Consensus Cloud Solutions (CCSI)
Market Price (5/6/2026): $27.56 | Market Cap: $524.9 MilSector: Information Technology | Industry: Technology Hardware, Storage & Peripherals
Consensus Cloud Solutions (CCSI)
Market Price (5/6/2026): $27.56Market Cap: $524.9 MilSector: Information TechnologyIndustry: Technology Hardware, Storage & Peripherals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 16%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 12%, FCF Yield is 20% Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 43% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 39%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30% Low stock price volatilityVol 12M is 48% Megatrend and thematic driversMegatrends include Cloud Computing, Digital Health & Telemedicine, and Cybersecurity. Themes include Software as a Service (SaaS), Show more. | Weak multi-year price returns3Y Excs Rtn is -100% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 94% Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.2% Key risksCCSI key risks include [1] stagnant revenue growth and the threat of obsolescence stemming from its heavy reliance on legacy cloud fax services, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 16%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 12%, FCF Yield is 20% |
| Attractive operating marginsOp Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 43% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 39%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30% |
| Low stock price volatilityVol 12M is 48% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Digital Health & Telemedicine, and Cybersecurity. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns3Y Excs Rtn is -100% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 94% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -1.2% |
| Key risksCCSI key risks include [1] stagnant revenue growth and the threat of obsolescence stemming from its heavy reliance on legacy cloud fax services, Show more. |
Qualitative Assessment
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Consensus Cloud Solutions (CCSI) stock has gained about 30% since 1/31/2026 because of the following key factors:
1. Consensus Cloud Solutions reported stronger-than-expected financial results for Q4 2025 and issued optimistic guidance for 2026, exceeding analyst expectations. The company announced Q4 2025 earnings per share (EPS) of $1.41 on February 8, 2026, surpassing analysts' estimates of $1.24 by 13.71%. Quarterly revenue also slightly beat forecasts, reaching $87.1 million compared to an estimated $86.62 million. Furthermore, Consensus Cloud Solutions projected a 2026 revenue midpoint of $357 million and an adjusted EPS midpoint of $5.75, indicating expected growth of approximately 2% for the full year.
2. The company's strategic focus on its high-growth corporate channel and expansion into AI-powered solutions contributed significantly to positive investor sentiment. The corporate channel's revenue share increased to 64% in 2025 from 60% in 2024 and is anticipated to reach 68% in 2026. This growth is particularly strong within the healthcare and public sector verticals. Consensus Cloud Solutions also announced a clear path to multi-million dollar revenue from its FX Clarity AI solution in 2026, which aims to automate document processing for healthcare providers.
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1. Consensus Cloud Solutions reported stronger-than-expected financial results for Q4 2025 and issued optimistic guidance for 2026, exceeding analyst expectations. The company announced Q4 2025 earnings per share (EPS) of $1.41 on February 8, 2026, surpassing analysts' estimates of $1.24 by 13.71%. Quarterly revenue also slightly beat forecasts, reaching $87.1 million compared to an estimated $86.62 million. Furthermore, Consensus Cloud Solutions projected a 2026 revenue midpoint of $357 million and an adjusted EPS midpoint of $5.75, indicating expected growth of approximately 2% for the full year.
2. The company's strategic focus on its high-growth corporate channel and expansion into AI-powered solutions contributed significantly to positive investor sentiment. The corporate channel's revenue share increased to 64% in 2025 from 60% in 2024 and is anticipated to reach 68% in 2026. This growth is particularly strong within the healthcare and public sector verticals. Consensus Cloud Solutions also announced a clear path to multi-million dollar revenue from its FX Clarity AI solution in 2026, which aims to automate document processing for healthcare providers.
