Consensus Cloud Solutions, Inc. (CCSI) Stock Price & Analysis
Consensus Cloud Solutions, Inc. (CCSI) closed at USD 37.27 on Wednesday, October 28, 2026, up 0.62% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 37.04; the Oct 28, 2026 session ranged USD 36.61–37.57 on volume of 96,814 shares. Market capitalization is $682.97M, with a 52-week range of USD 20.2–41.4 (NMS). Source: Nexqual, retrieved October 29, 2026 at 06:49 UTC.
Also available as compact Markdown for AI agents: nexqual.com/CCSI.md
Key facts (CCSI)
- Last four reported quarters (through Jun 30, 2026): revenue $355M, net income $94.7M (26.7% margin), free cash flow $116M (SEC filings).
- Valuation: P/E 7.2x (avg 5.6x at the last 3 fiscal year-ends), EV/EBITDA 6.8x, net debt $456M.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $341K; 2 not under a Rule 10b5-1 plan ($341K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (4 analysts), mean target USD 42.25 (range 35–50).
- Total return with dividends: 1Y +39.8% vs S&P 500 +13.6%; 5Y -41.1% vs S&P 500 +79.8%.
- Next earnings: 2026-11-05, EPS estimate USD 1.41, revenue estimate $90.6M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CCSI)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $353M | $362M | $363M | $350M | $350M | $355M |
| Gross profit | $295M | $300M | $294M | $281M | $279M | — |
| Operating income | $175M | $152M | $147M | $149M | $150M | $148M |
| Net income | $109M | $72.7M | $77.3M | $89.4M | $84.5M | $94.7M |
| EPS (diluted) | $5.44 | $3.64 | $3.94 | $4.62 | $4.35 | — |
| Free cash flow | $201M | $53.1M | $77.7M | $88.3M | $106M | $116M |
| Gross margin | 83.6% | 82.9% | 81.2% | 80.1% | 79.8% | — |
| Operating margin | 49.7% | 41.9% | 40.6% | 42.6% | 43.0% | 41.8% |
| Net margin | 30.9% | 20.1% | 21.3% | 25.5% | 24.2% | 26.7% |
| Revenue growth | +6.5% | +2.8% | +0.0% | -3.4% | -0.2% | — |
| Cash + short-term investments | $66.8M | $94.2M | $88.7M | $33.5M | $74.7M | — |
| Total debt | $792M | $794M | $734M | $593M | $558M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (CCSI)
P/E 7.2x · P/S 1.9x · EV/EBITDA 6.8x · EV/Sales 3.2x · P/FCF 5.9x · P/B 16.4x · FCF yield 16.94% · Earnings yield 13.86% · Buyback yield (TTM) 5.49% · Net debt $456M · EV $1.14B
P/E at fiscal year-ends: Dec 2025 5.0x, Dec 2024 5.2x, Dec 2023 6.6x.
Insider sales (SEC Form 4, open-market, last ~7 months) (CCSI)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-12 | Sullivan Jeffrey Alan | Chief Technology Officer | 5,400 | $204K | 4.5% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-02 | Healy Elaine | Director | 4,000 | $137K | 12.6% | No | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (CCSI)
Consensus Buy (mean 2.00 on a 1–5 scale), 4 analysts; mean target USD 42.25 (low 35, high 50).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-23 | Freedom Capital Markets | Maintained | Buy | $44 |
| 2026-09-25 | BTIG | Reiterated | Buy | $50 |
| 2026-08-10 | Oppenheimer | Target raised | Outperform | $35 → $40 |
| 2026-08-10 | BTIG | Target raised | Buy | $45 → $50 |
| 2026-07-24 | BTIG | Target raised | Buy | $40 → $45 |
Total return (dividends reinvested) (CCSI)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +39.8% | -41.1% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | +39.9% | -10.0% |
| Volatility (annualized) | 53.4% | 56.2% |
| Max drawdown | -31.9% (Nov 2025→Nov 2025) | -81.2% (Nov 2021→Apr 2024) |
CCSI earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $1.49 | $1.48 | Beat +0.7% | — |
| — | Quarter ended Mar 31, 2026 | $1.52 | $1.39 | Beat +9.4% | — |
| — | Quarter ended Dec 31, 2025 | $1.41 | $1.30 | Beat +8.5% | — |
