Consensus Cloud Solutions Inc (CCSI)vsFortinet Inc (FTNT)
CCSI
Consensus Cloud Solutions Inc
$36.95
-0.08%
TECHNOLOGY · Cap: $702.25M
FTNT
Fortinet Inc
$161.89
-1.41%
TECHNOLOGY · Cap: $123.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Fortinet Inc generates 2044% more annual revenue ($7.53B vs $351.02M). FTNT leads profitability with a 28.2% profit margin vs 25.1%. CCSI trades at a lower P/E of 8.4x. FTNT earns a higher WallStSmart Score of 71/100 (B).
CCSI
Buy56
out of 100
Grade: C
FTNT
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.0%
Fair Value
$22.98
Current Price
$36.95
$13.97 premium
Margin of Safety
+40.8%
Fair Value
$277.34
Current Price
$161.89
$115.45 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 137 in profit
Strong operational efficiency at 33.6%
Large-cap with strong market position
Keeps 28 of every $100 in revenue as profit
Revenue surging 25.6% year-over-year
Earnings expanding 43.9% YoY
Areas to Watch
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Trading at 30.8x book value
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 76.7x 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 28.2% and operating margin at 33.6%. Revenue growth of 25.6% demonstrates continued momentum.
Bear Case : CCSI
The primary concerns for CCSI are Revenue Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 13.62 is elevated, increasing financial risk.
Bear Case : FTNT
The primary concerns for FTNT are PEG Ratio, Altman Z-Score, P/E Ratio. A P/E of 57.8x 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 1.91 — expect wider price swings.
FTNT is growing revenue faster at 25.6% — sustainability is the question.
FTNT generates stronger free cash flow (966M), providing more financial flexibility.
Bottom Line
FTNT scores higher overall (71/100 vs 56/100), backed by strong 28.2% margins and 25.6% 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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