Consensus Cloud Solutions Inc (CCSI)vsTurtle Beach Corporation (TBCH)
CCSI
Consensus Cloud Solutions Inc
$35.20
-2.50%
TECHNOLOGY · Cap: $644.85M
TBCH
Turtle Beach Corporation
$12.51
0.00%
TECHNOLOGY · Cap: $268.34M
Smart Verdict
WallStSmart Research — data-driven comparison
Consensus Cloud Solutions Inc generates 18% more annual revenue ($351.02M vs $298.19M). CCSI leads profitability with a 25.1% profit margin vs 0.4%. CCSI trades at a lower P/E of 7.7x. CCSI earns a higher WallStSmart Score of 59/100 (C).
CCSI
Buy59
out of 100
Grade: C
TBCH
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-64.7%
Fair Value
$16.32
Current Price
$35.20
$18.88 premium
Intrinsic value data unavailable for TBCH.
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
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
1.5% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Trading at 29.3x book value
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
0.4% margin — thin
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 : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 0.98 suggests the stock is reasonably priced for its growth.
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 : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 676.0x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
TBCH carries more volatility with a beta of 2.29 — expect wider price swings.
CCSI is growing revenue faster at 1.5% — sustainability is the question.
CCSI generates stronger free cash flow (38M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CCSI scores higher overall (59/100 vs 43/100), backed by strong 25.1% margins. 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 →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
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