Consensus Cloud Solutions vs Commerce.com
Consensus Cloud Solutions and Commerce.com are similar in size: $350m and $342m of revenue in their latest fiscal years. Commerce.com grew faster (2.8% against -0.2%). Consensus Cloud Solutions kept more of each dollar of sales as profit: a net margin of 24.2% against -5.6%. Commerce.com carries less debt relative to equity (399.1% against 4082.2%).
| Latest fiscal year | Consensus Cloud SolutionsCCSI, 2025 | Commerce.comCMRC, 2025 |
|---|---|---|
| Revenue | $350m | $342m |
| Revenue growth | -0.2% | 2.8% |
| Net income | $84.5m | −$19.3m |
| Operating margin | 43.0% | -4.7% |
| Net margin | 24.2% | -5.6% |
| Return on equity | — | -53.2% |
| Free cash flow | $106m | $16.9m |
| Cash | $74.7m | $44.3m |
| Total debt | $562m | $157m |
| Debt to equity | 4082.2% | 399.1% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $23.2m | — |
| Employees | 520 | 1,079 |
| Market value | $663m | $268m |
| Price vs our value range | Below our value range | Above our value range |
| Moat score | 85 (Strong) | 35 (Weak) |
| Insider trades, 12 months | 0 buys, 3 sales | 1 buys, 4 sales |