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Stock Movement Drivers
Fundamental Drivers
The 29.1% change in CCSI stock from 1/31/2026 to 5/5/2026 was primarily driven by a 25.7% change in the company's P/E Multiple.| (LTM values as of) | 1312026 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 21.36 | 27.58 | 29.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 350 | 350 | 0.0% |
| Net Income Margin (%) | 23.5% | 24.2% | 2.9% |
| P/E Multiple | 4.9 | 6.2 | 25.7% |
| Shares Outstanding (Mil) | 19 | 19 | -0.3% |
| Cumulative Contribution | 29.1% |
Market Drivers
1/31/2026 to 5/5/2026| Return | Correlation | |
|---|---|---|
| CCSI | 29.1% | |
| Market (SPY) | 3.6% | 24.2% |
| Sector (XLK) | 15.3% | 21.5% |
Fundamental Drivers
The -5.9% change in CCSI stock from 10/31/2025 to 5/5/2026 was primarily driven by a -11.5% change in the company's P/E Multiple.| (LTM values as of) | 10312025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 29.32 | 27.58 | -5.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 350 | 350 | 0.0% |
| Net Income Margin (%) | 23.2% | 24.2% | 4.2% |
| P/E Multiple | 7.0 | 6.2 | -11.5% |
| Shares Outstanding (Mil) | 19 | 19 | 2.1% |
| Cumulative Contribution | -5.9% |
Market Drivers
10/31/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| CCSI | -5.9% | |
| Market (SPY) | 5.5% | 34.6% |
| Sector (XLK) | 10.5% | 28.8% |
Fundamental Drivers
The 38.9% change in CCSI stock from 4/30/2025 to 5/5/2026 was primarily driven by a 44.4% change in the company's P/E Multiple.| (LTM values as of) | 4302025 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 19.86 | 27.58 | 38.9% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 350 | 350 | -0.2% |
| Net Income Margin (%) | 25.5% | 24.2% | -5.3% |
| P/E Multiple | 4.3 | 6.2 | 44.4% |
| Shares Outstanding (Mil) | 19 | 19 | 1.7% |
| Cumulative Contribution | 38.9% |
Market Drivers
4/30/2025 to 5/5/2026| Return | Correlation | |
|---|---|---|
| CCSI | 38.9% | |
| Market (SPY) | 30.4% | 38.7% |
| Sector (XLK) | 58.7% | 29.6% |
Fundamental Drivers
The -26.1% change in CCSI stock from 4/30/2023 to 5/5/2026 was primarily driven by a -38.9% change in the company's P/E Multiple.| (LTM values as of) | 4302023 | 5052026 | Change |
|---|---|---|---|
| Stock Price ($) | 37.33 | 27.58 | -26.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 362 | 350 | -3.5% |
| Net Income Margin (%) | 20.1% | 24.2% | 20.5% |
| P/E Multiple | 10.2 | 6.2 | -38.9% |
| Shares Outstanding (Mil) | 20 | 19 | 4.0% |
| Cumulative Contribution | -26.1% |
Market Drivers
4/30/2023 to 5/5/2026| Return | Correlation | |
|---|---|---|
| CCSI | -26.1% | |
| Market (SPY) | 78.7% | 30.2% |
| Sector (XLK) | 124.2% | 22.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| CCSI Return | -11% | -7% | -51% | -9% | -9% | 27% | -57% |
| Peers Return | -4% | -34% | 13% | 10% | -7% | -4% | -30% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 5% | 92% |
Monthly Win Rates [3] | |||||||
| CCSI Win Rate | 0% | 33% | 33% | 33% | 42% | 60% | |
| Peers Win Rate | 48% | 35% | 57% | 58% | 52% | 52% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 40% | |
Max Drawdowns [4] | |||||||
| CCSI Max Drawdown | -17% | -34% | -66% | -56% | -24% | -4% | |
| Peers Max Drawdown | -20% | -48% | -20% | -21% | -23% | -28% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: OTEX, DOCU, BOX, DBX, RNG.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/5/2026 (YTD)
How Low Can It Go
| Event | CCSI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.1% | -18.8% |
| % Gain to Breakeven | 54.1% | 23.1% |
| Time to Breakeven | 143 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.8% | -24.5% |
| % Gain to Breakeven | 53.3% | 32.4% |
| Time to Breakeven | 63 days | 427 days |
In The Past
Consensus Cloud Solutions's stock fell -35.1% during the 2025 US Tariff Shock. Such a loss loss requires a 54.1% gain to breakeven.
