WallStSmart

Consensus Cloud Solutions Inc (CCSI)vsPalo Alto Networks Inc (PANW)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

Palo Alto Networks Inc generates 3137% more annual revenue ($11.48B vs $354.67M). CCSI leads profitability with a 26.7% profit margin vs 2.7%. 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

PANW

Hold

49

out of 100

Grade: D+

Growth: 9.3Profit: 4.5Value: 4.7Quality: 4.8
Piotroski: 1/9
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
PANWUndervalued (+22.1%)

Margin of Safety

+22.1%

Fair Value

$500.75

Current Price

$389.92

$110.83 discount

UndervaluedFair: $500.75Overvalued

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

PANW5 strengths · Avg: 9.6/10
Market CapQuality
$318.95B10/10

Mega-cap, among the largest globally

Revenue GrowthGrowth
34.5%10/10

Revenue surging 34.5% year-over-year

EPS GrowthGrowth
60.5%10/10

Earnings expanding 60.5% YoY

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Free Cash FlowQuality
$1.27B8/10

Generating 1.3B in free cash flow

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

PANW4 concerns · Avg: 3.5/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

Price/BookValuation
11.6x4/10

Trading at 11.6x book value

Return on EquityProfitability
1.1%3/10

ROE of 1.1% — below average capital efficiency

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

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 : PANW

The strongest argument for PANW centers on Market Cap, Revenue Growth, EPS Growth. Revenue growth of 34.5% 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 : PANW

The primary concerns for PANW are PEG Ratio, Price/Book, Return on Equity. A P/E of 999.8x leaves little room for execution misses. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

CCSI profiles as a value stock while PANW is a hypergrowth play — different risk/reward profiles.

CCSI carries more volatility with a beta of 1.91 — expect wider price swings.

PANW is growing revenue faster at 34.5% — sustainability is the question.

PANW generates stronger free cash flow (1.3B), providing more financial flexibility.

Bottom Line

CCSI scores higher overall (61/100 vs 49/100), backed by strong 26.7% margins. PANW offers better value entry with a 22.1% margin of safety. 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.

Visit Website →

Palo Alto Networks Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Palo Alto Networks, Inc. provides cybersecurity platform solutions globally. The company is headquartered in Santa Clara, California.

Want to dig deeper into these stocks?