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Consensus Cloud Solutions, Inc. (CCSI) is a global leader in digital cloud faxing and secure document exchange, primarily serving the healthcare, legal, and financial sectors.
Investment Thesis
Consensus is a classic 'hidden' cash flow story. Spun off from Ziff Davis, the company owns eFax—the dominant player in the digital fax market. While faxing sounds like a legacy technology, it remains legally required and deeply embedded in healthcare and legal workflows due to security and HIPAA compliance. Consensus is leveraging this massive, highly profitable installed base to upsell more advanced cloud-based secure document solutions. It is essentially a high-margin SaaS business with an incredibly sticky, slow-to-churn customer base that the market treats as a dying business.
Key Growth Drivers
Healthcare Workflow Moat
The healthcare industry still relies on fax for secure medical record exchange; CCSI's eFax is the 'de facto' standard, ensuring highly resilient revenue.
Massive Free Cash Flow
With very low CapEx requirements, CCSI generates significant free cash flow, which management is using to pay down debt and aggressively buy back stock.
Upsell Optionality
The company is successfully launching new AI-driven document management tools that turn static faxes into structured, actionable data for hospitals.
Valuation & Financial Modeling
CCSI trades at a low single-digit multiple of its free cash flow. This is a valuation typically reserved for companies in rapid decline, yet CCSI has stable-to-growing revenue and elite margins. This represents a severe market mispricing of a high-quality cash cow.
Risk Factors & Bear Case
The primary long-term risk is the eventual transition of the U.S. healthcare system to standardized Electronic Health Records (EHR) that bypass faxing. However, this transition has proven to be incredibly slow and difficult.
Conclusion
Consensus Cloud Solutions is a premier value stock. It offers a defensive, high-margin revenue base and significant capital return at an absurdly low price. Rated 'Strong Buy'.
Upcoming Catalysts
No upcoming catalysts identified.
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Relative valuation derived from Technology sector median benchmarks. Model weights: EV/EBITDA (40%), P/B (35%), P/S (25%). Multiples adjusted for extreme outliers and non-recurring volatility.
Auditing capital efficiency...
Quality Profile Audit
Score: 50GRADE C+
Composite assessment of profitability, capital efficiency, and financial strength. Top-tier entities demonstrate sustainable cash flow generation.
Return on Equity
Profit generated per dollar of shareholder equity
618.2%
Sector: -1.4%
Dividend Analysis audit
No Dividend
This company does not currently pay a dividend.
Analyst Projections
Analyst Consensus
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Based on our 6-factor quantitative model, Consensus Cloud Solutions, Inc. (CCSI) receives a "Hold" rating with a composite score of 48.0/100, ranked #1927 out of 4446 stocks. Key factor scores: Quality 50/100, Value 78/100, Momentum 49/100. This is quantitative analysis only — not investment advice.
Consensus Cloud Solutions, Inc. (CCSI) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does Consensus Cloud Solutions, Inc. Do?
Consensus Cloud Solutions, Inc., together with its subsidiaries, provides information delivery services with a software-as-a-service platform worldwide. Its products and solutions include eFax, an online faxing solution, as well as MyFax, MetroFax, Sfax, SRfax, and other brands; eFax Corporate, a digital cloud-fax technology; jsign, which provides electronic and digital signature solutions; Unite, a single platform that allows the user to choose between several protocols to send and receive healthcare information in an environment that can integrate into an existing electronic health record (EHR) system or stand-alone if no EHR is present; Signal, a solution that integrates with a hospital's EHR system and uses rules-based triggering logic to automatically send admit, discharge, and transfer notifications using cloud fax and direct secure messaging technology; and Clarity that transforms unstructured documents into structured actionable data. It serves healthcare, education, law, and financial services industries. Consensus Cloud Solutions, Inc. was incorporated in 2021 and is headquartered in Los Angeles, California. Consensus Cloud Solutions, Inc. (CCSI) is classified as a small-cap stock in the Technology sector, specifically within the Computer Software industry. The company is led by CEO R. Scott Turicchi and employs approximately 460 people. With a market capitalization of $447M, CCSI is one of the notable companies in the Technology sector.
