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Employees: 520
Size Consensus Cloud Solutions (CCSI) is a United States Information Technology company (Packaged Software) with a market value of $791M, the 2404th largest of 3,117 United States companies the cockpit tracks. Shares closed at $43.15 on 6 Nov 2026.
Performance Over six months the shares gained 26.9%, against -16.0% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 1.4% over the last twelve months (peer median +1.7%); the operating margin is 41.8% (peer median 5.7%).
Valuation It trades at 7.0× forward earnings against a peer median of 19.6× (cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -2% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is -4 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 13.4 points above its cost of capital (9.7% WACC).
Short interest Short interest is 6.5% of the free float (15 Oct 2026).
Next results Next results expected around 24 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $355M | $350M | $350M | $363M | $362M |
| Revenue growth | — | 0% | -3% | 0% | — |
| Gross profit | $285M | $279M | $281M | $294M | $300M |
| EBITDA | $168M | $169M | $170M | $165M | $169M |
| Net income | $94.7M | $84.5M | $89.4M | $77.2M | $72.6M |
| Free cash flow | $114M | $104M | $88.3M | $77.7M | $52.9M |
| Capital expenditure | $30.3M | $30.2M | $33.4M | $36.5M | $31.0M |
| Total debt | $566M | $571M | $607M | $749M | $811M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CCSI | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +17.8% | +0.1% | 3rd highest of 21 |
| 6-month return | +26.9% | -16.0% | 4th highest of 21 |
| Distance from 52-week high | -0.7% | -44.5% | 2nd highest of 21 |
| Revenue growth (TTM) | +1.4% | +1.7% | 10th lowest of 21 |
| Operating margin | 41.8% | 5.7% | highest of 21 |
| Forward P/E | 7.0× | 19.6× | cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -2.5% | 10.5% | 3rd least demanding of 15 |
| Growth delivered (Del g) | +1.1% | +15.0% | 2nd lowest of 15 |
| Hurdle (Req g minus delivered) | -3.6 pp | -11.1 pp | 7th most demanding of 15 |
| ROIC minus cost of capital | +13.4 pp | -2.9 pp | 3rd highest of 20 |
| EV / EBITDA | 7.5× | 9.2× | 3rd cheapest of 11 |
| Net debt / EBITDA | 2.8× | -0.9× | most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Consensus Cloud Solutions CCSI | United States | $791M | +27% | +1% | 42% | 7.0× | -2.5% | +1.1% |
| B-Soft 300451.SZ | China | $792M | -22% | -21% | -75% | 115.0× | n/a | n/a |
| V5 Technologies 7822.TW | Taiwan | $788M | -59% | +188% | 37% | 15.9× | -1.8% | +114.4% |
| Yonyou Auto Information Technology (Shanghai) 688479.SS | China | $793M | -9% | +1% | 2% | n/a | n/a | n/a |
| Everplay EVPL.L | United Kingdom | $784M | +52% | +1% | 15% | 11.6× | 13.9% | +14.9% |
| Bumble BMBL | United States | $798M | +65% | -13% | 28% | 8.0× | -10.5% | +10.7% |
| Gungho Online Entertainment 3765.T | Japan | $798M | -3% | -6% | 7% | 31.5× | n/a | n/a |
| Phreesia PHR | United States | $783M | +24% | +13% | 5% | 22.2× | 13.4% | +26.4% |
| Anhui ZhongDianXinLong Science and Technology 002298.SZ | China | $799M | -21% | -29% | -17% | n/a | n/a | n/a |
| Pinming Technology 688109.SS | China | $801M | -29% | -13% | -6% | 53.0× | 44.7% | +2.9% |
| Dynavox DYVOX.ST | Sweden | $778M | -14% | +10% | 13% | 24.0× | 7.6% | +22.5% |
| CiDi 3881.HK | Hong Kong | $777M | -43% | +139% | -48% | n/a | n/a | n/a |
| MNTN MNTN | United States | $776M | -38% | +21% | 15% | 10.3× | 0.2% | +41.0% |
| LINK Mobility LINK.OL | Norway | $771M | -9% | +16% | 6% | 16.1× | 5.7% | +14.9% |
| Intellect Design Arena INTELLECT.NS | India | $766M | -34% | +17% | 12% | 17.0× | 28.1% | +15.2% |
| Fujian Fuxin Software Development Joint Stock 688095.SS | China | $817M | -22% | +27% | 8% | 41.3× | 19.2% | +17.9% |
| Shenzhen Bingchuan Network 300533.SZ | China | $763M | -18% | -5% | -10% | n/a | 4.7% | +46.0% |
| Wutong 300292.SZ | China | $821M | -20% | -4% | 4% | n/a | 14.2% | +2.9% |
| PSI Software PSAN.DE | Germany | $822M | -1% | +2% | -5% | n/a | n/a | n/a |
| WingArc1st 4432.T | Japan | $755M | +29% | +15% | 30% | 15.4× | -7.6% | +11.1% |
| Linewell Software 603636.SS | China | $755M | -2% | -42% | -111% | 22.4× | 16.4% | -11.5% |