Consensus Cloud Solutions, Inc. (CCSI) vs Sabre Corporation (SABR)

Consensus Cloud Solutions, Inc. and Sabre Corporation are both Software Infrastructure companies. Consensus Cloud Solutions, Inc. and Sabre Corporation are of similar size ($722.4M and $679.1M). Sabre Corporation trades at the lower P/E: 0.9× against 7.0×. Sabre Corporation grew revenue faster over the last twelve months: 7.45% against 1.45%. Consensus Cloud Solutions, Inc. has the higher net margin (26.7% vs 25.1%) and the higher return on invested capital (18.6% vs 7.89%). Across the 20 metrics below, Consensus Cloud Solutions, Inc. leads on 10 and Sabre Corporation on 10.

Valuation

Metric CCSI SABR Software Infrastructure median
P/E 7.00 0.92 28.38
P/S 1.83 0.24 2.98
P/B 15.63 n/m 2.93
Price to free cash flow 5.61 n/m 16.28
EV/EBITDA 6.52 8.40 13.92
EV/Sales 3.12 1.50 2.90
Earnings yield 14.28% 108.33% 0.14%
Free cash flow yield 17.81% (2.44%) 1.24%

Profitability

Metric CCSI SABR Software Infrastructure median
Gross margin 80.24% 31.31% 61.00%
Operating margin 41.80% 11.34% 0.00%
Net margin 26.69% 25.14% 0.00%
Free cash flow margin 32.61% (0.57%) 1.67%
Return on equity 1,254.76% (50.19%) 0.60%
Return on assets 14.14% 16.32% 0.00%
Return on invested capital 18.61% 7.89% 0.00%

Growth

Metric CCSI SABR Software Infrastructure median
Revenue growth (TTM) 1.45% 7.45% 13.41%
EPS growth (last fiscal year) (5.84%) 283.56% 27.10%
Revenue growth, 5-year CAGR 1.09% 15.74% 15.57%
Net income growth, 5-year CAGR (11.18%) 0.00% 0.00%

Health

Metric CCSI SABR Software Infrastructure median
Debt to equity 13.36 (4.09) 0.05
Current ratio 1.90 1.02 1.55
Net debt to EBITDA 2.83 7.34 0.08

Dividend

Metric CCSI SABR Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric CCSI SABR Software Infrastructure median
Market cap 679.12m 722.42m 752.37m

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