Consensus Cloud Solutions, Inc.

CCSI ·Technology, Software - Application, United States
Valuation › AI Valuation

AI Valuation

AI-generated fair value estimate for this company.

AI Fair Value $33.70
Market Price $36.96
Overvalued By 9.7%

Method: 10-year unlevered FCF DCF: $354.67M TTM revenue base; 1% annual revenue growth years 1-5 (corporate-channel growth offsetting secular decline in legacy fax usage), flat 0% years 6-10; 28% FCF margin, in line with the company's current ~27% net margin and capital-light, high-cash-conversion business model; 10% WACC; 1% terminal growth; $467M net debt ($565.94M debt less $98.9M cash); 18.32M shares outstanding.

Reasoning: Consensus Cloud Solutions runs a secularly declining but highly profitable digital-fax/eFax business with minimal capex needs, so a low-single-digit-growth DCF built on its already-high, stable FCF margin better reflects a mature cash-flow annuity than a growth-oriented model; the discount rate and explicit net-debt deduction account for the meaningful leverage carried over from its spin-off capital structure.