View Future GrowthConsensus Cloud Solutions 過去の業績過去 基準チェック /36Consensus Cloud Solutionsの収益は年間平均-6.2%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間21% 7.2%割合で 増加しています。 Consensus Cloud Solutionsの自己資本利益率は400.2%であり、純利益率は25.1%です。主要情報-6.23%収益成長率-5.26%EPS成長率Software 業界の成長17.33%収益成長率7.19%株主資本利益率400.22%ネット・マージン25.09%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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.Reported Earnings • Feb 10Full year 2025 earnings: EPS misses analyst expectationsFull 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.Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues and EPS in line with analyst expectationsThird 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.Reported Earnings • Aug 08Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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.Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst 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.Reported Earnings • Feb 20Full year 2024 earnings: EPS misses analyst expectationsFull 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.すべての更新を表示Recent updates分析記事 • 17hConsensus Cloud Solutions, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearThe investors in Consensus Cloud Solutions, Inc. 's ( NASDAQ:CCSI ) will be rubbing their hands together with glee...Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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.お知らせ • Apr 27Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 10, 2026Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 10, 2026.Valuation Update With 7 Day Price Move • Apr 17Investor 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.お知らせ • Apr 02+ 1 more updateConsensus Cloud Solutions, Inc. Appoints Adam Varon as Chief Financial Officer, Effective April 1, 2026Consensus Cloud Solutions, Inc. promoted and appointed Adam Varon (61), as Chief Financial Officer of the Company beginning April 1, 2026.Valuation Update With 7 Day Price Move • Mar 24Investor 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.Seeking Alpha • Feb 27Consensus Cloud Solutions Aims For Transition, But Revenue Remains FlatSummary 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 14Consensus 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...お知らせ • Feb 12eFax Tackling Healthcare's 'Dark Data' Problem with Ai-Powered Solutions At Vive 2026eFax 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 10Full year 2025 earnings: EPS misses analyst expectationsFull 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.お知らせ • Feb 10Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Fiscal Year 2026Consensus 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.分析記事 • Feb 07Is 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...Recent Insider Transactions Derivative • Dec 11Key Executive exercised options and sold US$180k worth of stockOn 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.分析記事 • Dec 01Little Excitement Around Consensus Cloud Solutions, Inc.'s (NASDAQ:CCSI) Earnings As Shares Take 26% PoundingConsensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shareholders won't be pleased to see that the share price has had a...Price Target Changed • Nov 21Price target increased by 7.4% to US$32.40Up 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 12Investor 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.分析記事 • Nov 08Earnings Update: Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsThere's been a notable change in appetite for Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shares in the week since...New Risk • Nov 07New major risk - Revenue and earnings growthEarnings 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 06Third quarter 2025 earnings: Revenues and EPS in line with analyst expectationsThird 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.お知らせ • Nov 06Consensus Cloud Solutions, Inc. Provides Financial Guidance for the Fourth Quarter of 2025Consensus 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.分析記事 • Oct 08An Intrinsic Calculation For Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Suggests It's 40% UndervaluedKey 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 15Improved Earnings Required Before Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Stock's 29% Jump Looks JustifiedNasdaqGS:CCSI 1 Year Share Price vs Fair Value Explore Consensus Cloud Solutions's Fair Values from the Community and...Valuation Update With 7 Day Price Move • Aug 14Investor 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.分析記事 • Aug 09Is 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...Reported Earnings • Aug 08Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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.お知らせ • Aug 08Consensus Cloud Solutions, Inc. Provides Earnings Guidance for Third Quarter and Full Year 2025Consensus 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 15Investor 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.分析記事 • Jul 12Returns 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...New Risk • Jul 03New major risk - Revenue and earnings growthEarnings 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 RiskReported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst 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.お知らせ • May 08Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Earnings Guidance for the Full Fiscal Year 2025Consensus 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.