Added to YB: 2025-08-07
Pitch date: 2025-08-06
CCSI [bullish]
Consensus Cloud Solutions, Inc.
+81.75%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$698.0M
Pitch Price
$20.44
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.84
P/E
8.29
EV/Sales
3.35
Sector
Software
Category
value
Consensus Cloud Solutions, Inc. - $CCSI
CCSI: Cloud healthcare data transfer biz trading at just 5.5x EBITDA despite 45% margins & 80% gross profit. Corporate segment (healthcare/enterprise) growing 5.6% YoY w/ 101% NDR. SoHo segment intentionally declining. Bridge between legacy fax & modern APIs. Market wrongly pricing in margin collapse & revenue decline despite $120M FCF. Risks: Epic/FHIR competition, slow API adoption, fax bans.
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