WallStSmart

Consensus Cloud Solutions Inc (CCSI)vsCrowdstrike Holdings Inc (CRWD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crowdstrike Holdings Inc generates 1276% more annual revenue ($4.81B vs $349.70M). CCSI leads profitability with a 24.2% profit margin vs -3.4%. CCSI earns a higher WallStSmart Score of 57/100 (C).

CCSI

Buy

57

out of 100

Grade: C

Growth: 4.0Profit: 8.0Value: 8.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.38

CRWD

Hold

40

out of 100

Grade: D

Growth: 8.0Profit: 2.5Value: 4.0Quality: 4.3
Piotroski: 1/9Altman Z: 1.01
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCSIUndervalued (+78.5%)

Margin of Safety

+78.5%

Fair Value

$124.93

Current Price

$25.33

$99.60 discount

UndervaluedFair: $124.93Overvalued

Intrinsic value data unavailable for CRWD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCSI3 strengths · Avg: 9.7/10
P/E RatioValuation
6.1x10/10

Attractively priced relative to earnings

Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Profit MarginProfitability
24.2%9/10

Keeps 24 of every $100 in revenue as profit

CRWD2 strengths · Avg: 8.5/10
Market CapQuality
$99.67B9/10

Large-cap with strong market position

Revenue GrowthGrowth
23.3%8/10

Revenue surging 23.3% year-over-year

Areas to Watch

CCSI4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Market CapQuality
$507.45M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Price/BookValuation
34.7x2/10

Trading at 34.7x book value

CRWD4 concerns · Avg: 2.5/10
Operating MarginProfitability
1.0%3/10

Operating margin of 1.0%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.372/10

Expensive relative to growth rate

Price/BookValuation
22.1x2/10

Trading at 22.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : CCSI

The strongest argument for CCSI centers on P/E Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 24.2% and operating margin at 41.1%.

Bull Case : CRWD

The strongest argument for CRWD centers on Market Cap, Revenue Growth. Revenue growth of 23.3% 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 : CRWD

The primary concerns for CRWD are Operating Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

CCSI profiles as a value stock while CRWD is a growth play — different risk/reward profiles.

CCSI carries more volatility with a beta of 1.87 — expect wider price swings.

CRWD is growing revenue faster at 23.3% — sustainability is the question.

CRWD generates stronger free cash flow (376M), providing more financial flexibility.

Bottom Line

CCSI scores higher overall (57/100 vs 40/100), backed by strong 24.2% margins. Both earn "Buy" and "Hold" 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.

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Crowdstrike Holdings Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

CrowdStrike Holdings, Inc. provides cloud solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. The company is headquartered in Sunnyvale, California.

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