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Provides cloud software connecting insurers, repair shops and parts suppliers to process auto claims and repair estimates.
Provides cloud software connecting insurers, repair shops and parts suppliers to process auto claims and repair estimates.
Sold mostly by subscription and usage-based fees, with insurers paying for claims software that handles estimates and repairs, and revenue growing with the claims processed and modules added. Its network ties insurers to repair shops and parts suppliers, so each added feature raises value for the other sides. It went public through a 2021 merger with a blank-check company.
Moat: narrow (network effects, switching costs, data). A deeply embedded three-sided network (insurers, shops, parts suppliers) with high switching costs.
Headquarters: Chicago, Illinois, United States · Founded: 1980 · Employees: 2,753
Size CCC Intelligent Solutions (CCC) is a United States Information Technology company (Packaged Software) with a market value of $4.54B, the 1251st largest of 3,117 United States companies the cockpit tracks. Shares closed at $7.68 on 6 Nov 2026.
Performance Over six months the shares gained 49.7%, against +3.8% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 11.1% over the last twelve months (peer median +12.5%); the operating margin is 17.8% (peer median 1.7%).
Valuation It trades at 15.1× forward earnings against a peer median of 26.8× (2nd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +11%, so the hurdle is +0 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 1.1 points below its cost of capital (6.5% WACC).
Backlog Backlog (remaining performance obligations) was $1.81B at 30 Sep 2026, up 4% on a year earlier. Backlog detail →
Short interest Short interest is 9.9% of the free float (15 Oct 2026).
Next results Next results expected around 2 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.14B | $1.06B | $945M | $866M | $782M |
| Revenue growth | — | +12% | +9% | +11% | — |
| Gross profit | $760M | $694M | $642M | $565M | $496M |
| EBITDA | $351M | $254M | $215M | $200M | $180M |
| Net income | $74.6M | $412,000 | $26.1M | -$92.5M | $38.4M |
| Free cash flow | $311M | $255M | $231M | $195M | $152M |
| Capital expenditure | $67.3M | $61.0M | $53.0M | $55.0M | $48.0M |
| Total debt | $1.38B | $1.39B | $852M | $864M | $875M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| CCC Intelligent Solutions CCC | $4.54B | +50% | +11% | 18% | 15.1× | 11.2% |
| Guidewire Software GWRE | $13.3B | +17% | +23% | 10% | 38.5× | 39.4% |
| Verisk Analytics VRSK | $26.6B | +19% | +5% | 45% | 24.3× | 5.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CCC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +16.9% | +4.0% | 4th highest of 21 |
| 6-month return | +49.7% | +3.8% | 3rd highest of 20 |
| Distance from 52-week high | -11.5% | -38.7% | 6th highest of 21 |
| Revenue growth (TTM) | +11.1% | +12.5% | 9th lowest of 21 |
| Operating margin | 17.8% | 1.7% | 3rd highest of 21 |
| Forward P/E | 15.1× | 26.8× | 2nd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | 11.2% | 11.3% | 6th least demanding of 12 |
| Growth delivered (Del g) | +10.8% | +11.9% | 4th lowest of 12 |
| Hurdle (Req g minus delivered) | +0.4 pp | -2.6 pp | 5th most demanding of 12 |
| ROIC minus cost of capital | -1.1 pp | -5.1 pp | 8th highest of 21 |
| EV / EBITDA | 16.3× | 23.4× | 5th cheapest of 10 |
| Net debt / EBITDA | 3.3× | -0.2× | 4th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| CCC Intelligent Solutions CCC | United States | $4.54B | +50% | +11% | 18% | 15.1× | 11.2% | +10.8% |
| RXO RXO | United States | $4.55B | +27% | +10% | 0% | 53.0× | n/a | n/a |
| HeartFlow HTFL | United States | $4.56B | +15% | +40% | -34% | n/a | n/a | n/a |
| Planet Labs PBC PL | United States | $4.57B | -68% | +44% | -26% | n/a | n/a | n/a |
| Maase MAAS | United States | $4.51B | +7% | -84% | -16% | n/a | n/a | n/a |
| Beijing DeepZero Technology 2723.HK | Hong Kong | $4.58B | n/a | +31% | 1% | n/a | n/a | n/a |
| BILL BILL | United States | $4.50B | +25% | +13% | 1% | 13.7× | 36.5% | +47.3% |
| Kingsoft 3888.HK | Hong Kong | $4.46B | +4% | 0% | 14% | 15.1× | -5.8% | +10.8% |
| Tenable TENB | United States | $4.40B | +93% | +10% | 5% | 17.8× | 30.1% | +17.8% |
| HUB24 HUB.AX | Australia | $4.39B | -4% | +23% | 29% | 42.6× | 35.6% | +35.7% |
| Yonyou Network Technology 600588.SS | China | $4.72B | -21% | +4% | -16% | n/a | n/a | n/a |
| OBIC Business Consultants 4733.T | Japan | $4.74B | +62% | +12% | 47% | 36.1× | 3.2% | +11.9% |
| Shanghai Stonehill Technology 002195.SZ | China | $4.77B | -34% | +11% | -25% | 284.5× | n/a | n/a |
| Sega Sammy 6460.T | Japan | $4.28B | +46% | +24% | 10% | 17.8× | -2.3% | +11.9% |
| Asseco Poland ACP.WA | Poland | $4.85B | +31% | +2% | 11% | 23.5× | 4.0% | +6.6% |
| Sportradar SRAD | United States | $4.22B | +4% | +25% | 13% | 30.2× | 11.3% | +25.8% |
| China National Software & Service 600536.SS | China | $4.22B | -20% | -16% | 0% | 131.0× | 49.7% | -7.3% |
| OPENLANE OPLN | United States | $4.22B | -9% | +13% | 17% | 20.7× | 11.1% | -2.4% |
| Kingdee International Software 0268.HK | Hong Kong | $4.16B | +3% | +17% | 2% | 65.4× | 45.4% | +15.0% |
| Beijing HyperStrong Technology 688411.SS | China | $4.99B | -29% | +38% | 12% | 16.7× | n/a | n/a |
| Talkweb Information System 002261.SZ | China | $4.11B | -39% | +9% | 1% | n/a | n/a | n/a |
CCC Intelligent Solutions reported $1.81B of remaining performance obligations at 30 Sep 2026, up 4% from a year earlier and down 2% from the previous quarter. Book-to-bill last quarter: 0.84.