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Consensus Cloud Solutions
(NASDAQ:CCSI)
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Rating:76Outperform
Price Target:
$39.00
▲(64.77% Upside)
Action:Reiterated
Date:06/11/26
The score is driven primarily by strong cash-flow generation and high-margin profitability, supported by constructive price momentum and a low P/E valuation. Offsetting factors are balance-sheet/leverage risk and limited consolidated growth (Corporate strength still being weighed down by SoHo declines), with margin pressure possible as hiring ramps.
Positive Factors
Strong free cash flow generation
CCSI’s consistent, high free cash flow underpins durable financial flexibility: it funds share repurchases, deleveraging, and product investment without relying on external financing. Reliable cash conversion supports long-term reinvestment and insulation versus cyclical revenue swings.
Negative Factors
Elevated leverage and refinancing risk
Material outstanding high-yield debt raises refinancing and interest-rate risk, limiting capital allocation flexibility. Even with recent deleveraging, leverage remains meaningful relative to earnings and could constrain strategic M&A, R&D spend, or require prioritizing cash for debt service.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow generation
CCSI’s consistent, high free cash flow underpins durable financial flexibility: it funds share repurchases, deleveraging, and product investment without relying on external financing. Reliable cash conversion supports long-term reinvestment and insulation versus cyclical revenue swings.
Read all positive factors
Consensus Cloud Solutions Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyConsensus Cloud Solutions (CCSI) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$698.02M
Dividend YieldN/A
Average Volume (3M)183.78K
Price to Earnings (P/E)8.2
Beta (1Y)1.21
Revenue Growth0.47%
EPS Growth6.39%
CountryUS
Employees518
SectorTechnology
Sector Strength88
IndustrySoftware - Infrastructure
Share Statistics
EPS (TTM)4.63
Shares Outstanding18,397,950
10 Day Avg. Volume134,707
30 Day Avg. Volume183,782
Financial Highlights & Ratios
PEG Ratio-0.92
Price to Book (P/B)30.50
Price to Sales (P/S)1.20
P/FCF Ratio3.97
Enterprise Value/Market Cap1.58
Enterprise Value/Revenue3.15
Enterprise Value/Gross Profit3.92
Enterprise Value/Ebitda6.47
Forecast
1Y Price Target
$35.00Price Target Upside47.87% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)5.79
Revenue Forecast (FY)$355.91M
Consensus Cloud Solutions Business Overview & Revenue Model
Company Description
Consensus Cloud Solutions, Inc. operates globally, delivering essential information services through its proprietary software-as-a-service (SaaS) platform. The company offers a comprehensive array of digital communication and data management tools...
How the Company Makes Money
CCSI primarily makes money by selling subscription-based access to its cloud communications platforms, with revenue largely tied to recurring service fees from business customers. The company’s key revenue stream is cloud fax (including enterprise...
Consensus Cloud Solutions Earnings Call Summary
Earnings Call Date:May 07, 2026
(Q1-2026)
| % Change Since: |
Next Earnings Date:Aug 11, 2026
Earnings Call Sentiment Positive
The call highlights clear operational and financial progress driven by record Corporate revenue, improved customer metrics (NRR >102%), strong free cash flow, margin resilience, and active capital returns. Offsetting factors include a continued decline in the SoHo channel (though improving), modest consolidated growth, substantial leverage, and planned hiring that will moderate margins. Management reaffirmed guidance and emphasized strategic investments (product rearchitecture and AI) to drive durable Corporate growth.Positive Updates
Consolidated Revenue Growth
Consolidated Q1 2026 revenue of $88.5M, up $1.3M or 1.5% year-over-year and up $1.4M or 1.6% sequentially; fourth consecutive quarter of year-over-year consolidated revenue growth.
Negative Updates
SoHo Revenue Decline
SoHo revenue of $29.7M in Q1 2026, down $3.1M or 9.5% year-over-year; although the decline moderated versus Q4 2025 (-11.1%), SoHo remains a material shrinking channel.
Read all updates
Q1-2026 Updates
Positive
Negative
Consolidated Revenue Growth
Consolidated Q1 2026 revenue of $88.5M, up $1.3M or 1.5% year-over-year and up $1.4M or 1.6% sequentially; fourth consecutive quarter of year-over-year consolidated revenue growth.
