COMP <GO>
CCSI vs VTEX // REVENUE GROWTH (YOY)
Consensus Cloud Solutions Inc. (NASDAQ) VS. VTEX (Class A) (NYSE) • 15-METRIC TALLY: CCSI 8
— VTEX 3
▲ REVENUE GROWTH (YOY) LEADER: VTEX
LAST: $37.69 (+1.13%) • MKT CAP: $690.7M
revenue-growth
-0.20%
LAST: $4.03 (+4.40%) • MKT CAP: $697.2M
revenue-growth
6.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CCSI VS. VTEX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CCSI | VTEX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 79.80% | 77.50% | +2.30 | CCSI | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 6.60% | +17.60 | CCSI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.6x | 35.9x | -29.30 | CCSI | /valuation <GO> |
| Free Cash Flow Yield | 15.33% | 4.64% | +10.69 | CCSI | /fcf-yield <GO> |
| Operating Margin | 43.00% | 7.50% | +35.50 | CCSI | /operating-margins <GO> |
| Net Profit Margin | 24.20% | 8.30% | +15.90 | CCSI | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | -0.20% | 6.10% | -6.30 | VTEX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.01 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | VTEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.5 | 51.4 | +3.12 | CCSI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 7.6x | 32.4x | -24.80 | CCSI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $690.7M | $697.2M | -$6.5M | VTEX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CCSI REV | VTEX REV | CCSI GROSS % | VTEX GROSS % | CCSI FCF | VTEX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $349.7M | $240.5M | 79.8% | 77.5% | $105.9M | $32.3M |
| FY 2024 | $350.4M | $226.7M | 80.1% | 73.7% | $88.3M | $23.9M |
| FY 2023 | $362.6M | $200.8M | — | — | $114.1M | $5.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CCSI // BETA —
VTEX // BETA —