Consensus Cloud Solutions (NASDAQ:CCSI – Get Free Report) and ReposiTrak (NYSE:TRAK – Get Free Report) are both small-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their earnings, profitability, analyst recommendations, valuation, risk, dividends and institutional ownership.
Institutional & Insider Ownership
93.9% of Consensus Cloud Solutions shares are owned by institutional investors. Comparatively, 27.4% of ReposiTrak shares are owned by institutional investors. 1.9% of Consensus Cloud Solutions shares are owned by company insiders. Comparatively, 41.0% of ReposiTrak shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Profitability
This table compares Consensus Cloud Solutions and ReposiTrak’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Consensus Cloud Solutions | 23.48% | -234.27% | 14.52% |
| ReposiTrak | 30.52% | 14.37% | 12.81% |
Analyst Recommendations
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Consensus Cloud Solutions | 1 | 1 | 2 | 0 | 2.25 |
| ReposiTrak | 0 | 1 | 0 | 0 | 2.00 |
Consensus Cloud Solutions currently has a consensus target price of $29.00, indicating a potential upside of 31.34%. Given Consensus Cloud Solutions’ stronger consensus rating and higher probable upside, analysts clearly believe Consensus Cloud Solutions is more favorable than ReposiTrak.
Risk & Volatility
Consensus Cloud Solutions has a beta of 1.55, meaning that its share price is 55% more volatile than the S&P 500. Comparatively, ReposiTrak has a beta of 0.41, meaning that its share price is 59% less volatile than the S&P 500.
Earnings and Valuation
This table compares Consensus Cloud Solutions and ReposiTrak”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Consensus Cloud Solutions | $350.38 million | 1.20 | $89.43 million | $4.21 | 5.24 |
| ReposiTrak | $22.61 million | 9.35 | $6.98 million | $0.36 | 32.11 |
Consensus Cloud Solutions has higher revenue and earnings than ReposiTrak. Consensus Cloud Solutions is trading at a lower price-to-earnings ratio than ReposiTrak, indicating that it is currently the more affordable of the two stocks.
Summary
Consensus Cloud Solutions beats ReposiTrak on 9 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 ReposiTrak
Park City Group, Inc., a software-as-a-service provider, designs, develops, and markets proprietary software products in North America. The company offers ReposiTrak MarketPlace, a supplier discovery and B2B e-commerce solution; ReposiTrak Compliance and Food Safety solutions, which reduces potential regulatory and legal risk from their supply chain partners; and ReposiTrak Supply Chain solutions that enables customers to manage relationships with suppliers. It also provides ScoreTracker, Vendor Managed Inventory, Store Level Ordering and Replenishment, Enterprise Supply Chain Planning, Fresh Market Manager, and ActionManager supply chain solutions to manage inventory, product mix, and labor. In addition, the company offers business-consulting services to suppliers and retailers in the grocery, convenience store, and specialty retail industries, as well as professional consulting services. It primarily serves multi-store retail chains, wholesalers and distributors, and their suppliers. The company is headquartered in Murray, Utah.
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