お知らせ • Apr 28Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 11, 2025Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 11, 2025.Valuation Update With 7 Day Price Move • Apr 08Investor 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.分析記事 • Apr 05Under The Bonnet, Consensus Cloud Solutions' (NASDAQ:CCSI) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...Reported Earnings • Feb 20Full year 2024 earnings: EPS misses analyst expectationsFull 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.お知らせ • Feb 20Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Fiscal Year 2025Consensus 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.分析記事 • Jan 29Is 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...Valuation Update With 7 Day Price Move • Jan 28Investor 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.Seeking Alpha • Dec 23Consensus Cloud Solutions: Undervalued Cash CowSummary 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 15Consensus Cloud: Extremely Undervalued With Personnel-Related Expenses GrowthSummary 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 AlphaPrice Target Changed • Nov 11Price target increased by 12% to US$25.80Up 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.分析記事 • Nov 10Analysts Are Updating Their Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Estimates After Its Third-Quarter ResultsInvestors in Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) had a good week, as its shares rose 9.4% to close at...Reported Earnings • Nov 08Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.お知らせ • Nov 08+ 1 more updateConsensus Cloud Solutions, Inc. Revises Financial Guidance for the Full Year 2024Consensus Cloud Solutions, Inc. revised financial guidance for the full year 2024. For the year, the company now expects revenues to be in the range of $346 million to $350 million against previous guidance of $338 million to $353 million.Valuation Update With 7 Day Price Move • Nov 06Investor 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.分析記事 • Nov 03Insufficient Growth At Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 4.9x Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) may be sending very...Board Change • Nov 01Insufficient new directorsNo 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.新しいナラティブ • Sep 24Tactical 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 04Consensus Cloud Solutions, Inc.: Focusing On Strategic Shift Towards Share And Debt RepurchaseSummary 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 28Why The 29% Return On Capital At Consensus Cloud Solutions (NASDAQ:CCSI) Should Have Your AttentionFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • Aug 21Price target increased by 8.3% to US$23.83Up 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 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond 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%.お知らせ • Aug 09Consensus Cloud Solutions, Inc. Provides Revenue Guidance for the Third Quarter and Year 2024Consensus 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.分析記事 • Jul 24Consensus 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...Valuation Update With 7 Day Price Move • Jul 16Investor 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.分析記事 • Jun 19What 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...Valuation Update With 7 Day Price Move • Jun 18Investor 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.Seeking Alpha • May 31Consensus Cloud Solutions: Remain Hold Rated Given The Weak Operating EnvironmentSummary 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 AlphaNew Risk • May 10New major risk - Revenue and earnings growthEarnings 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).お知らせ • May 10Consensus Cloud Solutions, Inc. Reaffirms Earnings Guidance for the Year 2024 and Provides Earnings Guidance for the Second Quarter 2024Consensus 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 09Price target decreased by 13% to US$22.00Down 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 09First 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%.分析記事 • May 01Consensus 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...Board Change • Apr 29High number of new and inexperienced directorsThere 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.お知らせ • Apr 28Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 12, 2024Consensus 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 16Investor 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.分析記事 • Apr 01Consensus Cloud Solutions (NASDAQ:CCSI) Is Very Good At Capital AllocationWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Valuation Update With 7 Day Price Move • Mar 29Investor 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 06Investor 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.分析記事 • Mar 05Consensus 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 29Consensus Cloud Solutions: Compellingly CheapSummary 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 AlphaPrice Target Changed • Feb 23Price target decreased by 7.8% to US$26.00Down 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 22Full year 2023 earnings: EPS misses analyst expectationsFull 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.お知らせ • Feb 22Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Consensus 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.