Consensus Cloud Solutions Inc. (CCSI) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
As of 2026-11-02, Consensus Cloud Solutions Inc. (NASDAQ: CCSI) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $37.34 (-0.93% 1D, market cap $690.7M). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 17/20. Across 714 tracked Technology issuers, CCSI ranks #112 in composite RQD confidence.
Within the Technology sector (Computer Software: Prepackaged Software), CCSI carries a Roarable C+ (69/100 RQD), trailing P/E of 8.2x, gross margin of 79.8%, and ROIC of 24.2%. By comparison, VTEX (VTEX (Class A)) holds a C+ grade (66/100 RQD, P/E 34.8x, ROIC 6.6%, cap $697.2M) and CGNT (Cognyte Software Ltd.) posts a D+ grade (54/100 RQD, P/E N/A, ROIC 11.7%, cap $723.5M). Among the 5-stock peer group, CCSI leads on earnings multiple (8.2x) while CCSI leads on capital efficiency (24.2% ROIC).
Per CCSI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001866633), Consensus Cloud Solutions Inc. generated $349.7M in revenue (-0.2% YoY), $84.5M in net income, and $105.9M in free cash flow against $663.8M in total assets and $551.3M in total debt. Key quantitative strengths: Strong cash generator (80% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 30.3% FCF Margin ($105.9M FCF) & 79.8% Gross Margin
SEC Form 4 / 13F Thermometer: 85% Net Buy • Cannibal Buyback (-2.64% YoY Shares)
Balance-sheet & 10-K footnote risk deducts 10 pts from forensic ceiling
Even with a 69/100 (C+) score, CCSI faces multiple-compression risk if 8.2x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
Dilution & Margin Drag: Cannibal Buyback (-2.64% YoY Shares) — any gross margin slip below 77.3% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($36.50) or 200D SMA ($32.02) invalidates the momentum regime and cuts Target Base ($39.19) toward Bear Floor ($30.57).
Consensus Cloud Solutions Inc. (CCSI) slipped -0.93% to $37.34, trading at 81% of its 52-week range ($20.2 – $41.4). Solid 80% profit margin (24% return on capital), mixed timing at 8x P/E—hold if owned, no rush to chase.
Seeking Alpha report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Kalkine report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
LOS ANGELES, October 29, 2026--Consensus Cloud Solutions Named a Leader in the 2026 IDC MarketScape for Worldwide Digital Fax
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -0.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on CCSI today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for CCSI. Explore sector supply chains on /butterfly.
Across 714 tracked Technology securities in the Roarable RQD universe, Consensus Cloud Solutions Inc. (CCSI) ranks #112 by composite RQD confidence (69/100, grade C+) and #394 by equity capitalization ($690.7M). Within this direct 5-issuer industry benchmark cohort, CCSI leads on earnings valuation at 8.2x trailing P/E, while CCSI leads on capital efficiency and profitability with 24.2% ROIC and 79.8% gross margin. CCSI currently leads its immediate peer cohort in composite quantitative strength at 69/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| CCSI
ACTIVE
Consensus Cloud Solutions Inc. | C+ | 69/100 | 8.2x | 79.8% | 24.2% | -0.93% | $690.7M | Benchmark Subject |
| VTEX VTEX (Class A) | C+ | 66/100 | 34.8x | 77.5% | 6.6% | -1.24% | $697.2M | /vtex-vs-ccsi → |
| CGNT Cognyte Software Ltd. | D+ | 54/100 | — | 72.4% | 11.7% | -2.86% | $723.5M | /cgnt-vs-ccsi → |
| MOMO Hello Group Inc. | D+ | 58/100 | — | 37.8% | 18.6% | -1.13% | $656.0M | /momo-vs-ccsi → |
| DCBO Docebo Inc. | C- | 61/100 | — | — | — | +0.68% | $735.2M | /dcbo-vs-ccsi → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Consensus Cloud Solutions Inc. (CCSI) reported GAAP revenue of $349.7M (-0.2% vs. FY2024 revenue of $350.4M , and -3.5% cumulative change since FY2023) , GAAP net income of $84.5M, operating cash flow of $136.1M, and free cash flow of $105.9M (+19.9% YoY). On the balance sheet, CCSI closed FY2025 with $663.8M in total assets against $551.3M in total debt (Altman Z-Score: 2.01, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $349.7M | $84.5M | $136.1M | $105.9M | $663.8M | $551.3M |
| FY2024 (FY) | 2024-12-31 | $350.4M | $89.4M | $121.7M | $88.3M | $602.2M | $574.1M |
| FY2023 (FY) | 2023-12-31 | $362.6M | $77.3M | $114.1M | $114.1M | — | — |
As of 2026-11-02, Consensus Cloud Solutions Inc. (NASDAQ: CCSI) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $37.34 (-0.93% 1D, market cap $690.7M). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 14/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 17/20. Across 714 tracked Technology issuers, CCSI ranks #112 in composite RQD confidence.
