Consensus Cloud Solutions, Inc.(CCSI)Stock Analysis
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Rank #789 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CCSI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Consensus Cloud Solutions, Inc. (CCSI), a Technology sector company. 13F Pro's AI-powered ranking engine scores CCSI at 61.7/100 on a 32-signal composite quality model, placing it at rank #789 of 2,879 stocks — the top half of the AI-ranked universe. CCSI scores in the top quartile across balance sheet strength (91.5), free cash flow (89.7), profitability (86.4). Areas of concern include revenue growth (27.2) and revenue scale (32.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 25.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Consensus Cloud Solutions, Inc. reports quarterly revenue of $88.5M, net income of $24.7M, an operating margin of 42.7%. Top institutional holders of CCSI by reported 13-F value include JANUS HENDERSON GROUP PLC, Heron Bay Capital Management, Gates Capital Management,, based on the most recent SEC filings. CCSI trades on the Nasdaq exchange and files with the SEC under CIK 1866633. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CCSI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Consensus Cloud Solutions, Inc. directly from SEC EDGAR. Consensus Cloud Solutions, Inc.'s 13F Pro composite quality score has ranged between 8 and 68 since 2022, currently 61.7 — an improving long-term trajectory across 51 quarterly and live scoring snapshots.
Revenue
Q1 2026
$88.5M
Net Income
Q1 2026
$24.7M
Free Cash Flow
Q1 2026
$38.5M
Operating Margin
Q1 2026
42.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-0.2% YoYNet Income
-5.5% YoYOperating Income
+0.6% YoYEPS (Diluted)
-5.8% YoYTotal Assets
+10.2% YoYTotal Debt
-7.6% YoYOp. Cash Flow
+11.8% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $349.7M -0.2% | $350.4M -3.4% | $362.6M +0.0% | $362.4M +2.8% | $352.7M +6.5% | $331.2M |
| Net Income | $84.5M -5.5% | $89.4M +15.7% | $77.3M +6.3% | $72.7M +170.3% | $26.9M -82.4% | $152.9M |
| Operating Income | $150.2M +0.6% | $149.4M +1.5% | $147.2M -3.1% | $151.9M -13.3% | $175.1M -11.0% | $196.7M |
| EPS (Diluted) | $4.35 -5.8% | $4.62 +17.3% | $3.94 +8.2% | $3.64 -33.1% | $5.44 -29.2% | $7.68 |
| Total Assets | $663.8M +10.2% | $602.2M -7.0% | $647.3M +2.1% | $633.9M +12.6% | $562.8M -62.3% | $1.49B |
| Total Debt | $565.4M -7.6% | $611.9M -17.6% | $742.6M -6.5% | $793.9M +0.2% | $792.0M | $0.00 |
| Operating Cash Flow | $136.1M +11.8% | $121.7M +6.7% | $114.1M +37.2% | $83.1M -64.4% | $233.7M -2.1% | $238.8M |
AI Insight: CCSI Financial Trends
Equity turns positive in Q4 2025 as debt falls $95M from Q2 2024 peak, masking flat revenue across eight consecutive quarters.
• Total debt declined steadily from $659M in Q2 2024 to $564M in Q1 2026, a $95M reduction over eight quarters.
• Equity improved from -$124M in Q2 2024 to +$22M in Q1 2026, turning positive for the first time in Q4 2025.
• Revenue has been virtually unchanged at $87–$88M every quarter from Q2 2024 through Q1 2026 — zero top-line growth.
• Operating income ranged narrowly between $33M and $40M across all eight quarters, with no clear expansion trend.
⚠ Operating cash flow is highly volatile — swinging from $11M in Q4 2024 to $52M in Q3 2025 — making free-cash conversion hard to predict.
⚠ Revenue has shown zero growth for eight quarters; any further deceleration risks pressuring debt-service capacity.
⚠ Debt reduction stalled in Q3 2025 — total debt rose slightly from $578M to $579M — worth monitoring for trend reversal.
AI Insight: CCSI Ratio Trends
CCSI's Q1 2026 net margin surged to 27.9% — its highest in the tracked period — even as ROIC stalls near cycle lows around 25–26%.
• Net profit margin rebounded sharply to 27.9% in Q1 2026 from a trough of 20.8% in Q4 2024, the strongest reading across all periods shown.
• ROIC has contracted materially, falling from 29.8% in Q2 2024 to 25.8% in Q1 2026, a roughly 4pp decline over six quarters.
• Operating margin has ranged narrowly between 38.4% and 45.6%, with Q4 quarters consistently the weakest, suggesting seasonal softness.
⚠ D/E spiked to 41.05 in Q4 2025 before dropping to 25.63 in Q1 2026 — the source and speed of that swing warrants scrutiny.
⚠ ROA declined from 15.7% in Q2 2024 to 14.5% in Q1 2026, signaling modestly lower asset productivity despite margin recovery.
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Top Institutional Holders of CCSI
JANUS HENDERSON GROUP PLC
$58.6M2,468,048 shHeron Bay Capital Management
$48.4M2,039,062 shGates Capital Management, Inc.
$43.6M1,838,379 shBlackRock, Inc.
$32.1M1,350,103 shVANGUARD CAPITAL MANAGEMENT LLC
$18.9M797,296 shVANGUARD PORTFOLIO MANAGEMENT LLC
$15.1M638,106 shNEW SOUTH CAPITAL MANAGEMENT INC
$13.8M582,485 shSTATE STREET CORP
$11.7M491,070 shGEODE CAPITAL MANAGEMENT, LLC
$11.2M473,026 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$8.9M376,489 sh
| Fund | Value | Shares |
|---|---|---|
| JANUS HENDERSON GROUP PLC | $58.6M | 2,468,048 |
| Heron Bay Capital Management | $48.4M | 2,039,062 |
| Gates Capital Management, Inc. | $43.6M | 1,838,379 |
| BlackRock, Inc. | $32.1M | 1,350,103 |
| VANGUARD CAPITAL MANAGEMENT LLC | $18.9M | 797,296 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $15.1M | 638,106 |
| NEW SOUTH CAPITAL MANAGEMENT INC | $13.8M | 582,485 |
| STATE STREET CORP | $11.7M | 491,070 |
| GEODE CAPITAL MANAGEMENT, LLC | $11.2M | 473,026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $8.9M | 376,489 |
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Is CCSI a good stock to buy?
13F Pro's AI-powered analysis of Consensus Cloud Solutions, Inc. (CCSI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CCSI are available on the CCSI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own CCSI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CCSI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Consensus Cloud Solutions, Inc.'s investment landscape.