Added to YB: 2025-05-28
Pitch date: 2025-05-27
CCCS [bullish]
CCC Intelligent Solutions Holdings Inc.
-12.73%
current return
Author Info
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Company Info
CCC Intelligent Solutions Holdings Inc. operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.
Market Cap
$5.9B
Pitch Price
$8.80
Price Target
11.50 (+50%)
Dividend
N/A
EV/EBITDA
32.39
P/E
30.3K
EV/Sales
6.99
Sector
Software
Category
growth
Smart Claims, Smarter Investment? A Look at CCC Intelligent Solutions (CCCS)
CCCS: Leading P&C insurance tech platform with 99% software retention and expanding AI capabilities. 10.5% CAGR (2020-2024) to $945M revenue. Strong FCF ($231M in FY24) and improving adj. EBITDA margins (42%). EvolutionIQ acquisition expands into $45-50M casualty claims market. Near-term headwinds: 9% APD claims decline, high stock comp (24% of revenue). DCF suggests 10-12% 5-year IRR at current ~$8.65/share.
Read full article (24 min)