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Asset Allocation
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| Event | CCSI | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -35.1% | -18.8% |
| % Gain to Breakeven | 54.1% | 23.1% |
| Time to Breakeven | 143 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -34.8% | -24.5% |
| % Gain to Breakeven | 53.3% | 32.4% |
| Time to Breakeven | 63 days | 427 days |
In The Past
Consensus Cloud Solutions's stock fell -35.1% during the 2025 US Tariff Shock. Such a loss loss requires a 54.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Consensus Cloud Solutions (CCSI)
Consensus Cloud Solutions, Inc., together with its subsidiaries, provides information delivery services with a software-as-a-service platform worldwide. Its products and solutions include eFax, an online faxing solution, as well as MyFax, MetroFax, Sfax, SRfax, and other brands; eFax Corporate, a digital cloud-fax technology; jsign, which provides electronic and digital signature solutions; Unite, a single platform that allows the user to choose between several protocols to send and receive healthcare information in an environment that can integrate into an existing electronic health record (EHR) system or stand-alone if no EHR is present; Signal, a solution that integrates with a hospital's EHR system and uses rules-based triggering logic to automatically send admit, discharge, and transfer notifications using cloud fax and direct secure messaging technology; and Clarity that transforms unstructured documents into structured actionable data. It serves healthcare, education, law, and financial services industries. Consensus Cloud Solutions, Inc. was incorporated in 2021 and is headquartered in Los Angeles, California.
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Here are 1-3 brief analogies to describe Consensus Cloud Solutions (CCSI):
It's like **DocuSign for secure digital faxing and healthcare information exchange.**
Imagine it as **a secure enterprise cloud platform for document and data exchange**, similar to **Salesforce for managing sensitive business information.**
Think of it as **ServiceNow for automating and securing document-heavy business workflows**, especially in regulated industries.
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- eFax: An online faxing solution, encompassing consumer brands like MyFax, MetroFax, Sfax, and SRfax.
- eFax Corporate: A digital cloud-fax technology tailored for business use.
- jsign: Provides electronic and digital signature solutions.
- Unite: A single platform for sending and receiving healthcare information, designed to integrate with EHR systems or operate independently.
- Signal: Integrates with a hospital's EHR system to automatically send admit, discharge, and transfer notifications using cloud fax and direct secure messaging.
- Clarity: Transforms unstructured documents into structured actionable data.
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Major Customers of Consensus Cloud Solutions (CCSI)
Consensus Cloud Solutions (CCSI) primarily operates in a business-to-business (B2B) model, providing its software-as-a-service platform and solutions to other companies and organizations.
Based on the company's description, its major customers are companies and institutions within the following industries:
- Healthcare Industry: This includes hospitals, clinics, and other healthcare providers that utilize CCSI's specialized solutions such as Unite (for healthcare information exchange and EHR integration) and Signal (for automated admit, discharge, and transfer notifications).
- Education Industry: Educational institutions of various sizes that leverage CCSI's platforms for secure communication and document management needs.
- Law Industry: Law firms, legal departments, and other legal entities that rely on services like eFax Corporate for digital faxing and jsign for electronic and digital signatures.
- Financial Services Industry: Companies within the financial sector that require secure, compliant, and efficient information delivery and document processing, often utilizing solutions like cloud fax and data transformation tools (Clarity).
While some of CCSI's brands like eFax may also cater to individual users or small businesses, the core product offerings and the explicitly stated industries served indicate a strong focus on serving organizational clients and enterprises.
