Consensus Cloud Solutions, Inc.
CCSI
NASDAQ·Technology·Software - Infrastructure·Mkt cap $650.6M
$35.36
▲ +0.65%
P/E
7.04
Mkt Cap
$650.6M
52-Wk Range
$20.20–$41.40
52-Week Range
$20.20 - $41.40
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 30.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Established market leadership in cloud faxing with multi-brand portfolio serving millions of users globally
- Integrated SaaS platform combining faxing, signatures, healthcare messaging, and document intelligence in single ecosystem
- Deep healthcare compliance expertise with HIPAA-certified solutions and EHR system integration capabilities
- Recurring revenue model with high customer retention driven by mission-critical communication infrastructure
- AI-powered document intelligence (Clarity) providing competitive differentiation in data extraction and structuring
Bear Case
1 risk
- Above-average volatility (beta 1.9).
Growth
Stable outlook
Digital transformation acceleration driving cloud faxing adoption across enterprise and SMB markets
Value
Deep value opportunity - significant discount to Cybersecurity Software peers
Momentum
Strong
+5.3% over 3m
Quality
Excellent
Excellent business quality
Dividend
None
No dividend
Smart-money signal
Who's buying CCSI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 4, 2026
AUG 6, 2026
Reported EPS of $1.49 vs $1.48 consensus (+0.7% surprise). Revenue of $91.4M vs $89.6M expected (+1.9%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+0.7%
Revenue trend · last 8Q
—
-1%
-1%
+0%
+0%
+0%
+2%
+4%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$87.8M
$87.0M
$87.1M
$87.7M
$87.8M
$87.1M
$88.5M
$91.4M
Margins · last 8Q
Gross
80.0%
Operating
40.3%
Profit
30.0%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Oppenheimer · Aug 10, 2026
vs Industry
How CCSI stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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