Critical Analysis: Consensus Cloud Solutions (NASDAQ:CCSI) & Bentley Systems (NASDAQ:BSY)

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

Earnings and Valuation

This table compares Consensus Cloud Solutions and Bentley Systems”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Consensus Cloud Solutions	$362.56 million	1.47	$77.29 million	$4.57	6.06
Bentley Systems	$1.23 billion	10.99	$326.71 million	$1.11	41.85

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

Risk and Volatility

Consensus Cloud Solutions has a beta of 1.44, suggesting that its stock price is 44% more volatile than the S&P 500. Comparatively, Bentley Systems has a beta of 1.03, suggesting that its stock price is 3% more volatile than the S&P 500.

Institutional & Insider Ownership

93.9% of Consensus Cloud Solutions shares are owned by institutional investors. Comparatively, 44.2% of Bentley Systems shares are owned by institutional investors. 2.5% of Consensus Cloud Solutions shares are owned by company insiders. Comparatively, 21.1% of Bentley Systems shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Consensus Cloud Solutions	25.10%	-66.28%	14.47%
Bentley Systems	27.73%	29.50%	8.49%

Analyst Ratings

This is a summary of recent ratings and recommmendations for Consensus Cloud Solutions and Bentley Systems, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Consensus Cloud Solutions	2	0	3	0	2.20
Bentley Systems	0	2	5	0	2.71

Consensus Cloud Solutions currently has a consensus target price of $26.40, indicating a potential downside of 4.64%. Bentley Systems has a consensus target price of $57.00, indicating a potential upside of 22.69%. Given Bentley Systems’ stronger consensus rating and higher probable upside, analysts clearly believe Bentley Systems is more favorable than Consensus Cloud Solutions.

Summary

Bentley Systems beats Consensus Cloud Solutions on 10 of the 14 factors compared between the two stocks.

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.

About Bentley Systems

Bentley Systems, Incorporated, together with its subsidiaries, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers open modeling engineering applications, such as MicroStation, OpenBridge, OpenBuildings, OpenCities, OpenComms, OpenFlows, OpenPlant, OpenRail, OpenRoads, OpenSite, OpenTower, OpenTunnel, OpenUtilities, and OpenWindowPower; and open simulation engineering applications, including ADINA, AutoPIPE, CUBE, DYNAMEQ, EMME, LEGION, Power Line Systems, RAM, SACS, SPIDA, and STAAD; and geoprofessional applications for modeling and simulation of near and deep subsurface conditions, including AGS, Central, GeoStudio, Imago, Leapfrog, MX Deposit, Oasis montaj, OpenGround, and PLAXIS. It also provides infrastructure cloud applications, such as ProjectWise, SYNCHRO, and AssetWise, as well as iTwin platform that enables users to create and curate cloud native 4D/5D digital representations of physical infrastructure assets consisting of iTwin Capture, iTwin Experience, and iTwin IoT platforms. The company serves civil, structural, geotechnical, subsurface, process engineers, architects, geospatial professionals, city and regional planners, contractors, fabricators, and operations and maintenance engineers. Bentley Systems, Incorporated was incorporated in 1984 and is headquartered in Exton, Pennsylvania.