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R. Scott Turicchi Chief Executive Officer and Director
Mr. Turicchi has served as CEO of Consensus Cloud Solutions since October 2021. He also served as Interim CFO from October 2021 through January 2022. Prior to his current role, he was President and Chief Financial Officer of J2 Global (now Ziff Davis, Inc.) for over two decades, from 2000 to 2021, where he oversaw all finance, merger and acquisition activity, and public company matters. He joined J2 Global in March 2000 as Executive Vice President of Corporate Development. Before joining J2 Global, Mr. Turicchi was a managing director in Donaldson, Lufkin & Jenrette Securities Corporation's investment banking department from 1990 to 2000, responsible for corporate finance activities including public equity offerings, debt offerings, private equity placements, and mergers and acquisitions advisory services. He led the spin-off of Consensus Cloud Solutions from J2 Global.
James C. Malone Chief Financial Officer and Principal Accounting Officer
Mr. Malone is responsible for managing the company's financial strategy and reporting. It has been announced that Mr. Malone will step down as Chief Financial Officer effective April 1, 2026, and will transition to a strategic advisor role.
Johnny Hecker Chief Revenue Officer and Executive Vice President of Operations
Mr. Hecker focuses on driving sales and operational efficiency for Consensus Cloud Solutions. He was appointed Chief Revenue Officer and Executive Vice President of Operations effective January 1, 2024.
Jeffrey Alan Sullivan Chief Technology Officer
Mr. Sullivan oversees the development and strategy of Consensus Cloud Solutions' cloud-based platform and solutions.
Vithya Aubee Chief Legal Officer and Secretary
Ms. Aubee serves as the Chief Legal Officer and Secretary for Consensus Cloud Solutions.
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The key risks for Consensus Cloud Solutions (CCSI) include its significant reliance on legacy fax services, the challenges associated with a high debt load and negative equity, and the ongoing need to adapt to rapid technological advancements, particularly in artificial intelligence.
- Reliance on Legacy Fax Services and Transition Risk: Consensus Cloud Solutions continues to generate a substantial portion of its revenue and operating income from traditional fax services, particularly within its Small Office/Home Office (SoHo) segment. This segment has been experiencing a planned decline in revenue. The company is actively working to transition towards higher-growth areas like healthcare interoperability, digital signature solutions, and AI-powered data transformation. However, successfully executing this strategic pivot, while managing the decline of a core legacy business, presents a significant risk to future revenue growth and profitability.
- High Debt and Negative Equity: Consensus Cloud Solutions carries a high level of debt, and financial reports have indicated a situation of "negative equity," where the company's liabilities exceed its assets on paper. While the company has been proactively repurchasing debt and focusing on strong free cash flow generation to address this, the substantial debt burden and structural negative equity represent a considerable financial risk, potentially limiting operational flexibility and investor confidence.
- Technological Disruption and Pace of Innovation: Operating in the software-as-a-service and healthcare technology sectors, Consensus Cloud Solutions faces the continuous challenge of rapid technological change. The introduction and advancement of technologies like artificial intelligence (AI) can quickly alter market demands and competitive landscapes. While CCSI is investing in AI-powered solutions to transform unstructured data and enhance interoperability, its inability to keep pace with these innovations or successfully integrate them into its product offerings could negatively impact the market acceptance of its services and its competitive position.
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The accelerating industry-wide and regulatory-driven shift away from faxing (even cloud-based) towards more modern, direct, and API-driven data exchange methods, particularly in the healthcare sector. This trend undermines the fundamental demand for Consensus Cloud Solutions' core eFax products, and could reduce the long-term relevance of its other solutions that integrate with or rely on older communication protocols.
