Reported Earnings • May 11
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: US$1.32 (up from US$1.08 in 1Q 2025). Revenue: US$88.5m (up 1.5% from 1Q 2025). Net income: US$24.7m (up 17% from 1Q 2025). Profit margin: 28% (up from 24% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 9.6%. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Annuncio • Apr 27
Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 10, 2026 Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 10, 2026. Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$27.57, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Software industry in the US. Total loss to shareholders of 30% over the past three years. Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$25.33, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 17x in the Software industry in the US. Total loss to shareholders of 20% over the past three years. Annuncio • Feb 12
eFax Tackling Healthcare's 'Dark Data' Problem with Ai-Powered Solutions At Vive 2026 eFax by Consensus Cloud Solutions, Inc. announced its presence at ViVE 2026 (Booth #1918). As healthcare organizations rush to adopt AI, many are finding progress stalled by "dark data" - valuable clinical information trapped in unstructured faxes, scans, PDFs, and handwriting. The efficacy of healthcare AI depends entirely on high-quality, structured data. eFax provides the foundational technology to move organizations through three critical stages of digital transformation: Migration: Moving paper-based fax processes to a secure, HITRUST r2 certified, fully cloud-based environment. Digitization: Utilizing proprietary AI to unlock unstructured data from scans, handwriting, PDFs and faxes, turning static images into searchable, digital assets. Intelligent Workflow Automation: Transforming extracted data and accelerating critical workflows prone to bottlenecks; patient intake, referrals, orders and prior authorizations. Visitors can experience live demos of the eFax®? advanced solution portfolio: eFax®? Clarity: AI-powered intelligent document processing (IDP) designed specifically for complex healthcare workflows: Referrals, Orders, Prior Authorization, Indexing, ECFax®? (powered byeFax®? for government): The FedRAMP®? IL High authorized cloud faxing solution enabling the public sector's "Cloud Smart" strategies. eFax Corporate®?: Scalable, high-security cloud faxing for healthcare organizations of all sizes. Reported Earnings • Feb 10
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: US$4.39 (down from US$4.64 in FY 2024). Revenue: US$349.7m (flat on FY 2024). Net income: US$84.5m (down 5.5% from FY 2024). Profit margin: 24% (down from 26% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.2%. Revenue is forecast to grow 1.1% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. Annuncio • Feb 10
Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Fiscal Year 2026 Consensus Cloud Solutions, Inc. provided earnings guidance for the first quarter of 2026 and fiscal year 2026 . For the quarter, the company expects revenue to be in range of $85.4 million to $89.4 million with $87.4 million at midpoint.
For the year, the company expects revenue to be in range of $350.0 million to $364.0 million with $357.0 million at midpoint. Recent Insider Transactions Derivative • Dec 11
Key Executive exercised options and sold US$180k worth of stock On the 7th of December, Johnny Hecker exercised options to acquire 8k shares at no cost and sold these for an average price of US$22.41 per share. This trade did not impact their existing holding. Since June 2025, Johnny's direct individual holding has increased from 61.80k shares to 66.00k. Company insiders have collectively sold US$531k more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Nov 21
Price target increased by 7.4% to US$32.40 Up from US$30.17, the current price target is an average from 5 analysts. New target price is 55% above last closing price of US$20.96. Stock is down 14% over the past year. The company is forecast to post earnings per share of US$4.69 for next year compared to US$4.64 last year. Valuation Update With 7 Day Price Move • Nov 12
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$24.12, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 11x in the Software industry in the US. Total loss to shareholders of 61% over the past three years. New Risk • Nov 07
