CCSI
Consensus Cloud Solutions, Inc.
CCSI's outlook is improving, though it still trails on the overall score.
MU
Micron Technology, Inc.
MU 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.
MU Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
MU's revenue, profitability, cash flow and balance sheet are all currently strong.
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.
MU PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 4.6x | $798 | — |
| Cheap | 10x | $777 | -2.7% |
| Current | 11x | $798 | — |
| Fair | 22x | $1,646 | +106% |
| Expensive | 32x | $2,404 | +201% |
Historical ranges are pointers, not guarantees.
MU 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.
MU Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Broad | |
| Moderate |
MU has the edge over CCSI on the outlook, with more favorable revenue expectations.
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.
MU Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $174.95 | +135% |
| Q3 2026 | $74.33 | +879% |
| Q2 2026 | $44.17 | +693% |
| Q1 2026 | $21.18 | +405% |
| Q4 2025 | $10.52 | +201% |
| Q3 2025 | $7.59 | +984% |
| Q2 2025 | $5.57 | +$6.99 |
| Q1 2025 | $4.19 | +$7.64 |
| Q4 2024 | $3.49 | +$9.77 |
MU 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.
MU Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $54.2B | +379% |
| Q2 2026 | $41.5B | +346% |
| Q1 2026 | $23.9B | +196% |
| Q4 2025 | $13.6B | +57% |
| Q3 2025 | $11.3B | +46% |
| Q2 2025 | $9.3B | +37% |
| Q1 2025 | $8.1B | +38% |
| Q4 2024 | $8.7B | +84% |
MU has the edge over CCSI in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 81% | +48 points |
| Q2 2026 | 80% | +57 points |
| Q1 2026 | 68% | +46 points |
| Q4 2025 | 45% | +20 points |
| Q3 2025 | 32% | +13 points |
| Q2 2025 | 23% | +13 points |
| Q1 2025 | 22% | +19 points |
| Q4 2024 | 25% | +49 points |
MU's operating margin was 81% last quarter, up 48 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 still generates free cash flow, though less than at its 2020 peak: $110M over the past year.
MU Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $32.9B | +45543% |
| Q2 2026 | $17.6B | +951% |
| Q1 2026 | $5.5B | +$5.6B |
| Q4 2025 | $3B | +7853% |
| Q3 2025 | $72M | -75% |
| Q2 2025 | $1.7B | +322% |
| Q1 2025 | -$113M | +$52M |
| Q4 2024 | $38M | +$433M |
MU has the edge over CCSI on cash flow, with more consistent year-over-year improvement.
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 MU 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.
MU Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -2M shares |
| 1 year | +1.6% | +18M shares |
| 3 years | +4.6% | +50M shares |
| 5 years | +0.2% | +2M shares |
| Available history | +1.2% | +14M shares |
MU has 1.1B diluted shares, up 1.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $350M |
| Q4 2025 | $300M |
| Q3 2024 | $300M |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
MU has spent almost nothing on buybacks in the past year.
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.
MU Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.3x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.1x | Net Cash |
| Q4 2025 | 0.1x | Very low |
| Q3 2025 | 0.3x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.5x | Very low |
| Q4 2024 | 0.6x | Very low |
MU 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).
MU Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 47.1 | Neutral |
| Stochastic | 26.9 | Neutral |
MU's weekly RSI is 47 (neutral) and its Stochastic is 27 (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 MU on valuation relative to its sector.
MU PE vs Technology Sector
| Metric | MU | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 28x | 61% below |
| PE % | 18 | 35 | 17 pts below |
MU is trading at 11x earnings, a 61% discount to 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 MU on trend strength, trading above more of its moving averages.
MU Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $914.5 | 13% below |
| 20 week MA | $931.0 | 14% below |
| 50 week MA | $685.9 | 16% above |
| 100 week MA | $405.4 | 97% above |
| 200 week MA | $246.0 | 225% above |
MU has pulled back, but its long-term trend is still up: it's below its 8- and 20-week averages, but 225% 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 finished four years in a row lower, and it's up 85% so far in 2026.
MU Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $54.0 | $70.6 | +31% |
| 2021 | $70.6 | $94.4 | +34% |
| 2022 | $94.4 | $50.2 | -47% |
| 2023 | $50.2 | $85.3 | +70% |
| 2024 | $85.3 | $88.6 | +3.9% |
| 2025 | $88.6 | $284.8 | +221% |
| 2026 YTD | $284.8 | $798.4 | +180% |
MU has the edge over CCSI on returns for 2026, with the stronger performance.