Consensus Cloud Solutions, Inc. (CCSI)
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
$35.36+0.65%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · CCSI
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -43.6% |
| Our one-year growth estimate | diamond | 100.0% |
Growth built into the price is above our model estimate.
The price assumes 143.6 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 68 industry peers · Company calendar date is not available
CCSI — earnings miss
Dated 2026-08-06
Results of Operations and Financial Condition. On August 6, 2026, Consensus Cloud Solutions, Inc. (the “Company”) issued a press release announcing its unaudited financial results for the second quarter of fiscal 2026. A copy of the press release is furnished as Exhibit 99.1 to this Form 8-K. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange…
Why it matters: If sector revenue growth slows, it may impact Consensus Cloud's growth outlook.
Worry ifSector revenue growth has been below average for two months in a row.
Less concerning ifSector revenue growth remains above its median for the same period.
Why it matters: Keeping this margin shows good cost control and efficiency.
Supportive ifAdjusted EBITDA margin was above 50% in Q2 2026.
Worry ifAdjusted EBITDA margin was below 50% in Q2 2026.
Why it matters: A decline would indicate weakening demand in a key growth area.
Worry ifCorporate channel revenue growth reported at or above 8%.
Less concerning ifCorporate channel revenue growth was below 8%.
Why it matters: Meeting or exceeding this guidance shows strong growth momentum. It confirms management's focus on revenue growth in the corporate channel.
Supportive ifQ3 2026 revenue reported at or above $91.2 million.
Worry ifQ3 2026 revenue reported below $89.2 million.
Why it matters: This signals effective cost management and revenue growth. It aligns with management's goal to increase earnings per share.
Supportive ifAdjusted earnings per diluted share were $1.39 or more.
Worry ifAdjusted earnings per diluted share were less than $1.34.
Why it matters: Ongoing share buybacks help stock value. They show confidence in the company's future.
Supportive ifShare repurchases reported at or above $10 million in Q3 2026.
Worry ifShare buybacks were less than $5 million in Q3 2026.
Why it matters: Stable or rising operating income shows good cost control. It shows management wants to grow income.
Watch forOperating income was $36.8 million or more in Q3 2026.
Also watch forOperating income was less than $36.0 million in Q3 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$212 on $10,000 · ±2.1% | How much price usually moves either way. |
| Bad day | $521 loss on $10,000 · 5.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,190 loss on $10,000 · 31.9% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.