CNDT
Conduent IncorporatedTechnologyInformation Technology ServicesValue
$1.45 · 15min delay
β 0.00A challenged micro-cap business with limited valuation data. Frameworks sharply disagree on it.
52-wk low $1.1552-wk high $2.98
Mkt Cap
$225.17M
P/E
—
PEG
—
P/B
0.33
Dividend
—
ROE
-17.6%
About the business
Conduent Incorporated provides digital business solutions and services for the commercial, government, and transportation spectrum in the United States, Europe, and internationally. It operates through three segments: Commercial, Government, and Transportation. The Commercial segment offers business process services and customized solutions, customer experience management, business process as a service, integrated digital solutions, healthcare claims and administration, and human capital solutions. Its Government segment provides government-centric business process services to the United States federal, state, local, and foreign governments for public assistance, healthcare program and administration, transaction processing, case management, and payment services; and digital payments, child support payments, government healthcare, and eligibility and enrollment solutions. The Transportation segment offers systems, support, and revenue-generating solutions that include road usage charging and management solutions; transit solutions; computer-aided dispatch/automatic vehicle location technology to help clients manage their fleet operations; and tolling, transit, and digital payment solutions that streamline operations. This segment also provides electronic tolling, urban congestion management, and mileage-based user solutions. Conduent Incorporated was founded in 2016 and is headquartered in Florham Park, New Jersey.
Who would buy CNDT?
Consensus 15/100 · Mixed · Investors are split.
1 5 9
Endorses
· 1 framework- Fama / French· Pure Value Factor100/100
P/B < 1.5 0.33× clears "< 1.50×".
Rejects
· 3 frameworks- Peter Lynch· Lynch GARP0/100
Debt/Equity < 0.5 is 1.06 — fails "< 0.50".
- Joel Greenblatt
Insider activity · Positive
3 insiders bought shares in the open market
Strength 95/100
Over the last ~6 months 3 different insiders made open-market purchases totalling $656K. Multi-insider open-market buying is one of the more durable positive signals because it reflects fresh-dollar conviction rather than vesting or diversification. Over the 6M window, insiders are net sellers by 45,630,252 shares.
In Prism's context
Insider buying on a value name is the scenario where this signal matters most. Cheap, controversial stocks rely heavily on whether management and directors are voluntarily adding — fresh-dollar purchases here add meaningful support to the thesis.
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| ABATE GEORGE JOSEPH | Officer | Award / grant | Apr 1, 2026 | 84,585 | $1.33 | $112K | Direct |
| GOODBURN GILES ANDREW | Chief Financial Officer | Award / grant | Apr 1, 2026 | 563,908 | $1.33 | $750K | Direct |
| KRAWITZ MICHAEL E | General Counsel | Award / grant | Apr 1, 2026 | 620,299 | $1.33 | $825K | Direct |
| APPLEBY ADAM D | Officer | Award / grant | Apr 1, 2026 | 366,540 | $1.33 | $487K | Direct |
| VAN GRETA G | Director | Award / grant | Mar 4, 2026 | 109,196 | $1.45 | $158K | Direct |
| AGADI HARSHAVARDHAN V | Chief Executive Officer | Open-market buy | Feb 20, 2026 | 117,099 | $1.56 | $183K | Indirect |
| AGADI HARSHAVARDHAN V | Chief Executive Officer | Open-market buy | Feb 19, 2026 | 220,000 | $1.43 | $314K | Indirect |
| FUCCI MICHAEL J. | Director | Open-market buy | Feb 19, 2026 | 60,000 | $1.44 | $87K | Direct |
| PALAU HERNANDEZ MARGARITA | Director | Open-market buy | Feb 18, 2026 | 50,000 | $1.45 | $73K | Indirect |
| PROUT MARK | Chief Technology Officer | Award / grant | Feb 10, 2026 | 16,898 | $0.00 | $0 | Direct |
| ABATE GEORGE JOSEPH | Officer | Award / grant | Feb 10, 2026 | 1,296 | $0.00 | $0 | Direct |
| GOODBURN GILES ANDREW | Chief Financial Officer | Award / grant | Feb 10, 2026 | 4,958 | $0.00 | $0 | Direct |
| KRAWITZ MICHAEL E | General Counsel | Award / grant | Feb 10, 2026 | 22,531 | $0.00 | $0 | Direct |
| APPLEBY ADAM D | Officer | Award / grant | Feb 10, 2026 | 8,112 | $0.00 | $0 | Direct |
| LETIER A SCOTT | Director | Award / grant | Feb 3, 2026 | 1,937 | $1.42 | $3K | Direct |
| AGADI HARSHAVARDHAN V | Chief Executive Officer | Award / grant | Jan 16, 2026 | 1,700,000 | $2.02 | $3.43M | Direct |
| LETIER A SCOTT | Director | Award / grant | Jan 15, 2026 | 109,147 | $2.05 | $224K | Direct |
| FUCCI MICHAEL J. | Director | Award / grant | Jan 15, 2026 | 92,683 | $2.05 | $190K | Direct |
| HIGGINS VICTOR KATHLEEN J | Director | Award / grant | Jan 15, 2026 | 92,683 | $2.05 | $190K | Direct |
| AGADI HARSHAVARDHAN V | Director | Award / grant | Jan 15, 2026 | 8,273 | $2.05 | $17K | Direct |
| PALAU HERNANDEZ MARGARITA | Director | Award / grant | Jan 15, 2026 | 92,683 | $2.05 | $190K | Direct |
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 9.7% of shares outstanding.
