CCSI
Consensus Cloud Solutions, Inc.
Software - Infrastructure
Market Cap$492M
5Y Perf.-25.0%
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Stock Comparison
CCSI vs NTCT
Revenue, margins, valuation, and 5-year total return — side by side.
NTCT
NetScout Systems, Inc.
Software - Infrastructure
Market Cap$2.57B
5Y Perf.+31.8%
CCSI vs NTCT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CCSI | NTCT |
|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $492M | $2.57B |
| Revenue (TTM) | $350M | $861M |
| Net Income (TTM) | $85M | $96M |
| Gross Margin | 79.8% | 79.2% |
| Operating Margin | 43.0% | 12.8% |
| Forward P/E | 4.7x | 14.7x |
| Total Debt | $580M | $76M |
| Cash & Equiv. | $75M | $457M |
CCSI vs NTCT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CCSI
NTCT
| Stock | Sep 21 | May 26 | Return |
|---|---|---|---|
| Consensus Cloud Sol… (CCSI) | 100 | 75.0 | -25.0% |
| NetScout Systems, I… (NTCT) | 100 | 131.8 | +31.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CCSI vs NTCT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CCSI leads in 4 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. NetScout Systems, Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
CCSI
Consensus Cloud Solutions, Inc.
The Growth Play
CCSI carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth -0.2%, EPS growth -5.6%, 3Y rev CAGR -1.2%
- -0.2% revenue growth vs NTCT's -0.8%
- Lower P/E (4.7x vs 14.7x)
Best for: growth exposure
NTCT
NetScout Systems, Inc.
The Income Pick
NTCT is the clearest fit if your priority is income & stability and long-term compounding.
- beta 1.12
- 57.1% 10Y total return vs CCSI's -25.0%
- Lower volatility, beta 1.12, Low D/E 4.9%, current ratio 1.75x
Best for: income & stability and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CCSI | -0.2% revenue growth vs NTCT's -0.8% |
| Value | CCSI | Lower P/E (4.7x vs 14.7x) |
| Quality / Margins | CCSI | 24.2% margin vs NTCT's 11.1% |
| Stability / Safety | NTCT | Beta 1.12 vs CCSI's 1.51, lower leverage |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | NTCT | +68.7% vs CCSI's +23.2% |
| Efficiency (ROA) | CCSI | 13.0% ROA vs NTCT's 4.3%, ROIC 22.2% vs -19.3% |
CCSI vs NTCT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
CCSI vs NTCT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLNTCTLAGGINGCCSI
CCSIConsensus Cloud Solut…
2leads
NTCTNetScout Systems, Inc.
3leads
6 Total Categories
CATEGORYLEADERvs CCSIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
CCSI5/6
Valuation MetricsMultiples, price ratios, and targets
CCSI3/5
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
NTCT5/9
Total Returns1Y, 3Y, 5Y total returns with dividends
NTCT6/6
Risk & VolatilityBeta, volatility, and downside exposure
NTCT2/2
Analyst OutlookRatings, price targets, and dividends
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Income & Cash Flow (Last 12 Months)
CCSI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NTCT is the larger business by revenue, generating $861M annually — 2.5x CCSI's $350M. CCSI is the more profitable business, keeping 24.2% of every revenue dollar as net income compared to NTCT's 11.1%.
| Metric | CCSIConsensus Cloud S… | NTCTNetScout Systems,… |
|---|---|---|
| RevenueTrailing 12 months | $350M | $861M |
| EBITDAEarnings before interest/tax | $169M | $171M |
| Net IncomeAfter-tax profit | $85M | $96M |
| Free Cash FlowCash after capex | $108M | $275M |
| Gross MarginGross profit ÷ Revenue | +79.8% | +79.2% |
| Operating MarginEBIT ÷ Revenue | +43.0% | +12.8% |
| Net MarginNet income ÷ Revenue | +24.2% | +11.1% |
| FCF MarginFCF ÷ Revenue | +30.7% | +32.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.1% | -0.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +15.2% | +11.9% |
CCSI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
CCSI leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
| Metric | CCSIConsensus Cloud S… | NTCTNetScout Systems,… |
|---|---|---|
| Market CapShares × price | $492M | $2.6B |
| Enterprise ValueMkt cap + debt − cash | $998M | $2.2B |
| Trailing P/EPrice ÷ TTM EPS | 6.14x | -7.02x |
| Forward P/EPrice ÷ next-FY EPS est. | 4.71x | 14.72x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 5.90x | — |
| Price / SalesMarket cap ÷ Revenue | 1.41x | 3.12x |
| Price / BookPrice ÷ Book value/share | 37.75x | 1.65x |
| Price / FCFMarket cap ÷ FCF | 4.65x | 12.16x |
CCSI leads this category, winning 3 of 5 comparable metrics.
