Added to YB: 2024-12-26
Pitch date: 2024-12-23
CCSI [bullish]
Consensus Cloud Solutions, Inc.
+17.93%
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 worldwide.
Market Cap
$515.4M
Pitch Price
$23.76
Price Target
47.20 (+77%)
Dividend
N/A
EV/EBITDA
6.15
P/E
6.54
EV/Sales
3.00
Sector
Software
Category
value
Consensus Cloud Solutions: Undervalued Cash Cow
CCSI: Undervalued SaaS co. at 5.2x P/E, 24% FCF yield. Corporate segment (60% rev) growing 9% CAGR, offsetting SoHo decline. High margins (80% gross, 50% EBITDA), negative WC. Deleveraging from 2.9x to 2.0x by 2026. Risks: debt, disruption, regulation. 70-100% upside potential via re-rating, growth, buybacks.
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