New major risk - Revenue and earnings growth Earnings have declined by 8.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.9% per year over the past 5 years. Minor Risks Negative equity (-US$2.6m). Reported Earnings • Nov 06
Third quarter 2025 earnings: Revenues and EPS in line with analyst expectations Third quarter 2025 results: EPS: US$1.16 (up from US$1.09 in 3Q 2024). Revenue: US$87.8m (flat on 3Q 2024). Net income: US$22.1m (up 4.6% from 3Q 2024). Profit margin: 25% (up from 24% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to stay flat during the next 3 years compared to a 15% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Annuncio • Nov 06
Consensus Cloud Solutions, Inc. Provides Financial Guidance for the Fourth Quarter of 2025 Consensus Cloud Solutions, Inc. provided financial guidance for the fourth quarter of 2025. For the period, the company expects revenue to be $84.9 million to $88.9 million. Valuation Update With 7 Day Price Move • Aug 14
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to US$25.65, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Software industry in the US. Total loss to shareholders of 54% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$43.22 per share. Reported Earnings • Aug 08
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2025 results: EPS: US$1.07 (down from US$1.24 in 2Q 2024). Revenue: US$87.7m (flat on 2Q 2024). Net income: US$20.8m (down 13% from 2Q 2024). Profit margin: 24% (down from 27% in 2Q 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to stay flat during the next 3 years compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings. Annuncio • Aug 08
Consensus Cloud Solutions, Inc. Provides Earnings Guidance for Third Quarter and Full Year 2025 Consensus Cloud Solutions, Inc. provides earnings guidance for third quarter and full year 2025. For the year, the company expects Revenue from $343 million to $357 million
For the quarter, the company expects Revenue from $85.9 million to $89.9 million. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$19.83, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 2x in the Software industry in the US. Total loss to shareholders of 60% over the past three years. New Risk • Jul 03
New major risk - Revenue and earnings growth Earnings have declined by 10% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$49m). Earnings have declined by 10% per year over the past 5 years. Minor Risk Reported Earnings • May 09
First quarter 2025 earnings: EPS misses analyst expectations First quarter 2025 results: EPS: US$1.08 (down from US$1.37 in 1Q 2024). Revenue: US$87.1m (down 1.1% from 1Q 2024). Net income: US$21.2m (down 20% from 1Q 2024). Profit margin: 24% (down from 30% in 1Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 21% per year, which means it is significantly lagging earnings. Annuncio • May 08
Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Earnings Guidance for the Full Fiscal Year 2025 Consensus Cloud Solutions, Inc. provided earnings guidance for the second quarter of 2025 and reaffirmed earnings guidance for the full fiscal year 2025. For the quarter, the company expects revenue to be $85 million to $89 million with $87.0 million at midpoint.
For the full fiscal year, the company reaffirmed revenue to be $343 million to $357 million with $350 million at midpoint. Annuncio • Apr 28
Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 11, 2025 Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 11, 2025. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$19.34, the stock trades at a forward P/E ratio of 4x. Average trailing P/E is 29x in the Software industry in the US. Total loss to shareholders of 63% over the past three years. Reported Earnings • Feb 20
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: US$4.64 (up from US$3.94 in FY 2023). Revenue: US$350.4m (down 3.4% from FY 2023). Net income: US$89.4m (up 16% from FY 2023). Profit margin: 26% (up from 21% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to stay flat during the next 3 years compared to a 12% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 22% per year, which means it is performing significantly worse than earnings. Annuncio • Feb 20
Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Fiscal Year 2025 Consensus Cloud Solutions, Inc. provided earnings guidance for the first quarter of 2025 and fiscal year 2025. For the quarter, the company expects revenue to be $85 million to $89 million.
