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Company Analysis

Consensus Cloud Solutions, Inc. CCSI

A comprehensive view of key metrics, scores, and financial health for Consensus Cloud Solutions, Inc.

Overview of Consensus Cloud Solutions, Inc.

CCSI NMS
Technology Software - Infrastructure Framework: Software & SaaS Small Cap
Consensus Cloud Solutions, Inc. (CCSI), is a Small Cap company, in the Software - Infrastructure industry, last closed at $35.97, about 151.1% undervalued vs fair value, +43.9% 1Y return, placing in the top 10% of its sector.
Metrics P/E 5.0× Rev Growth -0.2% ROE -257.4% Gross Margin 79.8%
USD 35.97
-3.67%
(Delayed)
• Vol 90d: 43.6%
52-Week Range
Market Cap
$659.15M
Enterprise Value
$1.12B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Good
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Good
Efficiency
Fair
Valuation
Fair
Completeness: 88%
Confidence: 91%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.consensus.com
HQ Los Angeles, CA
Employees 520
Fiscal year Dec 31

Next Events

Earnings Nov 5 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$83
$90
$99
Current: $35.97 +151% vs base

Engine Room Money Flow™

Small Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$349.7M
-0.2%%
Gross Profit
$279.1M
-0.6%%
Operating Income (GAAP)
$150.2M
0.6%%
Operating Cash Flow
$136.1M
11.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
79.8%
Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
2/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Consensus Cloud Solutions, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
68
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Premium Software Margins Gross margin quality is strong versus peers (score 0.92), consistent with premium software economics.
  • Asset-Light Returns Return profile is strong (score 0.88), supporting a capital-efficient model.

Key risks

  • Growth-Profit Balance Looks Weak Innovation payoff is weak (score 0.39), indicating limited return on reinvestment.
  • Contracted Demand Looks Thin Contracted demand signal is weak (score 0.22), limiting evidence of strong subscription stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
89
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 93% Coverage
Trade-Off Triangle Visualization A ternary plot showing CCSI's balance between Growth (19.9%), Profitability (52.6%), and Safety (27.5%). Growth 20% Safety 27% Profitability 53%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

31th percentile vs peers
32
Key Signals
Rev Growth YoY -0.2% 25p Buyback % -2.9% 81p Revenue CAGR 3Y -1.2% 26p Def Rev Growth -5.7% 28p EPS Growth YoY -5.8% 30p
Strengths
  • Gross Profit Margin in top 20% of peers (79.8%, 84th percentile)
  • FCF Margin in top 20% of peers (30.3%, 91th percentile)
  • Operating Cash Flow Margin in top 20% of peers (38.9%, 93th percentile)
  • Operating Margin in top 20% of peers (43.0%, 97th percentile)
Risks

No significant risks identified for this axis.

Profitability

84th percentile vs peers
84
Key Signals
Strengths
Risks
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Safety

44th percentile vs peers
44
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Consensus Cloud Solutions, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$90.33
- - -
+151.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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