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Side-by-side financial comparison of Consensus Cloud Solutions, Inc. (CCSI) and United Homes Group, Inc. (UHG). Click either name above to swap in a different company.
United Homes Group, Inc. is the larger business by last-quarter revenue ($123.4M vs $88.5M, roughly 1.4× Consensus Cloud Solutions, Inc.). Consensus Cloud Solutions, Inc. runs the higher net margin — 27.9% vs 2.6%, a 25.3% gap on every dollar of revenue. On growth, Consensus Cloud Solutions, Inc. posted the faster year-over-year revenue change (1.5% vs -8.5%). Consensus Cloud Solutions, Inc. produced more free cash flow last quarter ($38.5M vs $616.0K). Over the past eight quarters, United Homes Group, Inc.'s revenue compounded faster (10.6% CAGR vs 0.6%).
Consensus Cloud Solutions, Inc. is a provider of cloud-based secure information delivery and digital workflow solutions. Its core offerings include encrypted digital fax, secure document exchange, and process automation tools, serving clients across healthcare, legal, financial services and enterprise sectors, with a primary operating market in North America.
Invitation Homes Inc. is a public company traded on the New York Stock Exchange. It is headquartered in the Lincoln Center building in Dallas, Texas. Dallas B. Tanner is chief executive officer. As of 2017, the company was reportedly the largest owner of single-family rental homes in the United States. As of July 2024, the company owned about 84,000 rental homes in 16 markets. Seventeen percent of their rental income is from California.
CCSI vs UHG — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $88.5M | $123.4M |
| Net Profit | $24.7M | $3.2M |
| Gross Margin | 80.9% | 17.5% |
| Operating Margin | 42.7% | 1.3% |
| Net Margin | 27.9% | 2.6% |
| Revenue YoY | 1.5% | -8.5% |
| Net Profit YoY | 16.7% | 380.4% |
| EPS (diluted) | $1.30 | $0.05 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $88.5M | — | ||
| Q4 25 | $87.1M | $123.4M | ||
| Q3 25 | $87.8M | $90.8M | ||
| Q2 25 | $87.7M | $105.5M | ||
| Q1 25 | $87.1M | $87.0M | ||
| Q4 24 | $87.0M | $134.8M | ||
| Q3 24 | $87.8M | $118.6M | ||
| Q2 24 | $87.5M | $109.4M |
| Q1 26 | $24.7M | — | ||
| Q4 25 | $20.5M | $3.2M | ||
| Q3 25 | $22.1M | $-31.3M | ||
| Q2 25 | $20.8M | $-6.3M | ||
| Q1 25 | $21.2M | $18.2M | ||
| Q4 24 | $18.1M | $667.0K | ||
| Q3 24 | $21.1M | $-7.3M | ||
| Q2 24 | $23.9M | $28.6M |
| Q1 26 | 80.9% | — | ||
| Q4 25 | 80.0% | 17.5% | ||
| Q3 25 | 80.0% | 17.7% | ||
| Q2 25 | 79.9% | 18.9% | ||
| Q1 25 | 79.3% | 16.2% | ||
| Q4 24 | 79.5% | 16.2% | ||
| Q3 24 | 79.9% | 18.9% | ||
| Q2 24 | 80.4% | 17.9% |
| Q1 26 | 42.7% | — | ||
| Q4 25 | 41.1% | 1.3% | ||
| Q3 25 | 43.2% | -1.7% | ||
| Q2 25 | 44.5% | 1.8% | ||
| Q1 25 | 43.0% | -2.3% | ||
| Q4 24 | 38.4% | 1.8% | ||
| Q3 24 | 43.8% | 3.1% | ||
| Q2 24 | 45.6% | -0.0% |
| Q1 26 | 27.9% | — | ||
| Q4 25 | 23.5% | 2.6% | ||
| Q3 25 | 25.2% | -34.5% | ||
| Q2 25 | 23.7% | -6.0% | ||
| Q1 25 | 24.3% | 20.9% | ||
| Q4 24 | 20.8% | 0.5% | ||
| Q3 24 | 24.1% | -6.2% | ||
| Q2 24 | 27.3% | 26.2% |
| Q1 26 | $1.30 | — | ||
| Q4 25 | $1.06 | $0.05 | ||
| Q3 25 | $1.15 | $-0.53 | ||
| Q2 25 | $1.07 | $-0.11 | ||
