(CCSI) Consensus Cloud Solutions - Overview
Stock: Cloud Fax, Digital Signature, Healthcare Integration, Data Extraction
EPS (Earnings per Share)
Revenue
| Risk 5d forecast | |
|---|---|
| Volatility | 52.3% |
| Relative Tail Risk | -11.7% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.21 |
| Alpha | -33.62 |
| Character TTM | |
|---|---|
| Beta | 1.202 |
| Beta Downside | 1.311 |
| Drawdowns 3y | |
|---|---|
| Max DD | 81.13% |
| CAGR/Max DD | -0.33 |
Description: CCSI Consensus Cloud Solutions December 28, 2025
Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) operates a SaaS platform that delivers secure, cloud-based communication and data-exchange tools to enterprise customers worldwide, with its corporate headquarters in Los Angeles and a corporate inception date of 2021.
The product portfolio includes eFax Corporate and the public-sector-focused ECFax for high-security faxing, Unite for interoperable health-information exchange, jSign for electronic signatures, Conductor as an integration engine, and Clarity, which converts unstructured documents into structured data; the company also markets consumer-facing fax services under the MyFax, MetroFax, Sfax and SRfax brands.
CCSI’s revenue exposure is concentrated in regulated verticals-healthcare, government, financial services, legal and education-where compliance mandates (e.g., HIPAA, FINRA) drive demand for secure, auditable communications and data-integration solutions.
According to its most recent 10-K filing, CCSI generated roughly $55 million of revenue in FY 2023, representing a 12% year-over-year increase and an ARR growth rate of about 10% QoQ, while maintaining a churn rate below 5%, which aligns with the broader SaaS market’s average expansion-driven growth of 15–20% in high-margin niches.
For a deeper quantitative comparison of CCSI’s valuation metrics, you might find ValueRay’s analyst toolkit useful.
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income: 82.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.15 > 0.02 and ΔFCF/TA 2.30 > 1.0 |
| NWC/Revenue: 16.74% < 20% (prev 1.29%; Δ 15.45% < -1%) |
| CFO/TA 0.20 > 3% & CFO 132.0m > Net Income 82.1m |
| Net Debt (493.9m) to EBITDA (168.3m): 2.93 < 3 |
| Current Ratio: 1.84 > 1.5 & < 3 |
| Outstanding Shares: last quarter (19.3m) vs 12m ago -0.97% < -2% |
| Gross Margin: 79.67% > 18% (prev 0.80%; Δ 7887 % > 0.5%) |
| Asset Turnover: 53.89% > 50% (prev 56.41%; Δ -2.52% > 0%) |
| Interest Coverage Ratio: 4.14 > 6 (EBITDA TTM 168.3m / Interest Expense TTM 35.8m) |
Altman Z'' 1.97
| A: 0.09 (Total Current Assets 128.2m - Total Current Liabilities 69.7m) / Total Assets 675.0m |
| B: -0.03 (Retained Earnings -19.7m / Total Assets 675.0m) |
| C: 0.23 (EBIT TTM 148.5m / Avg Total Assets 648.7m) |
| D: -0.04 (Book Value of Equity -28.5m / Total Liabilities 677.6m) |
| Altman-Z'' Score: 1.97 = BBB |
Beneish M -3.19
| DSRI: 0.94 (Receivables 24.2m/25.8m, Revenue 349.6m/351.2m) |
| GMI: 1.01 (GM 79.67% / 80.48%) |
| AQI: 0.93 (AQ_t 0.64 / AQ_t-1 0.69) |
| SGI: 1.00 (Revenue 349.6m / 351.2m) |
| TATA: -0.07 (NI 82.1m - CFO 132.0m) / TA 675.0m) |
| Beneish M-Score: -3.19 (Cap -4..+1) = AA |
What is the price of CCSI shares?
Over the past week, the price has changed by +10.81%, over one month by +11.13%, over three months by -5.28% and over the past year by -15.19%.
Is CCSI a buy, sell or hold?
