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CCSIConsensus Cloud Solutions, Inc.
$43.15$794M
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
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Income StatementBalance SheetCash FlowRatios & Margins
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P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
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CCSI logo

Consensus Cloud Solutions, Inc.

CCSI
NASDAQ · Enterprise Software
$43.15
At close - Nov 6, 4:00 PM EST - USD
Market Cap$794M
P/E8.7x
52W High$43.46
Volume320.34K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Flat Revenue, 80% Margins, High Leverage Risk

Consensus Cloud Solutions exhibits a stable, highly profitable fax-centric business with gross margins consistently near 80% and 2026Q2 net income up 33.6% YoY, yet revenue growth remains tepid at 4.1% and operating leverage is fading as SG&A rose 15.7%.

GrowthStable
ProfitabilityStrong
ValuationAttractive
TechnicalsStrong
Explore valuation models
MARKET ACTION

CCSI price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

-79% Peers

P/E is 79% below peer median

03

Market leadership

RS 92 · Leader

High momentum (Outperforming 92% of market)

04

Strong Uptrend

Strong Trend

Price > 20DMA > 50DMA > 200DMA

Next CatalystEstimated earnings · Feb 5

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
CCSI+98.66%
S&P 500 (^GSPC)+7.63%
1-Year Return
CCSI+72.67%
S&P 500 (^GSPC)+9.69%
3-Year Return
CCSI+95.60%
S&P 500 (^GSPC)+99.45%
5-Year Return
CCSI-33.28%
S&P 500 (^GSPC)+79.92%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
8.7x
Forward P/EExpansion
7.3x
EV/EBITDA60th %ile
8.1x
FCF YieldCash Flow
13.8%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
8.7x
6.7x
60th· Fair
EV/EBITDA
8.1x
7.1x
60th· Fair
Price/FCF
7.2x
5.8x
80th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
No DCF Model AvailableIntrinsic value modeling is not supported for this equity.

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$350M-0.2% YoY
Net income FY25
$85M-5.5% YoY
Free cash flow FY25
$106M+19.9% YoY
Operating margin FY25
43%+0.3 pts YoY
ROIC (FY25)22.2%
Avg ROIC 5Y22.5%
ROE (TTM)301.1%
Piotroski Score5 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate11/12 (92%)
Revenue Beat Rate10/12 (83%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Nov 5, 2026
$1.50+6.4%
vs $1.41
$91M+0.1%
vs $91M
Q3 2026
Aug 6, 2026
$1.49+0.7%
vs $1.48
$91M+1.9%
vs $90M
Q2 2026
May 7, 2026
$1.52+8.6%
vs $1.40
$88M+1.3%
vs $87M
Q1 2026
Feb 10, 2026
$1.41+7.6%
vs $1.31
$87M+0.5%
vs $87M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
Seeking Alpha·1d ago
Consensus Cloud Solutions, Inc. (CCSI) Q3 2026 Earnings Call Transcript

Consensus Cloud Solutions, Inc. ( CCSI ) Q3 2026 Earnings Call November 5, 2026 5:00 PM EST Company Participants Kip Killpack R. Turicchi - CEO & Director Johnny Hecker - Chief Revenue Officer & Executive VP of Operations Adam Varon - Chief Financial Officer Conference Call Participants Jenny Shen - BTIG, LLC, Research Division Presentation Operator Good day, everyone, and welcome to the Consensus Cloud Solutions Third Quarter 2026 Earnings Call.

MarketBeat·2d ago
What Consensus Cloud Solutions (CCSI) Said on Its Q3 Earnings Call

Consensus Cloud Solutions NASDAQ: CCSI reported third-quarter 2026 revenue growth of 3.7% as corporate fax demand and usage at the Department of Veterans Affairs helped offset a decline in its small office and home office business.

