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CCC Intelligent Solutions Holdings

CCC on Nasdaq. CCC Intelligent Solutions Holdings sells software to insurers, repair shops, automakers, and parts suppliers. Market value $3.9bn.

Watch this stockFree. We tell you when something changes.

Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.

Should I look at this?

Good business, but not cheap right now

Why it could be worth it

What to watch out for

See cheaper Technology stocks on the list

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
past 12 months to June 2026
7.9%high

For every $100 of what the whole company costs, it produced $7.85 of spare cash in the past 12 months. A savings account pays about $4.

Price to profit
past 12 months to June 2026
28.7×full

You pay 28.7 years of operating profit for the business. The average large US company costs around 18.

Return on capital
five annual reports to December 2025
1.6%five-year median

Each dollar kept in the business earns 2 cents a year. Above 10 is good.

Quality score: 71 of 100. Price score: 41 of 100. Our list needs 70 on quality and 60 on price.

$6.65 a share, 63% above its 1-year low

Over the past year the price has ranged from $4.08 to $9.54.

Pays no dividend

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

0.1
0.2
0.2
0.2
0.3
0.3
2021202220232024202512 monthsto Jun '26
Revenue
$688m$782m$866m$945m$1.1bn
Operating margin
-21.0%6.6%-2.8%8.5%8.9%
Debt to equity
0.430.390.440.380.72
Shares outstanding
0.62bn0.63bn0.63bn0.64bn0.59bn

Health checks

  • Free cash flow positive5 of 5 years
  • Accounting looks honest (Beneish)Nothing unusual
  • Financial strength (Piotroski)5 of 9
  • Profit backed by cash (accruals)Yes
  • Debt0.72× equity
  • Revenue growth, five yearsStrong, 11.3% a year
  • Buying back its own sharesYes, 5% fewer since 2021

The quarter to June 2026

How the business did, compared with the same quarter a year earlier.

Sales by quarter
Sales by quarter
Quarter toAmount
June 2024$233m
September 2024$238m
December 2024$246m
March 2025$252m
June 2025$260m
September 2025$267m
December 2025$278m
June 2026$286m
Profit by quarter
Profit by quarter
Quarter toAmount
June 2024$21m
September 2024$4m
December 2024$6m
March 2025-$17m
June 2025$13m
September 2025-$2m
December 2025$8m
June 2026$21m

From the company's quarterly reports to the SEC.

Dates

Next results (estimated)
n/a
Last annual report (10-K)
24 February 2026
Next quarterly (estimated, 10-Q)
29 October 2026

Who owns it

5 long-term investors we follow own it, up from 4 last quarter. 354 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

4 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $999,423 of shares on the open market. 5 sold $870m, $36,076 of it under preset trading plans.

  • Christo Rodney
    Chief Accounting Officer
    Sold
    under a preset trading plan
    Date
    24 March 2026
    Shares
    5,847
    Price
    $6.17
    Value
    $36,076
  • Christo Rodney
    Chief Accounting Officer
    Sold
    Date
    9 March 2026
    Shares
    50,321
    Price
    $6.13
    Value
    $308,468
  • Williams Teri
    Director
    Sold
    Date
    15 December 2025
    Shares
    68,000
    Price
    $7.52
    Value
    $511,360
  • Welsh Timothy A
    See Remarks
    Bought
    Date
    20 November 2025
    Shares
    136,720
    Price
    $7.31
    Value
    $999,423
  • Advent International GPE VIII-C Limited Partnership
    Director
    Sold
    Date
    7 November 2025
    Shares
    37,342,526
    Price
    $7.76
    Value
    $290m
  • Wei Eric
    Director
    Sold
    Date
    7 November 2025
    Shares
    37,342,526
    Price
    $7.76
    Value
    $290m
  • Young Lauren
    Director
    Sold
    Date
    7 November 2025
    Shares
    37,342,526
    Price
    $7.76
    Value
    $290m

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

None of the warning signs we check for were found.

We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.

We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 24 Feb 2026, plus the 10-Q filed 30 Jul 2026 and 5 later 8-Ks.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

  • It isn't cheap on profits: 28.7× operating profit.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
Create a free account to run it

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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.