CCSIConsensus Cloud Solutions, Inc.
Is the price fair?
Neither cheap nor expensive: nothing decisive, though modest expectations priced in.
Priced for a decline (~−11% a year). Little growth is priced in even as revenue fell 1% a year over three years, potential value, or a value trap.
In its normal range: P/E 7.4 vs a 6.7 median over 19 quarters (+12% vs median).
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What CCSI's price assumes
Consensus Cloud Solutions, Inc. trades at 7.44× earnings against 33.1× for the median Software - Infrastructure name, cheaper than its own group.
Trailing P/E · Software - Infrastructure median 33.1 · cheaper than the typical name in its group
- Free cash flow yield
- 17%
Free cash flow yield · Software - Infrastructure median 5.3%
- Growth the price implies
- −11%
Growth the price implies · The price pays for −11% free cash flow growth a year for a decade; the business has delivered +34% a year over the last three.
Details›
- Technology median P/E459 names
- 36.8
- Software - Infrastructure median P/E107 names
- 33.1
- Free cash flow, trailing twelve months
- $116M
- Market capitalisation
- $676M
- 3-year revenue growth
- −1.1%
- 3-year free cash flow growth
- +34%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $25.53 |
| Its own P/E history, median | $32.86 |
| Its own P/E history, upper quartile | $50.33 |
| 52-week range | $20.24 – $39.85 |
| Today | $36.73 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Software, Infrastructure
Ranks #15 of 80 by RyuScore