Consensus Cloud Solutions Inc (CCSI)vsCrowdstrike Holdings Inc (CRWD)
CCSI
Consensus Cloud Solutions Inc
$35.22
-0.42%
TECHNOLOGY · Cap: $673.07M
CRWD
Crowdstrike Holdings Inc
$259.67
-2.90%
TECHNOLOGY · Cap: $268.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Crowdstrike Holdings Inc generates 1421% more annual revenue ($5.40B vs $354.67M). CCSI leads profitability with a 26.7% profit margin vs 0.8%. CCSI trades at a lower P/E of 7.5x. CCSI earns a higher WallStSmart Score of 61/100 (C+).
CCSI
Buy61
out of 100
Grade: C+
CRWD
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.9%
Fair Value
$23.40
Current Price
$35.22
$11.82 premium
Intrinsic value data unavailable for CRWD.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 228 in profit
Strong operational efficiency at 40.3%
Keeps 27 of every $100 in revenue as profit
Earnings expanding 33.8% YoY
Mega-cap, among the largest globally
Earnings expanding 533.0% YoY
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Areas to Watch
Trading at 15.5x book value
4.2% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of 1.1% — below average capital efficiency
0.8% margin — thin
Weak financial health signals
Expensive relative to growth rate
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 26.7% and operating margin at 40.3%.
Bull Case : CRWD
The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% demonstrates continued momentum.
Bear Case : CCSI
The primary concerns for CCSI are Price/Book, Revenue Growth, Market Cap. Debt-to-equity of 13.62 is elevated, increasing financial risk.
Bear Case : CRWD
The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 8749.7x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
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 1.91 — expect wider price swings.
CRWD is growing revenue faster at 25.8% — sustainability is the question.
CRWD generates stronger free cash flow (406M), providing more financial flexibility.
Bottom Line
CCSI scores higher overall (61/100 vs 43/100), backed by strong 26.7% 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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