For the year, the company expects revenue to be $343 million to $357 million. Valuation Update With 7 Day Price Move • Jan 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$30.20, the stock trades at a forward P/E ratio of 6x. Average trailing P/E is 43x in the Software industry in the US. Total loss to shareholders of 47% over the past three years. Price Target Changed • Nov 11
Price target increased by 12% to US$25.80 Up from US$23.00, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$25.34. Stock is up 5.9% over the past year. The company is forecast to post earnings per share of US$4.80 for next year compared to US$3.94 last year. Reported Earnings • Nov 08
Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2024 results: EPS: US$1.09 (down from US$1.22 in 3Q 2023). Revenue: US$87.8m (down 3.1% from 3Q 2023). Net income: US$21.1m (down 12% from 3Q 2023). Profit margin: 24% (down from 27% in 3Q 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 26% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to US$26.61, the stock trades at a forward P/E ratio of 5x. Average trailing P/E is 35x in the Software industry in the US. Total loss to shareholders of 59% over the past three years. Board Change • Nov 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Independent Chairman Doug Bech was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Price Target Changed • Aug 21
Price target increased by 8.3% to US$23.83 Up from US$22.00, the current price target is an average from 6 analysts. New target price is 11% above last closing price of US$21.38. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$4.69 for next year compared to US$3.94 last year. Reported Earnings • Aug 09
Second quarter 2024 earnings: EPS exceeds analyst expectations Second quarter 2024 results: EPS: US$1.24 (up from US$1.07 in 2Q 2023). Revenue: US$87.5m (down 5.7% from 2Q 2023). Net income: US$23.9m (up 14% from 2Q 2023). Profit margin: 27% (up from 23% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is expected to decline by 2.8% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%. Annuncio • Aug 09
Consensus Cloud Solutions, Inc. Provides Revenue Guidance for the Third Quarter and Year 2024 Consensus Cloud Solutions, Inc. provided revenue guidance for the third quarter and year 2024. For the quarter, the company expects Revenues to be between $83.5 million- $87.5million. Valuation Update With 7 Day Price Move • Jul 16
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$19.58, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 8x in the Software industry in the US. Total loss to shareholders of 44% over the past year. Valuation Update With 7 Day Price Move • Jun 18
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to US$16.29, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 7x in the Software industry in the US. Total loss to shareholders of 50% over the past year. New Risk • May 10
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (18% operating cash flow to total debt). Negative equity (-US$152m). Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (15% average weekly change). Annuncio • May 10
Consensus Cloud Solutions, Inc. Reaffirms Earnings Guidance for the Year 2024 and Provides Earnings Guidance for the Second Quarter 2024 Consensus Cloud Solutions, Inc. reaffirmed earnings guidance for the year 2024 and provides earnings guidance for the second quarter 2024. For the year, the company expects revenue to be in the range of $338 million to $353 million.For the quarter, the company expects revenue to be in the range of $84.5 million to $88.5 million. Price Target Changed • May 09
Price target decreased by 13% to US$22.00 Down from US$25.40, the current price target is an average from 5 analysts. New target price is 22% above last closing price of US$18.00. Stock is down 46% over the past year. The company is forecast to post earnings per share of US$4.27 for next year compared to US$3.94 last year. Reported Earnings • May 09
First quarter 2024 earnings released: EPS: US$1.37 (vs US$0.78 in 1Q 2023) First quarter 2024 results: EPS: US$1.37 (up from US$0.78 in 1Q 2023). Revenue: US$88.1m (down 3.6% from 1Q 2023). Net income: US$26.4m (up 71% from 1Q 2023). Profit margin: 30% (up from 17% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is expected to decline by 3.3% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 13%. Board Change • Apr 29
High number of new and inexperienced directors There are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Independent Director Stephen Ross is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annuncio • Apr 28
Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 12, 2024 Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 12, 2024, at 08:30 Pacific Standard Time. Agenda: To consider Election of 2 Class III directors named in this proxy statement; Advisory vote to approve the appointment of Deloitte & Touche, LLP as the Company’s independent registered public accounting firm for 2024; To approve, on a non-binding, advisory basis, the compensation of the Company’s named executive officers. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$12.54, the stock trades at a forward P/E ratio of 3x. Average trailing P/E is 41x in the Software industry in the US. Total loss to shareholders of 67% over the past year. Valuation Update With 7 Day Price Move • Mar 29
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to US$15.86, the stock trades at a forward P/E ratio of 4x. Average trailing P/E is 45x in the Software industry in the US. Total loss to shareholders of 53% over the past year. Valuation Update With 7 Day Price Move • Mar 06
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$13.99, the stock trades at a forward P/E ratio of 3x. Average trailing P/E is 43x in the Software industry in the US. Total loss to shareholders of 63% over the past year. Price Target Changed • Feb 23
