Consensus Cloud Solutions Inc (CCSI)vsMicrosoft Corporation (MSFT)
CCSI
Consensus Cloud Solutions Inc
$34.00
+20.18%
TECHNOLOGY · Cap: $625.53M
MSFT
Microsoft Corporation
$415.12
-1.34%
TECHNOLOGY · Cap: $3.13T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 90570% more annual revenue ($318.27B vs $351.02M). MSFT leads profitability with a 39.3% profit margin vs 25.1%. CCSI trades at a lower P/E of 7.4x. MSFT earns a higher WallStSmart Score of 72/100 (B).
CCSI
Buy59
out of 100
Grade: C
MSFT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.6%
Fair Value
$60.48
Current Price
$34.00
$26.48 discount
Margin of Safety
-72.4%
Fair Value
$240.84
Current Price
$415.12
$174.28 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Strong operational efficiency at 42.7%
Keeps 25 of every $100 in revenue as profit
Earnings expanding 21.5% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 34 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.3%
Generating 15.8B in free cash flow
18.3% revenue growth
Areas to Watch
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Trading at 46.6x book value
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : CCSI
The strongest argument for CCSI centers on P/E Ratio, Operating Margin, Profit Margin. Profitability is solid with margins at 25.1% and operating margin at 42.7%.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 39.3% and operating margin at 46.3%. Revenue growth of 18.3% 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 : MSFT
The primary concerns for MSFT are P/E Ratio.
Key Dynamics to Monitor
CCSI profiles as a value stock while MSFT is a growth play — different risk/reward profiles.
CCSI carries more volatility with a beta of 1.84 — expect wider price swings.
MSFT is growing revenue faster at 18.3% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Bottom Line
MSFT scores higher overall (72/100 vs 59/100), backed by strong 39.3% margins and 18.3% revenue growth. CCSI offers better value entry with a 55.6% margin of safety. 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 →Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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