Consensus Cloud Solutions（CCSI）株式概要
コンセンサス・クラウド・ソリューションズ社は、その子会社とともに、米国、カナダ、アイルランド、および国際的に、SaaS（Software-as-a-Service）プラットフォームによる情報提供サービスを提供している。 詳細
CCSI Community Fair Values
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Analyst Price Targets
Consensus Cloud Solutions, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$28.32 |
| 52週高値 | US$37.30 |
| 52週安値 | US$19.42 |
| ベータ | 1.84 |
| 1ヶ月の変化 | 2.72% |
| 3ヶ月変化 | -1.39% |
| 1年変化 | 23.29% |
| 3年間の変化 | -21.88% |
| 5年間の変化 | n/a |
| IPOからの変化 | -20.52% |
最新ニュース
分析記事 • May 11
Consensus Cloud Solutions, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
The investors in Consensus Cloud Solutions, Inc. 's ( NASDAQ:CCSI ) will be rubbing their hands together with glee...
ナラティブの更新 • May 11
CCSI: Future Leadership And AI Data Tools Will Shape Balanced Outlook
Analysts have raised their price target for Consensus Cloud Solutions from $30.60 to $33.00, citing updated assumptions related to revenue growth, profit margins, and a lower expected future P/E multiple. What's in the News Consensus Cloud Solutions promoted and appointed Adam Varon as Chief Financial Officer, effective April 1, 2026, signaling an upcoming change in financial leadership (Key Developments).Recent updates
分析記事 • May 11
Consensus Cloud Solutions, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
The investors in Consensus Cloud Solutions, Inc. 's ( NASDAQ:CCSI ) will be rubbing their hands together with glee...ナラティブの更新 • May 11
CCSI: Future Leadership And AI Data Tools Will Shape Balanced Outlook
Analysts have raised their price target for Consensus Cloud Solutions from $30.60 to $33.00, citing updated assumptions related to revenue growth, profit margins, and a lower expected future P/E multiple. What's in the News Consensus Cloud Solutions promoted and appointed Adam Varon as Chief Financial Officer, effective April 1, 2026, signaling an upcoming change in financial leadership (Key Developments).Seeking Alpha • Feb 27
Consensus Cloud Solutions Aims For Transition, But Revenue Remains Flat
Summary Consensus Cloud Solutions remains a Hold as it transitions from its declining SoHo segment to focus on corporate, federal, and AI-driven healthcare interoperability. CCSI’s revenue and earnings beat in Q4 2025, but top line growth remains flat, with SoHo revenue down 11% YoY and corporate up 6.5%. Strong free cash flow yield (~18%) and disciplined capital allocation offset moderate stock-based compensation and rising SG&A expenses. I maintain a neutral stance, awaiting evidence of net new growth as management executes its strategic pivot amid sector headwinds. Read the full article on Seeking Alpha分析記事 • Feb 14
Consensus Cloud Solutions, Inc.'s (NASDAQ:CCSI) Price Is Right But Growth Is Lacking After Shares Rocket 31%
The Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) share price has done very well over the last month, posting an...分析記事 • Feb 07
Is There Now An Opportunity In Consensus Cloud Solutions, Inc. (NASDAQ:CCSI)?
Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ), might not be a large cap stock, but it saw a decent share price growth...分析記事 • Dec 01
Little Excitement Around Consensus Cloud Solutions, Inc.'s (NASDAQ:CCSI) Earnings As Shares Take 26% Pounding
Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shareholders won't be pleased to see that the share price has had a...分析記事 • Nov 08
Earnings Update: Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts
There's been a notable change in appetite for Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shares in the week since...分析記事 • Oct 08
An Intrinsic Calculation For Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Suggests It's 40% Undervalued
Key Insights The projected fair value for Consensus Cloud Solutions is US$44.18 based on 2 Stage Free Cash Flow to...分析記事 • Aug 15
Improved Earnings Required Before Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Stock's 29% Jump Looks Justified
NasdaqGS:CCSI 1 Year Share Price vs Fair Value Explore Consensus Cloud Solutions's Fair Values from the Community and...分析記事 • Aug 09
Is There Now An Opportunity In Consensus Cloud Solutions, Inc. (NASDAQ:CCSI)?