分析記事 • Feb 09Why Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Could Be Worth WatchingWhile Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) might not have the largest market cap around , it saw significant...Valuation Update With 7 Day Price Move • Jan 04Investor 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 05New minor risk - Share price stabilityThe 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 30Investor 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 16Consensus EPS estimates increase by 11%, revenue downgradedThe 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 13Price target decreased by 7.5% to US$42.40Down 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.お知らせ • Nov 12+ 1 more updateConsensus Cloud Solutions, Inc. Provides Revenue Guidance for the Fourth Quarter of 2023Consensus Cloud Solutions, Inc. provided revenue guidance for the fourth quarter of 2023. for the quarter, the company expects revenue of $87.5 million to $90.5 million (mid point of $89.0 million).Reported Earnings • Nov 10Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird 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 25Investor 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.分析記事 • Oct 23Is 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...Valuation Update With 7 Day Price Move • Sep 07Investor 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 31Price target decreased by 7.1% to US$45.83Down 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 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond 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.お知らせ • Aug 09Consensus Cloud Solutions, Inc. Reaffirms Earnings Guidance of 2023Consensus 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 07Now 22% undervalued after recent price dropOver 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.分析記事 • Jun 15Investors Shouldn't Overlook Consensus Cloud Solutions' (NASDAQ:CCSI) Impressive Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Recent Insider Transactions • May 14CFO & Principal Accounting Officer recently bought US$153k worth of stockOn 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 13Price target decreased by 8.1% to US$57.00Down 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.分析記事 • May 11Consensus Cloud Solutions, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen NextConsensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) last week reported its latest quarterly results, which makes it a good...Reported Earnings • May 11First quarter 2023 earnings: EPS misses analyst expectationsFirst 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.収支内訳Consensus Cloud Solutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:CCSI 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 2635188123831 Dec 2535085121730 Sep 2535082122830 Jun 2535081121831 Mar 2534984121731 Dec 2435089124830 Sep 2435188123830 Jun 2435491126831 Mar 2435988131831 Dec 2336377139830 Sep 2336577127730 Jun 2336669136931 Mar 23365701341031 Dec 22362731291030 Sep 22361571291030 Jun 2235983109931 Mar 2235510097831 Dec 2135312183830 Sep 2188108-60-430 Jun 21169126-17-131 Mar 2124912429331 Dec 2033112274731 Dec 19323179721031 Dec 1859815221828質の高い収益: CCSIは 高品質の収益 を持っています。利益率の向上: CCSIの現在の純利益率 (25.1%)は、昨年(24.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: CCSIの収益は過去 5 年間で年間6.2%減少しました。成長の加速: CCSIの過去 1 年間の収益成長率 ( 4.6% ) は、5 年間の平均 ( 年間-6.2%を上回っています。収益対業界: CCSIの過去 1 年間の収益成長率 ( 4.6% ) Software業界13%を上回りませんでした。株主資本利益率高いROE: CCSIの 自己資本利益率 ( 400.22% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/05/11 10:48終値2026/05/11 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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 LarsenBTIGFatima BoolaniCitigroup IncJoseph GoodwinCitizens JMP Securities, LLC4 その他のアナリストを表示
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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.
Reported Earnings • Feb 10Full year 2025 earnings: EPS misses analyst expectationsFull 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.
Reported Earnings • Nov 06Third quarter 2025 earnings: Revenues and EPS in line with analyst expectationsThird 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.
Reported Earnings • Aug 08Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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.
Reported Earnings • May 09First quarter 2025 earnings: EPS misses analyst expectationsFirst 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.
Reported Earnings • Feb 20Full year 2024 earnings: EPS misses analyst expectationsFull 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.
分析記事 • 17hConsensus Cloud Solutions, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This YearThe investors in Consensus Cloud Solutions, Inc. 's ( NASDAQ:CCSI ) will be rubbing their hands together with glee...
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst 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.
お知らせ • Apr 27Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 10, 2026Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 10, 2026.
Valuation Update With 7 Day Price Move • Apr 17Investor 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.
お知らせ • Apr 02+ 1 more updateConsensus Cloud Solutions, Inc. Appoints Adam Varon as Chief Financial Officer, Effective April 1, 2026Consensus Cloud Solutions, Inc. promoted and appointed Adam Varon (61), as Chief Financial Officer of the Company beginning April 1, 2026.
Valuation Update With 7 Day Price Move • Mar 24Investor 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.
Seeking Alpha • Feb 27Consensus Cloud Solutions Aims For Transition, But Revenue Remains FlatSummary 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 14Consensus 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...
