Added to YB: 2025-11-27
Pitch date: 2025-11-25
CCSI [neutral]
Consensus Cloud Solutions, Inc.
+75.65%
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
$21.60
Price Target
55.00 (+45%)
Dividend
N/A
EV/EBITDA
6.84
P/E
8.29
EV/Sales
3.35
Sector
Software
Category
value
Earnings Update! - Consensus Cloud Solutions, Inc.
CCSI (earnings): Corporate segment growing w/ 102% net retention; $44.4M FCF/quarter on $474M market cap = absurdly cheap cash generator. Mgmt near debt paydown goal, likely shifting to buybacks. SOHO decline expected but not core thesis. SBC at 18% FCF but shares outstanding decreasing. Target $50-55 exit.
Read full article (2 min)