Zacks Investment Research·2d ago
Consensus Cloud Solutions, Inc. (CCSI) Beats Q3 Earnings and Revenue Estimates

Consensus Cloud Solutions, Inc. (CCSI) came out with quarterly earnings of $1.5 per share, beating the Zacks Consensus Estimate of $1.37 per share. This compares to earnings of $1.38 per share a year ago.

Business Wire·2d ago
Consensus Cloud Solutions, Inc. Reports Third Quarter 2026 Results; Releases Q4 2026 Guidance; Narrows Full Year 2026 Revenue and Adjusted EBITDA Guidance; Raises Full Year 2026 Adjusted Earnings Per Diluted Share Guidance

LOS ANGELES--(BUSINESS WIRE)--Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) today reported financial results for the third quarter of 2026. “Our Q3 achievements continued the momentum of the past few quarters. Our corporate channel exceeded 9% revenue growth for the second straight quarter. We also experienced sustained improvement in the SoHo channel within the range of our expectations. In addition, we were able to repurchase approximately 550,000 shares of our common stock during the quarte.

Filtered for Consensus Cloud Solutions, Inc.More Headlines
04

Compare before deciding

Benchmark CCSI against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Consensus Cloud Solutions, Inc. (CCSI)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
CCSI logoCCSIConsensus Cloud Solutions, Inc.Current
$43.15$793.87M8.70-0.2%26.42%301.15%—
OPEN logoOPENOpendoor Technologies Inc.
$1.40$1.35B-0.81-15.18%-49.06%-190.36%—
NTCT logoNTCTNetScout Systems, Inc.
$31.51$2.29B17.984.47%14.62%7.87%—
EGHT logoEGHT8x8, Inc.
$2.13$302M42.182.89%0.98%4.98%—
QLYS logoQLYSQualys, Inc.
$190.41$6.71B32.5910.13%29.34%37.17%—
SPOK logoSPOKSpok Holdings, Inc.
$11.76$245.63M13.301.49%13.88%13.12%11%

Compare CCSI vs Peers

Consensus Cloud Solutions, Inc. (CCSI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs OPEN

Most directly comparable listed peer for CCSI.

Scale Benchmark

vs VEEV

Larger-name benchmark to compare CCSI against a more recognizable public peer.

Peer Set

Compare Top 5

vs OPEN, NTCT, EGHT, QLYS

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

CCSI SEC Filings & Documents

Consensus Cloud Solutions, Inc. (CCSI) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 6, 2026·SEC

Material company update

Jun 10, 2026·SEC

Material company update

May 7, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 13, 2026·SEC

FY 2025

Feb 20, 2025·SEC

FY 2024

Feb 28, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 7, 2026·SEC

FY 2026

May 8, 2026·SEC

FY 2025

Nov 5, 2025·SEC

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CCSI Frequently Asked Questions

Consensus Cloud Solutions, Inc. (CCSI) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Consensus Cloud Solutions, Inc.'s revenue?

Consensus Cloud Solutions, Inc. (CCSI) reported $357.9M in revenue over the trailing twelve months. Revenue was $349.7M in fiscal year 2025. That is 8% more than the $322.6M of fiscal year 2019.

How fast is Consensus Cloud Solutions, Inc. growing?

Consensus Cloud Solutions, Inc. (CCSI) grew revenue by 2.4% over the trailing twelve months, compared with the twelve months before.

Is CCSI profitable?

Yes. Consensus Cloud Solutions, Inc. (CCSI) earned $94.5M in net income over the trailing twelve months (a 26.4% net margin).

Dividend & Returns
What is CCSI's return on equity?

Consensus Cloud Solutions, Inc. (CCSI) had a return on equity (ROE) of 301.1% over the trailing twelve months. That is well above the market's typical 10-15%.

What is Consensus Cloud Solutions, Inc.'s free cash flow?

Consensus Cloud Solutions, Inc. (CCSI) generated $109.8M in free cash flow over the trailing twelve months.

What if you invested $1,000 in CCSI back in 2019?

Total return calculator · dividends reinvested · 7+ years of data

See returns →