Profitability & Efficiency
NTCT leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
CCSI delivers a 6.1% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $6 for NTCT. NTCT carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to CCSI's 42.14x. On the Piotroski fundamental quality scale (0–9), NTCT scores 6/9 vs CCSI's 5/9, reflecting solid financial health.
| Metric | CCSIConsensus Cloud S… | NTCTNetScout Systems,… |
|---|---|---|
| ROE (TTM)Return on equity | +6.1% | +6.1% |
| ROA (TTM)Return on assets | +13.0% | +4.3% |
| ROICReturn on invested capital | +22.2% | -19.3% |
| ROCEReturn on capital employed | +26.8% | -18.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 42.14x | 0.05x |
| Net DebtTotal debt minus cash | $506M | -$381M |
| Cash & Equiv.Liquid assets | $75M | $457M |
| Total DebtShort + long-term debt | $580M | $76M |
| Interest CoverageEBIT ÷ Interest expense | 4.18x | 55.89x |
NTCT leads this category, winning 5 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
NTCT leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NTCT five years ago would be worth $13,542 today (with dividends reinvested), compared to $7,502 for CCSI. Over the past 12 months, NTCT leads with a +68.7% total return vs CCSI's +23.2%. The 3-year compound annual growth rate (CAGR) favors NTCT at 6.5% vs CCSI's -9.6% — a key indicator of consistent wealth creation.
| Metric | CCSIConsensus Cloud S… | NTCTNetScout Systems,… |
|---|---|---|
| YTD ReturnYear-to-date | +23.1% | +32.3% |
| 1-Year ReturnPast 12 months | +23.2% | +68.7% |
| 3-Year ReturnCumulative with dividends | -26.1% | +20.9% |
| 5-Year ReturnCumulative with dividends | -25.0% | +35.4% |
| 10-Year ReturnCumulative with dividends | -25.0% | +57.1% |
| CAGR (3Y)Annualised 3-year return | -9.6% | +6.5% |
NTCT leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
NTCT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
NTCT is the less volatile stock with a 1.12 beta — it tends to amplify market swings less than CCSI's 1.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NTCT currently trades 98.9% from its 52-week high vs CCSI's 84.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CCSIConsensus Cloud S… | NTCTNetScout Systems,… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.51x | 1.12x |
| 52-Week HighHighest price in past year | $31.66 | $35.93 |
| 52-Week LowLowest price in past year | $19.24 | $19.98 |
| % of 52W HighCurrent price vs 52-week peak | +84.4% | +98.9% |
| RSI (14)Momentum oscillator 0–100 | 55.8 | 71.2 |
| Avg Volume (50D)Average daily shares traded | 126K | 541K |
NTCT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates CCSI as "Buy" and NTCT as "Hold". Consensus price targets imply -6.5% upside for CCSI (target: $25) vs -18.4% for NTCT (target: $29).
| Metric | CCSIConsensus Cloud S… | NTCTNetScout Systems,… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $25.00 | $29.00 |
| # AnalystsCovering analysts | 6 | 21 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +4.7% | +1.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
NTCT leads in 3 of 6 categories (Profitability & Efficiency, Total Returns). CCSI leads in 2 (Income & Cash Flow, Valuation Metrics).
Best OverallNetScout Systems, Inc. (NTCT)Leads 3 of 6 categories
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CCSI vs NTCT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CCSI or NTCT a better buy right now?
For growth investors, Consensus Cloud Solutions, Inc.
(CCSI) is the stronger pick with -0. 2% revenue growth year-over-year, versus -0. 8% for NetScout Systems, Inc. (NTCT). Consensus Cloud Solutions, Inc. (CCSI) offers the better valuation at 6. 1x trailing P/E (4. 7x forward), making it the more compelling value choice. Analysts rate Consensus Cloud Solutions, Inc. (CCSI) a "Buy" — based on 6 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CCSI or NTCT?
On forward P/E, Consensus Cloud Solutions, Inc.
is actually cheaper at 4. 7x.
03Which is the better long-term investment — CCSI or NTCT?
Over the past 5 years, NetScout Systems, Inc.
(NTCT) delivered a total return of +35. 4%, compared to -25. 0% for Consensus Cloud Solutions, Inc. (CCSI). Over 10 years, the gap is even starker: NTCT returned +57. 1% versus CCSI's -25. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CCSI or NTCT?
By beta (market sensitivity over 5 years), NetScout Systems, Inc.
(NTCT) is the lower-risk stock at 1. 12β versus Consensus Cloud Solutions, Inc. 's 1. 51β — meaning CCSI is approximately 34% more volatile than NTCT relative to the S&P 500. On balance sheet safety, NetScout Systems, Inc. (NTCT) carries a lower debt/equity ratio of 5% versus 42% for Consensus Cloud Solutions, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CCSI or NTCT?
By revenue growth (latest reported year), Consensus Cloud Solutions, Inc.
(CCSI) is pulling ahead at -0. 2% versus -0. 8% for NetScout Systems, Inc. (NTCT). On earnings-per-share growth, the picture is similar: Consensus Cloud Solutions, Inc. grew EPS -5. 6% year-over-year, compared to -144. 4% for NetScout Systems, Inc.. Over a 3-year CAGR, CCSI leads at -1. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CCSI or NTCT?
Consensus Cloud Solutions, Inc.
(CCSI) is the more profitable company, earning 24. 2% net margin versus -44. 6% for NetScout Systems, Inc. — meaning it keeps 24. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CCSI leads at 43. 0% versus -44. 7% for NTCT. At the gross margin level — before operating expenses — CCSI leads at 79. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CCSI or NTCT more undervalued right now?
On forward earnings alone, Consensus Cloud Solutions, Inc.
(CCSI) trades at 4. 7x forward P/E versus 14. 7x for NetScout Systems, Inc. — 10. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CCSI: -6. 5% to $25. 00.
08Which pays a better dividend — CCSI or NTCT?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is CCSI or NTCT better for a retirement portfolio?
For long-horizon retirement investors, NetScout Systems, Inc.
(NTCT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12)). Consensus Cloud Solutions, Inc. (CCSI) carries a higher beta of 1. 51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (NTCT: +57. 1%, CCSI: -25. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CCSI and NTCT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CCSI is a small-cap deep-value stock; NTCT is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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