Net 6M: -45,630,252 sh
Price history
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Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: A notable drawdown — worth re-reading the framework verdicts below with the cheaper price in mind.
What would CNDT do to your portfolio?
Add Conduent Incorporated at a hypothetical weight and Prism recalculates your whole book:
Risk metrics
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
Sector concentration
How much this shifts your top sector weight and overall diversification.
Archetype tilt
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
CNDT is currently tagged:ValueFails criteria (15/100)
Portfolio analytics are part of the member experience.
Sign in to run this simulationProbabilistic recommendation· rec-v1.0.0-2026-04
Conduent Incorporated · CNDT
CNDT: 51% estimated probability of outperforming over the next 12M window. 2 of 6 signal families mixed (low confidence). Strongest support: 86% below fair value. Main risk to monitor: ROE -18% (weak).
Outperform prob.
51%
vs S&P 500 · 12M
Expected return
-5.9% → +30.1%
mid +12.1% / yr
Downside (p20)
-17.0%
stress -34.0%
Data quality
95/100
Excellent
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
Prism Score
Composite 61/100. Strongest contribution from valuation; weakest from quality. Risk patterns shaved 4 points off the composite.
Composite
61
/ 100
Deep valueval.
100/ 100
P/B 0.33× · FCF yield 65.6%
Margin of safetyval.
100/ 100
86% below fair value
Bull · base · bear scenarios
Three plausible paths over a 5-year horizon.
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
Bull
~20%$13.90
+57.1% / yr (5y)
A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.
Drivers
- • Margin expands by 200–400 bps from -1%
- • Stranded asset value crystallises
- • Multiple re-rates one full turn higher
Base
~45%$10.70
+49.1% / yr (5y)
No deterioration, no surprise re-acceleration. -1% operating margin and -4% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.
Global value comparison
Conduent Incorporated vs sector medians — GCC, MENA, and Global ex-US.
Sector: Technology. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | CNDT | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 22.0× | — | 23.0× |
| P/B | 0.33× | 4.00× | — | 4.50× |
| Dividend yield | — | 1.00% | — | 1.40% |
| ROE | -17.6% |
Earnings reaction explainer
CNDT blew past estimates by 52.6%.
Reported EPS $-0.09 vs $-0.19 expected — well outside the normal beat-and-raise band. The market typically rewards a print this size only if it is read as durable, not one-off. Trailing operating margin: -0.6%.
- Growth investorsPositive
Confirms operating leverage — 0% trailing EPS growth + a beat of this size is the pattern that drives multi-year re-rates.
- Quality investorsPositive
If ROE (-18%) and operating margin (-1%) are stable or rising, the beat is consistent with compounding rather than one-off.
- Value investorsNegative
Outsized beats on thin trailing quality often invite multiple expansion that doesn't survive the next print.
News & events
Next earnings
Wed, Aug 5 · consensus EPS $-0.19 · last actual $-0.09
Key Metrics at a Glance
P/E Ratio (TTM)
N/A
PEG Ratio
N/A
P/B Ratio
0.33
EPS Growth
N/A
Revenue Growth
-3.7%
Debt / Equity
1.06
Net Cash / Share
$-3.87
Return on Equity
-17.6%
Gross Margin
18.4%
Operating Margin
-0.6%
FCF / Share
$0.95
Current Ratio
1.59