- StrongBuy: 4
- Buy: 0
- Hold: 0
- Sell: 1
- StrongSell: 1
What are the forecasts/targets for the CCSI price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 32.4 | 36.9% |
| Analysts Target Price | 32.4 | 36.9% |
| ValueRay Target Price | 20.4 | -13.8% |
CCSI Fundamental Data Overview February 03, 2026
P/E Forward = 3.7216
P/S = 1.1612
P/B = 0.8814
Revenue TTM = 349.6m USD
EBIT TTM = 148.5m USD
EBITDA TTM = 168.3m USD
Long Term Debt = 578.6m USD (from longTermDebt, last quarter)
Short Term Debt = 2.57m USD (from shortTermDebt, last quarter)
Debt = 591.5m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 493.9m USD (from netDebt column, last quarter)
Enterprise Value = 899.8m USD (406.0m + Debt 591.5m - CCE 97.6m)
Interest Coverage Ratio = 4.14 (Ebit TTM 148.5m / Interest Expense TTM 35.8m)
EV/FCF = 8.85x (Enterprise Value 899.8m / FCF TTM 101.7m)
FCF Yield = 11.30% (FCF TTM 101.7m / Enterprise Value 899.8m)
FCF Margin = 29.08% (FCF TTM 101.7m / Revenue TTM 349.6m)
Net Margin = 23.48% (Net Income TTM 82.1m / Revenue TTM 349.6m)
Gross Margin = 79.67% ((Revenue TTM 349.6m - Cost of Revenue TTM 71.1m) / Revenue TTM)
Gross Margin QoQ = 80.04% (prev 79.91%)
Tobins Q-Ratio = 1.33 (Enterprise Value 899.8m / Total Assets 675.0m)
Interest Expense / Debt = 1.49% (Interest Expense 8.84m / Debt 591.5m)
Taxrate = 26.32% (7.89m / 30.0m)
NOPAT = 109.4m (EBIT 148.5m * (1 - 26.32%))
Current Ratio = 1.84 (Total Current Assets 128.2m / Total Current Liabilities 69.7m)
Debt / Equity = -224.7 (out of range, set to none) (Debt 591.5m / totalStockholderEquity, last quarter -2.63m)
Debt / EBITDA = 2.93 (Net Debt 493.9m / EBITDA 168.3m)
Debt / FCF = 4.86 (Net Debt 493.9m / FCF TTM 101.7m)
Total Stockholder Equity = -39.5m (last 4 quarters mean from totalStockholderEquity)
RoA = 12.65% (Net Income 82.1m / Total Assets 675.0m)
RoE = -207.9% (negative equity) (Net Income TTM 82.1m / Total Stockholder Equity -39.5m)
RoCE = 27.54% (EBIT 148.5m / Capital Employed (Equity -39.5m + L.T.Debt 578.6m))
RoIC = 20.11% (NOPAT 109.4m / Invested Capital 543.9m)
WACC = 4.86% (E(406.0m)/V(997.5m) * Re(10.34%) + D(591.5m)/V(997.5m) * Rd(1.49%) * (1-Tc(0.26)))
Discount Rate = 10.34% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.10%
[DCF Debug] Terminal Value 87.01% ; FCFF base≈92.8m ; Y1≈99.6m ; Y5≈121.4m
Fair Price DCF = 163.1 (EV 3.59b - Net Debt 493.9m = Equity 3.10b / Shares 19.0m; r=5.90% [WACC]; 5y FCF grow 8.23% → 2.90% )
EPS Correlation: -36.16 | EPS CAGR: -46.91% | SUE: -4.0 | # QB: 0
Revenue Correlation: -36.85 | Revenue CAGR: -0.37% | SUE: 0.07 | # QB: 0
EPS next Quarter (2026-03-31): EPS=1.38 | Chg30d=+0.027 | Revisions Net=+2 | Analysts=4
EPS next Year (2026-12-31): EPS=5.62 | Chg30d=+0.075 | Revisions Net=+0 | Growth EPS=+2.1% | Growth Revenue=+1.0%