| — | Quarter ended Sep 30, 2025 | $1.38 | $1.36 | Beat +1.5% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
CCSI recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Oct 5, 2026 | 8-K | Entered a material agreement; New debt or off-balance-sheet obligation “On September 30, 2026, Consensus Cloud Solutions, Inc. (the "Company") entered into an Amended and Restated Credit Agreement (the "Credit Agreement") with certain lenders party thereto (the "Lenders") and U.S. Bank National Association, as agent (the "Agent"), which such Credit Agreement amends and restates the Company's existing Credit Agreement (the "Existing Credit Agreement"), dated as of July 9, 2025, by and among the Company, the lenders party thereto, and U.S. Bank National Association, as agent. Pursuant…” |
| Aug 7, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 6, 2026 | 8-K | Quarterly results |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
CCSI revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Corporate | $60.5M | 66.2% | +9.3% |
| Small office home office (“SoHo”) | $30.9M | 33.8% | -4.7% |
| Total revenue | $91.4M | 100% | — |
CCSI revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $71.8M | 78.6% | +4.6% |
| Foreign countries | $19.6M | 21.4% | +2.5% |
| — Canada (part of Foreign countries) | $14.8M | 16.2% | +5.0% |
| — Ireland (part of Foreign countries) | $2.6M | 2.8% | -7.8% |
| — All other countries (part of Foreign countries) | $2.2M | 2.4% | -0.6% |
| Total revenue | $91.4M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
CCSI suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | ZIFF DAVIS, INC. (ZD) | “In connection with the separation, we entered into several agreements with Ziff Davis, including among others, a separation agreement, a tax matters agreement, an employee matters agreement, an intellectual property license agreement and a stockholder and registration rights agreement with respect to Ziff Davis' continuing ownership of Consensus common stock.” |
Quoted from the company's 10-K filed Feb 13, 2026.
CCSI analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.41 | $1.48 | -4.6% | $90.6M | 3 |
| Next quarter (ends Dec 2026) | $1.46 | $1.44 | +1.4% | $90.1M | 3 |
| Current fiscal year (ends Dec 2026) | $5.85 | $5.86 | -0.0% | $360.2M | 4 |
| Next fiscal year (ends Dec 2027) | $6.13 | $6.03 | +1.7% | $373.4M | 4 |
Key Statistics (as of October 29, 2026 at 06:49 UTC)
| Price | USD 37.27 |
|---|---|
| Change | ▲ 0.62% (up) |
| Previous Close | USD 37.04 |
| Open | USD 37.37 |
| Day Range | USD 36.61 – 37.57 |
| 52-Week Range | USD 20.2 – 41.4 |
| Volume | 96,814 shares |
| Market Cap | $682.97M |
| Exchange | NMS |
Technical Analysis (CCSI)
Nexqual's technical model rates CCSI "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 29, 2026 at 06:49 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 53.85 (neutral) |
| vs SMA50 | Above (USD 36.53) |
| MACD | 0.25 (positive) |
Analyst Ratings (CCSI)
Wall Street analysts rate CCSI "Buy" based on 4 analysts, with a mean price target of USD 42.25 (range USD 35–50), per Nexqual as of October 29, 2026 at 06:49 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 4 |
| Mean Target | USD 42.25 |
| High Target | USD 50 |
| Low Target | USD 35 |
| Buy / Hold / Sell | 4 / 0 / 0 |
Earnings (CCSI)
| Next Earnings Date | 2026-11-05 |
|---|---|
| EPS Estimate | USD 1.41 |
| Revenue Estimate | $90.61M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.49 vs est 1.48 ▲ beat |
| 2026-03-31 | USD 1.52 vs est 1.39 ▲ beat |
| 2025-12-31 | USD 1.41 vs est 1.3 ▲ beat |
| 2025-09-30 | USD 1.38 vs est 1.36 ▲ beat |
Source: Nexqual, October 29, 2026 at 06:49 UTC.
