Consensus Cloud Solutions: High EBITDA Margins But Slowing Top-Line Growth

Mohammed Saqib profile picture
Mohammed Saqib


  • Consensus Cloud Solutions, Inc. is expanding into the $8 billion healthcare interoperability market.
  • The corporate segment is expected to drive outsized growth offset by flat to declining growth in SoHo.
  • While Consensus Cloud Solutions has higher EBITDA margins compared to its peers, I keep a Hold rating on the stock due to a slower revenue growth outlook and near-term macro risks.

Cloud Network Solution



Consensus Cloud Solutions, Inc. (NASDAQ:CCSI) is a leading vendor of information delivery solutions for a variety of industries and for small and home offices. The company serves a $3B online fax addressable market, which is largely penetrated, and an $8B healthcare

CCSI stock price movement YTD

CCSI stock price movement

CCSI Product Roadmap

CCSI Product Roadmap (Company Presentation)

CCSI forecasted P&L (my estimates)

CCSI forecasted P&L (my estimates) (my estimates)

This article was written by

Mohammed Saqib profile picture
high-growth/deep-value. trying to beat the market one stock at a time.

Disclosure: I/we have a beneficial long position in the shares of CCSI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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