お知らせ • Feb 12eFax Tackling Healthcare's 'Dark Data' Problem with Ai-Powered Solutions At Vive 2026eFax 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 10Full year 2025 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Feb 10Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Fiscal Year 2026Consensus 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.
分析記事 • Feb 07Is 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...
Recent Insider Transactions Derivative • Dec 11Key Executive exercised options and sold US$180k worth of stockOn 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.
分析記事 • Dec 01Little Excitement Around Consensus Cloud Solutions, Inc.'s (NASDAQ:CCSI) Earnings As Shares Take 26% PoundingConsensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shareholders won't be pleased to see that the share price has had a...
Price Target Changed • Nov 21Price target increased by 7.4% to US$32.40Up 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 12Investor 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.
分析記事 • Nov 08Earnings Update: Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Just Reported Its Third-Quarter Results And Analysts Are Updating Their ForecastsThere's been a notable change in appetite for Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) shares in the week since...
New Risk • Nov 07New major risk - Revenue and earnings growthEarnings 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 06Third quarter 2025 earnings: Revenues and EPS in line with analyst expectationsThird 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.
お知らせ • Nov 06Consensus Cloud Solutions, Inc. Provides Financial Guidance for the Fourth Quarter of 2025Consensus 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.
分析記事 • Oct 08An Intrinsic Calculation For Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Suggests It's 40% UndervaluedKey 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 15Improved Earnings Required Before Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Stock's 29% Jump Looks JustifiedNasdaqGS:CCSI 1 Year Share Price vs Fair Value Explore Consensus Cloud Solutions's Fair Values from the Community and...
Valuation Update With 7 Day Price Move • Aug 14Investor 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.
分析記事 • Aug 09Is 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...
Reported Earnings • Aug 08Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindSecond 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.
お知らせ • Aug 08Consensus Cloud Solutions, Inc. Provides Earnings Guidance for Third Quarter and Full Year 2025Consensus 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 15Investor 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.
分析記事 • Jul 12Returns 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...
New Risk • Jul 03New major risk - Revenue and earnings growthEarnings 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 09First quarter 2025 earnings: EPS misses analyst expectationsFirst 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.
お知らせ • May 08Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Earnings Guidance for the Full Fiscal Year 2025Consensus 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.
お知らせ • Apr 28Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 11, 2025Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 11, 2025.
Valuation Update With 7 Day Price Move • Apr 08Investor 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.
分析記事 • Apr 05Under The Bonnet, Consensus Cloud Solutions' (NASDAQ:CCSI) Returns Look ImpressiveDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Reported Earnings • Feb 20Full year 2024 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Feb 20Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Fiscal Year 2025Consensus 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.
分析記事 • Jan 29Is 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...
Valuation Update With 7 Day Price Move • Jan 28Investor 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.
Seeking Alpha • Dec 23Consensus Cloud Solutions: Undervalued Cash CowSummary 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 Alpha
Seeking Alpha • Nov 15Consensus Cloud: Extremely Undervalued With Personnel-Related Expenses GrowthSummary 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
Price Target Changed • Nov 11Price target increased by 12% to US$25.80Up 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.
分析記事 • Nov 10Analysts Are Updating Their Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Estimates After Its Third-Quarter ResultsInvestors in Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) had a good week, as its shares rose 9.4% to close at...
Reported Earnings • Nov 08Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird 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.
お知らせ • Nov 08+ 1 more updateConsensus Cloud Solutions, Inc. Revises Financial Guidance for the Full Year 2024Consensus Cloud Solutions, Inc. revised financial guidance for the full year 2024. For the year, the company now expects revenues to be in the range of $346 million to $350 million against previous guidance of $338 million to $353 million.
Valuation Update With 7 Day Price Move • Nov 06Investor 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.
分析記事 • Nov 03Insufficient Growth At Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Hampers Share PriceWith a price-to-earnings (or "P/E") ratio of 4.9x Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) may be sending very...
Board Change • Nov 01Insufficient new directorsNo 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.
