Consensus Cloud Solutions Inc(CCSI)

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ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$35.37
09/24/2026
(24-hour delay)

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*as per simulation (see disclosures)
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Upturn Advisory & Investor View for CCSI

09/24/2026: CCSI (2-star) is currently NOT-A-BUY. Pass it for now.

Consensus Cloud Solutions is a specialized health-tech company that provides secure digital document and interoperability services to healthcare providers. While it maintains a stable, high-margin foundation through its core digital faxing business, its primary growth story centers on transitioning these users to modern, AI-powered platforms that structure clinical data. The company faces significant risks from larger competitors in the electronic health record space and the gradual decline of legacy fax technology. It may best suit value-oriented investors who see potential in the platform transition. Key developments to monitor include the adoption rate of its 'Clarity' analytics platform and its ability to maintain margins while navigating evolving healthcare data regulations.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company is in a transformational phase but requires clear evidence of accelerated growth in newer product segments.
Momentum investorWeak fitThe stock has lacked consistent upward momentum, making it less suitable until a clear breakout signal emerges.
Value investorStrong fitThe valuation may appear attractive to value-oriented investors who believe the core fax business is undervalued by the market.
Dividend investorWeak fitThe company does not currently provide dividend income to shareholders.
Low-risk investorWeak fitThe business model transformation and sector-specific risks lead to higher volatility than suitable for low-risk portfolios.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock's price often reacts significantly to management's progress in demonstrating platform growth.
Valuation riskMediumValuation depends on the market's willingness to re-rate the business from a 'legacy provider' to a 'growth-oriented health-tech player'.
Competition risk (EHR/Legacy migration)HighLarger incumbents in the EHR and cloud space pose a constant threat to market share in interoperability.
Business qualityMediumThe company possesses strong, stable cash flows, but the long-term sustainability of the legacy fax business is declining.
Dividend incomeLow / noneInvestors should not rely on CCSI for consistent yield or income generation.
Execution riskMedium / highSuccessful execution of the product roadmap and sales strategy is required to drive long-term value.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Choppy
PRICE STABILITY

Choppy

The stock has experienced frequent reversals and pronounced short-term price swings.

Analysis of Past Performance

Type Stock
Historic Profit -64.22%
Avg. Invested days 25
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 1.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/24/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
CCSI receives a 4-star rating, supported by strong unit economics, and solid company fundamentals. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
CCSI has solid overall fundamentals (4 stars), with solid financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, strong cash generation (FCF margin 30.3%) and strong profitability (net margin 24.2%) are partially offset by negative earnings growth (-5.5%), slightly negative revenue growth (-0.2%), modest insider ownership of 4.65%.

Financial Health Rating

★★★★★
CCSI's financial health is supported by solid profitability, including gross margin of 79.8% and operating margin of 43.0%. Overall financial-health metrics support a 4-star score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is CCSI's strongest growth driver at +19.9% FY2025 versus FY2024 (solid, 4 stars). By comparison, while revenue growth (-0.2%, slightly negative) and earnings growth (-5.5%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 102.7% and approximately 85.8% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 4.65% provides only moderate management-shareholder alignment.

Top 5 Institutional Investors

HHG PLC 13.47%
Heron Bay Capital Management 10.02%
Gates Capital Management Inc 8.97%
BlackRock Inc 7.37%
LSV Asset Management 4.55%

Unit Economics (Per $1K Revenue)

★★★★★
CCSI generates approximately $798 of gross profit, $430 of operating income, and $303 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong margins, cash conversion, and capital efficiency support the rating.

Economic Dimensions

★★★★★
Effective Tax Rate: 25.86%

Quantitative Style Profile

★★★★★
CCSI has a high-quality, liquid profile. Weak momentum is the primary drawback, while elevated volatility.

Style Classification

Quality Focused

Value-OrientedQuality TiltHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 656.03M USD
Price to earnings Ratio 7.09
1Y Target Price 42.25
Price to earnings Ratio 7.09
1Y Target Price 42.25
Volume (30-day avg) 177.9K shares
Beta 1.91
52 Weeks Range 20.20 - 41.40
Updated Date 09/24/2026
52 Weeks Range 20.20 - 41.40
Updated Date 09/24/2026
Dividends yield (FY) -
Basic EPS (TTM) 5.05

How Company Makes Money

Business areaWhat it includesRetail investor read
Cloud Faxing (eFax)Subscription fees from healthcare providers for secure digital fax communication.This is the company's steady cash-generating engine that funds new technology projects.
Interoperability (Clarity/Unite)Software-as-a-Service fees for clinical data integration and AI-based document processing.This is the high-growth area where the company aims to become a key player in modernizing healthcare data.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 7.09
Forward PE 5.91
Enterprise Value 1.14B
Price to Sales(TTM) 1.85
Enterprise Value 1.14B
Price to Sales(TTM) 1.85
Enterprise Value to Revenue 3.2
Enterprise Value to EBITDA 6.35
Shares Outstanding 18.32M
Shares Floating 15.72M
Shares Outstanding 18.32M
Shares Floating 15.72M
Percent Insiders 4.65
Percent Institutions 102.67

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Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Consensus Cloud Solutions Inc

Exchange NASDAQ
Headquarters Los Angeles, CA, United States
IPO Launch date 2021-10-08
CEO & Director Mr. R. Scott Turicchi
Sector Technology
Industry Software - Infrastructure
Full time employees 520
Full time employees 520

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.