Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CCSI
Strong BuyFull HouseFLAGConsensus Cloud Solutions, Inc. · Technology · United States · $696M · Avg Vol: $6M/d
While the company meets eligibility criteria and EPS revisions are positive, the report of insider selling (0.03%) triggers the negative signal rule despite the active buyback program.
COMPANY DESCRIPTION
Consensus Cloud Solutions, Inc. delivers secure digital information exchange platforms, with its core business centered on digital fax solutions (eFax) and interoperability services, particularly for the healthcare sector. The company holds a dominant market position in digital fax, benefiting from a large, entrenched customer base and strict regulatory demands for secure data transmission. Consensus is expanding its offerings to include secure, API-based healthcare data exchange, leveraging its robust infrastructure.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 362.4M | 362.6M | 350.4M | 349.7M | -1.2% | 354.7M | 360.2M | 373.4M | 3.3% |
| EPS | 3.64 | 3.94 | 4.64 | 4.39 | 6.4% | 4.93 | 4.61 | 4.81 | 4.7% |
| Shares | 19.9M | 19.2M | 19.5M | 19.0M | -4.8% | 18.3M | — | — | — |
| Debt | 810.5M | 749.2M | 607.1M | 570.7M | -11.0% | 565.9M | — | — | — |
| Equity | -255.3M | -176.1M | -79.5M | 13.8M | — | — | — | — | — |
| Op CF | 83.1M | 114.1M | 121.7M | 136.1M | 17.8% | 145.9M | — | — | — |
| Inv CF | -43.3M | -40.5M | -33.4M | -35.2M | — | — | — | — | — |
| Fin CF | -10.6M | -81.7M | -138.6M | -63.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CCSI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CCSI | Consensus Cloud Solutions, Inc.(you) | $696M | 97 | Strong Buy |
| PAYS | Paysign, Inc. | $728M | 96 | Strong Buy |
| OSPN | OneSpan Inc. | $610M | 96 | Strong Buy |
| SABR | Sabre Corporation | $888M | 87 | Strong Buy |
| YEXT | Yext, Inc. | $693M | 77 | Buy |
| PGY | Pagaya Technologies Ltd. | $1.8B | 99 | Strong Buy |
| PRTH | Priority Technology Holdings, Inc. | $444M | 84 | Strong Buy |
| RAMP | LiveRamp Holdings, Inc. | $2.3B | 99 | Strong Buy |
| RPD | Rapid7, Inc. | $896M | 77 | Buy |
| PRGS | Progress Software Corporation | $1.8B | 90 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.1%