Consensus Cloud Solutions Inc (CCSI)vsPalantir Technologies Inc. (PLTR)
CCSI
Consensus Cloud Solutions Inc
$34.00
+20.18%
TECHNOLOGY · Cap: $625.53M
PLTR
Palantir Technologies Inc.
$137.80
+0.55%
TECHNOLOGY · Cap: $328.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 1388% more annual revenue ($5.22B vs $351.02M). PLTR leads profitability with a 43.7% profit margin vs 25.1%. CCSI trades at a lower P/E of 7.4x. PLTR earns a higher WallStSmart Score of 73/100 (B).
CCSI
Buy59
out of 100
Grade: C
PLTR
Strong Buy73
out of 100
Grade: B
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
-63.7%
Fair Value
$78.69
Current Price
$137.80
$59.11 premium
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
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 44 of every $100 in revenue as profit
Strong operational efficiency at 46.2%
Revenue surging 84.7% year-over-year
Earnings expanding 325.0% YoY
Areas to Watch
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Trading at 46.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 44.6x book value
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 : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 43.7% and operating margin at 46.2%. Revenue growth of 84.7% 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 : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 154.0x leaves little room for execution misses.
Key Dynamics to Monitor
CCSI profiles as a value stock while PLTR is a growth play — different risk/reward profiles.
CCSI carries more volatility with a beta of 1.84 — expect wider price swings.
PLTR is growing revenue faster at 84.7% — sustainability is the question.
PLTR generates stronger free cash flow (892M), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (73/100 vs 59/100), backed by strong 43.7% margins and 84.7% revenue growth. CCSI offers better value entry with a 55.6% margin of safety. 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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