NasdaqGS:CCSI 1 Year Share Price vs Fair Value Explore Consensus Cloud Solutions's Fair Values from the Community and...分析記事 • Jul 12
Returns on Capital Paint A Bright Future For Consensus Cloud Solutions (NASDAQ:CCSI)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Apr 05
Under The Bonnet, Consensus Cloud Solutions' (NASDAQ:CCSI) Returns Look Impressive
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...分析記事 • Jan 29
Is Now An Opportune Moment To Examine Consensus Cloud Solutions, Inc. (NASDAQ:CCSI)?
While Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) might not have the largest market cap around , it saw a...Seeking Alpha • Dec 23
Consensus Cloud Solutions: Undervalued Cash Cow
Summary Consensus Cloud Solutions has underperformed due to one-off setbacks, such as forced selling, an accounting restatement, and market misperception on revenue declines. Management has prudently allocated capital to deleverage the balance sheet and return cash to shareholders. The business has attractive attributes, such as high margins, a high return on capital, and negative net working capital needs. Consolidated revenue growth could inflect, driven by masked growth in the corporate segment. CCSI trades at a substantial discount to legacy software peers, generating a 24% free cash yield and up to 70-100% upside through re-rating. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Consensus Cloud: Extremely Undervalued With Personnel-Related Expenses Growth
Summary Consensus Cloud Solutions, Inc. is investing in R&D and personnel, indicating confidence in future growth, supported by a 9% CAGR in the secure communications market. The company's recurring subscription revenue, comprising 72% of total revenue, ensures stable financial forecasting and revenue growth, reducing risks from client cancellations. CCSI's debt and stock repurchase programs, along with positive free cash flow and net income, suggest significant upside potential, with a target price of $45 per share. Risks include potential declines in cloud fax demand, foreign currency fluctuations, and changes in international tax laws, which could impact financial performance. Read the full article on Seeking Alpha分析記事 • Nov 10
Analysts Are Updating Their Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Estimates After Its Third-Quarter Results
Investors in Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) had a good week, as its shares rose 9.4% to close at...分析記事 • Nov 03
Insufficient Growth At Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Hampers Share Price
With a price-to-earnings (or "P/E") ratio of 4.9x Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) may be sending very...
新しいナラティブ • Sep 24
Tactical Cost Management And Innovative Services Set To Spark Growth In E-Commerce And Public Sector Revenue
Strategic reductions in SoHo marketing expenses and the introduction of appealing price plans improve net margins via accelerated revenue generation.Seeking Alpha • Sep 04
Consensus Cloud Solutions, Inc.: Focusing On Strategic Shift Towards Share And Debt Repurchase
Summary Consensus Cloud Solutions is a hold, with a focus on reducing debt and repurchasing shares, despite a 27.15% drop from its 52-week high. Q2 2024 earnings showed a 5.7% YoY revenue decline but a 13.27% YoY rise in net profit, driven by corporate business growth. The company lowered its debt by 18.96% YoY and aims for a $100 million share repurchase by February 2025, enhancing future refinancing potential. Growth initiatives include expanding eFax and AI solutions, targeting healthcare and government sectors, with a focus on increasing free cash flow into 2025. Read the full article on Seeking Alpha分析記事 • Aug 28
Why The 29% Return On Capital At Consensus Cloud Solutions (NASDAQ:CCSI) Should Have Your Attention
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Jul 24
Consensus Cloud Solutions, Inc.'s (NASDAQ:CCSI) Price Is Right But Growth Is Lacking After Shares Rocket 26%
Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shares have continued their recent momentum with a 26% gain in the last...分析記事 • Jun 19
What Is Consensus Cloud Solutions, Inc.'s (NASDAQ:CCSI) Share Price Doing?
While Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) might not have the largest market cap around , it saw a...Seeking Alpha • May 31
Consensus Cloud Solutions: Remain Hold Rated Given The Weak Operating Environment
Summary Consensus Cloud Solutions stock has fallen from $37 to $20, and the fundamental outlook does not justify a buy rating. The near-term outlook remains uncertain due to the weak operating environment, which will continue to impact CCSI's growth. Encouraging developments include growing demand for non-fax products, record growth in the corporate segment, and a revenue-accretive partnership. However, the macro environment remains a hurdle. Read the full article on Seeking Alpha分析記事 • May 01
Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Not Doing Enough For Some Investors As Its Shares Slump 27%
To the annoyance of some shareholders, Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shares are down a considerable...分析記事 • Apr 01
Consensus Cloud Solutions (NASDAQ:CCSI) Is Very Good At Capital Allocation
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Mar 05
Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Not Doing Enough For Some Investors As Its Shares Slump 26%
Unfortunately for some shareholders, the Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) share price has dived 26% in...Seeking Alpha • Feb 29
Consensus Cloud Solutions: Compellingly Cheap
Summary Consensus Cloud Solutions breaks all-time lows, despite good free cash and strong earnings. The company specializes and makes money as a digital fax provider and provides investors with recurring revenues. Interoperability solutions are a major tailwind for the company as they plan on tackling one of healthcare's biggest problems. Shares are a buy with price target of $25. Read the full article on Seeking Alpha分析記事 • Feb 09
Why Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Could Be Worth Watching
While Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) might not have the largest market cap around , it saw significant...分析記事 • Oct 23
Is There Now An Opportunity In Consensus Cloud Solutions, Inc. (NASDAQ:CCSI)?
Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ), might not be a large cap stock, but it received a lot of attention...分析記事 • Jun 15
Investors Shouldn't Overlook Consensus Cloud Solutions' (NASDAQ:CCSI) Impressive Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...株主還元
| CCSI | US Software | US 市場 | |
|---|---|---|---|
| 7D | -7.2% | 1.2% | -0.3% |
| 1Y | 23.3% | -8.9% | 24.1% |
業界別リターン: CCSI過去 1 年間で-8.9 % の収益を上げたUS Software業界を上回りました。
リターン対市場: CCSIは、過去 1 年間で24.1 % のリターンをもたらしたUSマーケットと一致しました。
価格変動
| CCSI volatility | |
|---|---|
| CCSI Average Weekly Movement | 9.3% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CCSI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CCSIの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2021 | 520 | R. Turicchi | www.consensus.com |
コンセンサス・クラウド・ソリューションズ社は、その子会社とともに、米国、カナダ、アイルランド、および国際的にSaaS型プラットフォームによる情報配信サービスを提供している。同社は、デジタル・クラウド・ファックス技術であるeFax Corporate、極めて高いセキュリティが要求される公共部門の顧客が使用するECFax、既存の電子カルテ・システムに統合することも、電子カルテ（EHR）がない場合はスタンドアロンで使用することもできる環境で、医療情報を送受信するためのさまざまなプロトコルをユーザーが選択できる単一プラットフォームであるeFax Uniteを提供している。また、電子・デジタル署名ソリューションのjSign、統合技術を提供するインターフェース・エンジンと相互運用性プラットフォームのeFax Conductor、構造化されていない文書を構造化された実用的なデータに変換するeFax Clarity、オンラインFAXソリューションのeFaxのほか、MyFax、Sfax、MetroFax、SRfaxブランドの製品も提供している。さらに、臨床文書作成ソフトウェアClarity Clinical Documentation (CD)、ヘルスケア向けAPI eFax Harmony、ケアコーディネーション向けeFax All Access、人工知能、臨床文書作成、HIPAAコンプライアンス、自然言語処理、相互運用性、電子署名、クラウドFAXソリューションを提供している。個人および中小企業、ヘルスケア、政府、金融サービス、法律、教育、保険、製造、不動産セクターにサービスを提供している。コンセンサス・クラウド・ソリューションズ社は2021年に設立され、カリフォルニア州ロサンゼルスに本社を置いている。
Consensus Cloud Solutions, Inc. 基礎のまとめ
| CCSI 基礎統計学 | |
|---|---|
| 時価総額 | US$521.03m |
| 収益（TTM） | US$88.06m |
| 売上高(TTM) | US$351.03m |
5.9x
PER（株価収益率1.5x
P/SレシオCCSI は割高か？
公正価値と評価分析を参照収益と収入
| CCSI 損益計算書（TTM） | |
|---|---|
| 収益 | US$351.03m |
| 売上原価 | US$69.43m |
| 売上総利益 | US$281.59m |
| その他の費用 | US$193.53m |
| 収益 | US$88.06m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.79 |
| グロス・マージン | 80.22% |
| 純利益率 | 25.09% |
| 有利子負債／自己資本比率 | 2,530.7% |
CCSI の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/18 12:50 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Consensus Cloud Solutions, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| David Larsen | BTIG |
| Fatima Boolani | Citigroup Inc |
| Joseph Goodwin | Citizens JMP Securities, LLC |