Consensus Cloud Solutions Inc. Common Stock (CCSI)

FairStock Score: 73/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

Consensus Cloud Solutions is a niche software infrastructure business: eFax Corporate, ECFax and eFax Unite help healthcare and public-sector customers send and receive sensitive information. That compliance-heavy workflow gives it some switching costs, a modest moat, but not a wide one. The financials are mixed. In fiscal Q2 2026, the quarter ended 2026-06-30, filed figures show revenue of $91.4M, net income of $27.4M, and diluted EPS of $1.43, up from revenue of $87.7M, net income of $20.8M, and diluted EPS of $1.07 in fiscal Q2 2025, the quarter ended 2025-06-30. The latest quarter's net margin was 29.96%, and trailing free cash flow was $115.7M, a 16.8% FCF yield on the $687.6M market cap. FairStock's Piotroski score is 8/9, a strong recent accounting signal. But the longer record is not as bright. FairStock labels it a slow grower that is shrinking: profit down -11.2% a year over five years and revenue up only 1.1%. Filed annual figures show fiscal year 2025 revenue of $349.7M versus $350.4M in fiscal year 2024 and $362.6M in fiscal year 2023. Valuation is the crux. At the 2026-10-13 close of $37.52, FairStock calculates a P/E of 7.61, EV/EBITDA of 6.47, PEG of 0.24, and FCF yield of 16.8%. Those look cheap if cash flow holds. Yet the Graham Number is $15.87, so the price is far above that asset-based yardstick; P/B is 16.53; D/E is 13.62; and Altman Z is 1.15, warning of financial stress. FairStock's ROE is 1254.76%, but that reflects a tiny equity base, not a clean economic moat. I see a cash-generative but leveraged and slowly declining franchise, priced as if stabilization can continue. The bet is not on growth but on durable cash flow.

In plain English: Consensus Cloud Solutions sells cloud fax and secure information delivery software, mostly for healthcare and government users. The business is profitable and produces a lot of cash, but sales have grown slowly and it carries heavy debt relative to its equity. At the 2026-10-13 close of $37.52, the price looks inexpensive compared with recent profits and cash flow, though the long-term record is uneven.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer