Analysts have lowered revenue and earnings per share estimates for Consensus Cloud Solutions after recent results. Despite this, the consensus price target remains unchanged, indicating no major changes in the business's intrinsic value.
Consensus Cloud Solutions is trading cheaper than its peers, but its volatile stock could sink lower. The company's future profit outlook isn't fully reflected in the current share price, suggesting a good buying opportunity.
Scott Turicchi, CEO at Consensus, is confident that Johnny Hecker's leadership and strategic skills will boost their revenue initiatives and expand their presence in the fast-paced cloud technology sector. Hecker plans to enhance Consensus' success by creating business strategies that align with their innovative technology to meet the market's changing demands.
The significant increase in ROCE combined with a reduction in capital employed presents a promising outlook for Consensus Cloud Solutions. Given the stock's substantial decline over the past year, there might be a buying opportunity if these positive trends continue.
The stock is seen as undervalued currently, presenting a buy-low opportunity for investors. Its lower PE ratio may benefit existing shareholders keen on increasing their holdings. The optimistic growth outlook has yet to fully permeate the share price. Investors are recommended to examine the company's broader health and management track record.
Consensus Cloud Solutions股票討論區
2021年上市,主要做安全信息交付業務,79%的市場在美國,當前價格19.79。
上市以來營收小幅增長兩年,平均增速4.6%,營業利潤受毛利率下滑和費用過快增長影響連續萎縮兩年,稅前利潤受利息費用增長影響在2022年萎縮,淨利潤受所得稅波動影響在2021年和2022年均有較大萎縮。
2023前3季度營收增長1%,營業利潤萎縮0.1%,稅前利潤增長3%,受所得稅波動影響淨利潤增長8.4%。
目前市盈率5.44,市盈率TTM5.05,考慮到目前這麼小的規模增長就停下來,缺乏長期投資價值。
近4年營收波動略微上升,營業利潤波動略微下滑,淨利潤近兩年連續下滑。
2022前三季度營收下滑47%,營業利潤下滑50%,淨利潤下滑43%。
目前11倍市盈率,18.5倍市盈率TTM 完全沒有吸引力。
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