Reading CSGS? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CSGS free→Reading CSGS? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track CSGS free→NASDAQIndustrialsSoftware - ApplicationSnapshot 2026-06-12
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, but management's recent track record has been unsteady, with frequent disruptive corporate changes. Earnings quality is robust, cash backs up reported profits, while risk is moderate and the sector backdrop is a headwind. Compared with sector peers, CSGS is above typical. The read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 0 valuation methods, at three horizons. Current price $80.69. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Not enough valuation methods to set a 12-month read yet.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 69% of the time over the next year (vs 58% for the rest of the cohort, n=3696).
Over the trailing year it converted 2.25x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 64% of the time over the next year (vs 57% for the rest of the cohort, n=3333).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates.
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $1.16 → $1.16 (+0.0% / 30d). 0 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 0% of analysts rate Buy.
1 positive, 4 negative / 30d. See F4 management tile for the event list.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$8.
How much price usually moves either way.
On a bad day, this stock has moved -$165.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $798.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-12
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: Completing the merger is key for CSG's future growth and stability. It impacts revenue and operations.
Confirms:An official announcement confirms when the merger will be complete.
Disproves:There are delays or problems with the merger process.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for CSGS yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
President and Chief Executive Officer — Brian Shepherd: Termination of employment due to the Merger.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
A side-by-side read on sector standing, valuation, and risk versus Industrials (broad).
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
CSGS CSG Systems International, Inc. | Above typical Show detailsSector percentile: 94 of 100 | — | moderate |
MTZ MasTec | Typical Show detailsSector percentile: 47 of 100 | expensive | moderate |
CW Curtiss-Wright | Typical Show detailsSector percentile: 67 of 100 | expensive | moderate |
CRS Carpenter Technology | Typical Show detailsSector percentile: 55 of 100 | expensive | moderate |
ATI ATI Inc. | Above typical Show detailsSector percentile: 85 of 100 | expensive | elevated |
6 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated volatile grew net income 59% of the time over the next year (vs 59% for the rest of the cohort, n=840).
Not investment advice. As of 2026-06-12.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-12.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Finalize and integrate the merger with NEC Corporation as planned.
Focus on initiatives to drive revenue growth across the business.
Improve operating income through cost management and efficiency.
Why it matters: Revenue growth is crucial for CSG's financial health. It shows market demand and company performance.
Confirms:Q2 earnings report shows revenue growth above 5% year over year.
Disproves:Q2 earnings report shows revenue growth below 2% year over year.
Why it matters: Increasing revenue growth shows that CSG is expanding its market presence. It is key to management's focus on growth.
Confirms:Q2 2026 revenue reported above $313.7M.
Disproves:Q2 2026 revenue reported below $300M.
Why it matters: Higher operating income means better cost management. This is key for CSG's finances.
Confirms:Q2 2026 operating income was over $35.1M.
Disproves:Q2 2026 operating income was under $30M.
by reference. In connection with the closing of the Merger, on May 9, 2026, CSG notified the Nasdaq Stock Market (“Nasdaq”) of the anticipated completion of the Merger and on May 11, 2026, CSG requested that Nasdaq (i) suspend trading of CSG Common Stock on Nasdaq before the opening of trading on May 14, 2026 and (ii) file a notification of removal from listing on Form 25 with the SEC to delist CSG Common Stock from Nasdaq and deregister CSG Common Stock under Section 12(b) of the Securities…
by reference. At the Effective Time, a change of control of CSG occurred. Merger Sub merged with and into CSG, the separate corporate existence of Merger Sub ceased, and CSG continued as the Surviving Corporation in the Merger as a wholly owned subsidiary of Parent.
by reference. On the terms and subject to the conditions set forth in the Merger Agreement, at the effective time of the Merger (the “Effective Time”), and as a result of the Merger, each share of common stock of CSG (“CSG Common Stock”) that was issued and outstanding immediately prior to the Effective Time (other than (i) shares of CSG Common Stock owned by CSG (as treasury stock or otherwise, and other than shares held on behalf of third parties) or owned by Parent or Merger Sub or any dir…
Entry into a Material Definitive Agreement. On May 14, 2026, CSG and U.S. Bank Trust Company, National Association as trustee (the “Convertible Notes Trustee”), entered into a Supplemental Indenture (the “Supplemental Indenture”), dated as of May 14, 2026, which supplements the Indenture, dated as of September 11, 2023 (the “Initial Indenture” and, together with the Supplemental Indenture, the “Indenture”), by and between CSG and the Convertible Notes Trustee, governing CSG’s 3.875% Convertib…