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Consensus Cloud Solutions, Inc. CCSI R2KAI

Technology · Software - Infrastructure · United States
https://www.consensus.com
Company Profile ↓
$37.41
+72.32% 1Y
Mkt Cap$688.27M
P/E8.10
P/B31.86
52W High$38.76
52W Low$19.66
Book Value$1.20
EPS (TTM)$4.62

Company Overview

Consensus Cloud Solutions, Inc., together with its subsidiaries, provides information delivery services with a software-as-a-service platform in the United States, Canada, Ireland, and internationally. The company offers eFax Corporate, a digital cloud fax technology; ECFax for use by public sector customers with extremely high security demands; and eFax Unite, a single platform that allows the user to choose between various protocols to send and receive healthcare information in an environment that can integrate into an existing electronic health record system or stand-alone if no electronic health record (EHR) is present. It also offers jSign, an electronic and digital signature solution; eFax Conductor, an interface engine and interoperability platform that provides integration technology; eFax Clarity that transforms unstructured documents into structured actionable data; and eFax, an online faxing solution, as well as other products under the MyFax, Sfax, MetroFax, and SRfax brands. In addition, the company offers Clarity Clinical Documentation (CD), a clinical documentation software; eFax Harmony, an API for healthcare; eFax All Access for care coordination; and artificial intelligence, clinical documentation, HIPAA compliance, natural language processing, interoperability, eSignatures, and cloud fax solutions. It serves individuals and small businesses; and the healthcare, government, financial services, law, education, insurance, manufacturing, and real estate sectors. Consensus Cloud Solutions, Inc. was incorporated in 2021 and is headquartered in Los Angeles, California.

Why Investors Should Care

Healthy Capital Returns

Return on capital employed stands at 25.1%.

Reasonable Valuation

Trades at a P/E of 8.1, below the sector median of 34.7.

Healthy Margins

Maintains a net profit margin of 25.1%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $349.70M (-0.2% YoY); net profit $84.53M.
  • Trailing 12 Months Year-on-year growth — revenue +1.5%, earnings +21.5%.
  • 5-Year Trend Long-term compounding — revenue CAGR 1.4%, profit CAGR -14.3%.

Growth & Price Performance

Compounded Sales Growth

5 Years:1.36%
1 Year:1.50%

Compounded Profit Growth

5 Years:-14.27%
1 Year:21.50%

Stock Price Performance

1 Year:+72.32%
6 Months:+64.80%
3 Months:+51.76%
1 Month:+7.47%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI Cloud Software / AI-Enhanced Services

Consensus Cloud Solutions runs a cloud fax/SaaS platform and is layering AI (notably in healthcare) to extract and structure data from documents.

Core Focus

Secure digital document exchange with AI-driven extraction of structured data from unstructured faxes/documents, especially in healthcare.

Key Initiatives
  • AI document data extraction Consensus applies NLP/AI to turn unstructured faxed documents into structured, actionable data for healthcare workflows.
  • Clarity & interoperability AI-enabled products improve interoperability of health information across EHR systems.
  • Secure cloud platform eFax Corporate/Unite provide the secure, compliant backbone for AI-enhanced exchange.
Why Investors Should Care
  • Cash-generative SaaS business (net margin ~25%) adding AI to a sticky base.
  • AI document-extraction is a differentiated upsell in healthcare.
  • Core fax business is mature/slow-growing — AI is the reacceleration lever.
  • Leverage and secular decline in legacy fax are key risks.
AI InvestmentInvestment targets AI-driven data extraction and interoperability products on top of the cloud platform.
AI RevenueMost revenue is recurring cloud-fax SaaS; AI features are an emerging upsell rather than a separate disclosed line.
ROI (Now)ROI today comes from the high-margin, cash-generative core; AI is additive.
ROI (Expected)AI document-intelligence adoption in healthcare is the path to offset legacy decline and reaccelerate growth.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Healthy ROCE of 25.1%.
  • Excellent profit margin of 25.1%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

  • Earnings shrank at -14.3% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
8.10
Industry PE
34.66
Forward P/E
6.20
PEG Ratio
-
Book Value
$1.20
Price to Book
31.86
P/S
2.00
EV/EBITDA
6.97
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
1.36%
Profit 5Y
-14.27%
Revenue (YoY)
1.50%
Earnings (YoY)
21.50%

Profitability & Returns

ROCE
25.11%
ROE
-
ROA
14.38%
Profit Margin
25.09%
Op Margin
42.66%
Gross Margin
80.22%
EPS (Latest Qtr)
$1.30
EPS (TTM)
$4.62

Balance Sheet & Liquidity

Debt/Equity
25.84
Quick Ratio
1.62
Current Ratio
1.80
Debt
$568.52M
Total Assets
$678.74M
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
4.67%
Chg in Prom Hold
0.15%
FII / Inst Holding
105.65%
Chg in FII Hold
0.08%