| Q1 25 | $1.07 | $0.31 | ||
| Q4 24 | $0.92 | $0.11 | ||
| Q3 24 | $1.09 | $-0.15 | ||
| Q2 24 | $1.24 | $0.50 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $92.3M | $24.4M |
| Total DebtLower is stronger | $556.8M | $67.5M |
| Stockholders' EquityBook value | $22.0M | $57.4M |
| Total Assets | $678.7M | $276.6M |
| Debt / EquityLower = less leverage | 25.31× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $92.3M | — | ||
| Q4 25 | $74.7M | $24.4M | ||
| Q3 25 | $97.6M | $25.6M | ||
| Q2 25 | $57.9M | $36.5M | ||
| Q1 25 | $53.4M | $25.0M | ||
| Q4 24 | $33.5M | $22.6M | ||
| Q3 24 | $54.6M | $25.8M | ||
| Q2 24 | $49.2M | $24.9M |
| Q1 26 | $556.8M | — | ||
| Q4 25 | $558.4M | $67.5M | ||
| Q3 25 | $578.6M | $67.4M | ||
| Q2 25 | $578.2M | $67.3M | ||
| Q1 25 | $583.7M | $67.2M | ||
| Q4 24 | $593.0M | $67.2M | ||
| Q3 24 | $612.5M | — | ||
| Q2 24 | $642.8M | — |
| Q1 26 | $22.0M | — | ||
| Q4 25 | $13.8M | $57.4M | ||
| Q3 25 | $-2.6M | $52.9M | ||
| Q2 25 | $-26.5M | $82.2M | ||
| Q1 25 | $-49.4M | $87.1M | ||
| Q4 24 | $-79.5M | $66.9M | ||
| Q3 24 | $-93.2M | $19.8M | ||
| Q2 24 | $-124.4M | $25.7M |
| Q1 26 | $678.7M | — | ||
| Q4 25 | $663.8M | $276.6M | ||
| Q3 25 | $675.0M | $293.1M | ||
| Q2 25 | $641.5M | $281.1M | ||
| Q1 25 | $629.6M | $266.2M | ||
| Q4 24 | $602.2M | $265.4M | ||
| Q3 24 | $622.5M | $282.6M | ||
| Q2 24 | $608.5M | $284.0M |
| Q1 26 | 25.31× | — | ||
| Q4 25 | 40.54× | 1.18× | ||
| Q3 25 | — | 1.27× | ||
| Q2 25 | — | 0.82× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | — | 1.00× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $45.8M | $1.4M |
| Free Cash FlowOCF − Capex | $38.5M | $616.0K |
| FCF MarginFCF / Revenue | 43.5% | 0.5% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | 1.86× | 0.44× |
| TTM Free Cash FlowTrailing 4 quarters | $110.6M | $-21.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $45.8M | — | ||
| Q4 25 | $15.2M | $1.4M | ||
| Q3 25 | $51.6M | $-23.8M | ||
| Q2 25 | $28.3M | $1.6M | ||
| Q1 25 | $40.9M | $1.2M | ||
| Q4 24 | $11.1M | $27.4M | ||
| Q3 24 | $41.6M | $7.2M | ||
| Q2 24 | $24.4M | $-1.2M |
| Q1 26 | $38.5M | — | ||
| Q4 25 | $7.3M | $616.0K | ||
| Q3 25 | $44.4M | $-24.8M | ||
| Q2 25 | $20.3M | $1.3M | ||
| Q1 25 | $33.7M | $1.2M | ||
| Q4 24 | $3.1M | $27.4M | ||
| Q3 24 | $33.6M | $7.2M | ||
| Q2 24 | $15.8M | — |
| Q1 26 | 43.5% | — | ||
| Q4 25 | 8.4% | 0.5% | ||
| Q3 25 | 50.6% | -27.3% | ||
| Q2 25 | 23.2% | 1.2% | ||
| Q1 25 | 38.7% | 1.4% | ||
| Q4 24 | 3.6% | 20.3% | ||
| Q3 24 | 38.3% | 6.1% | ||
| Q2 24 | 18.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 9.1% | 0.6% | ||
| Q3 25 | 8.2% | 1.1% | ||
| Q2 25 | 9.1% | 0.2% | ||
| Q1 25 | 8.3% | 0.0% | ||
| Q4 24 | 9.2% | 0.0% | ||
| Q3 24 | 9.1% | 0.0% | ||
| Q2 24 | 9.8% | 0.0% |
| Q1 26 | 1.86× | — | ||
| Q4 25 | 0.74× | 0.44× | ||
| Q3 25 | 2.34× | — | ||
| Q2 25 | 1.36× | — | ||
| Q1 25 | 1.94× | 0.07× | ||
| Q4 24 | 0.62× | 41.09× | ||
| Q3 24 | 1.97× | — | ||
| Q2 24 | 1.02× | -0.04× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCSI
Segment breakdown not available.
UHG
| GSH South Carolina | $116.3M | 94% |
| Rosewood | $5.9M | 5% |
| Other Segment | $1.1M | 1% |
