 ppMar 2026
Leidos Holdings, Inc. LDOS12%−1.0 ppJun 2026
Penguin Solutions, Inc. PENG11%+7.6 ppJun 2026
CACI International Inc CACI9.7%+0.6 ppMar 2026
Science Applications International Corporation SAIC9.4%+3.0 ppJun 2026
EPAM Systems, Inc. EPAM8.3%+0.7 ppMar 2026
CDW Corporation CDW6.6%−0.4 ppMar 2026
Parsons Corporation PSN6.4%−0.6 ppMar 2026
Kyndryl Holdings, Inc. KD4.3%+0.6 ppMar 2026
Ingram Micro Holding Corporation INGM1.6%0.0 ppMar 2026
NIQ Global Intelligence plc NIQ-1.0%−2.6 ppMar 2026
ChronoScale Holdings Corporation CHRN-59%+55.9 ppMar 2026
Applied Digital Corporation APLD-68%−31.8 ppMar 2026
Pony AI Inc. PONY-170%+230.6 ppMar 2026
Keel Infrastructure Corp. KEEL-266%−192.9 ppMar 2026
Cipher Digital Inc. CIFR-329%−251.1 ppMar 2026
Full 20-quarter history · every available company

OPM · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

15%
16%
14%
16%
15%
17%
12%
14%
12%
16%
13%
16%
14%
17%
14%
17%
12%
15%
14%
17%

Broadridge Financial Solutions, Inc. · BR

8.7%
5.5%
16%
20%
6.8%
8.3%
17%
25%
10%
8.9%
18%
23%
9.4%
13%
19%
24%
12%
12%
18%

CACI International Inc · CACI

8.5%
8.4%
7.9%
7.3%
8.3%
7.9%
8.9%
8.7%
7.4%
7.3%
9.4%
9.7%
8.7%
8.6%
9.1%
9.0%
9.3%
9.3%
9.7%

CDW Corporation · CDW

7.3%
6.1%
6.5%
7.1%
7.5%
8.2%
7.0%
7.3%
8.5%
8.7%
6.7%
8.0%
8.7%
7.9%
7.0%
7.0%
7.7%
7.8%
6.6%

CGI Inc. · GIB

15%
16%
15%
15%
15%
15%
15%
15%
16%
15%
15%
16%
16%
16%
15%
14%
13%
15%
15%

Cognizant Technology Solutions Corporation · CTSH

15%
15%
15%
16%
16%
14%
15%
12%
14%
15%
15%
15%
15%
15%
17%
16%
16%
34%
16%

Fidelity National Information Services, Inc. · FIS

3.9%
12%
4.5%
10%
16%
13%
13%
15%
19%
13%
14%
15%
19%
19%
14%
16%
17%
19%
13%

Gartner, Inc. · IT

20%
14%
17%
22%
19%
22%
29%
19%
17%
19%
19%
20%
17%
19%
18%
19%
5.7%
19%
21%

International Business Machines Corporation · IBM

8.3%
19%
6.6%
13%
-30%
22%
11%
16%
16%
24%
10%
17%
-2.5%
21%
11%
18%
18%
24%
12%

Jack Henry & Associates, Inc. · JKHY

27%
25%
23%
22%
27%
21%
21%
23%
23%
22%
21%
22%
25%
21%
24%
25%
29%
26%
24%

Leidos Holdings, Inc. · LDOS

7.8%
8.8%
7.8%
7.5%
7.2%
7.2%
8.6%
-8.6%
9.1%
10%
12%
12%
9.6%
13%
13%
12%
11%
12%

Wise Group plc · WSE

8.3%
9.1%
9.1%
13%
13%
18%
18%
31%
31%
37%
37%
30%
30%

Margin change · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

+0.1 pp
+0.2 pp
−1.4 pp
−1.9 pp
−2.7 pp
−0.7 pp
+0.7 pp
+1.8 pp
+2.3 pp
+0.9 pp
+0.5 pp
+0.8 pp
−2.7 pp
−1.4 pp
+0.3 pp
+0.2 pp

Broadridge Financial Solutions, Inc. · BR

+1.4 pp
−1.9 pp
+2.8 pp
+1.4 pp
+4.9 pp
+3.6 pp
+0.6 pp
+0.1 pp
−2.0 pp
−1.0 pp
+4.4 pp
+1.5 pp
+1.4 pp
+2.5 pp
−1.3 pp
−0.6 pp

CACI International Inc · CACI

+0.1 pp
−0.2 pp
−0.5 pp
+1.0 pp
+1.4 pp
−0.9 pp
−0.6 pp
+0.5 pp
+1.0 pp
+1.3 pp
+1.3 pp
−0.3 pp
−0.7 pp
+0.6 pp
+0.7 pp
+0.6 pp

CDW Corporation · CDW

−0.1 pp
+0.2 pp
+2.1 pp
+0.5 pp
+0.2 pp
+1.0 pp
+0.5 pp
−0.3 pp
+0.7 pp
+0.2 pp
−0.8 pp
+0.3 pp
−1.0 pp
−1.0 pp
−0.1 pp
−0.4 pp

CGI Inc. · GIB

+0.1 pp
−0.4 pp
−1.0 pp
−0.1 pp
+0.4 pp
+0.9 pp
−0.4 pp
+0.2 pp
+0.8 pp
+0.3 pp
+1.0 pp
−0.9 pp
−2.7 pp
−3.3 pp
−0.9 pp
+0.4 pp

Cognizant Technology Solutions Corporation · CTSH

+0.3 pp
+1.0 pp
−1.1 pp
−0.4 pp
−3.7 pp
−2.4 pp
+1.0 pp
0.0 pp
+2.8 pp
+0.6 pp
−0.4 pp
+2.1 pp
+1.0 pp
+1.4 pp
+18.9 pp
−1.1 pp

Fidelity National Information Services, Inc. · FIS

−0.3 pp
+12.0 pp
+1.3 pp
+8.5 pp
+4.4 pp
+3.0 pp
−0.3 pp
+1.4 pp
+0.4 pp
+0.2 pp
+6.0 pp
−0.7 pp
+0.7 pp
−2.3 pp
−0.2 pp
−0.9 pp

Gartner, Inc. · IT

−1.9 pp
−0.9 pp
+7.9 pp
+11.8 pp
−2.8 pp
−1.7 pp
−3.1 pp
−10.4 pp
+1.2 pp
−0.7 pp
−0.5 pp
−0.5 pp
−0.6 pp
−10.9 pp
+0.6 pp
+2.8 pp

International Business Machines Corporation · IBM

+4.6 pp
−38.1 pp
+2.7 pp
+4.5 pp
+2.7 pp
+45.3 pp
+2.3 pp
−0.7 pp
+1.1 pp
−18.0 pp
−2.8 pp
+0.7 pp
+1.5 pp
+20.4 pp
+2.3 pp
+0.6 pp

Jack Henry & Associates, Inc. · JKHY

+0.1 pp
−0.8 pp
−4.2 pp
−2.0 pp
+1.7 pp
−3.4 pp
+0.6 pp
−0.5 pp
−0.8 pp
+2.0 pp
−0.4 pp
+2.9 pp
+2.9 pp
+3.3 pp
+4.3 pp
+0.7 pp

Leidos Holdings, Inc. · LDOS

−0.3 pp
−1.6 pp
+0.8 pp
−16.1 pp
+1.9 pp
+3.2 pp
+2.9 pp
+20.9 pp
−0.8 pp
+1.0 pp
+1.1 pp
+1.6 pp
−1.0 pp

Wise Group plc · WSE

−3.2 pp
−0.9 pp
−0.9 pp
+4.9 pp
+4.9 pp
+9.2 pp
+9.2 pp
+17.8 pp
+17.8 pp
+6.4 pp
+6.4 pp
−7.3 pp
−7.3 pp
03 · compare level, then change

Profit Scale & Acceleration

International Business Machines Corporation has the highest Net profit among the 26 Information Technology Services companies compared here, at $10,732 million. Accenture plc is next at $7,939 million. The same company also holds the highest Profit growth, at 95.3%. 24 of 26 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: International Business Machines Corporation leads with $10,732 million of TTM profit, 35.2% above Accenture plc. International Business Machines Corporation shows 95.3% growth from a $10,732 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderInternational Business Machines Corporation · $10,732 million
Gap35.2% versus #2 · Accenture plc
Persistence5/8 recent comparable periods
Coverage24/26 companies · 466 observations

