Consensus Cloud Solutions

CCSI

Software - Infrastructure · Technology

Price

$38.77

+1.58 (+4.25%)

Market Cap

$713.3M

Exchange

NASDAQ

Winston Score

Winston is happy

A high-quality business with solid fundamentals.

Data as of Aug 23, 2026 · filings through Jun 30, 2026

How the score breaks down

Quality

Exceptional

Growth

Good

Cash Flow

Exceptional

Stability

Exceptional

Valuation

Strong

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Share count falling — buybacks

−2.6% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 20.0M (2021) → 19.4M (2025)

Winston Score History

The full picture

Consensus Cloud Solutions is a software company that helps businesses send and receive faxes and documents securely over the internet, without needing a physical fax machine. Its main product is eFax, one of the most widely recognized digital fax brands in the world. It serves healthcare providers, legal firms, financial institutions, and government agencies — industries where secure, compliant document transmission is legally required.

The company makes money through recurring subscriptions, where customers pay a monthly or annual fee to send and receive documents digitally. It operates primarily in the United States but also has customers in Europe and other international markets, and its large installed base of subscribers and strong brand recognition in regulated industries give it a durable competitive position. The key risk is that digital fax is a mature, slowly shrinking market overall, so Consensus must expand into adjacent services — like cloud-based healthcare data interoperability — to sustain long-term revenue growth.

Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+4.1% YoY

YoY Growth Rate

Slow revenue growth

EPS Growth

+39.3% YoY

YoY Growth Rate

EPS growth accelerating

R&D Spend

$7M/ year

→ Flat (-3% vs prior year)

2.1% of revenue

Below sector average (15%)

Steady R&D investment year-over-year

Insider Activity

15.2%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$99M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth context

Consensus Cloud Solutions is growing revenue at 4% year-over-year. The Winston Score measures business quality today — these growth metrics show what could matter tomorrow.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale

Gross Margin

80.0%

Premium pricing power — 80.0% gross margin

Profit after running costs

Operating Margin

40.3%

Excellent — 40.3% operating margin

Return on the money invested

ROCE

297.9%

Exceptional — 297.9% return on capital

ROIC above 25%. Every dollar invested in the business earns more than 25 cents back per year.

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Growth

Sales growth

Sales YoY

+1.5%

Nearly flat sales (+1.5% YoY)

Profit growth

EPS YoY

+21.1%

Earnings growing fast (+21.1% YoY)

Healthy double-digit earnings growth — what compounders look like.

How steady the profit is

EPS Consistency

5/8 quarters

Mixed — about half the quarters showed growth

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Cash Flow

Profit that turns into cash

Cash Conversion

204%

Turns 204% of profit into real cash

Spare cash per sale

FCF Margin

43.9%

Converts sales into free cash efficiently (43.9%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

What it owes vs what it owns

Debt / Equity

0.20

Conservative — low debt load (0.20)

Covers its interest

Interest Cover

67.89x

Comfortably covers interest (67.9x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit

P/E Ratio (TTM)

7.7x

Attractive valuation — P/E 7.7

P/E under 10. The price tag is small relative to last year's profit.

Cheaper or dearer next year

P/E vs Forward

+1.7

GROWING

Earnings expected to grow — slightly cheaper on forward P/E

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Dividends

Not applicable for this business.

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