Financial Snapshot

Enterprise Value
$688.27M
Total Revenue (TTM)
$351.02M
EBITDA
$168.94M
Free Cash Flow
$77.82M
Operating Cash Flow
$140.97M
Shares Outstanding
18.40M
Gross Margin
80.22%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 CCSI Consensus Cloud Solutions, Inc. R2KAI 37.41 8.10 $688.27M 0.00% 25.11% - 1.36% -14.27%
2 NVDA NVIDIA Corporation NDXSPXAI 212.50 32.59 $5.15T 0.47% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 327.50 39.60 $4.81T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 395.63 23.96 $2.94T 0.95% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 419.48 36.41 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 394.28 64.96 $1.88T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 904.28 20.44 $1.02T 0.05% 13.69% 66.64% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 529.14 172.36 $862.82B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,815.27 59.79 $699.64B 0.51% 42.97% 52.24% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 170.25M86.62M87.84M89.20M89.30M91.11M91.78M91.45M92.79M90.56M88.15M87.50M87.75M87.14M87.72M87.77M88.47M
Gross Profit 131.83M72.65M73.29M74.59M74.19M75.53M76.36M73.95M75.55M73.71M71.10M70.38M70.09M69.07M70.10M70.25M71.57M
Operating Income 62.51M51.69M51.69M51.22M38.66M40.58M32.66M34.00M38.84M38.91M37.67M39.88M38.42M37.50M39.05M37.93M37.74M
Net Income 58.92M47.36M27.52M27.22M18.52M21.92M15.37M15.46M21.06M24.01M26.37M23.87M21.12M21.15M20.78M22.09M24.68M
Diluted EPS -2.381.381.370.921.100.770.781.071.221.371.241.091.071.071.151.30
R&D Expense 4.89M1.68M1.94M2.02M2.34M2.74M3.24M1.90M1.76M1.68M1.91M1.64M2.03M1.71M1.74M1.95M1.92M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 322.56M331.17M352.66M362.42M362.56M350.38M349.70M
Gross Profit 272.57M277.79M294.66M300.47M294.24M280.69M279.10M
Operating Income 189.83M196.68M175.14M151.92M147.23M149.40M150.24M
Net Income 212.97M152.91M109.00M72.71M77.30M89.44M84.53M
Diluted EPS 10.707.685.443.643.944.624.35
R&D Expense 9.74M7.15M7.65M10.02M7.73M7.68M7.46M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --1.49B562.81M633.90M647.25M602.20M663.82M
Total Equity 296.29M466.16M1.12B-332.67M-255.26M-176.12M-79.46M13.77M
Cash & Equivalents -51.14M66.21M66.78M94.16M88.72M33.55M74.69M
Long Term Debt --0792.04M793.87M725.40M574.08M551.32M
Total Liabilities --368.88M895.48M889.16M823.38M681.66M650.04M
Current Liabilities --204.67M77.96M71.32M71.38M79.31M65.54M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 226.70M238.79M233.68M83.15M114.11M121.75M136.09M
Investing Cash Flow -304.50M-60.92M-42.47M-43.27M-40.46M-33.44M-35.23M
Financing Cash Flow 61.30M-179.09M-247.77M-10.62M-81.66M-138.62M-63.30M
Capital Expenditure -22.94M-32.46M-33.00M-30.05M-36.46M-33.44M-30.23M
Free Cash Flow 203.76M206.33M200.68M53.10M77.65M88.31M105.85M
Share Buybacks ---7.60M23.70M1.00M23.20M

Ratios (Annual)

Figures in %.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 84.5%83.9%83.6%82.9%81.2%80.1%79.8%
Operating Margin % 58.9%59.4%49.7%41.9%40.6%42.6%43.0%
Net Margin % 66.0%46.2%30.9%20.1%21.3%25.5%24.2%
ROE % 45.7%13.6%-32.8%-28.5%-43.9%-112.5%613.7%
ROCE % -15.3%36.1%27.0%25.6%28.6%25.1%

Shareholding Pattern

Insiders
4.67%
Institutions
105.65%
Public Float
110.82%

Top Institutional Holders

#Holder% HeldSharesValue
1 Janus Henderson Group PLC 13.41% 2.47M $94.03M
2 Heron Bay Capital Management 11.08% 2.04M $77.69M
3 Gates Capital Management, Inc. 9.99% 1.84M $70.04M
4 Blackrock Inc. 7.34% 1.35M $51.44M
5 Vanguard Capital Management LLC 4.33% 797.30K $30.38M
6 LSV Asset Management 3.96% 728.49K $27.76M
7 Vanguard Portfolio Management LLC 3.47% 638.11K $24.31M
8 New South Capital Management Inc 3.17% 582.49K $22.19M
9 State Street Corporation 2.67% 491.07K $18.71M
10 Geode Capital Management, LLC 2.57% 473.03K $18.02M

Analyst View

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Latest News

Recent headlines for CCSI

Google News Wed, 08 Jul 2026

Here's Why Consensus Cloud Solutions, Inc. (CCSI) is a Great Momentum Stock to Buy - Yahoo Finance

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Google News ue, 07 Jul 2026

Consensus Cloud’s Q2 results call is set for Aug. 6 - Stock Titan

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Google News hu, 25 Jun 2026

CCSI Forecast — Price Target — Prediction for 2027 - TradingView

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Google News Fri, 27 Feb 2026

Consensus Cloud Solutions Aims For Transition, But Revenue Remains Flat (NASDAQ:CCSI) - Seeking Alpha

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Google News hu, 07 May 2026

Consensus Cloud Solutions, Inc. Reports First Quarter 2026 Results; Reaffirms Full Year 2026 and Releases Q2 2026 Guidance - Business Wire

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Google News Mon, 06 Jul 2026

Behavioral Patterns of CCSI and Institutional Flows - Stock Traders Daily

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CCSI — Frequently Asked Questions

What is the current share price of Consensus Cloud Solutions, Inc. (CCSI)?

As of 2026-07-15 16:51 PDT, Consensus Cloud Solutions, Inc. (CCSI) trades at $37.41 on NasdaqGS. Its 52-week range is $19.66 to $38.76.

What is the market capitalisation of CCSI?

Consensus Cloud Solutions, Inc. (CCSI) has a market capitalisation of $688.27M on NasdaqGS.

What is the P/E ratio of CCSI?

CCSI trades at a trailing price-to-earnings (P/E) ratio of 8.10. The industry average P/E is 34.66. Its price-to-book (P/B) ratio is 31.86.

Is CCSI a good stock to buy?

This page provides a data-driven analysis of Consensus Cloud Solutions, Inc. (CCSI), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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