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Consensus Cloud Solutions Inc (CCSI)

NASDAQ
Currency in USD
20.93
-1.02(-4.67%)
Real-time Data·

CCSI Comments

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It is time to look past the noise surrounding CCSI. At current prices (P/E < 5x), the market is completely ignoring the profound transformation of its business model. The company is strategically shifting its focus: moving away from the SoHo segment (small offices and home offices)—which is volatile and low-margin—to double down on Enterprise and Interoperability. The key here isn't just 'cloud fax'; it’s their new healthcare interoperability platform, Harmony. This service represents the future of clinical data exchange and will allow the business to resume growth with high-quality recurring revenue. Furthermore, the deleveraging story is massive. They have already retired nearly $200 million in debt and have the authorization to retire up to $300 million by late 2026. As leverage ratios drop drastically, there is no reason for CCSI not to trade at a 8-10x P/E multiple (which would still be conservative). This would easily put the stock in the $40-$50 range once the market recognizes this is no longer a legacy business, but a critical infrastructure tech player.
I feel it cheap, P/E 2'8!!!!!
P/E (Forward)
It's a complicated business, they are not in a good market and it seems the company is not able to grow their income. But cost keep going down and they are being able to maintain income. That formula combined with a really cheap price sounds good. Also if you investigate about ownership you will find insiders are really interested in the company they manage. It has some deep value hidden inside but with that ammount of debt it is a complicated business to evaluate.
Maybe the reason it's so cheap it's that literally no one knows about it
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