Investor read: International Business Machines Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1International Business Machines Corporation IBM$10.7B
2Accenture plc ACN$7.9B
3Cognizant Technology Solutions Corporation CTSH$3.4B
4CGI Inc. GIB$1.7B
5Leidos Holdings, Inc. LDOS$1.4B
Profit growthfastest growers
1International Business Machines Corporation IBM95%
2Cognizant Technology Solutions Corporation CTSH45%
3Broadridge Financial Solutions, Inc. BR40%
4Ingram Micro Holding Corporation INGM26%
5Jack Henry & Associates, Inc. JKHY21%
Net profit · company comparison
24/26 level · 17/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyNet profitProfit growthReported
Accenture plc ACN$2.4B6.4%Jun 2026
International Business Machines Corporation IBM$1.2B15%Mar 2026
Cognizant Technology Solutions Corporation CTSH$659M0.0%Mar 2026
CGI Inc. GIB$445M3.5%Mar 2026
Leidos Holdings, Inc. LDOS$335M-8.2%Jun 2026
Broadridge Financial Solutions, Inc. BR$276M14%Mar 2026
CDW Corporation CDW$235M4.4%Mar 2026
Gartner, Inc. IT$222M5.2%Mar 2026
Genpact Limited G$148M13%Mar 2026
CACI International Inc CACI$130M16%Mar 2026
Wise Group plc WSE$126M-13%Mar 2026
Jack Henry & Associates, Inc. JKHY$123M11%Mar 2026
Science Applications International Corporation SAIC$115M69%Jun 2026
Ingram Micro Holding Corporation INGM$99M43%Mar 2026
EPAM Systems, Inc. EPAM$83M14%Mar 2026
ExlService Holdings, Inc. EXLS$67M0.0%Mar 2026
Parsons Corporation PSN$65M-21%Mar 2026
Penguin Solutions, Inc. PENG$46M1,433%Jun 2026
Kyndryl Holdings, Inc. KD$17M-75%Mar 2026
ChronoScale Holdings Corporation CHRN$-13MMar 2026
Pony AI Inc. PONY$-54MMar 2026
Applied Digital Corporation APLD$-71M-263%Mar 2026
NIQ Global Intelligence plc NIQ$-89MMar 2026
Cipher Digital Inc. CIFR$-114M-4,178%Mar 2026
Keel Infrastructure Corp. KEEL$-128M-510%Mar 2026
Fidelity National Information Services, Inc. FIS$-2.2B-3,218%Mar 2026
Full 20-quarter history · every available company

Net profit · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$1.4B
$1.8B
$1.7B
$1.8B
$1.7B
$2.0B
$1.6B
$2.0B
$1.4B
$2.0B
$1.7B
$2.0B
$1.7B
$2.3B
$1.8B
$2.2B
$1.5B
$2.2B
$1.9B
$2.4B

Broadridge Financial Solutions, Inc. · BR

$67M
$47M
$177M
$248M
$50M
$58M
$199M
$324M
$91M
$70M
$214M
$323M
$80M
$142M
$243M
$374M
$165M
$285M
$276M

CACI International Inc · CACI

$88M
$90M
$95M
$93M
$89M
$87M
$101M
$108M
$86M
$84M
$115M
$135M
$120M
$110M
$112M
$158M
$125M
$124M
$130M

CDW Corporation · CDW

$267M
$215M
$250M
$279M
$298M
$287M
$230M
$263M
$316M
$296M
$216M
$281M
$316M
$264M
$225M
$271M
$291M
$280M
$235M

CGI Inc. · GIB

$346M
$367M
$372M
$364M
$362M
$382M
$419M
$415M
$414M
$390M
$427M
$440M
$436M
$439M
$430M
$409M
$381M
$442M
$445M

Cognizant Technology Solutions Corporation · CTSH

$544M
$575M
$559M
$577M
$629M
$521M
$580M
$463M
$522M
$554M
$543M
$563M
$582M
$546M
$659M
$645M
$274M
$1.8B
$659M

Fidelity National Information Services, Inc. · FIS

$161M
$-6M
$121M
$280M
$222M
$79M
$96M
$161M
$249M
$62M
$86M
$228M
$280M
$341M
$71M
$129M
$288M
$345M
$-2.2B

Gartner, Inc. · IT

$149M
$209M
$173M
$205M
$174M
$257M
$296M
$198M
$180M
$209M
$211M
$230M
$415M
$399M
$211M
$241M
$35M
$242M
$222M

International Business Machines Corporation · IBM

$1.0B
$2.5B
$662M
$1.5B
$-3.2B
$2.9B
$1.1B
$1.6B
$1.7B
$3.3B
$1.6B
$1.8B
$-317M
$2.9B
$1.1B
$2.2B
$1.7B
$5.6B
$1.2B

Jack Henry & Associates, Inc. · JKHY

$102M
$96M
$85M
$80M
$107M
$81M
$82M
$98M
$102M
$92M
$87M
$101M
$119M
$98M
$111M
$128M
$144M
$125M
$123M

Leidos Holdings, Inc. · LDOS

$170M
$208M
$177M
$172M
$180M
$164M
$210M
$-396M
$230M
$283M
$324M
$362M
$282M
$365M
$393M
$369M
$335M
$335M

Wise Group plc · WSE

$9M
$13M
$13M
$21M
$21M
$50M
$50M
$86M
$86M
$145M
$145M
$126M
$126M

Profit growth · reported quarter history

Showing the 12 largest of 23 companies with a series here. The remaining 11 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

18%
9.7%
-6.5%
13%
-17%
0.7%
10%
-3.3%
22%
15%
6.6%
13%
-16%
-3.2%
2.0%
6.4%

Broadridge Financial Solutions, Inc. · BR

-4.6%
-25%
23%
12%
31%
82%
21%
7.5%
-0.3%
-12%
103%
14%
16%
106%
101%
14%

CACI International Inc · CACI

-32%
1.1%
-3.3%
6.3%
16%
-3.4%
-3.5%
14%
25%
40%
31%
-2.6%
17%
4.2%
13%
16%

CDW Corporation · CDW

1.8%
12%
33%
-8.0%
-5.7%
6.0%
3.1%
-6.1%
6.8%
0.0%
-11%
4.2%
-3.6%
-7.9%
6.1%
4.4%

CGI Inc. · GIB

7.7%
4.6%
4.1%
13%
14%
14%
2.1%
1.9%
6.0%
5.3%
13%
0.7%
-7.1%
-13%
0.7%
3.5%

Cognizant Technology Solutions Corporation · CTSH

13%
16%
-9.4%
3.8%
-20%
-17%
6.3%
-6.4%
22%
11%
-1.4%
21%
15%
-53%
234%
0.0%

Fidelity National Information Services, Inc. · FIS

38%
-21%
-43%
12%
-22%
-10%
42%
12%
450%
-17%
-43%
2.9%
1.2%
-3,218%

Gartner, Inc. · IT

-24%
17%
23%
71%
-3.4%
3.5%
-19%
-29%
16%
131%
91%
0.0%
4.8%
-92%
-39%
5.2%

International Business Machines Corporation · IBM

81%
-410%
17%
59%
7.9%
14%
49%
16%
-118%
-11%
-33%
20%
91%
15%

Jack Henry & Associates, Inc. · JKHY

3.9%
4.9%
-16%
-3.5%
23%
-4.7%
14%
6.1%
3.1%
17%
6.5%
28%
27%
21%
28%
11%

Leidos Holdings, Inc. · LDOS

1.2%
-13%
19%
-330%
28%
73%
54%
-0.4%
13%
8.6%
19%
-8.2%

Wise Group plc · WSE

0.0%
18%
18%
133%
133%
285%
285%
310%
310%
69%
69%
-13%
-13%
04 · compare level, then change

Capacity Spending & Returns On It

Applied Digital Corporation has the highest CAPEX among the 26 Information Technology Services companies compared here, at $775 million. Cipher Digital Inc. is next at $554 million. Cipher Digital Inc. has the highest CAPEX intensity at 1582.9%, so level and change sit with different companies. 26 of 26 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Applied Digital Corporation reports $775 million of CAPEX; Cipher Digital Inc. has the highest covered intensity at 1582.9%. Coverage is only 26 of 26 companies and 458 reported observations, so this is partial evidence—not a complete sector rank.

LeaderApplied Digital Corporation · $775 million
Gap39.9% versus #2 · Cipher Digital Inc.
Persistence8/8 recent comparable periods
Coverage26/26 companies · 458 observations

Investor read: Use the CAPEX rank as a diligence queue. Verify commissioning, utilization, cash conversion and post-investment ROCE before treating spend as value creation.

This conclusion weakens if: CAPEX rises without higher utilization, operating cash flow or incremental returns.

