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v0.1
CCSI$35.51+3.38%
Fair $35.51+0.0%

CCSI

Consensus Cloud Solutions, Inc.

Technology / Software - InfrastructureNasdaqGS

$35.51

+1.16 (+3.38%)

Fairly Valued+0.0%Fair Value $35.51Fund rank 27/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9
High DebtDeclining Revenue

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $88.3M · quality 42.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

51/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 7Warnings: 2unknown: 7
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 41.44, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · CCSILocal privado en este navegador · Consensus Cloud Solutions, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$653M

P/E

7.8x

↓

EV/EBITDA

7.1x

↓

ROE

613.7%

↑

Gross Margin

79.8%

↑

Debt/Equity

41.44

↑
52-Week Range$36
$19$37

TradingView lightweight chart

CCSI price, volumen y niveles de valoración

Último $35.51Periodo -0.3%
Fair value: $35.51

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2019–2025 · 6 años de histórico normalizado

Revenue CAGR

+1.4%

FCF CAGR

-10.3%

FCF margin

30.3%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $349.7M · net income $84.5M · FCF $105.9M

2019-FY → 2025-FY

Gross margin

79.8%-4.7% pts

Operating margin

43.0%-15.9% pts

Net margin

24.2%-41.9% pts

FCF margin

30.3%-32.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$349.7M$349.7M$350.4M$362.6M$362.4M$352.7M$331.2M$322.6M
Net Income$84.5M$84.5M$89.4M$77.3M$72.7M$109.0M$152.9M$213.0M
EBITDA$168.3M$168.3M$176.7M$166.0M$165.6M$226.9M$276.4M$270.8M
EPS4.354.354.623.943.625.447.6810.70
Gross Margin79.8%79.8%80.1%81.2%82.9%83.6%83.9%84.5%
Operating Margin43.0%43.0%42.6%40.6%41.9%49.7%59.4%58.9%
Net Margin24.2%24.2%25.5%21.3%20.1%30.9%46.2%66.0%
Balance Sheet
Debt/Equity41.4441.44-7.64-4.25-3.18-2.380.00—
Current Ratio1.801.80——————
Cash Flow
Free Cash Flow$105.9M$105.9M$88.3M$77.7M$52.1M$200.7M$206.3M$203.8M
Returns
ROE613.7%613.7%-112.5%-43.9%-28.5%-32.8%13.6%45.7%
Valuation
P/E7.757.755.335.7114.86———
EV/EBITDA7.057.055.956.6410.80———
P/B50.1450.14——————
Growth & Yield
Revenue Growth-0.2%-0.2%-3.4%0.0%—6.5%2.7%—
EPS Growth-5.8%-5.8%17.3%8.8%—-29.2%-28.2%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-10.2%

fácil

EPS terminal req.

$3.15

Spread vs growth

4.3%

5Y implied EPS CAGR

-2.6%

fácil

EPS terminal req.

$3.81

Spread vs growth

-3.2%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$6.14

Spread vs growth

-9.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +61.6%

Total return

+61.6%

Start / end P/E

4.8x → 8.2x

EPS bridge

4.62 → 4.35

Residual

-4.2%

EPS growth-5.8%
Multiple rerating+71.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-4.2%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.