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Consensus Cloud Solutions, Inc., together with its subsidiaries ( Consensus Cloud Solutions , Consensus , the Company , our , us or we ), is a provider of secure information delivery services. With our most prominent brand eFax established over twenty-five years ago, Consensus has now evolved the service platform from pure cloud Fax to efficient and secure information exchange featuring solutio…
$36.77
$0.67 (-1.79%)
Live · 07:54 PM
Margins and capital returns are both well above average: 42.96% operating margin, ROIC at 20.27%. Consistent with durable pricing power, though that alone doesn't make it a buy.
Revenue declined 0.2% YoY. The question is whether this is cyclical or a structural shift.
Net debt of $496M represents 4.7x FCF, leverage limits flexibility.
8.0x earnings, 6.3x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$351M
▼ -0.2% YoY
Net Income (TTM)
$88M
▼ -5.5% YoY
Op. Margin
42.87%
▲ +0.3pp YoY
ROIC
20.42%
▲ +3.1pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$111M
▲ +19.9% YoY
Op. Cash Flow (TTM)
$141M
▲ +11.8% YoY
Net Debt
$476M
Cash & Equiv.
$92M
5Y CAGR: +1.1%
5Y CAGR: -12.5%
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At a P/E of 8.0 and a price-to-free-cash-flow of 6.3, Consensus Cloud Solutions (CCSI) trades below a two-stage DCF intrinsic value of about $75.61 per share, so at $36.77 the stock looks undervalued (105.6% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Consensus Cloud Solutions scores 71/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $75.61 per share for CCSI, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $56.71. At today's $36.77, that puts the stock about 105.6% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Consensus Cloud Solutions scores 71 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 42.9% operating margin and a 20.4% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
That depends on valuation and quality together, not either alone. CCSI currently trades below its estimated intrinsic value and scores 71/100 on quality (solid). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.