Consensus Cloud Solutions Inc (CCSI)vsTurtle Beach Corporation (TBCH)
CCSI
Consensus Cloud Solutions Inc
$43.31
-3.09%
TECHNOLOGY · Cap: $684.25M
TBCH
Turtle Beach Corporation
$16.50
-1.37%
TECHNOLOGY · Cap: $272.05M
Smart Verdict
WallStSmart Research — data-driven comparison
Consensus Cloud Solutions Inc generates 17% more annual revenue ($354.67M vs $302.02M). CCSI leads profitability with a 26.7% profit margin vs -0.2%. CCSI earns a higher WallStSmart Score of 61/100 (C+).
CCSI
Buy61
out of 100
Grade: C+
TBCH
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.5%
Fair Value
$23.48
Current Price
$43.31
$19.83 premium
Intrinsic value data unavailable for TBCH.
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
Earnings expanding 200.0% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 19.1x book value
4.2% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Negative free cash flow — burning cash
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 : TBCH
The strongest argument for TBCH centers on EPS Growth, PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bear Case : CCSI
The primary concerns for CCSI are Price/Book, Revenue Growth, Market Cap.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
CCSI profiles as a value stock while TBCH is a turnaround play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.36 — expect wider price swings.
TBCH is growing revenue faster at 5.3% — sustainability is the question.
CCSI generates stronger free cash flow (39M), providing more financial flexibility.
Bottom Line
CCSI scores higher overall (61/100 vs 53/100), backed by strong 26.7% margins. 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 →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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