Consensus Cloud Solutions, Inc. (CCSI) Stock Rating — Hold (April 2026)
As of April 2026, Consensus Cloud Solutions, Inc. receives a Hold rating with a composite score of 48.0/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.CCSI ranks #1,927 out of 4,446 stocks in our coverage universe. Within the Technology sector, Consensus Cloud Solutions, Inc. ranks #214 of 584 stocks, placing it in the upper half of its Technology peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
CCSI Stock Price and 52-Week Range
Consensus Cloud Solutions, Inc. (CCSI) currently trades at $23.90. The stock lost $1.03 (4.1%) in the most recent trading session. The 52-week high for CCSI is $31.66, which means the stock is currently trading -24.5% from its annual peak. The 52-week low is $17.84, putting the stock 34.0% above its annual trough. Recent trading volume was 94K shares, suggesting relatively thin trading activity.
Is CCSI Overvalued or Undervalued? — Valuation Analysis
Consensus Cloud Solutions, Inc. (CCSI) carries a value factor score of 78/100 in the Blank Capital model, suggesting the stock trades at a meaningful discount to its fundamental earning power. The trailing price-to-earnings ratio is 5.46x, compared to the Technology sector average of 45.27x — a discount of 88%. The price-to-book ratio stands at 33.73x, versus the sector average of 3.16x. The price-to-sales ratio is 1.33x, compared to 1.06x for the average Technology stock. On an enterprise value basis, CCSI trades at 6.69x EV/EBITDA, versus 12.79x for the sector. The EV/EBIT multiple is 7.24x.
Based on these multiples, Consensus Cloud Solutions, Inc. appears attractively valued relative to both its sector peers and the broader market. Value-oriented investors may find the current entry point compelling, particularly if the company's fundamental quality metrics also score well.
Consensus Cloud Solutions, Inc. Profitability — ROE, Margins, and Quality Score
Consensus Cloud Solutions, Inc. (CCSI) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 618.2%, compared to the Technology sector average of -1.4%, which demonstrates strong shareholder value creation. Return on assets (ROA) comes in at 12.8% versus the sector average of -1.0%.
On a margin basis, Consensus Cloud Solutions, Inc. reports gross margins of 79.8%, compared to 50.9% for the sector. The operating margin is 43.6% (sector: -0.5%). Net profit margin stands at 24.3%, versus -1.5% for the average Technology stock. Revenue growth is running at 0.3% on a trailing basis, compared to 14.2% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
CCSI Debt, Balance Sheet, and Financial Health
Consensus Cloud Solutions, Inc. has a debt-to-equity ratio of 4054.0%, compared to the Technology sector average of 43.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 1.79x, suggesting adequate working capital coverage. Total debt on the balance sheet is $558M. Cash and equivalents stand at $98M.
CCSI has a beta of 1.16, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for Consensus Cloud Solutions, Inc. is 50/100, reflecting average volatility within the normal range for its sector.
Consensus Cloud Solutions, Inc. Revenue and Earnings History — Quarterly Trend
In TTM 2026, Consensus Cloud Solutions, Inc. reported revenue of $350M and earnings per share (EPS) of $4.39. Net income for the quarter was $85M. Gross margin was 79.8%. Operating income came in at $153M.
In FY 2025, Consensus Cloud Solutions, Inc. reported revenue of $350M and earnings per share (EPS) of $4.39. Net income for the quarter was $85M. Gross margin was 79.8%. Revenue grew -0.2% year-over-year compared to FY 2024. Operating income came in at $150M.
