Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CCSI
STRONG BUYFLAGConsensus Cloud Solutions, Inc. · Technology · United States · $669M · Avg Vol: $5M/d
Consensus Cloud Solutions runs cloud fax and secure health-data exchange with very high margins, but it was spun out carrying substantial debt and its legacy small-business fax base is in structural decline. That leverage is costly to service in a higher-for-longer environment. No default, fraud or restatement is known, so this is a flag rather than a removal.
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% | 351.0M | 357.4M | 369.4M | 2.8% |
| EPS | 3.64 | 3.94 | 4.64 | 4.39 | 6.4% | 4.50 | 4.57 | 4.71 | 3.6% |
| Shares | 19.9M | 19.2M | 19.5M | 19.0M | -4.8% | 18.4M | — | — | — |
| Debt | 810.5M | 749.2M | 607.1M | 570.7M | -11.0% | 568.5M | — | — | — |
| Equity | -255.3M | -176.1M | -79.5M | 13.8M | — | — | — | — | — |
| Op CF | 83.1M | 114.1M | 121.7M | 136.1M | 17.8% | 141.0M | — | — | — |
| 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) | $669M | 98 | STRONG BUY |
| OSPN | OneSpan Inc. | $562M | 99 | STRONG BUY |
| PRTH | Priority Technology Holdings, Inc. | $518M | 92 | STRONG BUY |
| PGY | Pagaya Technologies Ltd. | $1.3B | 94 | STRONG BUY |
| PAYS | Paysign, Inc. | $486M | 84 | STRONG BUY |
| GCT | GigaCloud Technology Inc. | $1.3B | 90 | STRONG BUY |
| FIVN | Five9, Inc. | $1.8B | 94 | STRONG BUY |
| PRGS | Progress Software Corporation | $1.6B | 92 | STRONG BUY |
| RAMP | LiveRamp Holdings, Inc. | $2.3B | 96 | STRONG BUY |
| TDC | Teradata Corporation | $2.7B | 97 | STRONG BUY |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.1%