Consensus Cloud Solutions Inc (CCSI)vsCrowdstrike Holdings Inc (CRWD)
CCSI
Consensus Cloud Solutions Inc
$35.20
-2.50%
TECHNOLOGY · Cap: $644.85M
CRWD
Crowdstrike Holdings Inc
$673.02
-1.16%
TECHNOLOGY · Cap: $176.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1351% more annual revenue ($5.09B vs $351.02M). CCSI leads profitability with a 25.1% profit margin vs -0.6%. CCSI earns a higher WallStSmart Score of 59/100 (C).
CCSI
Buy59
out of 100
Grade: C
CRWD
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-64.7%
Fair Value
$16.32
Current Price
$35.20
$18.88 premium
Margin of Safety
-72.9%
Fair Value
$396.04
Current Price
$673.02
$276.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 400 in profit
Strong operational efficiency at 42.7%
Keeps 25 of every $100 in revenue as profit
Earnings expanding 21.5% YoY
Earnings expanding 533.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 25.6% year-over-year
Areas to Watch
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Trading at 29.3x book value
Weak financial health signals
Expensive relative to growth rate
Trading at 37.0x book value
ROE of -0.5% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CCSI
The strongest argument for CCSI centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 25.1% and operating margin at 42.7%.
Bull Case : CRWD
The strongest argument for CRWD centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 25.6% demonstrates continued momentum.
Bear Case : CCSI
The primary concerns for CCSI are Revenue Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 25.84 is elevated, increasing financial risk.
Bear Case : CRWD
The primary concerns for CRWD are Piotroski F-Score, PEG Ratio, Price/Book.
Key Dynamics to Monitor
CCSI profiles as a value stock while CRWD is a growth play — different risk/reward profiles.
CCSI carries more volatility with a beta of 1.93 — expect wider price swings.
CRWD is growing revenue faster at 25.6% — sustainability is the question.
CRWD generates stronger free cash flow (493M), providing more financial flexibility.
Bottom Line
CCSI scores higher overall (59/100 vs 39/100), backed by strong 25.1% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Consensus Cloud Solutions Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Consensus Cloud Solutions, Inc. provides information delivery services with a worldwide software-as-a-service platform. The company is headquartered in Los Angeles, California.
Visit Website →Crowdstrike Holdings Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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