Read all positive updates
Company Guidance
Consensus reaffirmed its full‑year 2026 outlook with revenue of $350M–$364M (midpoint $357M), adjusted EBITDA $182M–$193M (midpoint $187.5M), adjusted EPS $5.55–$5.95 (midpoint $5.75), a full‑year non‑GAAP tax rate of 19.7%–21.7% (midpoint 20.7%) and roughly 19 million shares outstanding; for Q2 2026 they guided revenue $87.9M–$91.9M (midpoint $89.9M), adjusted EBITDA $46.4M–$49.6M (midpoint $48.0M), adjusted EPS $1.43–$1.53 (midpoint $1.48), a Q2 tax rate of 19.7%–21.7% (20.7% midpoint) and an expected share count of ~19 million.Consensus Cloud Solutions Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
52
Neutral
Cash Flow
86
Very Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 351.02M | 349.70M | 350.38M | 362.56M | 362.42M | 352.66M |
| Gross Profit | 281.59M | 279.10M | 280.69M | 294.24M | 300.47M | 294.66M |
| EBITDA | 170.96M | 168.27M | 176.74M | 165.95M | 165.64M | 227.17M |
| Net Income | 88.06M | 84.53M | 89.44M | 77.24M | 72.71M | 109.00M |
Balance Sheet | ||||||
| Total Assets | 678.74M | 663.82M | 602.20M | 647.25M | 633.90M | 562.81M |
| Cash, Cash Equivalents and Short-Term Investments | 92.29M | 74.69M | 33.55M | 88.72M | 94.16M | 66.78M |
| Total Debt | 568.51M | 580.45M | 607.15M | 749.23M | 810.53M | 808.57M |
| Total Liabilities | 656.74M | 650.04M | 681.66M | 823.38M | 889.16M | 895.48M |
| Stockholders Equity | 22.00M | 13.77M | -79.46M | -176.12M | -255.26M | -332.67M |
Cash Flow | ||||||
| Free Cash Flow | 112.23M | 105.85M | 88.31M | 77.65M | 52.10M | 199.17M |
| Operating Cash Flow | 142.64M | 136.09M | 121.75M | 114.11M | 83.15M | 233.68M |
| Investing Cash Flow | -30.41M | -35.23M | -33.44M | -40.46M | -43.27M | -42.47M |
| Financing Cash Flow | -74.47M | -63.30M | -138.62M | -81.66M | -10.62M | -247.77M |
Consensus Cloud Solutions Technical Analysis
Positive
23.67
Price Trends
31.55
Positive
29.50
Positive
26.98
Positive
Market Momentum
1.78
Negative
67.62
Neutral
74.33
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CCSI, the sentiment is Positive. The current price of 23.67 is below the 20-day moving average (MA) of 35.21, below the 50-day MA of 31.55, and below the 200-day MA of 26.98, indicating a bullish trend. The MACD of 1.78 indicates Negative momentum. The RSI at 67.62 is Neutral, neither overbought nor oversold. The STOCH value of 74.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CCSI.
Consensus Cloud Solutions Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
81 Outperform | $535.33M | 7.81 | 27.31% | 3.75% | 1.68% | 22.57% | |
76 Outperform | $698.02M | 8.19 | 5285.71% | ― | 0.47% | 6.39% | |
66 Neutral | $656.97M | -223.08 | -1.33% | ― | ― | ― | |
63 Neutral | $591.31M | 10.11 | -51.19% | ― | 8.83% | ― | |
61 Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% | |
55 Neutral | $1.65B | ― | -1.28% | ― | 4.88% | -534.80% | |
44 Neutral | $169.19M | -0.28 | -88.28% | ― | -2.00% | -2798.10% |
* Technology Sector Average
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Consensus Cloud Solutions
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Consensus Cloud Solutions Corporate Events
Executive/Board ChangesShareholder Meetings
Consensus Cloud Shareholders Endorse Directors and Incentive Plan
Positive
Jun 10, 2026
On June 10, 2026, Consensus Cloud Solutions, Inc. held its annual meeting of stockholders, where shareholders elected six directors to serve until the 2027 annual meeting, reinforcing continuity in the company’s board leadership. Stockholder...
Business Operations and StrategyExecutive/Board Changes
Consensus Cloud Expands Finance Leadership With New Appointments
Positive
Apr 1, 2026
Consensus Cloud Solutions has expanded its senior finance leadership team, promoting Adam Varon, 61, to Chief Financial Officer effective April 1, 2026, with a $345,000 base salary, potential 2026 bonus of up to $150,000, and equity awards totalin...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.