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Here are the addressable market sizes for Consensus Cloud Solutions' (CCSI) main products and services:Online Faxing Solutions (eFax, MyFax, MetroFax, Sfax, SRfax, eFax Corporate)
The global online fax market was valued at approximately USD 4.18 billion in 2024 and is projected to reach USD 12.52 billion by 2031, growing at a compound annual growth rate (CAGR) of 13.06% from 2024 to 2031. Another report estimates the global online fax market to reach USD 5.18 billion by 2035 from USD 2.88 billion in 2026, with a CAGR of 6.76%. North America is a dominant region in this market, holding around 38.09% of the global market share in 2022. The global cloud fax market, a closely related segment, was valued at USD 2.18 billion in 2024 and is expected to grow to USD 5 billion by 2035, with a CAGR of 7.8% during the forecast period (2025-2035). North America is expected to dominate the cloud fax market.Electronic and Digital Signature Solutions (jsign)
The global e-signature market generated revenue of USD 2.58 billion in 2023 and is projected to reach USD 13.41 billion by 2030, exhibiting a CAGR of 26.7% from 2024 to 2030. Other estimates for the global digital signature market show a value of USD 9.85 billion in 2025, projected to grow to USD 154.52 billion by 2034 with a CAGR of 35.40%. North America held the largest market share in the e-signature market, with around 55% in 2023, while Asia-Pacific is anticipated to be the fastest-growing region.Healthcare Information Exchange, EHR Integration, ADT Notifications, and Unstructured Data Transformation (Unite, Signal, Clarity)
The global healthcare interoperability market was valued at USD 4.47 billion in 2025 and is expected to reach USD 11.69 billion by 2033, at a CAGR of 12.75% during the forecast period. Another source indicates the global healthcare interoperability solutions market was valued at USD 3.4 billion in 2023 and is projected to reach USD 8.57 billion by 2030, growing at a CAGR of 14.15% from 2024 to 2030. North America dominated the healthcare interoperability market, holding a 39.5% revenue share in 2025. The global EHR Integration Platform market size was USD 3.91 billion in 2024 and is expected to reach approximately USD 9.36 billion by 2033, growing at a CAGR of 10.2%. Similarly, the global market for EHR Integration Service was estimated at US$ 5.47 billion in 2025 and is projected to reach US$ 11.18 billion, growing at a CAGR of 10.9% from 2026 to 2032. North America remains the dominant region in the EHR Integration Platform market. For solutions like Signal, which provides ADT (Admission, Discharge, and Transfer) notifications, this is a critical component within the broader healthcare interoperability and IT integration markets. While a specific market size for "ADT notifications" alone was not found, ADT data analytics are crucial for care coordination and operational efficiency within the healthcare interoperability market. Clarity, which transforms unstructured documents into structured actionable data, falls under the umbrella of healthcare data technology and big data analytics in healthcare. The global healthcare data technology market size was estimated at USD 3.10 billion in 2024 and is projected to reach USD 9.5 billion by 2033, growing at a CAGR of 13.36% from 2025 to 2033. The global big data in healthcare market was valued at USD 50.74 billion in 2024 and is expected to grow to USD 134.17 billion in 2033, with a CAGR of 11.41% from 2025 to 2033. North America held the largest market share in the healthcare big data analytics market, accounting for over 52.5% in 2025. The adoption of artificial intelligence and natural language processing to standardize unstructured clinical data is a key driver in this market.AI Analysis | Feedback
Consensus Cloud Solutions (CCSI) is strategically repositioning itself for future revenue growth by focusing on its higher-value corporate segment and advanced solution offerings, while managing a planned decline in its legacy Small Office/Home Office (SOHO) business.
Here are 3-5 expected drivers of future revenue growth for Consensus Cloud Solutions over the next 2-3 years:
- Growth in the Corporate Segment: Consensus Cloud Solutions is intentionally shifting its focus and resources towards its corporate segment, which consistently demonstrates strong growth. This segment is projected to increase its contribution to total revenue, from 64% in Q4 2025 to an anticipated 68% in 2026, with management projecting it could reach 75% of total business in the next three years. This growth is fueled by an expanding corporate customer base, which increased by 11.3% year-over-year to approximately 65,000 customers in Q4 2025. The company has also maintained a strong revenue retention rate within this segment, reported at 101.3% on a trailing 12-month basis in Q4 2025.