In Q3 2025, Consensus Cloud Solutions, Inc. reported revenue of $88M and earnings per share (EPS) of $1.16. Net income for the quarter was $22M. Gross margin was 80.0%. Revenue grew 0.0% year-over-year compared to Q3 2024. Operating income came in at $38M.
In Q2 2025, Consensus Cloud Solutions, Inc. reported revenue of $88M and earnings per share (EPS) of $1.07. Net income for the quarter was $21M. Gross margin was 79.9%. Revenue grew 0.3% year-over-year compared to Q2 2024. Operating income came in at $39M.
Over the past 8 quarters, Consensus Cloud Solutions, Inc. has demonstrated a growth trajectory, with revenue expanding from $88M to $350M. Investors analyzing CCSI stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
CCSI Dividend Yield and Income Analysis
Consensus Cloud Solutions, Inc. (CCSI) does not currently pay a dividend. This is common among smaller companies in the Computer Software industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Technology dividend stocks may want to explore other Technology stocks or use the stock screener to filter by dividend yield.
CCSI Momentum and Technical Analysis Profile
Consensus Cloud Solutions, Inc. (CCSI) has a momentum factor score of 49/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 33/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 8/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
CCSI vs Competitors — Technology Sector Ranking and Peer Comparison
Within the Technology sector, Consensus Cloud Solutions, Inc. (CCSI) ranks #214 out of 584 stocks based on the Blank Capital composite score. This places CCSI in the upper half of all Technology stocks in our coverage universe. Key competitors and sector peers include IHS Holding Ltd (IHS) with a score of 55.0/100, VERISIGN INC/CA (VRSN) with a score of 56.0/100, ESCO TECHNOLOGIES INC (ESE) with a score of 51.7/100, CareCloud, Inc. (CCLD) with a score of 46.9/100, and MMTec, Inc. (MTC) with a score of 47.4/100.
Comparing CCSI against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full CCSI vs S&P 500 (SPY) comparison to assess how Consensus Cloud Solutions, Inc. stacks up against the broader market across all factor dimensions.
CCSI Next Earnings Date
No upcoming earnings date has been announced for Consensus Cloud Solutions, Inc. (CCSI) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy CCSI? — Investment Thesis Summary
Consensus Cloud Solutions, Inc. presents a balanced picture with arguments on both sides. The value score of 78/100 suggests attractive pricing relative to fundamentals.
In summary, Consensus Cloud Solutions, Inc. (CCSI) earns a Hold rating with a composite score of 48.0/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on CCSI stock.
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Execution Benchmarks audit
Revenue Growth
YOY expansion rate
0.3%
Sector: 14.2%
-98% VS SCTR
Gross Margin
Core pricing power
79.8%
Sector: 50.9%
+57% VS SCTR
Operating Margin
Operating efficiency
43.6%
Sector: -0.5%
-9051% VS SCTR
Net Margin
Bottom-line conversion
24.3%
Sector: -1.5%
-1713% VS SCTR
Return on Equity
Equity capital efficiency
618.2%
Sector: -1.4%
-43031% VS SCTR
Return on Assets
Asset base utilization
12.8%
Sector: -1.0%
-1436% VS SCTR
Debt/Equity
Financial leverage load
4054.0%
Sector: 43.0%
-9328% VS SCTR
+967%
Price / Sales
1.3x
+25%
Consensus Cloud Solutions, Inc. exhibits a 214% valuation premium relative to institutional benchmarks. This represents a potential valuation overextension based on current multiples.
Return on Assets
Efficiency of asset utilization
12.8%
Sector: -1.0%
Gross Margin
Pricing power and cost efficiency
79.8%
Sector: 50.9%
Operating Margin
Core business profitability
43.6%
Sector: -0.5%
Net Margin
Bottom-line profitability
24.3%
Sector: -1.5%
Factor Methodology
The Quality factor evaluates the persistence and magnitude of cash flows. Companies with scores >70 exhibit superior competitive moats and financial resilience through economic cycles.