Consensus Cloud Solutions Inc (CCSI)vsPalantir Technologies Inc. (PLTR)
CCSI
Consensus Cloud Solutions Inc
$43.31
-3.09%
TECHNOLOGY · Cap: $684.25M
PLTR
Palantir Technologies Inc.
$172.40
-0.48%
TECHNOLOGY · Cap: $442.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Palantir Technologies Inc. generates 1636% more annual revenue ($6.16B vs $354.67M). PLTR leads profitability with a 49.0% profit margin vs 26.7%. CCSI trades at a lower P/E of 7.6x. PLTR earns a higher WallStSmart Score of 75/100 (B).
CCSI
Buy61
out of 100
Grade: C+
PLTR
Strong Buy75
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.5%
Fair Value
$23.48
Current Price
$43.31
$19.83 premium
Margin of Safety
-71.8%
Fair Value
$93.33
Current Price
$172.40
$79.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 196 in profit
Strong operational efficiency at 40.3%
Keeps 27 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Earnings expanding 33.8% YoY
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 49 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Revenue surging 92.8% year-over-year
Earnings expanding 215.4% YoY
Areas to Watch
Trading at 19.1x book value
4.2% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 42.4x 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 26.7% and operating margin at 40.3%.
Bull Case : PLTR
The strongest argument for PLTR centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 49.0% and operating margin at 47.1%. Revenue growth of 92.8% demonstrates continued momentum.
Bear Case : CCSI
The primary concerns for CCSI are Price/Book, Revenue Growth, Market Cap.
Bear Case : PLTR
The primary concerns for PLTR are PEG Ratio, P/E Ratio, Price/Book. A P/E of 158.7x leaves little room for execution misses.
Key Dynamics to Monitor
CCSI profiles as a value stock while PLTR is a growth play — different risk/reward profiles.
CCSI carries more volatility with a beta of 1.92 — expect wider price swings.
PLTR is growing revenue faster at 92.8% — sustainability is the question.
PLTR generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
PLTR scores higher overall (75/100 vs 61/100), backed by strong 49.0% margins and 92.8% 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 →Palantir Technologies Inc.
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Palantir Technologies Inc. creates and implements software platforms for the intelligence community in the United States to assist in counterterrorism investigations and operations. The company is headquartered in Denver, Colorado.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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