- Expansion and Adoption of Advanced AI-Driven Solutions: The company is investing in and launching advanced, AI-powered solutions designed to enhance its platform offerings. Products such as Clarity, which transforms unstructured documents into structured actionable data, and Harmony, aimed at automating administrative tasks like referral management and prior authorizations for hospitals, are expected to drive revenue. These solutions, along with continued efforts in EHR (Electronic Health Record) integration, are key to supporting performance in the corporate business, particularly within the healthcare sector.
- Focus on the Healthcare and Public Sectors: Consensus Cloud Solutions is strategically prioritizing the healthcare and public sectors, leveraging its secure information delivery services. The company has observed significant momentum and record usage within the public sector, including the Department of Veterans Affairs (VA). Given the projected substantial growth of the global healthcare interoperability solutions market, this focused approach positions Consensus Cloud Solutions to capitalize on increasing demand for secure and integrated healthcare information exchange.
- Success of eFax Protect and SoHo to Corporate Upselling: The eFax Protect service is a significant contributor to new corporate account acquisition, particularly within the small and medium business (SMB) cohort. Furthermore, the company's established "SoHo to corporate upsell program" continues to be effective in migrating existing Small Office/Home Office customers to higher-value corporate offerings, thereby contributing to the overall growth of the corporate segment.
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Share Repurchases
- Consensus Cloud Solutions, Inc. initiated a share repurchase program on March 2, 2022, authorizing the repurchase of up to $100 million of its stock.
- This program was intended to be supported by the company's free cash flow and was set to expire in February 2025.
Share Issuance
- As of February 2026, Consensus Cloud Solutions had approximately 18.99 million shares outstanding.
- The number of shares outstanding increased by 0.34% over one year and by 0.57% quarter-over-quarter as of recent reporting.
Capital Expenditures
- Consensus Cloud Solutions' historical capital expenditures were $34 million in 2021, $31 million in 2022, $36 million in 2023, $33 million in 2024, and $30 million in 2025.
- The company's trailing twelve months (TTM) Capital Expenditures to Operating Cash Flow (CapEx/OCF) was 22.22%.
- Projected capital expenditures are $34 million for 2026 and $34 million for 2027, with a focus often related to maintaining and improving long-term assets such as equipment, software, and intellectual property.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Consensus Cloud Solutions Earnings Notes | 12/16/2025 | |
| Consensus Cloud Solutions (CCSI) Operating Cash Flow Comparison | 02/17/2025 | |
| Consensus Cloud Solutions (CCSI) Net Income Comparison | 02/15/2025 | |
| Consensus Cloud Solutions (CCSI) Operating Income Comparison | 02/14/2025 | |
| Consensus Cloud Solutions (CCSI) Revenue Comparison | 02/13/2025 |
| Title | |
