Consensus Cloud Solutions, Inc.
CCSI · Services-Prepackaged Software · 18.4M shares · -0%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: -$17M (gross $1M, SBC $18M)
Reference price $34.27 · est. market cap ~$630M — last insider sale, 2026-06-02 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B68Cloud fax / digital-interoperability company — highly profitable with strong free cash flow, but very high leverage and flat revenue.
Strengths
- Highly profitable with strong FCF — operating margin 43% (98th), net margin 24% (89th), FCF $106M (40th), FCF margin 30%
Risks
- Very high leverage — D/E 40 (100th)
- Flat/declining legacy revenue — -0%
- Secular-decline (fax) risk — per 10-K
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- High leverageHigh leverage (debt/equity 40.03)
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Notable holderHeld by 5 notable fund(s): STATE STREET CORP, GOLDMAN SACHS GROUP INC, RENAISSANCE TECHNOLOGIES LLC +2 more (as of 2026-03-31)
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
79.8%
Operating margin
43.0%
Net margin
24.2%
Return on equity
613.7%
Return on assets
12.7%
ROIC
21.0%
Revenue growth (QoQ)
1.6%
Net-income growth
-5.5%
Debt / equity
40.0×
Net debt / EBITDA
2.8×
Current ratio
1.8×
Free cash flow
$106M
EBITDA
$169M
Tangible book value
-$378M
Cash & investments
$75M
Stock comp / revenue
5.1%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-17 | Aubee Vithya | Tax withheld | 3.1K | $34.19 |
| 2026-06-17 | Varon Adam | Option exercise | 1.6K | — |
| 2026-06-17 | Varon Adam | Tax withheld | 678 | $34.19 |
| 2026-06-17 | Hecker Johannes Rolf Peter | Tax withheld | 4.4K | $34.19 |
| 2026-06-17 | Krulich Karel | Option exercise | 1.6K | — |
| 2026-06-17 | Sullivan Jeffrey Alan | Option exercise | 8.2K | — |
| 2026-06-17 | Sullivan Jeffrey Alan | Tax withheld | 3.0K | $34.19 |
| 2026-06-17 | Krulich Karel | Tax withheld | 605 | $34.19 |
| 2026-06-17 | Hecker Johannes Rolf Peter | Option exercise | 9.0K | — |
| 2026-06-17 | Aubee Vithya | Option exercise | 6.4K | — |
| 2026-06-16 | Varon Adam | Tax withheld | 523 | $34.72 |
| 2026-06-16 | Hecker Johannes Rolf Peter | Tax withheld | 2.4K | $34.72 |
| 2026-06-16 | Hecker Johannes Rolf Peter | Option exercise | 5.0K | — |
| 2026-06-16 | Krulich Karel | Option exercise | 900 | — |
| 2026-06-16 | Krulich Karel | Tax withheld | 336 | $34.72 |
| 2026-06-16 | Varon Adam | Option exercise | 1.2K | — |
| 2026-06-16 | Sullivan Jeffrey Alan | Option exercise | 5.0K | — |
| 2026-06-16 | Sullivan Jeffrey Alan | Tax withheld | 1.8K | $34.72 |
| 2026-06-16 | Aubee Vithya | Option exercise | 3.5K | — |
| 2026-06-16 | Aubee Vithya | Tax withheld | 1.7K | $34.72 |
| 2026-06-15 | TURICCHI R SCOTT | Tax withheld | 3.8K | $34.66 |
| 2026-06-07 | Aubee Vithya | Tax withheld | 855 | $33.50 |
