CCSI Stock Analysis: Consensus Cloud Solutions | NASDAQ
Software - Infrastructure | NASDAQ, USA | Market Cap: 669m USD | 12M Return: 69.3% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 5.24M
EPS Trend: 20.7%
Qual. Beats: 2
Rev. Trend: -85.1%
Qual. Beats: 1
Warnings
Tailwinds
Seasonality 4.7 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) is a SaaS-based information delivery company that provides digital cloud faxing, electronic signatures, clinical documentation, and interoperability solutions primarily across the United States, Canada, and Ireland. Its product portfolio spans consumer and enterprise brands including eFax Corporate, eFax, MyFax, Sfax, MetroFax, SRfax, jSign, and eFax Conductor, alongside healthcare-focused offerings such as eFax Unite, Clarity CD, and eFax Harmony. The company serves individuals, small businesses, and a broad range of regulated industries, with healthcare representing a particularly significant vertical due to HIPAA-driven demand for secure document transmission.
Consensus Cloud Solutions was incorporated in 2021 and is headquartered in Los Angeles, California. It operates within the Application Software sub-industry of the Information Technology sector, generating revenue through subscription-based SaaS contracts rather than perpetual licenses. Cloud faxing remains a persistent niche within broader enterprise communications because regulated industries - especially healthcare, government, and financial services - often require secure, auditable document transmission that complies with strict data privacy and retention standards.
- Healthcare interoperability demand drives eFax Unite adoption
- Legacy cloud fax subscriber base faces secular decline pressure
- AI clinical documentation tools expand margins and addressable market
| Net Income: 88.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.17 > 0.02 and ΔFCF/TA 2.83 > 1.0 |
| NWC/Revenue: 16.54% < 20% (prev 5.19%; Δ 11.35% < -1%) |
| CFO/TA 0.21 > 3% & CFO 142.6m > Net Income 88.1m |
| Net Debt (487.9m) to EBITDA (171.0m): 2.85 < 3 |
| Current Ratio: 1.80 > 1.5 & < 3 |
| Outstanding Shares: last quarter (19.0m) vs 12m ago -3.30% < -2% |
| Gross Margin: 80.22% > 18% (prev 79.76%; Δ 0.46% > 0.5%) |
| Asset Turnover: 53.66% > 50% (prev 55.49%; Δ -1.83% > 0%) |
| Interest Coverage Ratio: 4.44 > 6 (EBIT TTM 152.5m / Interest Expense TTM 34.3m) |
| A: 0.09 (Total Current Assets 130.2m - Total Current Liabilities 72.2m) / Total Assets 678.7m |
| B: 0.04 (Retained Earnings 25.5m / Total Assets 678.7m) |
| C: 0.23 (EBIT TTM 152.5m / Avg Total Assets 654.2m) |
| D: 0.03 (Book Value of Equity 22.0m / Total Liabilities 656.7m) |
| Altman-Z'' = 2.29 = BBB |
| DSRI: 0.91 (Receivables 24.4m/26.7m, Revenue 351.0m/349.4m) |
| GMI: 0.99 (GM 79.76% / 80.22%) |
| AQI: 0.92 (AQ_t 0.62 / AQ_t-1 0.68) |
| SGI: 1.00 (Revenue 351.0m / 349.4m) |
| TATA: -0.08 (NI 88.1m - CFO 142.6m) / TA 678.7m) |
| Beneish M = -3.16 (Cap -4..+1) = AA |
As of July 28, 2026, the stock is trading at USD 36.35 with a total of 96,735 shares traded. Over the past week, the price has changed by -0.95%, over one month by -4.99%, over three months by +34.08% and over the past year by +69.31%.
Current recommended Stop Loss: 34.10 (which is 6.2% or 1.2 ATR below the current price).
Consensus Cloud Solutions has received a consensus analysts rating of 3.83. Therefore, it is recommended to buy CCSI.
