CCSI
Consensus Cloud Solutions, Inc.
CCSI's outlook is improving, though it still trails on the overall score.
MSFT
Microsoft Corporation
MSFT has the edge over CCSI overall, supported by stronger valuation and stronger fundamentals.
CCSI Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Strong | |
| Unavailable | |
| Stable |
CCSI's profitability is currently strong, and its balance sheet is stable. There isn't enough data to rate its revenue and cash flow.
MSFT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Strong |
MSFT's revenue, profitability, cash flow and balance sheet are all currently healthy.
CCSI PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 4.8x | $23.52 | -46% |
| Fair | 6.2x | $30.79 | -29% |
| Forward | 7x | $43.31 | — |
| Current | 8.8x | $43.31 | — |
| Expensive | 9.7x | $47.77 | +10% |
Historical ranges are pointers, not guarantees.
CCSI's PE is in its expensive range at 8.8x. If earnings grow as analysts expect, today's price would be 7.0x next year's earnings, in its fair range.
MSFT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 25x | $523 | — |
| Cheap | 27x | $525 | +0.4% |
| Current | 27x | $523 | — |
| Fair | 34x | $652 | +25% |
| Expensive | 37x | $711 | +36% |
Historical ranges are pointers, not guarantees.
MSFT has the edge over CCSI in the historical PE scenario, which offers more potential upside but is not a forecast.
CCSI Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect CCSI's earnings to grow and its profitability to improve, with its revenue holding steady.
MSFT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for MSFT, with profitability holding steady.
CCSI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.22 | +26% |
| Q3 2026 | $4.94 | +17% |
| Q2 2026 | $4.94 | +19% |
| Q1 2026 | $4.58 | +6% |
| Q4 2025 | $4.35 | -5.8% |
| Q3 2025 | $4.21 | -7.9% |
| Q2 2025 | $4.15 | -12% |
| Q1 2025 | $4.32 | -4.6% |
| Q4 2024 | $4.62 | +17% |
CCSI's earnings per share have fallen from their peak: $4.94 over the past year, against $7.69 in mid-2021.
MSFT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $20.79 | +8.6% |
| Q3 2026 | $19.15 | +36% |
| Q2 2026 | $17.95 | +32% |
| Q1 2026 | $16.80 | +30% |
| Q4 2025 | $15.99 | +29% |
| Q3 2025 | $14.06 | +16% |
| Q2 2025 | $13.64 | +16% |
| Q1 2025 | $12.93 | +12% |
| Q4 2024 | $12.41 | +12% |
MSFT has the edge over CCSI on earnings, with more consistent year-over-year improvement.
CCSI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2022 | $91.8M | -50% |
| Q2 2022 | $93.2M | +6.1% |
| Q3 2021 | $182.1M | +7% |
CCSI's revenue is down over the past year, though its latest quarter was up: $91M last quarter, up 4.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q1 2023 | 37% | N/A |
| Q3 2022 | 36% | +4 points |
| Q2 2022 | 44% | -15 points |
| Q3 2021 | 32% | -5.2 points |
| Q2 2021 | 59% | N/A |
| Q1 2021 | 60% | N/A |
| Q4 2020 | 33% | N/A |
| Q3 2020 | 37% | N/A |
CCSI's operating margin was 37% last quarter, down 22 points from the same quarter a year ago.
MSFT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $92.3B | +19% |
| Q2 2026 | $90B | +18% |
| Q1 2026 | $82.9B | +18% |
| Q4 2025 | $81.3B | +17% |
| Q3 2025 | $77.7B | +18% |
| Q2 2025 | $76.4B | +18% |
| Q1 2025 | $70.1B | +13% |
| Q4 2024 | $69.6B | +12% |
MSFT has the edge over CCSI in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 50% | +0.9 points |
| Q2 2026 | 45% | +0.2 points |
| Q1 2026 | 46% | +0.7 points |
| Q4 2025 | 47% | +1.6 points |
| Q3 2025 | 49% | +2.3 points |
| Q2 2025 | 45% | +1.8 points |
| Q1 2025 | 46% | +1.1 points |
| Q4 2024 | 45% | +1.9 points |
MSFT's operating margin was 50% last quarter, up 0.9 points from the same quarter a year ago, near the top of its range since 2019.
CCSI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $38.6M | -13% |
| Q2 2026 | $25.5M | +25% |
| Q1 2026 | $38.5M | +14% |
| Q4 2025 | $7.3M | +133% |
| Q3 2025 | $44.4M | +32% |
| Q2 2025 | $20.3M | +29% |
| Q1 2025 | $33.7M | -5.6% |
| Q4 2024 | $3.1M | +$8.8M |
CCSI has the edge over MSFT on cash flow, with more consistent year-over-year improvement.
