Head to Head Contrast: PTC (NASDAQ:PTC) versus Consensus Cloud Solutions (NASDAQ:CCSI)

PTC (NASDAQ:PTC) and Consensus Cloud Solutions (NASDAQ:CCSI) are both computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their analyst recommendations, profitability, institutional ownership, valuation, dividends, risk and earnings.

Risk & Volatility

PTC has a beta of 1.18, indicating that its stock price is 18% more volatile than the S&P 500. Comparatively, Consensus Cloud Solutions has a beta of 1.38, indicating that its stock price is 38% more volatile than the S&P 500.

Insider & Institutional Ownership

95.1% of PTC shares are owned by institutional investors. Comparatively, 93.9% of Consensus Cloud Solutions shares are owned by institutional investors. 1.2% of PTC shares are owned by company insiders. Comparatively, 2.5% of Consensus Cloud Solutions shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Analyst Recommendations

This is a summary of recent ratings and price targets for PTC and Consensus Cloud Solutions, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
PTC	0	3	8	0	2.73
Consensus Cloud Solutions	1	1	2	0	2.25

PTC currently has a consensus price target of $199.73, indicating a potential upside of 12.71%. Consensus Cloud Solutions has a consensus price target of $21.33, indicating a potential upside of 26.98%. Given Consensus Cloud Solutions’ higher probable upside, analysts clearly believe Consensus Cloud Solutions is more favorable than PTC.

Profitability

This table compares PTC and Consensus Cloud Solutions’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
PTC	12.84%	13.76%	6.08%
Consensus Cloud Solutions	24.55%	-49.60%	13.98%

Valuation & Earnings

This table compares PTC and Consensus Cloud Solutions’ revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
PTC	$2.10 billion	10.12	$245.54 million	$2.39	74.15
Consensus Cloud Solutions	$362.56 million	0.89	$77.29 million	$4.53	3.71

PTC has higher revenue and earnings than Consensus Cloud Solutions. Consensus Cloud Solutions is trading at a lower price-to-earnings ratio than PTC, indicating that it is currently the more affordable of the two stocks.

Summary

PTC beats Consensus Cloud Solutions on 8 of the 14 factors compared between the two stocks.

About PTC

PTC Inc. operates as software company in the Americas, Europe, and the Asia Pacific. The company provides Windchill, a suite that manages all aspects of the product development lifecycle(PLM) that provides real-time information sharing, dynamic data visualization, collaborate across geographically distributed teams, and enabling manufacturers to elevate product development, manufacturing, and field service processes; ThingWorx, a platform for Industrial Internet of Things; ServiceMax, a field service management solutions enable companies to asset uptime with optimized in-person and remote service and technician productivity with mobile tools. and deliver metrics; and Arena, a SaaS PLM solution enables product teams to collaborate virtually to share product and quality information with internal teams and supply chain partners and deliver products to customers. It offers Codebeamer, an application lifecycle management for products and software development; Servigistics, a service parts management solution; and FlexPLM, a solution provides retailers with a single platform for merchandising and line planning, materials management, sampling, and others. In addition, it offers Kepware, a portfolio of industrial connectivity solutions helps companies connect diverse automation devices and software applications; Creo, a 3D CAD technology enables the digital design, testing, and modification of product models; and Onshape, a cloud product development platform that delivers computer-aided design with data management tools. Further, it offers Vuforia, an augmented reality (AR) technology enables the visualization of digital information in a physical context and the creation of AR enabling companies to drive results in manufacturing, service, engineering, and operations; and Arbortext, a dynamic publishing solution streamlines how organizations create, manage, and publish technical documentation. PTC Inc. was incorporated in 1985 and is headquartered in Boston, Massachusetts.

About Consensus Cloud Solutions

Consensus Cloud Solutions, Inc., together with its subsidiaries, provides information delivery services with a software-as-a-service platform worldwide. The company offers eFax Corporate, a digital cloud-fax technology; Unite, a single platform that allows the user to choose between various protocols to send and receive healthcare information and can integrate into an existing electronic health record system or stand-alone if no EHR is present. It also offers jsign, an electronic and digital signature solution; Conductor, an interface engine and interoperability platform that provides integration technology; Clarity that transforms unstructured documents into structured actionable data; and eFax, an online faxing solution, as well as other products under the MyFax, MetroFax, Sfax, and SRfax brands. In addition, the company provides ECFax, an Corporate eFax. It serves healthcare, government, financial services, law, and education sectors. Consensus Cloud Solutions, Inc. was incorporated in 2021 and is headquartered in Los Angeles, California.