Consensus Cloud Solutions Inc (CCSI)vsPalo Alto Networks Inc (PANW)
CCSI
Consensus Cloud Solutions Inc
$34.00
+20.18%
TECHNOLOGY · Cap: $625.53M
PANW
Palo Alto Networks Inc
$207.88
+5.78%
TECHNOLOGY · Cap: $159.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Palo Alto Networks Inc generates 2718% more annual revenue ($9.89B vs $351.02M). CCSI leads profitability with a 25.1% profit margin vs 13.0%. CCSI trades at a lower P/E of 7.4x. CCSI earns a higher WallStSmart Score of 59/100 (C).
CCSI
Buy59
out of 100
Grade: C
PANW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.6%
Fair Value
$60.48
Current Price
$34.00
$26.48 discount
Margin of Safety
+54.1%
Fair Value
$452.64
Current Price
$207.88
$244.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 42.7%
Keeps 25 of every $100 in revenue as profit
Earnings expanding 21.5% YoY
Earnings expanding 60.5% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Areas to Watch
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Trading at 46.6x book value
Trading at 15.6x book value
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CCSI
The strongest argument for CCSI centers on P/E Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 25.1% and operating margin at 42.7%.
Bull Case : PANW
The strongest argument for PANW centers on EPS Growth, Debt/Equity, Market Cap. Revenue growth of 14.9% demonstrates continued momentum.
Bear Case : CCSI
The primary concerns for CCSI are Revenue Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 42.14 is elevated, increasing financial risk.
Bear Case : PANW
The primary concerns for PANW are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 109.2x leaves little room for execution misses.
Key Dynamics to Monitor
CCSI carries more volatility with a beta of 1.84 — expect wider price swings.
PANW is growing revenue faster at 14.9% — sustainability is the question.
PANW generates stronger free cash flow (470M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CCSI scores higher overall (59/100 vs 56/100), backed by strong 25.1% margins. PANW offers better value entry with a 54.1% margin of safety. Both earn "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 →Palo Alto Networks Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.
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