MSFT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $18.6B | -27% |
| Q2 2026 | $19.6B | -23% |
| Q1 2026 | $15.8B | -22% |
| Q4 2025 | $5.9B | -9.3% |
| Q3 2025 | $25.7B | +33% |
| Q2 2025 | $25.6B | +9.6% |
| Q1 2025 | $20.3B | -3.2% |
| Q4 2024 | $6.5B | -29% |
MSFT's free cash flow has been positive every quarter for seven years: $60B over the past year, down 23% from the year before.
CCSI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -127K shares |
| 1 year | -1% | -198K shares |
| 3 years | -3% | -592K shares |
| 5 years | -4.3% | -847K shares |
| Available history | -4.3% | -847K shares |
CCSI has the edge over MSFT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $20.9M |
| Q2 2026 | $9.7M |
| Q1 2026 | $17.2M |
| Q4 2025 | $8M |
| Q3 2025 | $2.6M |
| Q2 2025 | $12.5M |
| Q1 2025 | $34,000 |
| Q4 2024 | $300,000 |
CCSI spent $56M buying back its own shares over the past year, about four times what it spent the year before.
MSFT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -7M shares |
| 1 year | -0.3% | -20M shares |
| 3 years | -0.2% | -16M shares |
| 5 years | -1.6% | -121M shares |
| Available history | -3.2% | -245M shares |
MSFT has 7.4B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.4B |
| Q2 2026 | $4.6B |
| Q1 2026 | $4.6B |
| Q4 2025 | $7.4B |
| Q3 2025 | $5.7B |
| Q2 2025 | $4.5B |
| Q1 2025 | $4.8B |
| Q4 2024 | $5B |
MSFT spent $21B buying back its own shares over the past year, up 5.2% from the year before.
CCSI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.7x | Moderate |
| Q2 2026 | 2.7x | Moderate |
| Q1 2026 | 2.8x | Moderate |
| Q4 2025 | 2.9x | Moderate |
| Q3 2025 | 2.9x | Moderate |
| Q2 2025 | 3.1x | Elevated |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 3.3x | Elevated |
CCSI's net debt is about 2.6 years of its operating earnings (EBITDA), down from 2.9 years a year ago.
MSFT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.1x | Very low |
MSFT has the edge over CCSI on leverage, with a lower net debt burden relative to earnings.
CCSI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 68.4 | Neutral |
| Stochastic | 76.8 | Neutral |
CCSI's weekly RSI is 68 (neutral) and its Stochastic is 77 (neutral).
MSFT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.1 | Neutral |
| Stochastic | 68.0 | Neutral |
MSFT's weekly RSI is 62 (neutral) and its Stochastic is 68 (neutral).
CCSI PE vs Technology Sector
| Metric | CCSI | Sector median | Relative |
|---|---|---|---|
| PE | 8.8x | 28x | 69% below |
| PE % | 78 | 45 | 33 pts above |
CCSI has the edge over MSFT on valuation relative to its sector.
MSFT PE vs Technology Sector
| Metric | MSFT | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2% below |
| PE % | 16 | 35 | 19 pts below |
MSFT is trading at 27x earnings, in line with the Technology sector's median of 28x.
CCSI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $38.0 | 14% above |
| 20 week MA | $37.4 | 16% above |
| 50 week MA | $31.4 | 38% above |
| 100 week MA | $27.7 | 56% above |
| 200 week MA | $27.0 | 61% above |
CCSI has the edge over MSFT on trend strength, trading above more of its moving averages.
MSFT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $524.7 | 0.3% below |
| 20 week MA | $484.8 | 7.9% above |
| 50 week MA | $446.9 | 17% above |
| 100 week MA | $453.8 | 15% above |
| 200 week MA | $411.5 | 27% above |
MSFT's trend is up, with a small recent dip: it's below only its 8-week average, and 27% above its 200-week average.
CCSI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $45.0 | $58.5 | +30% |
| 2022 | $58.5 | $53.3 | -8.9% |
| 2023 | $53.3 | $26.2 | -51% |
| 2024 | $26.2 | $23.9 | -8.8% |
| 2025 | $23.9 | $23.4 | -2.3% |
| 2026 YTD | $23.4 | $43.3 | +85% |
CCSI has the edge over MSFT on returns for 2026, with the stronger performance.
MSFT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $159.0 | $222.8 | +40% |
| 2021 | $222.8 | $334.7 | +50% |
| 2022 | $334.7 | $238.7 | -29% |
| 2023 | $238.7 | $376.0 | +58% |
| 2024 | $376.0 | $430.5 | +14% |
| 2025 | $430.5 | $487.7 | +13% |
| 2026 YTD | $487.7 | $523.0 | +7.2% |
MSFT has finished higher in five of the last six years, two of them by more than 50%. It's up 7.2% so far in 2026.