Within the Technology sector (Computer Software: Prepackaged Software), CCSI carries a Roarable C+ (69/100 RQD), trailing P/E of 8.2x, gross margin of 79.8%, and ROIC of 24.2%. By comparison, VTEX (VTEX (Class A)) holds a C+ grade (66/100 RQD, P/E 34.8x, ROIC 6.6%, cap $697.2M) and CGNT (Cognyte Software Ltd.) posts a D+ grade (54/100 RQD, P/E N/A, ROIC 11.7%, cap $723.5M). Among the 5-stock peer group, CCSI leads on earnings multiple (8.2x) while CCSI leads on capital efficiency (24.2% ROIC).
Per CCSI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001866633), Consensus Cloud Solutions Inc. generated $349.7M in revenue (-0.2% YoY), $84.5M in net income, and $105.9M in free cash flow against $663.8M in total assets and $551.3M in total debt. Key quantitative strengths: Strong cash generator (80% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.. Institutional options positioning shows a 50% call / 50% put premium split.
CCSI last traded at $37.34 (-0.93% on volume of 96,728 shares), positioning the stock +2.30% above its 50-day simple moving average ($36.50) and +16.61% above its 200-day simple moving average ($32.02). Across its 52-week range of $20.20 to $41.40, CCSI sits at the 80.8% percentile with a 14-day RSI of 56.5 (BULLISH MOMENTUM) and an implied next-earnings move of ±7.3% ($34.61 to $40.07).
Why CCSI Stock slipped -0.93% Today — RQD Quant Desk Flash. Solid 80% profit margin (24% return on capital), mixed timing at 8x P/E—hold if owned, no rush to chase.
Per the Roarable RQD rating, CCSI scores 69/100, a C+ grade, with the verdict "Roarable Hold — Upper Neutral / Watch for Breakout." The five pillars break down as follows. Fundamental Cash Engine scores 17 of 20, supported by ROIC of 24.2% and an FCF yield of 15.33%; this is the strongest pillar and the main reason the rating sits above neutral. Insider Conviction scores 17 of 20, based on the SEC Form 4 and Congressional PTR cluster flow referenced in the rating, though the underlying trade-level detail is not included in this source data. Whale/13F Flow scores 14 of 20, reflecting institutional accumulation and options positioning, but the holder records are not provided in this dataset, so this pillar cannot be independently verified here. Macro Regime Fit scores 11 of 20, with beta at 1.0 and the sector-sensitivity assessment cited in the rating. Forensic Balance Sheet scores 10 of 20, the weakest pillar, reflecting an Altman Z of 2.01, a Piotroski F of 6/9, and a Debt/Equity of 8.5.
For a prospective investor evaluating the stock today, the implication is a mixed setup. The cash-generation profile and the valuation (trailing P/E of 8.2, EV/EBITDA of 6.6) are the upside drivers the rating highlights. The tradeoff is balance-sheet leverage: the forensic pillar and the Debt/Equity figure indicate that financial risk is the main constraint on re-rating. The "Watch for Breakout" label signals that the rating assigns the stock to a wait-and-observe category rather than a conviction call in either direction.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $349.7M | $150.2M | $84.5M | N/A | $105.9M | $74.7M | $551.3M |
| FY 2024 | $350.4M | $149.4M | $89.4M | N/A | $88.3M | $33.5M | $574.1M |
| FY 2023 | $362.6M | $147.2M | $77.3M | N/A | $114.1M | N/A | N/A |
Per the SEC financials, revenue moved from $362.6M in FY 2023 to $350.4M in FY 2024 and $349.7M in FY 2025, while operating income held in a narrow band of $147.2M to $150.2M. Per the market data, gross margin is 79.8%, operating margin 43%, and net margin 24.2%. Per the Roarable RQD rating, the Altman Z-Score is 2.01 and the Piotroski F-Score is 6/9. Debt declined from $574.1M to $551.3M across FY 2024 to FY 2025, and cash rose from $33.5M to $74.7M over the same period, per the SEC financials.
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Seeking Alpha report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Simply Wall St report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Kalkine report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Consensus Cloud Solutions Inc. (CCSI) market action, institutional positioning, and fundamental catalysts.
Welcome to the CCSI (Consensus Cloud Solutions Inc.) Roar Pit. Current RQD Composite is 69/100 (Roarable Hold — Upper Neutral / Watch for Breakout) in Computer Software: Prepackaged Software. Bulls point to capital efficiency (24.2% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on CCSI, but look at what you are paying: 8.2x trailing P/E with 79.8% gross margins. Unless Consensus Cloud Solutions Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on CCSI, the market is fixating on short-term headline noise in Computer Software: Prepackaged Software and ignoring the balance sheet and cash flow trajectory. At $37.69 (52-wk range $20.20 - $41.40), any beat on forward guidance forces shorts and underweight funds to chase.
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