Added to YB: 2025-05-12
Pitch date: 2025-05-08
CCSI [bullish]
Consensus Cloud Solutions, Inc.
Author Info
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Company Info
Consensus Cloud Solutions, Inc., together with its subsidiaries, provides information delivery services with a software-as-a-service platform worldwide.
Market Cap
$436.0M
Pitch Price
N/A
Price Target
44.00
Dividend
N/A
Sector
Software
Category
value
Show full summary:
5-Minute Value #3: Consensus Cloud Solutions ($CCSI)
CCSI: Undervalued SaaS spinoff at 5.7x EV/EBITDA, 17% FCF yield. Corp segment (62% rev) growing 6.5% with 101% retention, offsetting SoHo decline. 53% EBITDA margins, 80% gross margins. Delevered from 5x to 3x, enabling $100M buyback. Midpoint est. = $1.3-1.4B valuation ($38-44/sh), 70-100% upside. Risks: poor M&A, slowing corp growth.
Read full article (7 min)