CAPEX is cash spent on property, plant, equipment and other reported capital assets. CAPEX intensity divides that spend by revenue; high intensity is a reinvestment signal, not proof that the reinvestment will earn attractive returns.
CAPEXlargest spenders
1Applied Digital Corporation APLD$775M
2Cipher Digital Inc. CIFR$554M
3International Business Machines Corporation IBM$232M
4Accenture plc ACN$186M
5Kyndryl Holdings, Inc. KD$116M
CAPEX intensityhighest reinvestment intensity
1Cipher Digital Inc. CIFR1,583%
2Applied Digital Corporation APLD610%
3Pony AI Inc. PONY52%
4Keel Infrastructure Corp. KEEL27%
5Kyndryl Holdings, Inc. KD3.1%
Capital expenditure · company comparison
26/26 level · 26/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyCAPEXCAPEX intensityReported
Applied Digital Corporation APLD$775M610%Mar 2026
Cipher Digital Inc. CIFR$554M1,583%Mar 2026
International Business Machines Corporation IBM$232M1.5%Mar 2026
Accenture plc ACN$186M1.0%Jun 2026
Kyndryl Holdings, Inc. KD$116M3.1%Mar 2026
Cognizant Technology Solutions Corporation CTSH$76M1.4%Mar 2026
Fidelity National Information Services, Inc. FIS$50M1.5%Mar 2026
Ingram Micro Holding Corporation INGM$36M0.3%Mar 2026
CGI Inc. GIB$32M0.8%Mar 2026
Leidos Holdings, Inc. LDOS$31M0.7%Jun 2026
CACI International Inc CACI$27M1.1%Mar 2026
CDW Corporation CDW$26M0.5%Mar 2026
Genpact Limited G$24M1.9%Mar 2026
Gartner, Inc. IT$20M1.3%Mar 2026
EPAM Systems, Inc. EPAM$18M1.3%Mar 2026
Jack Henry & Associates, Inc. JKHY$17M2.7%Mar 2026
Parsons Corporation PSN$15M1.0%Mar 2026
Pony AI Inc. PONY$15M52%Mar 2026
Broadridge Financial Solutions, Inc. BR$14M0.7%Mar 2026
ExlService Holdings, Inc. EXLS$13M2.3%Mar 2026
Keel Infrastructure Corp. KEEL$10M27%Mar 2026
Science Applications International Corporation SAIC$9M0.5%Jun 2026
Wise Group plc WSE$6M1.0%Mar 2026
NIQ Global Intelligence plc NIQ$3M0.3%Mar 2026
Penguin Solutions, Inc. PENG$3M0.6%Jun 2026
ChronoScale Holdings Corporation CHRN$0M0.0%Mar 2026
Full 20-quarter history · every available company

CAPEX · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$236M
$182M
$165M
$195M
$177M
$99M
$108M
$142M
$180M
$69M
$110M
$124M
$214M
$152M
$171M
$169M
$108M
$157M
$150M
$186M

Broadridge Financial Solutions, Inc. · BR

$6M
$6M
$11M
$7M
$6M
$10M
$6M
$17M
$5M
$12M
$23M
$18M
$8M
$9M
$12M
$16M
$15M
$6M
$14M

CACI International Inc · CACI

$10M
$11M
$17M
$36M
$13M
$13M
$15M
$23M
$14M
$15M
$12M
$23M
$11M
$10M
$16M
$28M
$17M
$16M
$27M

CDW Corporation · CDW

$28M
$34M
$41M
$22M
$34M
$31M
$32M
$40M
$43M
$34M
$30M
$31M
$34M
$29M
$27M
$23M
$30M
$38M
$26M

CGI Inc. · GIB

$32M
$43M
$33M
$42M
$38M
$41M
$46M
$38M
$34M
$28M
$30M
$28M
$23M
$26M
$27M
$36M
$28M
$25M
$32M

Cognizant Technology Solutions Corporation · CTSH

$51M
$65M
$120M
$43M
$79M
$90M
$98M
$68M
$73M
$78M
$79M
$79M
$56M
$83M
$77M
$67M
$67M
$77M
$76M

Fidelity National Information Services, Inc. · FIS

$50M
$127M
$108M
$65M
$43M
$52M
$39M
$27M
$22M
$27M
$27M
$16M
$36M
$18M
$37M
$39M
$59M
$19M
$50M

Gartner, Inc. · IT

$14M
$21M
$17M
$21M
$32M
$38M
$21M
$26M
$28M
$28M
$23M
$29M
$26M
$24M
$26M
$36M
$29M
$24M
$20M

International Business Machines Corporation · IBM

$558M
$450M
$281M
$339M
$317M
$409M
$300M
$364M
$281M
$300M
$239M
$220M
$286M
$303M
$244M
$210M
$255M
$382M
$232M

Jack Henry & Associates, Inc. · JKHY

$9M
$13M
$6M
$6M
$8M
$10M
$10M
$12M
$8M
$17M
$10M
$24M
$13M
$17M
$12M
$12M
$9M
$21M
$17M

Leidos Holdings, Inc. · LDOS

$21M
$24M
$28M
$21M
$53M
$39M
$40M
$50M
$78M
$17M
$23M
$23M
$86M
$22M
$29M
$31M
$43M
$31M

Wise Group plc · WSE

$2M
$1M
$1M
$1M
$1M
$1M
$1M
$2M
$2M
$4M
$4M
$6M
$6M
$11M
$11M
$6M
$6M

CAPEX intensity · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

1.8%
1.2%
1.1%
1.2%
1.1%
0.6%
0.7%
0.9%
1.1%
0.4%
0.7%
0.8%
1.3%
0.9%
1.0%
1.0%
0.6%
0.8%
0.8%
1.0%

Broadridge Financial Solutions, Inc. · BR

0.5%
0.5%
0.7%
0.4%
0.5%
0.8%
0.4%
0.9%
0.3%
0.9%
1.3%
0.9%
0.6%
0.6%
0.7%
0.8%
0.9%
0.4%
0.7%

CACI International Inc · CACI

0.7%
0.7%
1.1%
2.2%
0.8%
0.8%
0.9%
1.4%
0.8%
0.8%
0.6%
1.1%
0.5%
0.5%
0.7%
1.2%
0.7%
0.7%
1.1%

CDW Corporation · CDW

0.5%
0.6%
0.7%
0.4%
0.5%
0.6%
0.6%
0.7%
0.8%
0.7%
0.6%
0.6%
0.6%
0.6%
0.5%
0.4%
0.5%
0.7%
0.5%

CGI Inc. · GIB

1.1%
1.4%
1.0%
1.3%
1.2%
1.2%
1.2%
1.0%
1.0%
0.8%
0.8%
0.8%
0.6%
0.7%
0.7%
0.9%
0.7%
0.6%
0.8%

Cognizant Technology Solutions Corporation · CTSH

1.1%
1.4%
2.5%
0.9%
1.6%
1.9%
2.0%
1.4%
1.5%
1.6%
1.7%
1.6%
1.1%
1.6%
1.5%
1.3%
1.2%
1.4%
1.4%

Fidelity National Information Services, Inc. · FIS

1.4%
3.5%
3.1%
1.7%
1.8%
2.1%
1.6%
1.1%
0.9%
1.1%
1.1%
0.6%
1.4%
0.7%
1.5%
1.5%
2.2%
0.7%
1.5%

Gartner, Inc. · IT

1.2%
1.6%
1.3%
1.5%
2.4%
2.5%
1.5%
1.7%
2.0%
1.8%
1.6%
1.8%
1.8%
1.4%
1.7%
2.1%
1.9%
1.4%
1.3%

International Business Machines Corporation · IBM

4.2%
2.7%
2.0%
2.2%
2.2%
2.5%
2.1%
2.4%
1.9%
1.7%
1.7%
1.4%
1.9%
1.7%
1.7%
1.2%
1.6%
1.9%
1.5%

Jack Henry & Associates, Inc. · JKHY

1.8%
2.6%
1.3%
1.2%
1.5%
2.0%
2.0%
2.2%
1.4%
3.1%
1.9%
4.3%
2.2%
3.0%
2.1%
2.0%
1.4%
3.4%
2.7%

Leidos Holdings, Inc. · LDOS

0.6%
0.7%
0.8%
0.6%
1.4%
1.1%
1.0%
1.3%
2.0%
0.4%
0.6%
0.5%
2.0%
0.5%
0.7%
0.7%
1.0%
0.7%

Wise Group plc · WSE

1.2%
0.5%
0.5%
0.4%
0.4%
0.3%
0.3%
0.5%
0.5%
1.1%
1.1%
1.0%
1.0%
Annual capital allocation · 6-year view
26/26 capacity base · 26/26 OCF · 26/26 CAPEX · 26/26 FCF

Capacity base is net fixed assets plus capital work in progress, straight off the reported balance sheet. It is not cash spent, so it answers a narrower question than CAPEX — but it is reported for companies whose cash-flow CAPEX is not published, which is why it leads here. Missing years remain blank; annual values are never relabelled as quarters.

Full annual capacity base, operating cash flow, CAPEX and free cash flow history

Capacity base · net fixed assets + CWIP · fiscal-year history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$4.8B
$4.7B
$4.2B
$4.3B
$4.3B

CDW Corporation · CDW

$351M
$338M
$324M
$312M
$308M

CGI Inc. · GIB

$938M
$905M
$872M
$833M
$920M

Gartner, Inc. · IT

$822M
$701M
$630M
$500M
$428M

Leidos Holdings, Inc. · LDOS

$1.3B
$1.4B
$1.5B
$1.6B
$1.5B

Wise Group plc · WSE

$30M
$26M
$43M
$151M
$190M

Operating cash flow · fiscal-year history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$9.0B
$9.5B
$9.5B
$9.1B
$11.5B

CDW Corporation · CDW

$785M
$1.3B
$1.6B
$1.3B
$1.2B

CGI Inc. · GIB

$2.1B
$1.9B
$2.1B
$2.2B
$2.2B

Gartner, Inc. · IT

$1.3B
$1.1B
$1.2B
$1.5B
$1.3B

Leidos Holdings, Inc. · LDOS

$1.0B
$992M
$1.2B
$1.4B
$1.8B

Wise Group plc · WSE

$3.1B
$3.9B
$3.2B
$4.5B
$5.7B

CAPEX · reported cash flow · fiscal-year history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$580M
$718M
$528M
$517M
$600M

CDW Corporation · CDW

$100M
$128M
$148M
$123M
$117M

CGI Inc. · GIB

$122M
$156M
$160M
$110M
$117M

Gartner, Inc. · IT

$60M
$108M
$103M
$102M
$115M

Leidos Holdings, Inc. · LDOS

$104M
$129M
$207M
$149M
$125M

Wise Group plc · WSE

$5M
$4M
$11M
$35M
$15M

Free cash flow · fiscal-year history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$8.4B
$8.8B
$9.0B
$8.6B
$10.9B

CDW Corporation · CDW

$685M
$1.2B
$1.5B
$1.2B
$1.1B

CGI Inc. · GIB

$2.0B
$1.7B
$2.0B
$2.1B
$2.1B

Gartner, Inc. · IT

$1.3B
$993M
$1.1B
$1.4B
$1.2B

Leidos Holdings, Inc. · LDOS

$929M
$863M
$980M
$1.3B
$1.6B

Wise Group plc · WSE

$4.1B
$4.8B
$4.1B
$5.8B
$7.5B
05 · compare level, then change

Debt Load & Balance-Sheet Headroom

ChronoScale Holdings Corporation has the lowest Gross debt among the 26 Information Technology Services companies compared here, at $4 million. Pony AI Inc. is next at $16 million. Wise Group plc has the lowest Net debt at $31,901 million net cash, so level and change sit with different companies.