|---|---|
| ARTICLES |
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| 04302026 | PLTR | Palantir Technologies | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 04102026 | ADSK | Autodesk | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 8.5% | 8.5% | 0.0% |
| 04102026 | BSY | Bentley Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.2% | 4.2% | 0.0% |
| 04102026 | ENPH | Enphase Energy | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 5.7% | 5.7% | 0.0% |
| 04102026 | BL | BlackLine | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 3.2% | 3.2% | -3.0% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 26.49 |
| Mkt Cap | 5.0 |
| Rev LTM | 2,518 |
| Op Inc LTM | 224 |
| FCF LTM | 704 |
| FCF 3Y Avg | 588 |
| CFO LTM | 785 |
| CFO 3Y Avg | 688 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 2.3% |
| Rev Chg 3Y Avg | 7.1% |
| Rev Chg Q | 2.5% |
| QoQ Delta Rev Chg LTM | 0.6% |
| Op Inc Chg LTM | 17.2% |
| Op Inc Chg 3Y Avg | 29.2% |
| Op Mgn LTM | 15.0% |
| Op Mgn 3Y Avg | 12.4% |
| QoQ Delta Op Mgn LTM | 0.8% |
| CFO/Rev LTM | 33.2% |
| CFO/Rev 3Y Avg | 32.6% |
| FCF/Rev LTM | 28.5% |
| FCF/Rev 3Y Avg | 26.7% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 5.0 |
| P/S | 2.1 |
| P/Op Inc | 20.9 |
| P/EBIT | 18.4 |
| P/E | 22.4 |
| P/CFO | 6.7 |
| Total Yield | 5.6% |
| Dividend Yield | 0.0% |
| FCF Yield 3Y Avg | 9.4% |
| D/E | 0.4 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 6.8% |
| 3M Rtn | 4.4% |
| 6M Rtn | -16.2% |
| 12M Rtn | -10.8% |
| 3Y Rtn | -2.9% |
| 1M Excs Rtn | -4.1% |
| 3M Excs Rtn | -0.5% |
| 6M Excs Rtn | -23.0% |
| 12M Excs Rtn | -36.7% |
| 3Y Excs Rtn | -77.5% |
Price Behavior
Price Behavior
| Market Price | $27.58 | |
| Market Cap ($ Bil) | 0.5 | |
| First Trading Date | 10/08/2021 | |
| Distance from 52W High | -12.6% | |
| 50 Days | 200 Days | |
| DMA Price | $27.30 | $25.32 |
| DMA Trend | up | up |
| Distance from DMA | 1.0% | 8.9% |
| 3M | 1YR | |
| Volatility | 55.6% | 48.3% |
| Downside Capture | 0.27 | 0.80 |
| Upside Capture | 133.49 | 135.98 |
| Correlation (SPY) | 23.0% | 37.4% |
CCSI Betas & Captures as of 4/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.95 | 1.08 | 0.89 | 1.26 | 1.48 | 1.16 |
| Up Beta | -0.31 | -0.00 | 0.03 | 0.50 | 1.43 | 0.71 |
| Down Beta | 0.54 | 0.00 | 1.57 | 1.88 | 1.82 | 1.21 |
| Up Capture | 170% | 130% | 157% | 142% | 162% | 176% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 14 | 23 | 34 | 64 | 129 | 369 |
| Down Capture | 638% | 221% | 64% | 133% | 129% | 110% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 8 | 20 | 30 | 60 | 119 | 378 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CCSI | |
|---|---|---|---|---|
| CCSI | 32.0% | 48.4% | 0.73 | - |
| Sector ETF (XLK) | 54.1% | 20.5% | 2.00 | 29.2% |
| Equity (SPY) | 27.8% | 12.5% | 1.73 | 38.2% |
| Gold (GLD) | 40.6% | 27.2% | 1.23 | 0.4% |
| Commodities (DBC) | 50.1% | 18.0% | 2.16 | -12.6% |
| Real Estate (VNQ) | 11.0% | 13.4% | 0.53 | 30.3% |
| Bitcoin (BTCUSD) | -17.3% | 42.2% | -0.34 | 20.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CCSI | |
|---|---|---|---|---|
| CCSI | -15.8% | 55.6% | -0.13 | - |
| Sector ETF (XLK) | 19.4% | 24.8% | 0.70 | 29.9% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 35.2% |
