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CSG Systems International (CSGS) has quietly delivered strong long term returns, and its recent pullback could catch the eye of investors looking for steady growth in communications software and services.

See our latest analysis for CSG Systems International.

Despite a modest recent dip in the share price, with CSG Systems International now trading at $77.01, the stock still shows strong momentum, combining a robust year to date share price return with impressive multi year total shareholder returns that point to sustained investor confidence in its growth story.

If CSGS’s steady climb has you rethinking your watchlist, this could be a smart moment to scan other communications and software names through fast growing stocks with high insider ownership.

With shares up strongly over one and three years yet still trading below analysts’ targets and our estimate of intrinsic value, is CSG Systems International an underappreciated compounder, or has the market already priced in its next leg of growth?

With CSG Systems International last closing at $77.01 against a narrative fair value of $80.70, the most widely followed view still sees modest upside and a relatively low risk path to that outcome.

Ongoing strategic migration to asset-light, SaaS and cloud-based platforms is driving improvements in operating leverage, higher gross and operating margins, and robust free cash flow, as demonstrated by operating margin expanding 250 basis points YoY and guidance being raised for margins and free cash flow growth in both 2025 and 2026.

Read the complete narrative.

Curious how steady revenue expectations can still support a richer valuation? The narrative leans on expanding margins, rising earnings power, and a future profit multiple that might surprise you. Want to see which long term assumptions really carry this fair value? Dive in and test whether you agree with the math behind that target.

Result: Fair Value of $80.70 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, persistent telecom headwinds and heavy reliance on Charter and Comcast could pressure growth and quickly challenge the modest upside implied by this narrative.

Find out about the key risks to this CSG Systems International narrative.

If the market story here does not quite match your view, you can review the numbers yourself and build a tailored narrative in minutes, Do it your way.

A great starting point for your CSG Systems International research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CSGS.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Story Continues

For a business like Jamf that is still building toward stronger profitability, the price to sales ratio is a useful way to judge value because it focuses on how the market is pricing each dollar of revenue rather than current earnings, which can be suppressed by investment and accounting factors.

In general, higher growth and lower perceived risk justify a higher price to sales multiple, while slower growth or greater uncertainty point to a lower, more conservative range. Jamf currently trades on a price to sales multiple of about 2.50x, which is below both the broader Software industry average of roughly 4.87x and a peer group average of about 3.00x, signaling a discount on simple comparisons.

Simply Wall St’s Fair Ratio, at around 3.93x, estimates what Jamf’s price to sales multiple should be once you factor in its growth outlook, margins, risk profile, industry positioning and market cap. This Fair Ratio is more tailored than blunt peer or industry comparisons because it adjusts for company specific strengths and weaknesses. With the current 2.50x sitting well below the 3.93x Fair Ratio, the shares appear undervalued on this metric.

Result: UNDERVALUED

PS ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1446 companies where insiders are betting big on explosive growth.

Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives, which are simply clear, written explanations of your view on a company that connect its story to your assumptions for future revenue, earnings and margins, and then to a fair value estimate. On Simply Wall St’s Community page, used by millions of investors, Narratives make this process easy by letting you spell out why you think Jamf will win or struggle, translate that view into a financial forecast, and instantly see what you believe the shares are worth compared to today’s price so you can decide whether to buy, hold or sell. These Narratives update dynamically when new information like earnings or news arrives, keeping your fair value aligned with Jamf’s evolving reality. They also make it clear how different perspectives can coexist. For example, some investors may build a Narrative around a more optimistic fair value near $23.00 based on strong Apple ecosystem and AI tailwinds, while others may focus on competitive and strategic risks and land closer to $10.00, showing the full range of outcomes you can weigh for yourself.

Do you think there’s more to the story for Jamf Holding? Head over to our Community to see what others are saying!

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include JAMF.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com