Price target decreased by 7.8% to US$26.00 Down from US$28.20, the current price target is an average from 5 analysts. New target price is 55% above last closing price of US$16.81. Stock is down 62% over the past year. The company is forecast to post earnings per share of US$4.03 for next year compared to US$3.95 last year. Reported Earnings • Feb 22
Full year 2023 earnings: EPS misses analyst expectations Full year 2023 results: EPS: US$3.95 (up from US$3.65 in FY 2022). Revenue: US$362.6m (flat on FY 2022). Net income: US$77.3m (up 6.5% from FY 2022). Profit margin: 21% (up from 20% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.7%. Revenue is forecast to stay flat during the next 2 years compared to a 12% growth forecast for the Software industry in the US. Annuncio • Feb 22
Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024 Consensus Cloud Solutions, Inc. provided earnings guidance for the first quarter and fiscal year 2024. For the quarter, the company expected revenue to be in the range of $85 million to $89 million, with midpoint of $87 million.For the year, the company expected revenue to be in the range of $338 million to $353 million, with midpoint of $345 million. Valuation Update With 7 Day Price Move • Jan 04
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$22.72, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 50x in the Software industry in the US. Total loss to shareholders of 58% over the past year. New Risk • Dec 05
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (13% operating cash flow to total debt). Negative equity (-US$199m). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change). Valuation Update With 7 Day Price Move • Nov 30
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$18.42, the stock trades at a forward P/E ratio of 4x. Average forward P/E is 46x in the Software industry in the US. Total loss to shareholders of 68% over the past year. Major Estimate Revision • Nov 16
Consensus EPS estimates increase by 11%, revenue downgraded The consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast fell from US$374.2m to US$364.3m. EPS estimate rose from US$3.73 to US$4.13. Net income forecast to grow 6.3% next year vs 15% growth forecast for Software industry in the US. Consensus price target down from US$45.83 to US$32.80. Share price was steady at US$22.33 over the past week. Price Target Changed • Nov 13
Price target decreased by 7.5% to US$42.40 Down from US$45.83, the current price target is an average from 5 analysts. New target price is 77% above last closing price of US$23.92. Stock is down 59% over the past year. The company is forecast to post earnings per share of US$4.17 for next year compared to US$3.65 last year. Reported Earnings • Nov 10
Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Third quarter 2023 results: EPS: US$1.22 (up from US$0.86 in 3Q 2022). Revenue: US$90.6m (down 5.6% from 3Q 2022). Net income: US$24.0m (up 40% from 3Q 2022). Profit margin: 27% (up from 18% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 34%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Valuation Update With 7 Day Price Move • Oct 25
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to US$20.59, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 42x in the Software industry in the US. Total loss to shareholders of 61% over the past year. Valuation Update With 7 Day Price Move • Sep 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$26.58, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 44x in the Software industry in the US. Total loss to shareholders of 44% over the past year. Price Target Changed • Aug 31
Price target decreased by 7.1% to US$45.83 Down from US$49.33, the current price target is an average from 6 analysts. New target price is 43% above last closing price of US$32.13. Stock is down 36% over the past year. The company is forecast to post earnings per share of US$3.73 for next year compared to US$3.65 last year. Reported Earnings • Aug 09
Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2023 results: EPS: US$1.07 (down from US$1.12 in 2Q 2022). Revenue: US$92.8m (flat on 2Q 2022). Net income: US$21.1m (down 5.5% from 2Q 2022). Profit margin: 23% (down from 24% in 2Q 2022). Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. Annuncio • Aug 09
Consensus Cloud Solutions, Inc. Reaffirms Earnings Guidance of 2023 Consensus Cloud Solutions, Inc. reaffirmed Earnings Guidance of 2023. For the period, the company expects Revenue in the Range of Low $370 million Midpoint $380 million High $390 million. Buying Opportunity • Jul 07
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be US$38.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last year. Earnings per share has declined by 30%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 30% in the next 2 years. Recent Insider Transactions • May 14
CFO & Principal Accounting Officer recently bought US$153k worth of stock On the 11th of May, James Malone bought around 5k shares on-market at roughly US$33.98 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was James' only on-market trade for the last 12 months. Price Target Changed • May 13
Price target decreased by 8.1% to US$57.00 Down from US$62.00, the current price target is an average from 6 analysts. New target price is 72% above last closing price of US$33.13. Stock is down 31% over the past year. The company is forecast to post earnings per share of US$3.63 for next year compared to US$3.65 last year. Reported Earnings • May 11
First quarter 2023 earnings: EPS misses analyst expectations First quarter 2023 results: EPS: US$0.78 (down from US$0.94 in 1Q 2022). Revenue: US$91.5m (flat on 1Q 2022). Net income: US$15.5m (down 17% from 1Q 2022). Profit margin: 17% (down from 21% in 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US. 