| Gold (GLD) | 20.2% | 17.9% | 0.92 | 5.4% |
| Commodities (DBC) | 14.0% | 19.1% | 0.60 | 3.9% |
| Real Estate (VNQ) | 3.4% | 18.8% | 0.09 | 31.5% |
| Bitcoin (BTCUSD) | 7.9% | 56.2% | 0.35 | 18.9% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with CCSI | |
|---|---|---|---|---|
| CCSI | -8.2% | 55.6% | -0.13 | - |
| Sector ETF (XLK) | 23.9% | 24.4% | 0.89 | 29.9% |
| Equity (SPY) | 14.9% | 17.9% | 0.71 | 35.2% |
| Gold (GLD) | 13.4% | 15.9% | 0.70 | 5.4% |
| Commodities (DBC) | 9.6% | 17.7% | 0.45 | 3.9% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 31.5% |
| Bitcoin (BTCUSD) | 67.4% | 66.9% | 1.06 | 18.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/10/2026 | 10.9% | 16.9% | 24.2% |
| 11/5/2025 | -15.9% | -17.4% | -23.9% |
| 8/7/2025 | 13.7% | 22.3% | 29.5% |
| 5/7/2025 | 0.3% | 2.5% | 2.0% |
| 2/19/2025 | -8.7% | -2.9% | -11.9% |
| 11/7/2024 | -3.9% | -3.9% | -5.3% |
| 8/8/2024 | 2.0% | 2.6% | 9.9% |
| 5/8/2024 | 36.1% | 46.3% | 40.0% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 9 | 11 | 8 |
| # Negative | 8 | 6 | 9 |
| Median Positive | 3.5% | 3.6% | 11.1% |
| Median Negative | -6.1% | -3.8% | -13.3% |
| Max Positive | 36.1% | 46.3% | 40.0% |
| Max Negative | -15.9% | -17.4% | -23.9% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/13/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/08/2025 | 10-Q |
| 12/31/2024 | 02/20/2025 | 10-K |
| 09/30/2024 | 11/08/2024 | 10-Q |
| 06/30/2024 | 08/09/2024 | 10-Q |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/09/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/10/2023 | 10-Q |
| 12/31/2022 | 03/31/2023 | 10-K |
| 09/30/2022 | 11/14/2022 | 10-Q |
| 06/30/2022 | 08/09/2022 | 10-Q |
| 03/31/2022 | 05/16/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/10/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Revenue | 85.40 Mil | 87.40 Mil | 89.40 Mil | 0.6% | Raised | Guidance: 86.90 Mil for Q4 2025 | |
| Q1 2026 Adjusted EBITDA | 43.80 Mil | 45.30 Mil | 46.80 Mil | 1.8% | Raised | Guidance: 44.50 Mil for Q4 2025 | |
| Q1 2026 Adjusted earnings per diluted share | 1.36 | 1.41 | 1.46 | 6.8% | Raised | Guidance: 1.32 for Q4 2025 | |
| 2026 Revenue | 350.00 Mil | 357.00 Mil | 364.00 Mil | ||||
| 2026 Adjusted EBITDA | 182.00 Mil | 187.50 Mil | 193.00 Mil | ||||
| 2026 Adjusted earnings per diluted share | 5.55 | 5.75 | 5.95 | ||||
Prior: Q3 2025 Earnings Reported 11/5/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Revenue | 84.90 Mil | 86.90 Mil | 88.90 Mil | -1.1% | Lowered | Guidance: 87.90 Mil for Q3 2025 | |
| Q4 2025 Adjusted EBITDA | 43.10 Mil | 44.50 Mil | 46.00 Mil | -3.0% | Lowered | Guidance: 45.90 Mil for Q3 2025 | |
| Q4 2025 Adjusted earnings per diluted share | 1.27 | 1.32 | 1.37 | -4.4% | Lowered | Guidance: 1.38 for Q3 2025 | |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Healy, Elaine | Direct | Sell | 11212025 | 20.50 | 1,000 | 20,500 | 467,810 | Form |
Industry Resources
| Technology Hardware, Storage & Peripherals Resources |
| The Verge |
| TechRadar |
| Tom’s Hardware |
| PCMag |
| CNET |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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