Professional
Added to YB: 2024-07-15
Pitch date: 2024-07-10
CCCS [bullish]
CCC Intelligent Solutions Holdings Inc.
-32.8%
current return
Author Info
No bio for this author
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
$11.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.39
P/E
30.3K
EV/Sales
6.99
Sector
Software
Category
growth
Brasada Capital Management Fund Porfolio Holding - CCC Intelligent Solutions Holdings Inc.
CCCS: Dominant auto insurance software (80%+ US claims). High ROC, durable growth, non-cyclical, high retention. Moat: switching costs, network effect, data advantage. Growth: upsell, diagnostics ($300M opp), STP automation, casualty expansion, parts marketplace. 7-10% organic growth guide, 15% internal target. Valued for 9% growth, upside potential to 13-15%. Double-digit returns expected at current price.
Read full article (10 min)