What the numbers say: Wise Group plc has the clearest covered balance-sheet capacity with $31,901 million net cash and gross debt of $484 million. Absolute debt alone does not identify the strongest balance sheet because company scale differs; net debt and debt-to-equity carry more information.

LeaderChronoScale Holdings Corporation · $4 million
Gap75% versus #2 · Pony AI Inc.
Persistence5/8 recent comparable periods
Coverage26/26 companies · 474 observations

Investor read: Prioritize net-cash capacity and leverage relative to operating scale, not the smallest absolute rupee debt.

This conclusion weakens if: Net debt rises faster than revenue and profit for two consecutive reported periods.

Gross debt shows contractual borrowings. Net debt subtracts reported cash; a negative value means net cash. Lower debt can create capacity, but should be read against the scale and capital intensity of the business.
Gross debtlowest gross debt
1ChronoScale Holdings Corporation CHRN$4M
2Pony AI Inc. PONY$16M
3Jack Henry & Associates, Inc. JKHY$90M
4EPAM Systems, Inc. EPAM$288M
5Wise Group plc WSE$484M
Net debtlowest net debt
1Wise Group plc WSE$-31.9B
2Accenture plc ACN$-1.8B
3Pony AI Inc. PONY$-1.1B
4EPAM Systems, Inc. EPAM$-749M
5Cognizant Technology Solutions Corporation CTSH$-425M
Debt and balance-sheet capacity · company comparison
26/26 level · 26/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGross debtNet debtReported
International Business Machines Corporation IBM$69.8B$58.0BMar 2026
Fidelity National Information Services, Inc. FIS$21.1B$19.7BMar 2026
Accenture plc ACN$8.4B$-1.8BJun 2026
Leidos Holdings, Inc. LDOS$7.3B$6.8BJun 2026
CDW Corporation CDW$5.8B$5.2BMar 2026
CACI International Inc CACI$5.6B$5.5BMar 2026
Kyndryl Holdings, Inc. KD$5.0B$2.3BMar 2026
Cipher Digital Inc. CIFR$4.7B$3.5BMar 2026
CGI Inc. GIB$4.3B$3.6BMar 2026
Ingram Micro Holding Corporation INGM$3.8B$2.9BMar 2026
NIQ Global Intelligence plc NIQ$3.8B$3.4BMar 2026
Gartner, Inc. IT$3.3B$1.6BMar 2026
Broadridge Financial Solutions, Inc. BR$3.2B$2.9BMar 2026
Applied Digital Corporation APLD$2.8B$1.1BMar 2026
Science Applications International Corporation SAIC$2.7B$2.6BJun 2026
Genpact Limited G$1.7B$813MMar 2026
Parsons Corporation PSN$1.7B$1.4BMar 2026
Cognizant Technology Solutions Corporation CTSH$1.1B$-425MMar 2026
Keel Infrastructure Corp. KEEL$591M$234MMar 2026
ExlService Holdings, Inc. EXLS$519M$265MMar 2026
Penguin Solutions, Inc. PENG$503M$63MJun 2026
Wise Group plc WSE$484M$-31.9BMar 2026
EPAM Systems, Inc. EPAM$288M$-749MMar 2026
Jack Henry & Associates, Inc. JKHY$90M$69MMar 2026
Pony AI Inc. PONY$16M$-1.1BMar 2026
ChronoScale Holdings Corporation CHRN$4M$0MMar 2026
Full 20-quarter history · every available company

Gross debt · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$3.5B
$3.5B
$3.6B
$3.5B
$3.3B
$3.3B
$3.2B
$3.1B
$3.1B
$3.1B
$3.2B
$4.6B
$4.1B
$8.1B
$8.1B
$8.2B
$8.2B
$8.2B
$8.3B
$8.4B

Broadridge Financial Solutions, Inc. · BR

$4.2B
$4.2B
$4.2B
$3.8B
$4.1B
$4.1B
$4.1B
$3.4B
$3.7B
$3.7B
$3.5B
$3.4B
$3.6B
$3.7B
$3.4B
$3.3B
$3.3B
$3.2B
$3.2B

CACI International Inc · CACI

$2.1B
$2.5B
$2.2B
$2.0B
$1.9B
$1.9B
$2.1B
$2.0B
$2.1B
$2.1B
$2.0B
$1.9B
$2.2B
$3.4B
$3.5B
$3.3B
$3.2B
$3.4B
$5.6B

CDW Corporation · CDW

$4.2B
$7.0B
$6.8B
$6.8B
$6.3B
$6.1B
$6.0B
$5.9B
$5.9B
$5.8B
$5.8B
$5.8B
$6.2B
$6.0B
$6.0B
$5.8B
$5.8B
$5.8B
$5.8B

CGI Inc. · GIB

$4.2B
$3.8B
$3.7B
$3.8B
$4.0B
$3.9B
$3.9B
$3.8B
$3.7B
$3.0B
$3.0B
$3.0B
$3.3B
$3.4B
$4.4B
$4.2B
$4.3B
$4.3B
$4.3B

Cognizant Technology Solutions Corporation · CTSH

$1.7B
$1.6B
$1.6B
$1.6B
$1.5B
$1.5B
$1.5B
$1.5B
$1.4B
$1.3B
$1.3B
$1.2B
$1.9B
$1.5B
$1.2B
$1.2B
$1.2B
$1.2B
$1.1B

Fidelity National Information Services, Inc. · FIS

$19.8B
$20.4B
$19.2B
$18.5B
$18.9B
$20.1B
$20.0B
$19.5B
$18.7B
$19.1B
$11.2B
$11.2B
$10.9B
$11.3B
$12.0B
$12.9B
$13.0B
$13.1B
$21.1B

Gartner, Inc. · IT

$3.2B
$3.2B
$3.1B
$3.1B
$3.1B
$3.1B
$3.0B
$3.0B
$3.0B
$3.0B
$2.9B
$2.9B
$2.9B
$2.8B
$2.8B
$2.8B
$2.8B
$3.3B
$3.3B

International Business Machines Corporation · IBM

$59.0B
$55.1B
$57.5B
$53.4B
$53.8B
$54.0B
$61.7B
$60.3B
$58.5B
$59.9B
$62.9B
$59.8B
$60.1B
$58.4B
$66.8B
$67.7B
$66.6B
$64.6B
$69.8B

Jack Henry & Associates, Inc. · JKHY

$65M
$240M
$225M
$115M
$245M
$275M
$375M
$275M
$245M
$255M
$250M
$150M
$140M
$150M
$170M
$0M
$20M
$20M
$90M

Leidos Holdings, Inc. · LDOS

$6.2B
$6.2B
$6.3B
$6.9B
$6.5B
$5.9B
$5.7B
$5.2B
$5.2B
$5.2B
$5.7B
$5.7B
$5.9B
$5.9B
$5.8B
$5.2B
$5.3B
$7.3B

Wise Group plc · WSE

$133M
$126M
$126M
$194M
$194M
$326M
$326M
$379M
$379M
$283M
$283M
$70M
$70M
$239M
$239M
$405M
$405M
$484M
$484M

Net debt · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

$-4.7B
$-2.2B
$-1.9B
$-3.2B
$-4.6B
$-2.6B
$-3.0B
$-5.4B
$-5.9B
$-4.1B
$-2.0B
$-940M
$-889M
$-165M
$-436M
$-1.5B
$-3.3B
$-1.5B
$-1.1B
$-1.8B

