Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
52-week range
$8.35 – $9.90
26% from low
Sector
Software - Infrastructure
P/S (TTM)
3.7
EV / FCF (TTM)
155
CCC Intelligent Solutions Holdings Inc. delivers advanced cloud, mobile, artificial intelligence (AI), telematics, and hyperscale technologies and applications, serving the property and casualty insurance sector. Its Software-as-a-Service (SaaS) platform is designed to digitize vital, AI-powered workflows, facilitate commercial transactions, and seamlessly link a wide array of participants across the insurance ecosystem. This network includes insurance providers, collision repair businesses, parts distributors, automotive manufacturers, financial institutions, and more. The company offers a comprehensive suite of solutions, categorized as CCC Insurance, CCC Repair, CCC Other Ecosystem, and CCC International solutions. CCC Intelligent Solutions Holdings Inc. was founded in 1980 and maintains its headquarters in Chicago, Illinois.
www.cccis.comNo one on the platform currently holds CCCS.
No tracked institution reports a position in CCCS as of their last filing.
No one on the platform has traded CCCS yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 11.9% | 10.8% | ||||
| Profit Margin % | 0.0% | -7.8% | ||||
| Free Cash Flow Margin % | 24.1% | 20.7% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -10.1% on the P/E track.
At today's price, your expected annual return is +7.6% on the P/E track.
At today's price, your expected annual return is +20.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.2B | +9.2% | $0.41 | $0.40–$0.44 | 21.2× | 7 |
| 2027 | $1.2B | +8.3% | $0.47 | $0.24–$0.69 | 18.8× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-02-24 | $0.10 | $0.01 | -87.3% |
| 2025-10-30 | $0.09 | $0.09 | +0.0% |
| 2025-07-31 | $0.08 | $0.09 | +12.5% |
| 2025-05-06 | $0.08 | $0.08 | +0.0% |
| 2025-02-25 | $0.10 | $0.10 | +0.0% |
| 2024-10-28 | $0.09 | $0.10 | +11.1% |
| 2024-07-30 | $0.08 | $0.09 | +12.5% |
| 2024-04-30 | $0.09 | $0.09 | +0.0% |
| $6.3B |
| — |
| FOURShift4 Payments, Inc. | $42.35 | -6.55% | $3.9B | — |
| FROGJFrog Ltd. | $94.80 | +1.94% | $11.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
@k0292928387373 @Yolo9beeasy when has $CCCS / $CCC CCC Intelligent Solutions ever put out a press release during trading hours like today? Odd? Huge volume yesterday, including a few 2-3 million dark pools in AH. $CCC 🤝 $CPRT ? Daddy Adair is home? https://finviz.com/news/392275/ccc-build-sheets-delivers-measurable-improvements-in-repair-accuracy-and-efficiency
View on StockTwits ↗$CCCS $CCC ummmm.. what is with all the AH volume? IGV +5% but this was down 2%. Massive dark pool market on close, then another 2.1 million later in AH. Dad? $CPRT
View on StockTwits ↗so $CCC $CCCS doesn't trade with $IGV either? Hmm.
View on StockTwits ↗$CCC $CCCS ton of volume in first half hour. cc $CPRT
View on StockTwits ↗
$CPRT $CCC $CCCS Adair: to do the right deal, I would take on some debt... $ACVA wil take cash balances down to 3B when it closes. CPRT can probable do 2B cash + 4-5B debt for the right deal .... CPRT + CCCS would be doing over 2B adj EBITDA/yr
View on StockTwits ↗$CPRT CEO Jay Adair on July 6 call re: strategic options in AI. $CCC $CCCS ?
View on StockTwits ↗$CCC $CCCS good volume here 15 million. Noticed 300k dark pool. Does this normally trade dark pool AH?
View on StockTwits ↗$CCCS lets get it done for $10.50. Just like $ACVA. $CPRT
View on StockTwits ↗$CCCS also skipped Citi TMT and Goldman Communacopia like $ACVA . Also, CCCS was subject to M&A with $CPRT named as potential partner with PE firms. Helps with HSR review with CPRT just being capital partner? Market appeared to like rumor re CPRT price action on August 18/19. Adair talking about making more investments in tech services... CPRT still has lots of cash to deploy...
View on StockTwits ↗$ACVA mmkay bro. was trading with $CPRT and $CCCS / $CCC until 20 min ago.
View on StockTwits ↗$CCCS another thought -- why wouldn't $CPRT partner with PE to take CCC private? Write like 700-800 million equity check for minority position. See how it integrates with the downstream logistics/auction biz. Maybe buy out rest later. Seems very weird to all of a sudden do an $8B EV acquisition of a insurance software biz.
View on StockTwits ↗$CPRT really pointed to wholesale, international and tech services as 3 pillars of growth. I could see $CCC $CCCS working for its salvage busines (i.e., tech services for insurance/repair shops); but it does seem like a conflict of interest making the total loss decision for insurers/repair shops. I see the argument for and against this acqusition. I'm biased but Jay really leaned into some "strategic actions" to accelerate its whole car biz. $ACVA makes so much sense especially with its ACV Viper -- could really accelerate/improve the vehicle inspection process for Copart Select biz too. CCC would be probabky $7.5-$8 billion EV price -- ACVA probably could get done for $2-$2.5 billion and leans into auction/liquidity biz. Seems right up there alley -- not sure on software biz even though it is related to insurance partners.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.