WallStSmart

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

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Smart Verdict

WallStSmart Research — data-driven comparison

Crowdstrike Holdings Inc generates 1421% more annual revenue ($5.40B vs $354.67M). CCSI leads profitability with a 26.7% profit margin vs 0.8%. CCSI trades at a lower P/E of 7.5x. CCSI earns a higher WallStSmart Score of 61/100 (C+).

CCSI

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 9.5Value: 6.3Quality: 4.0
Piotroski: 3/9Altman Z: 1.38

CRWD

Hold

43

out of 100

Grade: D

Growth: 9.3Profit: 3.0Value: 3.0Quality: 6.0
Piotroski: 2/9Altman Z: 1.00
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCSIOvervalued (-14.9%)

Margin of Safety

-14.9%

Fair Value

$23.40

Current Price

$35.22

$11.82 premium

UndervaluedFair: $23.40Overvalued

Intrinsic value data unavailable for CRWD.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCSI5 strengths · Avg: 9.4/10
P/E RatioValuation
7.5x10/10

Attractively priced relative to earnings

Return on EquityProfitability
227.7%10/10

Every $100 of equity generates 228 in profit

Operating MarginProfitability
40.3%10/10

Strong operational efficiency at 40.3%

Profit MarginProfitability
26.7%9/10

Keeps 27 of every $100 in revenue as profit

EPS GrowthGrowth
33.8%8/10

Earnings expanding 33.8% YoY

CRWD4 strengths · Avg: 9.3/10
Market CapQuality
$268.77B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
533.0%10/10

Earnings expanding 533.0% YoY

Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
25.8%8/10

Revenue surging 25.8% year-over-year

Areas to Watch

CCSI4 concerns · Avg: 3.5/10
Price/BookValuation
15.5x4/10

Trading at 15.5x book value

Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

Market CapQuality
$673.07M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

CRWD4 concerns · Avg: 2.8/10
Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
0.8%3/10

0.8% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
8.002/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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 : CRWD

The strongest argument for CRWD centers on Market Cap, EPS Growth, Debt/Equity. Revenue growth of 25.8% 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 : CRWD

The primary concerns for CRWD are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 8749.7x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.

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 1.91 — expect wider price swings.

CRWD is growing revenue faster at 25.8% — sustainability is the question.

CRWD generates stronger free cash flow (406M), providing more financial flexibility.

Bottom Line

CCSI scores higher overall (61/100 vs 43/100), backed by strong 26.7% 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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