CCSI

Consensus Cloud Solns

Fundamental data last updated:April 13, 2026

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company profile

SECTOR

Technology

industry

Software - Infrastructure

Exchange

Nasdaq

County of HQ

United States

Next Earnings Date

05/07/26

Business Summary

Consensus Cloud Solutions operates in software infrastructure, providing mission-critical digital communication and cloud-based services that embed into enterprise workflows. The business model is built around recurring software revenue, where once integrated, switching costs become meaningful due to compliance, workflow, and data continuity requirements. Cash generation typically stems from subscription-like arrangements and enterprise contracts, creating visibility in revenue streams. The moat is less about brand and more about embedded infrastructure positioning — once the software becomes part of core operations, displacement risk declines and incremental margins can expand significantly.

 


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VALUATION

P/E

5.5

Market Cap ($M USD)

$450

Forward P/E

4.1

PEG

-

PRICE TO SALES

1.3

PRICE TO BOOK

32.8

EV / EBITDA

5.6

5-Year Average P/E

Free Cash Flow Yield

DCF Value

Graham Number

Price to FCF

EV to FCF

Earnings Yield

FCF Yield

DIVIDEND

Yield

-

Annual Payout

-

Payout Ratio

-

Consecutive Years of Dividend Growth

0

5-Year Dividend Growth Rate

-

Financial Health & Profitability

Earnings Per Share

$4.39

Next Year EPS Growth Estimate

$5.90

Next Year Revenue Growth Estimate

2.80%

Return on Equity (ROE)

613.70%

FREE CASH FLOW

Operating Margin

43.00%

Debt-to-Equity

41.4

Piotroski F-Score

7

Altman Z-Score

1.8

Return on Invested Capital (ROIC)

20.50%

Current Ratio

1.8

Quick Ratio

Net Debt to EBITDA

Interest Coverage

Gross Profit margin

FCF PER SHARE

REVENUE PER SHARE

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Gainseekers Quantitative Analysis

Summary

At 5.5x earnings and just 4.1x forward earnings, the market is pricing CCSI like a melting ice cube, not a software infrastructure company. The compression from current EPS of 5.6 to an estimated 4.39 next year partially explains the discount, but even assuming that decline, the multiple remains deep value territory. The real concern is balance sheet fragility: an Altman Z-Score of 1.8 signals elevated financial stress risk, meaning this is statistically closer to distress than safety. This is a classic high-variance setup — numerically cheap on earnings, but with balance sheet risk that justifies a discounted multiple.

AI Exposure / Tech Reliance

As a Software - Infrastructure player in the Technology sector, CCSI operates in a segment directly exposed to enterprise digitization and AI-driven workflow automation. Infrastructure software vendors that embed into enterprise systems tend to be sticky, which can create resilience during tech transitions. However, sustaining relevance requires ongoing product investment, particularly if AI-native competitors emerge.

The Bull Case

A GARP or deep value investor would be drawn immediately to the capital efficiency profile: ROIC of 20.50% against a modest 2.80% ROE suggests strong operating return generation but balance sheet constraints. The Piotroski F-Score of 7 indicates fundamentally sound operational metrics relative to distressed peers, reinforcing that this is not a broken business. Even more striking is the 613.70% operating margin figure, which, if sustainable, implies extraordinary operating leverage. Combine that with a 1.3 Price/Sales multiple and 4.1 Forward P/E, and you have a company generating meaningful returns on invested capital at a valuation typically reserved for declining cyclical firms — that asymmetry is exactly what deep value funds hunt.

The Bear Case

The red flags are serious. A Debt/Equity ratio of 43.00% combined with an Altman Z-Score of 1.8 points to structural balance sheet vulnerability, particularly if earnings compress from 5.6 to 4.39 as expected. The absence of a PEG Forward ratio and the unusual Sales Growth Next Year figure of 5.90 provide no clear confirmation of growth durability. A Price/Book of 32.8 is also extreme relative to a 2.80% ROE, suggesting equity capital is not being compounded efficiently and that the book base is thin relative to valuation — a dangerous mix if operating performance deteriorates.

Market Sentiment & Smart Money

Short Interest %

6.50%

Analyst Consensus

2

Average Analyst Price Target

$33.00

Institutional Ownership %

108.10%

1-Year Beta

1.33

Insider Buying % (6 Mo)

4.10%%

Distance to 52-Week High

75.50%

Distance to 52-Week Low

134.00%

EARNINGS SURPRISE %

50-DAY SMA

200-DAY SMA

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.