Consensus Cloud Solutions, Inc. (CCSI) Stock

Consensus Cloud Solutions, Inc. (CCSI) is a Technology stock trading at $38.77 (as of 2026-08-21), with a market capitalization of $710.55M and a trailing P/E of 7.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

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.

Understand Consensus Cloud Solutions, Inc.: how it makes money

Consensus Cloud Solutions provides information delivery services through a SaaS platform, including online faxing (eFax and related brands), digital cloud-fax for corporate use, electronic and digital signature solutions (jsign), and a healthcare information exchange platform (Unite).

The profit engine is recurring SaaS revenue sustained by customer retention and expansion, evidenced by Net Revenue Retention of 102%, alongside monthly churn rates and upgrades from SOHO to Corporate customers.

Revenue by segment (latest quarter)
Corporate$0.1B
SOHO$0.0B

Business quality (Exceptional): Strong profitability in the latest quarter (gross margin 80.9%, operating margin 42.7%) with retention above 100% (Net Revenue Retention 102%), but customer base trends show SOHO counts decreasing and some cancellations tied to geo compliance in Japan.

Valuation: Trades at 8× trailing earnings · $1B market cap.

Bull case

  • Retention strength: Net Revenue Retention is 102%, indicating customers, on average, are not shrinking faster than revenue.
  • High profitability: The latest quarter shows gross margin of 80.9% and operating margin of 42.7%, consistent with a scalable software services model.
  • Cross-segment expansion: There are upgrades from SOHO to Corporate customers (1500), which can support mix and growth.

Bear case

  • Customer base pressure in SOHO: SOHO counts decreased by 72,000, and SOHO Monthly Cancellation and Churn Rate is 3.5%.
  • Regulatory-driven cancellations: SOHO Accounts Cancelled Due to Geo-Compliance Regulation in Japan total 3,500.
  • Churn risk in Corporate: Corporate Monthly Customer Churn Rate is 2.61%, which can erode the base if retention weakens.
Valuation — source: SEC EDGAR (first-party)
Price$38.77
Market Cap$710.55M
P/E Ratio7.5
EV / EBITDA6.9
Price / Book17.09
Price / Sales2.00
FCF Yield16.3%
DCF Value (model)$91.85
DCF Upside vs Price136.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$349.70M
Net Margin24.2%
Revenue Growth (YoY)4.1%
EPS Growth (YoY)39.3%
FCF Growth (YoY)25.1%
Financial Health — source: SEC EDGAR
Altman Z-Score2.04 (grey)
Piotroski F-Score6/9 (moderate)
Valuation vs Sector & Industry
Stock P/E7.5
Sector P/E (Technology)34.0
Industry P/E (Business Services)30.2
vs Sector-77.9%
vs Industry-75.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderJupiter Topco LLC ($94.99M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryBusiness Services
CEOR. Scott Turicchi
Employees518
CountryUS
IPO Date2021-09-30

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CCSI earnings history · CCSI institutional & insider holders · CCSI KPIs & operating metrics · CCSI financials · CCSI investor presentations & press releases · CCSI SEC filings · CCSI peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-21.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.