Consensus Cloud Solutions, Inc.

CCSI · Technology · $713.9M mkt cap · FY2025 filings · Narrow moat

Wonderful & reasonably priced

Narrow moat

The four filters

Pricing power100

Median gross margin 82.9% over 7y, very stable.

Returns on capital100

Median ROIC 23.5%, above the 9% hurdle in 100% of years.

Balance-sheet safety21

Net debt/EBITDA 2.9x, interest coverage 4x.

Capital discipline20

Owner earnings -17.6%/yr, share count n/a.

Margin of safety

Above valueOn sale

24% below value

Owner earnings (normalized): $84.5M
Est. intrinsic value / share: $49.54
Recent price: $37.66
Discount to value: 24% below value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell CCSI. See the disclaimer.