Consensus Cloud Solutions vs Grid Dynamics
CCSI and GDYN side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CCSI and GDYN compare
Grid Dynamics is the larger company, worth 1.4 times as much as Consensus Cloud Solutions ($1.1B against $784M).
On earnings, Consensus Cloud Solutions is cheaper: it trades at 8.7× trailing earnings, against 147× for Grid Dynamics.
Grid Dynamics grew revenue faster over the last twelve months (6.6% versus 2.4% for Consensus Cloud Solutions).
Consensus Cloud Solutions keeps more of each dollar of sales as profit, with a net margin of 26.4% compared with 1.8% at Grid Dynamics.
Grid Dynamics scores higher on the StockData Score (14 against 11 for Consensus Cloud Solutions), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CCSI | GDYN |
|---|---|---|
| Size and price | ||
| Market cap | $784M | $1.1B |
| Share price | $42.80 | $13.21 |
| Change, 1 year | 74.3% | 56.1% |
| Change, 5 years | −32.8% | −65.5% |
| Beta (5Y) | 1.02 | 1.49 |
| Employees | 520 | 4,961 |
| StockData Score | ||
| Total score | 11 | 14 (better) |
| Valuation score | 3 | 3 |
| Growth score | 2 | 2 |
| Performance score | 4 (better) | 3 |
| Health score | 2 | 6 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 8.7× (better) | 147× |
| P/S | 2.2× (better) | 2.5× |
| P/B | 16.3× | 2.0× (better) |
| EV/EBITDA | 7.3× (better) | 26.4× |
| P/FCF | 7.1× (better) | 40.4× |
| PEG | 1.42 | – |
| FCF yield | 14.0% (better) | 2.5% |
| Fair value | $83.10 | $15.20 |
| Margin of safety | 48.5% (better) | 13.1% |
| Growth | ||
| Revenue growth (TTM) | 2.4% | 6.6% (better) |
| Revenue growth, 5Y average | 1.1% | 29.9% (better) |
| Net income growth (TTM) | 15.2% (better) | −43.5% |
| EPS growth (TTM) | 17.3% (better) | −40.0% |
| EPS growth, 5Y average | −10.7% | – |
| Profitability | ||
| Gross margin | 80.0% (better) | 36.5% |
| Operating margin | 40.8% (better) | 1.7% |
| Net margin | 26.4% (better) | 1.8% |
| FCF margin | 30.7% (better) | 6.1% |
| Return on equity | 415% (better) | 1.5% |
| Return on invested capital | 23.0% (better) | 1.7% |
| Financial health | ||
| Debt / equity | 11.39 (better) | 0.00 |
| Net debt / EBITDA | 2.65 | – |
| Interest coverage | 4.4× | – |
| Current ratio | 1.99 | 7.34 (better) |
| Altman Z-score | 2.16 | 9.60 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Buyback yield | 7.1% (better) | 3.5% |
| Shareholder yield | 7.1% (better) | 3.5% |
| Ownership | ||
| Held by institutions | 99.3% | 77.4% |
| Held by insiders | 5.7% | 6.8% |
| Insider net buying, 12 months | −$683K (better) | −$3.8M |
| Short interest, % of float | 6.3% | 5.3% |
Go deeper
- CCSI stock overview
- CCSI income statement
- CCSI valuation and score
- GDYN stock overview
- GDYN income statement
- GDYN valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.