Added to YB: 2024-04-08
Pitch date: 2024-04-08
CCSI [bullish]
Consensus Cloud Solutions, Inc.
+77.14%
current return
Author Info
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Company Info
Consensus Cloud Solutions, Inc., together with its subsidiaries, provides information delivery services with a software-as-a-service platform worldwide.
Market Cap
$379.8M
Pitch Price
$13.87
Price Target
30.00 (+22%)
Dividend
N/A
EV/EBITDA
5.65
P/E
4.19
EV/Sales
2.79
Sector
Software
Category
value
Quick Value #212 - Consensus Cloud Solutions (CCSI)
CCSI: Legacy eFax biz at 3.5x earnings, stable FCF. Corp growing, consumer declining. Trades below net debt despite $100M buyback + retiring bonds at 85-95¢. Sum-of-parts $30+/sh but 3.5x leverage concerning if growth slows. Cheap but catalyst needed.
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