Broadridge Financial Solutions, Inc. · BR

$3.8B
$3.9B
$3.9B
$3.6B
$3.8B
$3.8B
$3.7B
$3.2B
$3.4B
$3.4B
$3.3B
$3.1B
$3.3B
$3.4B
$3.1B
$2.7B
$3.0B
$2.8B
$2.9B

CACI International Inc · CACI

$2.0B
$2.3B
$2.1B
$1.9B
$1.8B
$1.7B
$2.0B
$1.9B
$2.0B
$2.0B
$1.9B
$1.7B
$1.8B
$3.3B
$3.3B
$3.2B
$3.1B
$3.0B
$5.5B

CDW Corporation · CDW

$4.0B
$6.8B
$6.4B
$6.2B
$6.0B
$5.8B
$5.7B
$5.7B
$5.4B
$5.2B
$5.0B
$5.1B
$5.0B
$5.3B
$5.3B
$5.3B
$5.3B
$5.2B
$5.2B

CGI Inc. · GIB

$2.5B
$2.6B
$2.7B
$3.1B
$3.0B
$2.6B
$2.6B
$2.3B
$2.2B
$1.9B
$1.8B
$1.9B
$1.8B
$1.6B
$3.3B
$3.1B
$3.5B
$3.5B
$3.6B

Cognizant Technology Solutions Corporation · CTSH

$-735M
$-1.1B
$-712M
$-749M
$-1.2B
$-967M
$-974M
$-614M
$-923M
$-1.3B
$-966M
$-968M
$-162M
$-763M
$-813M
$-631M
$-1.2B
$-762M
$-425M

Fidelity National Information Services, Inc. · FIS

$14.8B
$14.3B
$13.6B
$12.5B
$12.6B
$19.0B
$13.7B
$13.4B
$17.7B
$18.0B
$7.3B
$8.5B
$8.9B
$10.0B
$10.4B
$11.6B
$11.9B
$12.0B
$19.7B

Gartner, Inc. · IT

$2.4B
$2.4B
$2.7B
$2.7B
$2.5B
$2.4B
$2.1B
$1.8B
$1.7B
$1.7B
$1.7B
$1.7B
$1.1B
$867M
$695M
$575M
$1.3B
$1.5B
$1.6B

International Business Machines Corporation · IBM

$50.9B
$47.9B
$47.1B
$45.8B
$44.3B
$45.3B
$44.3B
$44.0B
$47.5B
$46.5B
$43.8B
$46.1B
$46.4B
$43.8B
$49.4B
$52.3B
$51.7B
$50.2B
$58.0B

Jack Henry & Associates, Inc. · JKHY

$21M
$211M
$185M
$66M
$213M
$249M
$348M
$263M
$214M
$228M
$223M
$112M
$97M
$124M
$130M
$-102M
$-16M
$-8M
$69M

Leidos Holdings, Inc. · LDOS

$5.9B
$5.6B
$6.0B
$6.6B
$6.0B
$5.5B
$5.3B
$4.5B
$4.4B
$4.6B
$4.9B
$4.5B
$5.1B
$5.0B
$4.9B
$4.3B
$4.1B
$6.8B

Wise Group plc · WSE

$-7.1B
$-9.4B
$-9.4B
$-10.8B
$-10.8B
$-13.9B
$-13.9B
$-15.9B
$-15.9B
$-18.1B
$-18.1B
$-21.2B
$-21.2B
$-23.8B
$-23.8B
$-28.5B
$-28.5B
$-31.9B
$-31.9B
06 · compare level, then change

Return On Capital Employed

Gartner, Inc. has the highest ROCE among the 26 Information Technology Services companies compared here, at 7.5%. Accenture plc is next at 6.9%. ChronoScale Holdings Corporation has the highest ROCE change at +74.8 percentage points, so level and change sit with different companies. 26 of 26 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Gartner, Inc. leads ROCE at 7.5%, 0.6 percentage points above Accenture plc. ChronoScale Holdings Corporation has the strongest latest improvement at +74.8 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderGartner, Inc. · 7.5%
Gap8.7% versus #2 · Accenture plc
Persistence3/8 recent comparable periods
Coverage26/26 companies · 466 observations

Investor read: Gartner, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Gartner, Inc. IT7.5%
2Accenture plc ACN6.9%
3ExlService Holdings, Inc. EXLS6.5%
4Jack Henry & Associates, Inc. JKHY6.0%
5Broadridge Financial Solutions, Inc. BR5.2%
ROCE changefastest improvers
1ChronoScale Holdings Corporation CHRN+74.8 pp
2Penguin Solutions, Inc. PENG+3.4 pp
3Pony AI Inc. PONY+2.6 pp
4NIQ Global Intelligence plc NIQ+2.2 pp
5Cipher Digital Inc. CIFR+1.5 pp
Return on capital · company comparison
26/26 level · 26/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyROCEROCE changeReported
Gartner, Inc. IT7.5%+1.2 ppMar 2026
Accenture plc ACN6.9%−0.5 ppJun 2026
ExlService Holdings, Inc. EXLS6.5%+0.5 ppMar 2026
Jack Henry & Associates, Inc. JKHY6.0%+0.3 ppMar 2026
Broadridge Financial Solutions, Inc. BR5.2%+0.3 ppMar 2026
Cognizant Technology Solutions Corporation CTSH5.0%−0.3 ppMar 2026
Genpact Limited G4.8%0.0 ppMar 2026
Leidos Holdings, Inc. LDOS4.5%−0.8 ppJun 2026
Science Applications International Corporation SAIC4.5%+1.4 ppJun 2026
CDW Corporation CDW4.2%0.0 ppMar 2026
CGI Inc. GIB4.2%−0.2 ppMar 2026
Penguin Solutions, Inc. PENG4.2%+3.4 ppJun 2026
Ingram Micro Holding Corporation INGM3.0%+0.3 ppMar 2026
EPAM Systems, Inc. EPAM3.0%+0.4 ppMar 2026
CACI International Inc CACI2.6%−0.4 ppMar 2026
Kyndryl Holdings, Inc. KD2.6%+0.3 ppMar 2026
Parsons Corporation PSN2.4%−0.6 ppMar 2026
International Business Machines Corporation IBM1.6%+0.1 ppMar 2026
Fidelity National Information Services, Inc. FIS1.4%+0.2 ppMar 2026
Wise Group plc WSE0.0%0.0 ppMar 2026
NIQ Global Intelligence plc NIQ-0.4%+2.2 ppMar 2026
Applied Digital Corporation APLD-2.6%−0.2 ppMar 2026
Cipher Digital Inc. CIFR-3.9%+1.5 ppMar 2026
Pony AI Inc. PONY-4.5%+2.6 ppMar 2026
Keel Infrastructure Corp. KEEL-12%−5.1 ppMar 2026
ChronoScale Holdings Corporation CHRN-113%+74.8 ppMar 2026
Full 20-quarter history · every available company

ROCE · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

9.0%
7.5%
9.2%
7.9%
8.8%
6.5%
7.5%
6.1%
7.9%
6.2%
7.6%
6.7%
7.7%
5.8%
7.4%
5.0%
6.6%
5.6%
6.9%

Broadridge Financial Solutions, Inc. · BR

1.9%
1.2%
4.3%
5.0%
1.2%
1.5%
4.0%
7.2%
2.1%
1.8%
4.2%
7.0%
1.9%
3.0%
4.9%
7.4%
2.7%
2.9%
5.2%

CACI International Inc · CACI

2.4%
2.3%
2.3%
2.2%
2.4%
2.3%
2.8%
2.7%
2.5%
2.4%
3.2%
3.5%
3.0%
2.8%
3.0%
3.1%
3.1%
2.7%
2.6%

CDW Corporation · CDW

7.3%
5.0%
5.8%
6.5%
7.0%
5.5%
4.4%
5.1%
5.9%
5.4%
4.1%
5.6%
5.7%
4.8%
4.2%
5.0%
4.8%
4.8%
4.2%

CGI Inc. · GIB

4.0%
4.4%
4.7%
4.5%
4.3%
4.6%
5.1%
4.9%
4.9%
4.6%
5.0%
5.1%
4.9%
4.7%
4.4%
4.1%
3.8%
4.3%
4.2%

Cognizant Technology Solutions Corporation · CTSH

5.0%
5.3%
5.2%
5.5%
5.7%
4.8%
4.8%
4.0%
4.7%
4.9%
4.6%
4.6%
4.7%
4.8%
5.3%
5.0%
5.2%
11%
5.0%

Fidelity National Information Services, Inc. · FIS

0.2%
0.6%
0.2%
0.6%
0.6%
0.6%
0.5%
0.7%
0.9%
0.8%
0.9%
1.1%
1.5%
1.5%
1.2%
1.5%
1.7%
2.0%
1.4%

Gartner, Inc. · IT

5.5%
4.4%
5.5%
7.7%
6.7%
8.6%
11%
7.6%
6.6%
7.8%
6.9%
8.0%
5.9%
7.4%
6.3%
7.5%
2.1%
7.8%
7.5%

International Business Machines Corporation · IBM

1.0%
3.0%
0.9%
2.0%
-4.1%
3.7%
1.6%
2.5%
2.4%
4.2%
1.5%
2.6%
-0.4%
3.6%
1.5%
2.9%
2.7%
4.3%
1.6%

Jack Henry & Associates, Inc. · JKHY

7.1%
6.5%
5.8%
5.6%
7.1%
5.3%
5.1%
6.0%
6.1%
5.3%
4.8%
5.5%
6.5%
5.2%
5.7%
6.5%
7.4%
6.3%
6.0%

Leidos Holdings, Inc. · LDOS

3.2%
2.8%
2.9%
2.8%
2.7%
3.5%
-3.6%
3.8%
4.2%
4.9%
5.4%
4.4%
5.3%
5.7%
5.3%
4.7%
4.5%

