Lumida
/CCSI
⌘K
Consensus Cloud Solutions Inc

Consensus Cloud Solutions Inc

CCSI
$37.44USD↓-1.65%-0.63 today

MARKET CAP

688.8M

P/E (TTM)

6.5x

FWD P/E

6.3x

DAY RANGE

$37 – $38

52W RANGE

$19
$41

AI Summary

Stalk
StalkMedium

While the long-term uptrend remains intact, the active Blow-Off Top pattern and extreme overbought readings signal a likely pullback. On the medium-term horizon, Stage 2 advancement permits bullish engagement, but moderate transition risk and trading in overbought conditions warrant caution. Execution is best deferred, stalking for a pullback into rising short-term EMAs. Key support lies at the 9EMA/21EMA confluence where buyers have previously found footing.

  • ↑Q1 corporate revenue of $58.7M rose 8.2% YoY, a channel record.
  • ↑Net revenue retention above 102% underscores strong client loyalty.
  • ↓SOHO segment revenue declined 14% YoY, hurting total growth.
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

Consensus Cloud Solutions, Inc. (NASDAQ: CCSI) is a leading provider of advanced cloud-based communication solutions, primarily focusing on the healthcare, corporate, and public sectors. The company specializes in digitizing workflows and enhancing operational efficiencies through its innovative eFax platform and other communication technologies. Positioned at the forefront of the digital transformation wave, Consensus is capitalizing on the growing demand for cloud solutions as enterprises seek to streamline operations and reduce administrative burdens.

Bull says

  • ↑Q1 corporate revenue of $58.7M rose 8.2% YoY, a channel record.
  • ↑Net revenue retention above 102% underscores strong client loyalty.
  • ↑Generated $38.5M in free cash flow, funding ~600K share buybacks.
  • ↑Ongoing healthcare cloud migration offers a structural adoption tailwind.
  • ↑Shift toward higher-value enterprise clients may mean current undervaluation.
  • ↑High earnings yield and positive momentum factors support growth thesis.

Bear says

  • ↓SOHO segment revenue declined 14% YoY, hurting total growth.
  • ↓Debt at ~2.5x adjusted EBITDA elevates financial stability concerns.
  • ↓Healthcare budget pressures may limit enterprise IT spending.
  • ↓Cautious hiring guidance could constrain near-term revenue contributions.
  • ↓No dividend and high leverage heighten valuation risk.
  • ↓Elevated volatility and negative growth momentum signal price swings.

Earnings Call · Q1 2025 · Mgmt. Guidance

Updated 05-22-2026neutral

Transcript signals

Bull points

  • In Q1 2025, we saw revenue reach a record high of $54.3 million, representing a solid 5.6% increase compared to the $51.4 million in Q1 2024.
  • I am excited to report another increase in our revenue retention rate by 55 basis points since just last quarter to now 101% for the last trailing 12 months, well in line with our target of at least 100% and significantly higher than the 97.9% in Q1 of last year.
  • Our corporate customer base has grown to a record approximately 60,000 at the close of Q1, up 9% year over year.

Bear points

  • our current corporate ARPA of $307 represents a $10 decrease year over year from Q1 of 2024.
  • We've recorded Q1 revenue of $32.8 million compared to $36.8 million in the first quarter of the previous year, representing a planned decrease of 10.6%.
  • As anticipated, the total global Soho account base experienced a slight reduction from 747,000 to $730,000 during the quarter.
Read full transcript analysis ›