Consensus Cloud Solutions Inc (CCSI)vsFortinet Inc (FTNT)
CCSI
Consensus Cloud Solutions Inc
$43.31
-3.09%
TECHNOLOGY · Cap: $684.25M
FTNT
Fortinet Inc
$129.54
+1.12%
TECHNOLOGY · Cap: $99.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 2122% more annual revenue ($7.88B vs $354.67M). FTNT leads profitability with a 29.0% profit margin vs 26.7%. CCSI trades at a lower P/E of 7.6x. FTNT earns a higher WallStSmart Score of 75/100 (B+).
CCSI
Buy61
out of 100
Grade: C+
FTNT
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.5%
Fair Value
$23.48
Current Price
$43.31
$19.83 premium
Margin of Safety
+58.4%
Fair Value
$285.80
Current Price
$129.54
$156.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 196 in profit
Strong operational efficiency at 40.3%
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Earnings expanding 33.8% YoY
Every $100 of equity generates 102 in profit
Strong operational efficiency at 33.8%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Revenue surging 20.5% year-over-year
Areas to Watch
Trading at 19.1x book value
4.2% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 42.3x book value
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 : FTNT
The strongest argument for FTNT centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.0% and operating margin at 33.8%. Revenue growth of 20.5% demonstrates continued momentum.
Bear Case : CCSI
The primary concerns for CCSI are Price/Book, Revenue Growth, Market Cap.
Bear Case : FTNT
The primary concerns for FTNT are Altman Z-Score, P/E Ratio, Price/Book. A P/E of 44.5x leaves little room for execution misses.
Key Dynamics to Monitor
CCSI profiles as a value stock while FTNT is a growth play — different risk/reward profiles.
CCSI carries more volatility with a beta of 1.92 — expect wider price swings.
FTNT is growing revenue faster at 20.5% — sustainability is the question.
FTNT generates stronger free cash flow (882M), providing more financial flexibility.
Bottom Line
FTNT scores higher overall (75/100 vs 61/100), backed by strong 29.0% margins and 20.5% revenue growth. Both earn "Strong Buy" and "Buy" 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 →Fortinet Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Fortinet (Nasdaq: FTNT) is an American multinational corporation headquartered in Sunnyvale, California. It develops and sells cybersecurity solutions, including but not limited to physical products such as firewalls, plus software and services such as anti-virus protection, intrusion prevention systems and endpoint security components.
Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?