Consensus Cloud Solutions, Inc. (CCSI) AI Stock Analysis

Consensus Cloud Solutions, Inc. provides a global software-as-a-service platform focused on secure information delivery across industries such as healthcare, education, law, and financial services. Its core products include digital online fax solutions such as eFax, eFax Corporate, MyFax, MetroFax, Sfax, and SRfax. The company also offers jsign for electronic and digital signatures, Unite for healthcare data interoperability across electronic health record systems, and Signal for event-triggered hospital notifications. Additionally, its Clarity solution transforms unstructured documents into structured data to support operational decision-making.

CCSI generated $354.7M in revenue over the trailing twelve months, supported by an operating margin of 40.3% and a profit margin of 26.7%. Annual revenue drifted from $352.7M in FY2021 to $362.4M in FY2022 and $362.6M in FY2023, before contracting 3.4% to $350.4M in FY2024 and dipping 0.2% to $349.7M in FY2025. Gross margin moderated from 83.6% in FY2021 to 79.8% in FY2025, while operating margin remained steady between 40.6% and 43.0% over the last four fiscal years. Net income reached $84.5M in FY2025 with diluted EPS of $5.24. In the latest quarter ended June 30, 2026, revenue increased 4.2% year-over-year while quarterly earnings expanded 33.8%.

As of June 30, 2026, Consensus Cloud Solutions held $98.9M in cash and short-term investments against total debt of $565.9M, resulting in net debt of $467.0M. With shareholders' equity at $41.6M, the company has a debt-to-equity ratio of 13.62 and a current ratio of 1.90. Operating cash flow reached $136.1M in FY2025, supporting capital expenditures of $30.2M and free cash flow of $105.9M. The company directed $23.0M toward share buybacks in FY2025, reducing its share count by 4.1% over five years.

CCSI trades at a trailing price-to-earnings multiple of 7.7x and a forward P/E of 5.9x, both below the median of its US-listed Technology peers at 28.1x and 18.8x, respectively. Its enterprise value of $1.12B equates to an EV-to-EBITDA multiple of 6.3x, compared with the peer median of 16.6x. The stock trades at a price-to-sales multiple of 1.8x versus the sector peer median of 2.8x. Over the past year, CCSI gained 36.2%, outperforming the S&P 500 (SPY) return of 16.8%, though its 5-year return of -44.5% trails the index return of 83.0%.

Wall Street coverage consists of 4 Strong Buy ratings, with no Buy, Hold, Sell, or Strong Sell recommendations. The mean price target of $42.25 suggests 19.5% upside from the last closing price of $35.36. Consensus forecasts project FY2026 revenue of $360.2M with EPS of $5.86, representing 4.3% EPS growth. For FY2027, 4 analysts anticipate revenue of $373.4M and EPS of $6.12. CCSI beat earnings estimates in 3 of the last 4 quarters, and its next earnings report is scheduled for November 5, 2026.

This page is an AI-written research summary of Consensus Cloud Solutions, Inc. (CCSI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: CCSI income statement, CCSI balance sheet, CCSI key metrics, CCSI analyst forecast, CCSI chart. See the CCSI stock overview for the latest quote and news.