Wise Group plc · WSE

3.0%
2.9%
2.9%
4.5%
4.5%
9.2%
9.2%
15%
15%
0.0%
0.0%
15%
15%
0.0%
0.0%
8.7%
8.7%
0.0%
0.0%

ROCE change · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

−0.2 pp
−1.0 pp
−1.7 pp
−1.8 pp
−0.9 pp
−0.3 pp
+0.1 pp
+0.6 pp
−0.2 pp
−0.4 pp
−0.2 pp
−1.7 pp
−1.1 pp
−0.2 pp
−0.5 pp

Broadridge Financial Solutions, Inc. · BR

−0.7 pp
+0.3 pp
−0.3 pp
+2.2 pp
+0.9 pp
+0.3 pp
+0.2 pp
−0.2 pp
−0.2 pp
+1.2 pp
+0.7 pp
+0.4 pp
+0.8 pp
−0.1 pp
+0.3 pp

CACI International Inc · CACI

0.0 pp
0.0 pp
+0.5 pp
+0.5 pp
+0.1 pp
+0.1 pp
+0.4 pp
+0.8 pp
+0.5 pp
+0.4 pp
−0.2 pp
−0.4 pp
+0.1 pp
−0.1 pp
−0.4 pp

CDW Corporation · CDW

−0.3 pp
+0.5 pp
−1.4 pp
−1.4 pp
−1.1 pp
−0.1 pp
−0.3 pp
+0.5 pp
−0.2 pp
−0.6 pp
+0.1 pp
−0.6 pp
−0.9 pp
0.0 pp
0.0 pp

CGI Inc. · GIB

+0.3 pp
+0.2 pp
+0.4 pp
+0.4 pp
+0.6 pp
0.0 pp
−0.1 pp
+0.2 pp
0.0 pp
+0.1 pp
−0.6 pp
−1.0 pp
−1.1 pp
−0.4 pp
−0.2 pp

Cognizant Technology Solutions Corporation · CTSH

+0.7 pp
−0.5 pp
−0.4 pp
−1.5 pp
−1.0 pp
+0.1 pp
−0.2 pp
+0.6 pp
0.0 pp
−0.1 pp
+0.7 pp
+0.4 pp
+0.5 pp
+6.0 pp
−0.3 pp

Fidelity National Information Services, Inc. · FIS

+0.4 pp
0.0 pp
+0.3 pp
+0.1 pp
+0.3 pp
+0.2 pp
+0.4 pp
+0.4 pp
+0.6 pp
+0.7 pp
+0.3 pp
+0.4 pp
+0.2 pp
+0.5 pp
+0.2 pp

Gartner, Inc. · IT

+1.2 pp
+4.2 pp
+5.2 pp
−0.1 pp
−0.1 pp
−0.8 pp
−3.8 pp
+0.4 pp
−0.7 pp
−0.4 pp
−0.6 pp
−0.5 pp
−3.8 pp
+0.4 pp
+1.2 pp

International Business Machines Corporation · IBM

−5.1 pp
+0.7 pp
+0.7 pp
+0.5 pp
+6.5 pp
+0.5 pp
−0.1 pp
+0.1 pp
−2.8 pp
−0.6 pp
0.0 pp
+0.3 pp
+3.1 pp
+0.7 pp
+0.1 pp

Jack Henry & Associates, Inc. · JKHY

0.0 pp
−1.2 pp
−0.7 pp
+0.4 pp
−1.0 pp
0.0 pp
−0.3 pp
−0.5 pp
+0.4 pp
−0.1 pp
+0.9 pp
+1.0 pp
+0.9 pp
+1.1 pp
+0.3 pp

Leidos Holdings, Inc. · LDOS

−0.4 pp
+0.7 pp
−6.5 pp
+1.0 pp
+1.5 pp
+1.4 pp
+9.0 pp
+0.2 pp
+0.4 pp
+0.3 pp
+0.3 pp
−0.8 pp

Wise Group plc · WSE

+1.5 pp
+6.3 pp
+6.3 pp
+10.2 pp
+10.2 pp
−9.2 pp
−9.2 pp
+0.5 pp
+0.5 pp
0.0 pp
0.0 pp
−6.5 pp
−6.5 pp
0.0 pp
0.0 pp
07 · compare level, then change

Valuation Against Growth & Quality

Broadridge Financial Solutions, Inc. has the lowest Guarded PEG among the 26 Information Technology Services companies compared here, at 0.43×. Science Applications International Corporation is next at 0.44×. ChronoScale Holdings Corporation has the lowest P/E at 0.97×, so level and change sit with different companies. 16 of 26 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Broadridge Financial Solutions, Inc. has the lowest comparable Guarded PEG at 0.43×, 2.3% below Science Applications International Corporation. Only 16 of 26 companies pass the guard, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderBroadridge Financial Solutions, Inc. · 0.43×
Gap2.3% versus #2 · Science Applications International Corporation
Persistence0/8 recent comparable periods
Coverage16/26 companies · 102 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data sources reconciled. A missing PEG is more honest than a low-base fiction.
Guarded PEGlowest PEG
1Broadridge Financial Solutions, Inc. BR0.4
2Science Applications International Corporation SAIC0.4
3Gartner, Inc. IT0.5
4Leidos Holdings, Inc. LDOS0.5
5Ingram Micro Holding Corporation INGM0.7
P/Elowest P/E
1ChronoScale Holdings Corporation CHRN1.0
2Fidelity National Information Services, Inc. FIS9.1
3Science Applications International Corporation SAIC10.8
4Genpact Limited G11.4
5CGI Inc. GIB12.8
Valuation · company comparison
16/26 level · 23/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyGuarded PEGP/EReported
Parsons Corporation PSN5.525.9Mar 2026
CDW Corporation CDW4.814.7Mar 2026
Accenture plc ACN3.414.9Jun 2026
EPAM Systems, Inc. EPAM2.719.4Mar 2026
CGI Inc. GIB2.012.8Mar 2026
International Business Machines Corporation IBM1.621.4Mar 2026
CACI International Inc CACI1.622.4Mar 2026
Cognizant Technology Solutions Corporation CTSH1.313.3Mar 2026
ExlService Holdings, Inc. EXLS1.019.4Mar 2026
Jack Henry & Associates, Inc. JKHY1.022.1Mar 2026
Genpact Limited G1.011.4Mar 2026
Ingram Micro Holding Corporation INGM0.714.8Mar 2026
Gartner, Inc. IT0.515.7Mar 2026
Science Applications International Corporation SAIC0.410.8Jun 2026
Broadridge Financial Solutions, Inc. BR0.417.4Mar 2026
Fidelity National Information Services, Inc. FIS9.1Mar 2026
Leidos Holdings, Inc. LDOS14.5Jun 2026
Wise Group plc WSE24.6Mar 2026
Cipher Digital Inc. CIFR83.0Mar 2026
Kyndryl Holdings, Inc. KD15.4Mar 2026
ChronoScale Holdings Corporation CHRN1.0Mar 2026
Penguin Solutions, Inc. PENG39.6Jun 2026
Keel Infrastructure Corp. KEEL20.8Mar 2026
Full 20-quarter history · every available company

Guarded PEG · reported quarter history

Showing the 12 largest of 15 companies with a series here. The remaining 3 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

3.1
4.9
2.9
2.9
1.7
3.4

Broadridge Financial Solutions, Inc. · BR

1.9
1.1
1.3
1.4
3.1
3.1
2.7
1.6
0.9
0.6
0.4

CACI International Inc · CACI

3.4
3.3
2.8
2.1
1.8
1.1
0.7
0.8
1.1
1.8
2.4
1.6

CDW Corporation · CDW

2.4
3.4
4.8

CGI Inc. · GIB

1.9
1.7
1.3
1.5
2.0
2.5
3.7
2.5
2.3
2.0

Cognizant Technology Solutions Corporation · CTSH

1.8
1.8
2.4
1.2
1.3

Gartner, Inc. · IT

1.3
1.0
1.2
3.8
2.3
0.7
0.4
0.5

Genpact Limited · G

0.8
0.5
0.2
1.5
1.0

Ingram Micro Holding Corporation · INGM

0.9
0.7

International Business Machines Corporation · IBM

1.6

Jack Henry & Associates, Inc. · JKHY

5.3
4.0
3.1
3.8
2.3
1.5
1.1
1.0
1.0

Parsons Corporation · PSN

1.5
1.0
1.0
0.9
0.9
0.5
1.4
5.5

P/E · reported quarter history

Showing the 12 largest of 23 companies with a series here. The remaining 11 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

37.2
31.9
29.0
26.9
27.3
24.5
27.3
30.1
30.9
34.0
25.9
29.9
30.4
28.8
25.2
21.4
20.7
17.1
14.9

Broadridge Financial Solutions, Inc. · BR

35.8
40.0
33.4
31.3
32.8
29.9
31.5
31.3
31.8
35.8
35.0
33.6
37.2
35.4
36.5
34.2
30.5
24.7
17.4

CACI International Inc · CACI

14.2
14.9
17.4
18.2
16.8
19.5
18.9
20.8
19.1
19.6
21.9
23.1
25.0
19.0
17.3
21.4
22.0
22.8
22.4