Financials & Fundamentals (CCSI)
| Total Revenue | $354.66M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +4.20% |
| Gross Margin | +80.23% |
| Operating Margin | +40.31% |
| Profit Margin | +26.69% |
| ROE | +1254.76% |
| Debt / Equity | 13.62 |
| Current Ratio | 1.9 |
| Total Cash | $98.90M |
| Total Debt | $565.94M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $115.67M (32.6% of revenue) |
Source: Nexqual, October 29, 2026 at 06:49 UTC.
Financial Health Score (CCSI)
Nexqual rates Consensus Cloud Solutions, Inc.'s overall financial health "Solid" across five dimensions, as of October 29, 2026 at 06:49 UTC.
| Growth | Weak — Revenue -0% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 80%, operating 42% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Critical — $99M cash and investments vs $555M debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $116M (last 4 quarters to Jun 2026, SEC), 33% margin |
| Efficiency | Strong — ROE not meaningful (equity is 6.0% of assets); ROA 13.6% (last 4 quarters, SEC) |
Ownership (CCSI)
| Insider Ownership | +4.65% |
|---|---|
| Institutional Ownership | +102.61% |
| Shares Outstanding | 18.32M |
| Float | 15.72M |
| Short % of Float | +9.03% |
Source: Nexqual, October 29, 2026 at 06:49 UTC.
Leadership (CCSI)
Consensus Cloud Solutions, Inc. is led by R. Scott Turicchi, CEO & Director, per Nexqual as of October 29, 2026 at 06:49 UTC.
| CEO & Director | R. Scott Turicchi |
|---|---|
| Chief Revenue Officer & Executive VP of Operations | Johnny Hecker |
| Chief Technology Officer | Jeffrey Alan Sullivan |
| Chief Financial Officer | Adam Varon |
Major Backers & Investors (CCSI)
Notable institutional backers of Consensus Cloud Solutions, Inc. include Jupiter Topco LLC, JANUS INVESTMENT FUND-Janus Henderson Triton Fund, Heron Bay Capital Management, according to Nexqual as of October 29, 2026 at 06:49 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Jupiter Topco LLC | 13.59% |
| JANUS INVESTMENT FUND-Janus Henderson Triton Fund | 10.46% |
| Heron Bay Capital Management | 10.02% |
| Gates Capital Management, Inc. | 8.97% |
| LSV Asset Management | 4.55% |
| New South Capital Management Inc | 3.43% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 7.88% |
| BlackRock | 7.53% |
| Geode Capital | 2.6% |
| State Street | 2.49% |
Source: Nexqual, October 29, 2026 at 06:49 UTC.
From Consensus Cloud Solutions, Inc.'s Latest SEC 10-K Filing (filed 2026-02-13)
Key Strengths & Strategy (as disclosed to the SEC)
- Our top 10 customers represent approximately $33 million or 9% of total revenues.
- Our Corporate business has grown from $170 million of revenue in 2021 to approximately $223 million of revenue in 2025, representing a 7% compound annual growth rate.
- We believe that our key strengths and competitive advantages include: Differentiated Product Offering Based on Scalable SaaS Platform.
- We also enter into confidentiality and intellectual property assignment agreements with employees and contractors, and nondisclosure agreements with parties with whom we conduct business in order to limit access to and disclosure of our proprietary information.
Legal & Regulatory Risks (Item 1A, quoted)
- Changes in regulations relating to health information communication protocols could affect our business.
- Our services may become subject to burdensome regulation, which could increase our costs or restrict our service offerings.
- Changes in our tax rates, changes in tax treatment of companies engaged in e-commerce, the adoption of new U.S. or international tax legislation, or exposure to additional tax liabilities may adversely impact our financial results.
- We are subject to a variety of new and existing laws and regulations which could subject us to claims, judgments, monetary liabilities, and other remedies, and to limitations on our business practices.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DLO | DLocal Limited | USD 13.77 | ▼ 1.99% |
| BLSH | Bullish | USD 28.73 | ▼ 0.73% |
| CORZ | Core Scientific, Inc. | USD 15 | ▲ 5.15% |
| RELY | Remitly Global, Inc. | USD 24.27 | ▲ 0.25% |
| TENB | Tenable Holdings, Inc. | USD 48.72 | ▲ 0.14% |
| BB | BlackBerry Limited | USD 9.4 | ▼ 1.57% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 06:49 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt