Consensus Cloud Solutions, Inc. (CCSI)

Over the past six months, CCSI's stock price has fluctuated, with a decline of 14.41% over the past year. In Q3 2025, the company reported strong financial results, surpassing analyst expectations, which led to a 3.45% aftermarket stock increase. Corporate channel revenue and customer base grew, and free cash flow surged. The company retired $200 million of its 6% Notes and repurchased 121,000 shares. Despite positive indicators, the stock showed a monthly change of -20.32% as of August 8, 2024. Analysts have provided a 12-month price target ranging from $20.00 to $38.00, with an average of $32.40, and an overall "Buy" rating.

Consensus Cloud Solutions' revenue is substantially recurring, generated through fixed subscription plans or usage-based contracts. The company expects a lower adjusted EBITDA margin in Q4 due to new hires and seasonal cash costs associated with the year-end audit. Demand for its services is driven by ongoing digitization efforts and the need for data security and privacy, suggesting a relatively stable demand.

Consensus Cloud Solutions, Inc. (CCSI) provides secure information delivery services through its SaaS platform, focusing on digital fax and data transformation solutions for regulated industries. Its products include cloud faxing, digital signatures, intelligent data extraction, interoperability and workflow enhancement tools, and robotic process automation. The company's business model relies on recurring revenue, with a strategic emphasis on high-margin growth in its Corporate segment.

Consensus Cloud Solutions, Inc. is headquartered in Los Angeles, California, and has a global presence. The majority of its revenue comes from the United States, approximately 85% of its total revenue. It also has office locations in Dublin, Ireland; Las Vegas, Nevada; Nanaimo, British Columbia; Ottawa, Ontario; and Tokyo, Japan. Its principal affiliates are incorporated in Delaware, Hong Kong, Ireland, Canada, Japan, Netherlands, and Washington.

Consensus Cloud Solutions has undertaken a brand refresh for eFax to leverage market trust and unify its solutions. The company emphasizes secure, compliant digital information exchange, particularly in regulated sectors. A past event involving a restatement of unaudited financial statements negatively impacted the company's reputation and stock price. More recently, strong Q3 2025 results have contributed positively to its brand perception.

Consensus Cloud Solutions, Inc. is predominantly owned by institutional investors, holding approximately 72.39% to 96.68% of the company's stock. Insiders own about 3.59% to 14.20%, and public companies and individual investors hold between 0.00% and 15.06%. Major institutional owners include Janus Henderson Group Plc, ArrowMark Colorado Holdings LLC, Vanguard Group Inc, and BlackRock, Inc. Ziff Davis Inc is a significant insider shareholder.