- StrongBuy: 4
- Buy: 0
- Hold: 0
- Sell: 1
- StrongSell: 1
| Analysts Target Price | 38 | 4.5% |
P/E Trailing = 7.941
P/E Forward = 6.2073
P/S = 1.9062
P/B = 30.3608
Revenue TTM = 351.0m USD
EBIT TTM = 152.5m USD
EBITDA TTM = 171.0m USD
Long Term Debt = 549.8m USD (from longTermDebt, last quarter)
Short Term Debt = 9.57m USD (from shortTermDebt, last quarter)
Debt = 580.2m USD (from shortLongTermDebtTotal, last quarter) + Leases 11.7m
Net Debt = 487.9m USD (calculated: Debt 580.2m - CCE 92.3m)
Enterprise Value = 1.16b USD (669.1m + Debt 580.2m - CCE 92.3m)
Interest Coverage Ratio = 4.44 (Ebit TTM 152.5m / Interest Expense TTM 34.3m)
EV/FCF = 10.31x (Enterprise Value 1.16b / FCF TTM 112.2m)
FCF Yield = 9.70% (FCF TTM 112.2m / Enterprise Value 1.16b)
FCF Margin = 31.97% (FCF TTM 112.2m / Revenue TTM 351.0m)
Net Margin = 25.09% (Net Income TTM 88.1m / Revenue TTM 351.0m)
Gross Margin = 80.22% ((Revenue TTM 351.0m - Cost of Revenue TTM 69.4m) / Revenue TTM)
Gross Margin QoQ = 80.90% (prev 80.03%)
Tobins Q-Ratio = 1.70 (Enterprise Value 1.16b / Total Assets 678.7m)
Interest Expense / Debt = 5.91% (Interest Expense 34.3m / Debt 580.2m)
Taxrate = 25.49% (30.1m / 118.2m)
NOPAT = 113.6m (EBIT 152.5m * (1 - 25.49%))
Current Ratio = 1.80 (Total Current Assets 130.2m / Total Current Liabilities 72.2m)
Debt / Equity = 26.37 (Debt 580.2m / totalStockholderEquity, last quarter 22.0m)
Debt / EBITDA = 2.85 (Net Debt 487.9m / EBITDA 171.0m)
Debt / FCF = 4.35 (Net Debt 487.9m / FCF TTM 112.2m)
Total Stockholder Equity = 1.67m (last 4 quarters mean from totalStockholderEquity)
RoA = 13.46% (Net Income 88.1m / Total Assets 678.7m)
RoE = 5.29k% (out of range, set to none) (Net Income TTM 88.1m / Total Stockholder Equity 1.67m)
RoCE = 27.66% (EBIT 152.5m / Capital Employed (Equity 1.67m + L.T.Debt 549.8m))
RoIC = 18.98% (NOPAT 113.6m / Invested Capital 598.6m)
WACC = 7.95% (E(669.1m)/V(1.25b) * Re(11.03%) + D(580.2m)/V(1.25b) * Rd(5.91%) * (1-Tc(0.25)))
Discount Rate = 11.03% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -5.21 | Cagr: -0.40%
[DCF] Terminal Value 77.97% ; FCFF base≈101.9m ; Y1≈116.8m ; Y5≈171.8m
[DCF] Fair Price = 114.0 (EV 2.59b - Net Debt 487.9m = Equity 2.10b / Shares 18.4m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 20.73 | EPS CAGR: 0.87% | SUE: 1.50 | # QB: 2
Revenue Correlation: -85.13 | Revenue CAGR: -1.36% | SUE: 1.23 | # QB: 1
EPS current Quarter (2026-06-30): EPS=1.48 | Chg30d=+2.48% | Revisions=+50% | Analysts=4
EPS next Quarter (2026-09-30): EPS=1.48 | Chg30d=+2.74% | Revisions=+50% | Analysts=4
EPS current Year (2026-12-31): EPS=5.86 | Chg30d=+3.25% | Revisions=+40% | GrowthEPS=+4.2% | GrowthRev=+2.2%
EPS next Year (2027-12-31): EPS=6.03 | Chg30d=+2.30% | Revisions=+50% | GrowthEPS=+3.0% | GrowthRev=+3.4%
[Analyst] Revisions Ratio: +79% (up=11, down=0)