CDW Corporation · CDW

25.6
29.1
24.7
21.4
20.5
22.0
24.4
23.4
25.2
28.1
31.9
27.4
27.7
21.8
19.9
22.2
20.1
16.9
14.7

CGI Inc. · GIB

19.9
20.0
17.3
17.3
17.2
19.0
20.4
20.9
19.5
20.3
21.2
19.0
21.3
20.8
18.8
18.3
16.9
16.4
12.8

Cognizant Technology Solutions Corporation · CTSH

21.0
21.9
21.5
15.7
12.8
13.0
13.6
15.2
16.4
17.9
17.6
15.5
17.1
17.1
16.1
15.9
15.6
18.2
13.3

Fidelity National Information Services, Inc. · FIS

328.9
162.9
67.9
66.4
49.4
58.4
33.8
31.0
49.5
452.3
244.2
91.0
9.1

Gartner, Inc. · IT

37.7
36.3
31.4
27.3
29.8
33.8
28.1
30.4
29.6
40.7
47.4
42.8
37.4
30.3
26.1
24.9
23.1
26.1
15.7

International Business Machines Corporation · IBM

25.0
25.7
21.5
23.2
92.1
78.3
66.9
62.2
18.6
20.1
21.6
19.1
32.1
34.2
42.7
47.7
33.8
26.5
21.4

Jack Henry & Associates, Inc. · JKHY

38.1
35.8
40.4
36.4
36.3
36.4
31.5
33.3
30.5
32.0
33.5
31.7
32.3
31.6
31.1
28.9
22.6
26.2
22.1

Leidos Holdings, Inc. · LDOS

18.0
21.3
19.9
21.2
18.9
17.3
88.6
75.2
56.5
45.7
18.2
16.0
13.4
15.6
18.2
16.5
14.5

Wise Group plc · WSE

372.0
199.9
166.3
71.0
121.7
66.6
48.4
41.5
32.0
24.4
24.5
28.6
30.5
24.7
24.6
08 · compare level, then change

Enterprise Value & Book Value

Kyndryl Holdings, Inc. has the lowest EV/EBITDA among the 26 Information Technology Services companies compared here, at 1.64×. ChronoScale Holdings Corporation is next at 2.86×. Ingram Micro Holding Corporation has the lowest P/BV at 1.23×, so level and change sit with different companies. 25 of 26 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Kyndryl Holdings, Inc. leads ev/ebitda at 1.64×; Ingram Micro Holding Corporation leads p/bv at 1.23×.

LeaderKyndryl Holdings, Inc. · 1.64×
Gap42.7% versus #2 · ChronoScale Holdings Corporation
Persistence0/8 recent comparable periods
Coverage25/26 companies · 349 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/bv signal.

EV/EBITDA includes debt in enterprise value and is useful across different capital structures. P/BV prices the company against its own book. Both are market multiples on reported figures, not intrinsic-value estimates and not forecasts.
EV/EBITDAlowest EV/EBITDA
1Kyndryl Holdings, Inc. KD1.6
2ChronoScale Holdings Corporation CHRN2.9
3Ingram Micro Holding Corporation INGM7.3
4Genpact Limited G8.3
5CGI Inc. GIB8.5
P/BVlowest P/BV
1Ingram Micro Holding Corporation INGM1.2
2Fidelity National Information Services, Inc. FIS1.5
3Cognizant Technology Solutions Corporation CTSH1.9
4EPAM Systems, Inc. EPAM2.1
5CGI Inc. GIB2.1
Enterprise and book valuation · company comparison
25/26 level · 26/26 change

Solid lines show level; dotted lines show change when “Both” is selected. Missing reports break the line rather than being invented.

All-company data · latest reported quarter

Each figure is the company’s latest single reported quarter. The rankings above use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyEV/EBITDAP/BVReported
Applied Digital Corporation APLD152.84.9Mar 2026
Cognizant Technology Solutions Corporation CTSH20.21.9Mar 2026
Penguin Solutions, Inc. PENG19.76.5Jun 2026
Keel Infrastructure Corp. KEEL19.02.8Mar 2026
International Business Machines Corporation IBM16.26.9Mar 2026
CACI International Inc CACI16.22.8Mar 2026
Wise Group plc WSE16.16.3Mar 2026
Parsons Corporation PSN13.82.2Mar 2026
Jack Henry & Associates, Inc. JKHY13.15.3Mar 2026
ExlService Holdings, Inc. EXLS12.76.0Mar 2026
Broadridge Financial Solutions, Inc. BR12.36.7Mar 2026
Cipher Digital Inc. CIFR12.37.3Mar 2026
NIQ Global Intelligence plc NIQ11.73.7Mar 2026
Fidelity National Information Services, Inc. FIS11.41.5Mar 2026
Leidos Holdings, Inc. LDOS11.34.0Jun 2026
CDW Corporation CDW10.56.1Mar 2026
Gartner, Inc. IT9.8169.6Mar 2026
Science Applications International Corporation SAIC9.12.9Jun 2026
EPAM Systems, Inc. EPAM9.12.1Mar 2026
Accenture plc ACN8.73.6Jun 2026
CGI Inc. GIB8.52.1Mar 2026
Genpact Limited G8.32.6Mar 2026
Ingram Micro Holding Corporation INGM7.31.2Mar 2026
ChronoScale Holdings Corporation CHRN2.918.2Mar 2026
Kyndryl Holdings, Inc. KD1.62.5Mar 2026
Pony AI Inc. PONY2.5Mar 2026
Full 20-quarter history · every available company

EV/EBITDA · reported quarter history

Showing the 12 largest of 25 companies with a series here. The remaining 13 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

22.2
18.8
16.8
15.6
16.1
14.4
16.6
17.9
18.6
21.0
15.6
18.2
18.6
17.6
15.4
12.6
12.2
10.0
8.7

Broadridge Financial Solutions, Inc. · BR

21.6
22.6
19.1
16.6
17.4
16.0
16.7
16.7
17.1
18.9
18.4
17.5
19.2
18.9
19.4
18.5
17.7
16.6
12.3

CACI International Inc · CACI

12.2
13.4
14.7
13.5
12.4
13.6
12.8
13.7
12.6
12.8
13.9
14.3
15.6
13.8
12.2
14.3
13.9
14.2
16.2

CDW Corporation · CDW

17.7
21.4
18.0
15.4
14.3
14.8
16.1
15.4
16.5
18.3
20.5
18.0
18.0
14.7
13.4
14.7
13.5
11.7
10.5

CGI Inc. · GIB

12.3
12.6
11.1
11.4
11.4
12.3
13.0
13.4
12.3
12.5
12.7
11.4
13.6
12.8
12.4
12.1
10.7
10.6
8.5

Cognizant Technology Solutions Corporation · CTSH

12.2
13.4
13.3
9.7
7.9
8.0
8.5
9.8
10.3
11.2
11.0
9.8
5.5
10.9
5.2
29.1
22.0
9.9
20.2

Fidelity National Information Services, Inc. · FIS

16.6
15.7
16.2
16.7
15.3
14.3
15.3
12.9
12.7
11.4

Gartner, Inc. · IT

24.6
26.6
24.1
19.4
21.3
22.4
18.9
20.2
19.7
25.9
30.1
27.3
30.2
28.2
24.3
23.0
16.9
15.8
9.8

International Business Machines Corporation · IBM

15.2
13.6
13.2
13.6
21.8
24.1
21.3
21.0
12.3
13.4
14.8
13.6
19.8
20.3
22.8
25.3
19.5
19.0
16.2

Jack Henry & Associates, Inc. · JKHY

20.6
19.9
22.6
20.2
20.4
20.2
17.5
18.6
16.8
17.8
18.8
17.7
18.3
18.1
18.1
16.8
13.4
15.6
13.1

Leidos Holdings, Inc. · LDOS

12.9
14.4
14.2
14.4
12.9
11.9
20.1
20.2
20.5
20.2
12.6
11.5
9.9
11.2
12.5
11.4
11.3

Wise Group plc · WSE

126.3
16.1

P/BV · reported quarter history

Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.

