Consensus Cloud Solutions Inc (CCSI)vsFortinet Inc (FTNT)
CCSI
Consensus Cloud Solutions Inc
$35.20
-2.50%
TECHNOLOGY · Cap: $644.85M
FTNT
Fortinet Inc
$145.28
-1.84%
TECHNOLOGY · Cap: $109.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 1925% more annual revenue ($7.11B vs $351.02M). FTNT leads profitability with a 27.5% profit margin vs 25.1%. CCSI trades at a lower P/E of 7.7x. FTNT earns a higher WallStSmart Score of 67/100 (B-).
CCSI
Buy59
out of 100
Grade: C
FTNT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-64.7%
Fair Value
$16.32
Current Price
$35.20
$18.88 premium
Margin of Safety
+45.3%
Fair Value
$264.55
Current Price
$145.28
$119.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 400 in profit
Strong operational efficiency at 42.7%
Keeps 25 of every $100 in revenue as profit
Earnings expanding 21.5% YoY
Every $100 of equity generates 197 in profit
Strong operational efficiency at 31.3%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Revenue surging 20.1% year-over-year
Earnings expanding 28.6% YoY
Areas to Watch
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Trading at 29.3x book value
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 107.6x book value
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 25.1% and operating margin at 42.7%.
Bull Case : FTNT
The strongest argument for FTNT centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 27.5% and operating margin at 31.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : CCSI
The primary concerns for CCSI are Revenue Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 25.84 is elevated, increasing financial risk.
Bear Case : FTNT
The primary concerns for FTNT are Altman Z-Score, PEG Ratio, P/E Ratio. A P/E of 57.7x leaves little room for execution misses.
Key Dynamics to Monitor
CCSI profiles as a value stock while FTNT is a growth play — different risk/reward profiles.
CCSI carries more volatility with a beta of 1.93 — expect wider price swings.
FTNT is growing revenue faster at 20.1% — sustainability is the question.
FTNT generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
FTNT scores higher overall (67/100 vs 59/100), backed by strong 27.5% margins and 20.1% revenue growth. 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 →Fortinet Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Fortinet (Nasdaq: FTNT) is an American multinational corporation headquartered in Sunnyvale, California. It develops and sells cybersecurity solutions, including but not limited to physical products such as firewalls, plus software and services such as anti-virus protection, intrusion prevention systems and endpoint security components.
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