新しいナラティブ • Sep 24Tactical 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 04Consensus Cloud Solutions, Inc.: Focusing On Strategic Shift Towards Share And Debt RepurchaseSummary 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 28Why The 29% Return On Capital At Consensus Cloud Solutions (NASDAQ:CCSI) Should Have Your AttentionFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • Aug 21Price target increased by 8.3% to US$23.83Up 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 09Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond 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%.
お知らせ • Aug 09Consensus Cloud Solutions, Inc. Provides Revenue Guidance for the Third Quarter and Year 2024Consensus 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.
分析記事 • Jul 24Consensus 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...
Valuation Update With 7 Day Price Move • Jul 16Investor 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.
分析記事 • Jun 19What 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...
Valuation Update With 7 Day Price Move • Jun 18Investor 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.
Seeking Alpha • May 31Consensus Cloud Solutions: Remain Hold Rated Given The Weak Operating EnvironmentSummary 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
New Risk • May 10New major risk - Revenue and earnings growthEarnings 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).
お知らせ • May 10Consensus Cloud Solutions, Inc. Reaffirms Earnings Guidance for the Year 2024 and Provides Earnings Guidance for the Second Quarter 2024Consensus 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 09Price target decreased by 13% to US$22.00Down 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 09First 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%.
分析記事 • May 01Consensus 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...
Board Change • Apr 29High number of new and inexperienced directorsThere 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.
お知らせ • Apr 28Consensus Cloud Solutions, Inc., Annual General Meeting, Jun 12, 2024Consensus 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 16Investor 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.
分析記事 • Apr 01Consensus Cloud Solutions (NASDAQ:CCSI) Is Very Good At Capital AllocationWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Valuation Update With 7 Day Price Move • Mar 29Investor 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 06Investor 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.
分析記事 • Mar 05Consensus 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 29Consensus Cloud Solutions: Compellingly CheapSummary 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
Price Target Changed • Feb 23Price target decreased by 7.8% to US$26.00Down 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 22Full year 2023 earnings: EPS misses analyst expectationsFull 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.
お知らせ • Feb 22Consensus Cloud Solutions, Inc. Provides Earnings Guidance for the First Quarter and Fiscal Year 2024Consensus 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.
分析記事 • Feb 09Why Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) Could Be Worth WatchingWhile Consensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) might not have the largest market cap around , it saw significant...
Valuation Update With 7 Day Price Move • Jan 04Investor 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 05New minor risk - Share price stabilityThe 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 30Investor 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 16Consensus EPS estimates increase by 11%, revenue downgradedThe 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 13Price target decreased by 7.5% to US$42.40Down 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.
お知らせ • Nov 12+ 1 more updateConsensus Cloud Solutions, Inc. Provides Revenue Guidance for the Fourth Quarter of 2023Consensus Cloud Solutions, Inc. provided revenue guidance for the fourth quarter of 2023. for the quarter, the company expects revenue of $87.5 million to $90.5 million (mid point of $89.0 million).
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird 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 25Investor 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.
分析記事 • Oct 23Is 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...
Valuation Update With 7 Day Price Move • Sep 07Investor 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 31Price target decreased by 7.1% to US$45.83Down 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 09Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond 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.
お知らせ • Aug 09Consensus Cloud Solutions, Inc. Reaffirms Earnings Guidance of 2023Consensus 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 07Now 22% undervalued after recent price dropOver 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.
分析記事 • Jun 15Investors Shouldn't Overlook Consensus Cloud Solutions' (NASDAQ:CCSI) Impressive Returns On CapitalWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Recent Insider Transactions • May 14CFO & Principal Accounting Officer recently bought US$153k worth of stockOn 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 13Price target decreased by 8.1% to US$57.00Down 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.
分析記事 • May 11Consensus Cloud Solutions, Inc. Just Missed EPS By 12%: Here's What Analysts Think Will Happen NextConsensus Cloud Solutions, Inc. ( NASDAQ:CCSI ) last week reported its latest quarterly results, which makes it a good...
Reported Earnings • May 11First quarter 2023 earnings: EPS misses analyst expectationsFirst 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.