Accenture plc · ACN

11.1
9.7
8.8
8.2
8.2
7.1
7.6
7.9
7.8
8.7
6.4
7.6
7.8
7.5
6.5
5.2
5.0
4.1
3.6

Broadridge Financial Solutions, Inc. · BR

11.2
12.2
10.0
8.7
8.9
8.8
8.6
8.7
10.0
11.7
10.7
10.7
11.4
11.9
11.9
10.7
10.6
9.1
6.7

CACI International Inc · CACI

2.2
2.2
2.4
2.2
1.9
2.2
2.2
2.4
2.2
2.2
2.5
2.7
3.1
2.4
2.2
2.7
2.7
2.8
2.8

CDW Corporation · CDW

29.6
39.1
27.1
19.3
15.9
15.1
16.8
15.2
14.9
14.9
16.1
13.8
12.8
9.8
9.1
9.5
8.2
6.8
6.1

CGI Inc. · GIB

3.8
3.9
3.5
3.5
3.4
3.5
3.8
4.0
3.8
3.8
3.9
3.5
3.8
3.6
3.2
3.1
2.6
2.7
2.1

Cognizant Technology Solutions Corporation · CTSH

3.4
3.9
3.9
2.9
2.5
2.4
2.4
2.6
2.6
2.8
2.7
2.4
2.7
2.6
2.5
2.5
2.2
2.7
1.9

Fidelity National Information Services, Inc. · FIS

6.8
1.8
2.4
2.6
2.7
2.7
2.6
3.0
2.5
2.5
1.5

Gartner, Inc. · IT

75.3
74.2
204.5
-134.6
-337.4
116.8
54.8
47.3
47.7
51.9
51.9
53.8
36.9
27.6
21.7
20.3
34.4
55.9
169.6

International Business Machines Corporation · IBM

5.4
6.4
6.1
6.6
5.4
5.8
5.5
5.5
5.6
6.6
7.5
6.6
8.4
7.5
8.6
10.0
9.5
8.5
6.9

Jack Henry & Associates, Inc. · JKHY

8.7
9.6
10.8
9.5
9.1
8.5
7.1
7.6
6.6
6.9
7.1
6.6
6.7
6.5
6.5
6.2
5.0
6.0
5.3

Leidos Holdings, Inc. · LDOS

3.3
3.8
3.5
3.4
2.9
2.6
3.1
3.5
4.2
4.4
4.6
4.4
4.0
4.5
5.1
4.7
4.0

Wise Group plc · WSE

32.3
19.3
12.7
7.1
14.7
9.6
9.8
9.4
9.4
9.0
9.9
5.7
5.7
7.8
7.4
7.5
7.4
6.1
6.3
09 · let price answer last

Market action

ChronoScale Holdings Corporation has the strongest one-year price move in Information Technology Services at +479.7%. It also leads on Mansfield relative strength against the S&P 500 at +90.1%. 6 of 26 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-07-28.

Every price line is indexed to 100 over the chosen window. Mansfield relative strength compares a price ratio with its own 52-week average; zero separates leadership from lagging.
Price and relative strength

Price is rebased to 100 inside the selected window. Pair ratio rebases each selected company against one chosen denominator.

Before the conclusion · check the blind spots

What can make this comparison misleading?

This Information Technology Services comparison names 4 specific ways its own evidence can mislead, all listed below. All 26 companies here report on comparable dates, so no rank carries a stale marker. A high growth rate can still be a low-base artefact.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
10 · the complete set

Which companies are included?

All 26 companies in the canonical Information Technology Services membership are listed below, largest market value first — nothing is silently dropped, even where a company reports too little to rank. The charts above default to a selective view; this register is the complete set, with each company's own latest reporting date beside it.

AHEAD means the company is beating the index by 5% or more over three months. LAGGING, FUNDAMENTALS UP means it is 20% or more behind over a year while its trailing twelve-month earnings grew 20% or more. Both rules are fixed and applied the same way in every sector.

CompanyMarket valuePricePriced toLatest fundamentals
International Business Machines Corporation IBMLAGGING, FUNDAMENTALS UP$214.4B$2282026-07-28Mar 2026
Accenture plc ACN$100.8B$1652026-07-28Jun 2026
Cognizant Technology Solutions Corporation CTSH$23.8B$50.32026-07-28Mar 2026
Fidelity National Information Services, Inc. FISLAGGING, FUNDAMENTALS UP$23.2B$44.92026-07-28Mar 2026
CDW Corporation CDW$18.4B$1442026-07-28Mar 2026
Broadridge Financial Solutions, Inc. BRLAGGING, FUNDAMENTALS UP$18.3B$1582026-07-28Mar 2026
CGI Inc. GIB$15.0B$71.42026-07-28Mar 2026
Leidos Holdings, Inc. LDOS$14.9B$1182026-07-28Jun 2026
Wise Group plc WSELAGGING, FUNDAMENTALS UP$12.2B$11.92026-07-28Mar 2026
CACI International Inc CACI$11.3B$5102026-07-28Mar 2026
Jack Henry & Associates, Inc. JKHYLAGGING, FUNDAMENTALS UP$11.2B$1572026-07-28Mar 2026
Gartner, Inc. IT$10.4B$1562026-07-28Mar 2026
Cipher Digital Inc. CIFRAHEAD$8.4B$20.42026-07-28Mar 2026
Applied Digital Corporation APLD$7.7B$26.62026-07-28Mar 2026
Ingram Micro Holding Corporation INGM19/26 WEEKS$6.9B$30.12026-07-28Mar 2026
Parsons Corporation PSNAHEAD$6.6B$62.02026-07-28Mar 2026
Genpact Limited G$5.9B$34.62026-07-28Mar 2026
EPAM Systems, Inc. EPAM$5.2B$1002026-07-28Mar 2026
Science Applications International Corporation SAICAHEAD$5.1B$1222026-07-28Jun 2026
ExlService Holdings, Inc. EXLS$4.7B$30.52026-07-28Mar 2026
NIQ Global Intelligence plc NIQ$3.5B$11.72026-07-28Mar 2026
Pony AI Inc. PONY$3.3B$7.62026-07-28Mar 2026
Kyndryl Holdings, Inc. KD$2.9B$13.42026-07-28Mar 2026
ChronoScale Holdings Corporation CHRNAHEAD26/26 WEEKS$2.9B$20.22026-07-28Mar 2026
Penguin Solutions, Inc. PENGAHEAD21/26 WEEKS$2.5B$48.12026-07-28Jun 2026
Keel Infrastructure Corp. KEELAHEAD$2.3B$3.72026-07-28Mar 2026
Evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 26 Information Technology Services companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Jun 2026 and market data through 2026-07-28. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Jun 2026 · up to 20 quarters per company
Market dataThrough 2026-07-28 · weekly price and relative-strength history
Derived metricsGrowth, changes, CAPEX intensity, net debt, guarded PEG and P/BV÷ROE are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Questions investors ask · short, speakable answers

Information Technology Services company comparison FAQs

These 18 answers restate the Information Technology Services comparison above in question form. Every one is computed from the same 26 companies and the same reported filings as the rankings and charts, current through Jun 2026. Price and relative-strength answers run through 2026-07-28. Nothing here is estimated, and none of it is a recommendation.

Which Information Technology Services company is the biggest?

Accenture plc is the largest, with trailing-twelve-month revenue of $73,100 million, ahead of International Business Machines Corporation at $68,911 million. That covers 24 of 26 companies with comparable reporting through Jun 2026.

Which Information Technology Services company is growing fastest?

Applied Digital Corporation has the fastest revenue growth at 100% year on year, across 23 of 26 comparable companies. Fast growth off a small base is not the same as proven scale — check whether the rate holds across several quarters on the chart above before treating it as a trend.

Which Information Technology Services company has the best profit margins?

Wise Group plc has the highest operating margin at 30.1%, from 26 of 26 comparable companies. Pony AI Inc. shows the biggest recent improvement, at +230.6 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Information Technology Services company makes the most profit?

International Business Machines Corporation earns the most, at $10,732 million of trailing-twelve-month net profit, from 24 of 26 comparable companies. International Business Machines Corporation has the fastest profit growth at 95.3%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Information Technology Services company earns the highest return on capital?

Gartner, Inc. leads on return on capital employed at 7.5%, across 26 of 26 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Information Technology Services stock is the cheapest?

On guarded PEG — where a LOWER number is cheaper — Broadridge Financial Solutions, Inc. screens cheapest at 0.43×. Only 16 of 26 companies pass the comparability guard, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Which Information Technology Services company has the strongest balance sheet?

ChronoScale Holdings Corporation carries the lowest comparable gross debt at $4 million, from 26 of 26 companies. Absolute rupee debt alone does not settle it, because company scale differs — net debt and debt-to-equity in the chart above carry more information, and a very low-debt balance sheet can also mean under-investment.

Which Information Technology Services company is investing most in new capacity?

Applied Digital Corporation reports the largest capital spending at $775 million, across 26 of 26 companies. Spending consumes cash before it earns anything, so treat the ranking as a diligence queue: check commissioning, utilisation and the return earned on the completed assets before reading spend as value creation.

Is the Information Technology Services sector beating the market?

Information Technology Services has underperformed S&P 500 by 5.5% over the last 52 weeks and 2.9% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 6 of 26 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Information Technology Services stock has the strongest price momentum?

ChronoScale Holdings Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Information Technology Services company scores highest for research priority?

Science Applications International Corporation scores 66.3 out of 100 with 86.2% evidence confidence, from 21 points on growth and earnings, 10.9 on capital efficiency, 16 on valuation and 18.4 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Information Technology Services companies does this comparison cover, and over what period?

It compares 26 listed companies over up to 20 reported quarters of fundamentals and 6 fiscal years of capital allocation, ending Jun 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Information Technology Services sector?

The 26 Information Technology Services companies on this page carry $541,665 million of combined market value. International Business Machines Corporation is the largest at $214,383 million, about 40% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-07-28.

What is the Information Technology Services sector's P/E ratio?

The median price-to-earnings ratio across the 26 Information Technology Services companies on this page is 15.6×, measured on the 23 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-07-28.

How is the Information Technology Services sector performing?

6 of the 26 covered Information Technology Services companies are beating S&P 500 on Mansfield relative strength. The sector itself is 5.5% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-07-28.

How many Information Technology Services stocks are listed in the US?

This comparison covers 26 listed Information Technology Services companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Jun 2026. Membership is the full industry list — nothing is dropped for having thin data.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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