| 2026-06-07 | Sullivan Jeffrey Alan | Tax withheld | 897 | $33.50 |
| 2026-06-07 | Krulich Karel | Tax withheld | 190 | $33.50 |
| 2026-06-07 | Varon Adam | Tax withheld | 180 | $33.50 |
| 2026-06-06 | Aubee Vithya | Tax withheld | 1.6K | $33.50 |
| 2026-06-06 | Varon Adam | Tax withheld | 233 | $33.50 |
| 2026-06-06 | Krulich Karel | Tax withheld | 343 | $33.50 |
| 2026-06-06 | Sullivan Jeffrey Alan | Tax withheld | 1.5K | $33.50 |
| 2026-06-02 | HEALY ELAINE | Sell | 4.0K | $34.27 |
| 2026-05-12 | Varon Adam | Tax withheld | 118 | $29.33 |
| 2026-05-10 | Krulich Karel | Tax withheld | 87 | $34.00 |
| 2026-05-10 | Aubee Vithya | Tax withheld | 280 | $34.00 |
| 2026-05-10 | Hecker Johannes Rolf Peter | Tax withheld | 172 | $34.00 |
| 2026-05-10 | Varon Adam | Tax withheld | 60 | $34.00 |
| 2026-05-10 | Sullivan Jeffrey Alan | Tax withheld | 336 | $34.00 |
| 2026-03-13 | Aubee Vithya | Option exercise | 6.4K | — |
| 2026-03-13 | Aubee Vithya | Tax withheld | 3.1K | $30.05 |
| 2026-03-13 | MALONE JAMES C | Option exercise | 5.1K | $30.05 |
| 2026-03-13 | Sullivan Jeffrey Alan | Option exercise | 8.2K | — |
| 2026-03-13 | Sullivan Jeffrey Alan | Tax withheld | 4.0K | $30.05 |
| 2026-03-13 | Hecker Johannes Rolf Peter | Option exercise | 9.0K | — |
| 2026-03-13 | Hecker Johannes Rolf Peter | Tax withheld | 4.4K | $30.05 |
| 2026-02-22 | Aubee Vithya | Tax withheld | 102 | $29.87 |
| 2026-02-22 | Hecker Johannes Rolf Peter | Tax withheld | 307 | $29.87 |
| 2026-02-09 | MALONE JAMES C | Grant | 33K | — |
| 2026-02-09 | Sullivan Jeffrey Alan | Grant | 27K | — |
| 2026-02-09 | Hecker Johannes Rolf Peter | Grant | 30K | — |
| 2026-02-09 | Aubee Vithya | Grant | 21K | — |
| 2026-02-09 | TURICCHI R SCOTT | Grant | 94K | — |
| 2025-12-15 | Sullivan Jeffrey Alan | Tax withheld | 610 | $23.65 |
| 2025-12-15 | Aubee Vithya | Tax withheld | 766 | $23.65 |
| 2025-12-15 | TURICCHI R SCOTT | Tax withheld | 3.8K | $23.65 |
| 2025-12-08 | ROSS STEPHEN | Grant | 8.8K | — |
| 2025-12-08 | Simmons Nathaniel | Grant | 8.8K | — |
| 2025-12-08 | Sutton-Wallace Pamela | Grant | 8.8K | — |
| 2025-12-08 | BECH DOUGLAS Y | Grant | 8.8K | — |
| 2025-12-08 | HEALY ELAINE | Grant | 8.8K | — |
| 2025-12-07 | Aubee Vithya | Tax withheld | 766 | $22.41 |
| 2025-12-07 | Sullivan Jeffrey Alan | Tax withheld | 1.3K | $22.41 |
| 2025-12-07 | Hecker Johannes Rolf Peter | Tax withheld | 1.3K | $22.41 |
| 2025-12-06 | Aubee Vithya | Tax withheld | 2.8K | $22.41 |
| 2025-12-06 | MALONE JAMES C | Option exercise | 5.1K | $22.41 |
| 2025-12-06 | Sullivan Jeffrey Alan | Option exercise | 8.2K | — |
| 2025-12-06 | Sullivan Jeffrey Alan | Tax withheld | 6.1K | $22.41 |
| 2025-12-06 | Hecker Johannes Rolf Peter | Option exercise | 9.0K | — |
