Consensus Cloud Solutions Inc (CCSI)vsOracle Corporation (ORCL)
CCSI
Consensus Cloud Solutions Inc
$35.22
-0.42%
TECHNOLOGY · Cap: $673.07M
ORCL
Oracle Corporation
$137.08
-1.75%
TECHNOLOGY · Cap: $437.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 20138% more annual revenue ($71.78B vs $354.67M). CCSI leads profitability with a 26.7% profit margin vs 26.4%. CCSI trades at a lower P/E of 7.5x. ORCL earns a higher WallStSmart Score of 78/100 (B+).
CCSI
Buy61
out of 100
Grade: C+
ORCL
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.9%
Fair Value
$23.40
Current Price
$35.22
$11.82 premium
Margin of Safety
-30.3%
Fair Value
$107.07
Current Price
$137.08
$30.01 premium
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
Strong operational efficiency at 35.6%
Earnings expanding 54.5% YoY
Every $100 of equity generates 28 in profit
Keeps 26 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Trading at 15.5x book value
4.2% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
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 : ORCL
The strongest argument for ORCL centers on Market Cap, Operating Margin, EPS Growth. Profitability is solid with margins at 26.4% and operating margin at 35.6%. Revenue growth of 29.6% 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 : ORCL
The primary concerns for ORCL are Piotroski F-Score, Free Cash Flow, Altman Z-Score. Debt-to-equity of 2.34 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCSI profiles as a value stock while ORCL is a growth play — different risk/reward profiles.
CCSI carries more volatility with a beta of 1.91 — expect wider price swings.
ORCL is growing revenue faster at 29.6% — sustainability is the question.
CCSI generates stronger free cash flow (25M), providing more financial flexibility.
Bottom Line
ORCL scores higher overall (78/100 vs 61/100), backed by strong 26.4% margins and 29.6% 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 →Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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