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Consensus Cloud Solutions Inc (CCSI)

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Upturn Advisory Summary
12/26/2025: CCSI (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $32.4
1 Year Target Price $32.4
| 4 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -52.78% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 443.78M USD | Price to earnings Ratio 5.53 | 1Y Target Price 32.4 |
Price to earnings Ratio 5.53 | 1Y Target Price 32.4 | ||
Volume (30-day avg) 6 | Beta 1.94 | 52 Weeks Range 17.84 - 32.10 | Updated Date 12/27/2025 |
52 Weeks Range 17.84 - 32.10 | Updated Date 12/27/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 23.48% | Operating Margin (TTM) 43.22% |
Management Effectiveness
Return on Assets (TTM) 14.25% | Return on Equity (TTM) 12.69% |
Valuation
Trailing PE 5.53 | Forward PE 4.07 | Enterprise Value 937643846 | Price to Sales(TTM) 1.27 |
Enterprise Value 937643846 | Price to Sales(TTM) 1.27 | ||
Enterprise Value to Revenue 2.68 | Enterprise Value to EBITDA 5.57 | Shares Outstanding 19005775 | Shares Floating 17023283 |
Shares Outstanding 19005775 | Shares Floating 17023283 | ||
Percent Insiders 2.56 | Percent Institutions 101.76 |
Upturn AI SWOT
Consensus Cloud Solutions Inc
Company Overview
History and Background
Consensus Cloud Solutions Inc. was formerly known as R.R. Donnelley & Sons Company's data center and cloud services segment. It was spun off as an independent, publicly traded company on July 1, 2022. The company specializes in healthcare data interoperability solutions.
Core Business Areas
- Cloud Services: Provides secure and compliant cloud-based solutions for healthcare organizations, enabling data exchange and management.
- Interoperability Solutions: Focuses on facilitating seamless and secure data sharing between different healthcare systems, including electronic health records (EHRs).
- Document Management: Offers solutions for managing and digitizing healthcare documents, ensuring compliance and accessibility.
Leadership and Structure
Consensus Cloud Solutions Inc. is led by a management team with experience in healthcare IT and data services. The organizational structure is designed to support its core business segments and strategic growth initiatives.
Top Products and Market Share
Key Offerings
- Consensusu24c7 Cloud Platform: A comprehensive cloud-based platform designed to facilitate secure data exchange and interoperability within the healthcare ecosystem. It offers a suite of tools for data access, management, and analysis. Competitors include established health IT companies and cloud providers offering healthcare-specific solutions.
- Health Information Exchange (HIE) Solutions: Services that enable healthcare providers to securely share patient health information in real-time, improving care coordination. Market share data for specific HIE solutions is fragmented and competitive, with numerous regional and national players.
- Provider-to-Provider Communications: Tools that facilitate secure messaging and collaboration among healthcare professionals. This segment is highly competitive with many EHR vendors and specialized communication platforms.
Market Dynamics
Industry Overview
The healthcare IT industry, particularly the segment focused on data interoperability and cloud services, is experiencing significant growth driven by the increasing adoption of EHRs, the need for better care coordination, and regulatory mandates for data sharing. The market is characterized by rapid technological advancements and a strong emphasis on security and compliance.
Positioning
Consensus Cloud Solutions Inc. is positioned as a specialized provider of healthcare data interoperability and cloud solutions. Its competitive advantages lie in its focus on the healthcare sector, its compliance capabilities (e.g., HIPAA), and its established relationships within the industry.
Total Addressable Market (TAM)
The total addressable market for healthcare interoperability and cloud services is substantial and growing. While precise TAM figures vary by research firm, it is estimated to be in the tens of billions of dollars globally. Consensus Cloud Solutions Inc. aims to capture a significant share of this market through its specialized offerings.
Upturn SWOT Analysis
Strengths
- Deep expertise in healthcare data interoperability.
- Strong focus on security and regulatory compliance (e.g., HIPAA).
- Established relationships within the healthcare industry.
- Agile and focused as an independent entity post-spin-off.
Weaknesses
- Brand recognition may be lower compared to larger, more established players.
- Dependence on key technology partners and integrations.
- Potential for competition from larger, diversified tech companies entering the healthcare space.
Opportunities
- Increasing demand for seamless data exchange in value-based care models.
- Expansion into new healthcare verticals and international markets.
- Leveraging AI and machine learning for enhanced data analytics and insights.
- Partnerships with EHR vendors and other health IT providers.
Threats
- Evolving regulatory landscape and data privacy concerns.
- Intensifying competition from existing and new market entrants.
- Cybersecurity threats and data breaches.
- Economic downturns impacting healthcare IT spending.
Competitors and Market Share
Key Competitors
- Cerner Corporation (Oracle Health) (ORCL)
- Epic Systems
- Allscripts (Veradigm Inc.) (VRDM)
- Change Healthcare (now part of Optum)
- Meditech
Competitive Landscape
Consensus Cloud Solutions Inc. faces competition from large, established EHR vendors with integrated interoperability solutions, as well as specialized health information exchanges and cloud service providers. Its advantage lies in its specialized focus and agility, but it must continuously innovate to compete with the scale and resources of larger players.
Growth Trajectory and Initiatives
Historical Growth: Growth in the years preceding the spin-off would reflect the performance of the segment within its parent company. Post-spin-off, growth will be driven by strategic initiatives and market demand.
Future Projections: Analyst estimates for future growth are typically available through financial data providers. These projections often consider market trends, competitive landscape, and the company's strategic plans.
Recent Initiatives: Recent initiatives may include strategic partnerships, product enhancements, and efforts to expand market reach. The company's focus on interoperability solutions and cloud services is expected to drive future expansion.
Summary
Consensus Cloud Solutions Inc. is a focused player in the growing healthcare interoperability and cloud services market. Its strengths lie in its specialized expertise and compliance focus. However, it faces intense competition from larger incumbents and must leverage its agility and strategic partnerships to drive growth. Staying ahead of evolving regulations and cybersecurity threats will be critical for its long-term success.
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Sources and Disclaimers
Data Sources:
- Company investor relations website
- SEC filings (10-K, 10-Q)
- Industry research reports
- Financial news and analysis websites
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is estimated and may vary depending on the source and methodology used.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Consensus Cloud Solutions Inc
Exchange NASDAQ | Headquaters 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 518 | Website https://www.consensus.com |
Full time employees 518 | Website https://www.consensus.com | ||
Consensus Cloud Solutions, Inc., together with its subsidiaries, provides information delivery services with a software-as-a-service platform worldwide. The company offers eFax Corporate, a digital cloud fax technology; ECFax for use by public sector customers with extremely high security demands; Unite, a single platform that allows the user to choose between various protocols to send and receive healthcare information and can integrate into an existing electronic health record system or stand-alone if no electronic health record (HER) is present. It also offers jSign, an electronic and digital signature solution; Conductor, an interface engine and interoperability platform that provides integration technology; Clarity that transforms unstructured documents into structured actionable data; and eFax, an online faxing solution, as well as other products under the MyFax, MetroFax, Sfax, and SRfax brands. The company serves healthcare, government, financial services, law, and education sectors. Consensus Cloud Solutions, Inc. was incorporated in 2021 and is headquartered in Los Angeles, California.

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