| 2025-12-06 | Hecker Johannes Rolf Peter | Tax withheld | 6.8K | $22.41 |
| 2025-12-06 | Aubee Vithya | Tax withheld | 2.8K | $22.41 |
| 2025-12-06 | Aubee Vithya | Option exercise | 6.4K | — |
| 2025-11-19 | HEALY ELAINE | Sell | 1.0K | $20.50 |
| 2025-11-10 | Sullivan Jeffrey Alan | Tax withheld | 335 | $24.59 |
| 2025-11-10 | Hecker Johannes Rolf Peter | Tax withheld | 126 | $24.59 |
| 2025-11-10 | Aubee Vithya | Tax withheld | 336 | $24.59 |
| 2025-10-03 | Hecker Johannes Rolf Peter | Tax withheld | 1.8K | $27.81 |
| 2025-10-03 | Aubee Vithya | Option exercise | 3.5K | — |
| 2025-10-03 | Aubee Vithya | Tax withheld | 2.1K | $27.81 |
| 2025-10-03 | Sullivan Jeffrey Alan | Option exercise | 5.0K | — |
| 2025-10-03 | Sullivan Jeffrey Alan | Tax withheld | 1.8K | $27.81 |
| 2025-10-03 | Hecker Johannes Rolf Peter | Option exercise | 5.0K | — |
| 2025-10-03 | MALONE JAMES C | Option exercise | 3.1K | — |
| 2025-08-22 | Aubee Vithya | Tax withheld | 123 | $26.84 |
| 2025-08-22 | Hecker Johannes Rolf Peter | Tax withheld | 225 | $26.84 |
| 2025-06-15 | Aubee Vithya | Tax withheld | 448 | $21.65 |
| 2025-06-15 | TURICCHI R SCOTT | Tax withheld | 3.8K | $21.65 |
| 2025-06-15 | Sullivan Jeffrey Alan | Tax withheld | 429 | $21.65 |
| 2025-06-07 | Aubee Vithya | Tax withheld | 1.0K | $27.76 |
| 2025-06-07 | Sullivan Jeffrey Alan | Tax withheld | 894 | $27.76 |
| 2025-05-10 | Aubee Vithya | Tax withheld | 336 | $22.51 |
| 2025-05-10 | Sullivan Jeffrey Alan | Tax withheld | 335 | $22.51 |
| 2025-03-13 | Sullivan Jeffrey Alan | Tax withheld | 22 | $23.43 |
| 2025-03-13 | TURICCHI R SCOTT | Tax withheld | 739 | $23.43 |
| 2025-03-06 | Sullivan Jeffrey Alan | Tax withheld | 108 | $23.63 |
| 2025-03-06 | TURICCHI R SCOTT | Tax withheld | 3.7K | $23.63 |
| 2025-03-03 | Sullivan Jeffrey Alan | Tax withheld | 132 | $25.65 |
| 2025-03-03 | Aubee Vithya | Tax withheld | 65 | $25.65 |
| 2025-03-03 | TURICCHI R SCOTT | Tax withheld | 3.7K | $25.65 |
| 2025-02-22 | Aubee Vithya | Tax withheld | 112 | $25.68 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-10 | 2026-06-10 | 0001866633-26-000013 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001866633-26-000011 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001866633-26-000009 ↗ |
| 8-K | 2026-04-01 | 2026-04-01 | 0001866633-26-000006 ↗ |
| 10-K | 2026-02-13 | 2025-12-31 | 0001866633-26-000004 ↗ |
| 8-K | 2026-02-10 | 2026-02-09 | 0001866633-26-000002 ↗ |
| 8-K | 2025-11-05 | 2025-11-05 | 0001866633-25-000023 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001866633-25-000025 ↗ |
| 8-K | 2025-10-15 | 2025-10-15 | 0001866633-25-000021 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0001866633-25-000017 ↗ |
| 10-Q | 2025-08-07 | 2025-06-30 | 0001866633-25-000019 ↗ |
| 8-K | 2025-07-14 | 2025-07-09 | 0001866633-25-000015 ↗ |