# Consensus Cloud Solutions, Inc. (CCSI)

> Source: Nexqual · https://nexqual.com/CCSI · data as of 2026-10-28 20:00 UTC · cite as "Nexqual, Consensus Cloud Solutions, Inc. (CCSI), nexqual.com/CCSI" · informational, not investment advice.

**Price:** USD 37.27 (+0.62% on the day) · last close of Oct 28, 2026; US market after hours, not a live price. Prev close 37.04 · day 36.61–37.57 · 52w 20.2–41.4 · market cap $683M · NMS

## Key facts
- 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.
- 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)
| 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)
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.

## Analysts
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)
|  | 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) |

## Peers (Software - Infrastructure)
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%

## More
Full page: https://nexqual.com/CCSI · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in CCSI's own 10-K filed 2026-02-13 (https://www.sec.gov/Archives/edgar/data/1866633/000186663326000004/ccs-20251231.htm):

| 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 lice…" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.41 | $1.48 | -4.6% | $90.6M | 3 |
| Next quarter (ends 2026-12-31) | $1.46 | $1.44 | +1.4% | $90.1M | 3 |
| Current fiscal year (ends 2026-12-31) | $5.85 | $5.86 | -0.0% | $360.2M | 4 |
| Next fiscal year (ends 2027-12-31) | $6.13 | $6.03 | +1.7% | $373.4M | 4 |

## 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).

## Recent SEC filings (last 120 days)
| Filed | Form | What it says | Filing |
|---|---|---|---|
| 2026-10-05 | 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…” | https://www.sec.gov/Archives/edgar/data/1866633/000186663326000019/0001866633-26-000019-index.htm |
| 2026-08-07 | 10-Q | Quarterly report · period ended Jun 30, 2026 | https://www.sec.gov/Archives/edgar/data/1866633/000186663326000017/0001866633-26-000017-index.htm |
| 2026-08-06 | 8-K | Quarterly results | https://www.sec.gov/Archives/edgar/data/1866633/000186663326000015/0001866633-26-000015-index.htm |
Source: SEC EDGAR. Quotes are the opening words of each item as filed.