Consensus Cloud Solutions (CCSI)

Technology · Software - Infrastructure
$36.71 +0.25% on the day Market cap $645M 52-week range $20.20 to $41.40 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
-11% a year for 10 years

At a market value of $645M, Consensus Cloud Solutions's free cash flow of $106M (fiscal 2025) would need to grow about -11% a year for the stock to be worth today's price. That is close to what the company has delivered over the last 6 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Consensus Cloud Solutions's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price-11.1% a year
Free cash flow, last 6 years-10.3% a year
Revenue, same period1.4% a year
Price to free cash flow6.1x

Fundamental grade

B

Five factors scored 1 to 9 from CCSI's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation7
Profitability9
Growth6
Financial health3
Cash efficiency9

Results from SEC filings

Fiscal years, from Consensus Cloud Solutions's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$353M$362M$363M$350M$350M
Net income$109M$73M$77M$89M$85M
Free cash flow$201M$53M$78M$88M$106M
EPS (diluted)$5.44$3.64$3.94$4.62$4.35
Operating margin49.7%41.9%40.6%42.6%43.0%

Where the revenue comes from

Revenue by products, fiscal 2025. Every breakdown, year by year.

Corporate$223M64%
Small office home office (“SoHo”)$127M36%
Other$12,0000%

Superinvestors who own CCSI

From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Cliff Asness
AQR Capital Management
Trimmed $10M0.00%Q2 2026

Insider buying

Open-market purchases by Consensus Cloud Solutions's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of CCSI in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Consensus Cloud Solutions's stock price imply?

At a market value of $645M, Consensus Cloud Solutions would need its free cash flow to grow about -11% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 6 years its free cash flow grew -10% a year.

Are Consensus Cloud Solutions insiders buying the stock?

No open-market insider purchases of CCSI in the last 12 months, according to SEC Form 4 filings.

Which superinvestors own Consensus Cloud Solutions?

1 of the superinvestors Investingly tracks hold CCSI in their latest 13F, including Cliff Asness.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.