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Equity Bottom-Up

CCC Intelligent Solutions Hold / Equity Bottom-Up

<ul>
<li>We made a major mistake in our last newsletter, on CCCS. The big story in insider sales is the exit of private equity owner Advent International, not share sales by directors.</li>
<li>Those sales exist, but in much smaller number than we reported.</li>
<li>We remain concerned about the exit of directors, and we stand by our thesis that the stock is over-valued.</li>
</ul>


We made a major mistake in our last newsletter, on CCCS. The big story in insider sales is the exit of private equity owner Advent International, not share sales by directors.
Those sales exist, but in much smaller number than we reported.
We remain concerned about the exit of directors, and we stand by our thesis that the stock is over-valued.


Correction: CCC Intelligent Solutions (CCCS)

<ul><li>CCC Intelligent Solutions Holdings Inc. (CCCS) is a low-growth software business from which executives are raking as much value as possible before they depart.</li><li>Apparently understanding that there is little growth left in the core business of assessing auto-insurance claims, CCCS recently borrowed heavily to buy a tangentially related, loss-making company for around 15x revenue, or $665.6 mln net of cash acquired, then said on a call that the acquisition is “immaterial.”</li><li>The reality is a slow-growth company whose aggressive practices in low-balling insurance assessments are straining customer relationships with their insurers.</li></ul>

CCC Intelligent Solutions Holdings Inc. (CCCS) is a low-growth software business from which executives are raking as much value as possible before they depart.Apparently understanding that there is little growth left in the core business of assessing auto-insurance claims, CCCS recently borrowed heavily to buy a tangentially related, loss-making company for around 15x revenue, or $665.6 mln net of cash acquired, then said on a call that the acquisition is “immaterial.”The reality is a slow-growth company whose aggressive practices in low-balling insurance assessments are straining customer relationships with their insurers.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>CCC Intelligent Solutions reported its second-quarter 2025 financial results highlighting several areas of growth and challenge.</li><li>The company, known for its technology solutions for the automotive insurance industry, achieved a total revenue of $260 million, marking a 12% increase from the previous year and surpassing its guidance range.</li><li>The adjusted EBITDA reached $108 million with a margin of 42%, slightly above expectations.</li></ul>

CCC Intelligent Solutions reported its second-quarter 2025 financial results highlighting several areas of growth and challenge.The company, known for its technology solutions for the automotive insurance industry, achieved a total revenue of $260 million, marking a 12% increase from the previous year and surpassing its guidance range.The adjusted EBITDA reached $108 million with a margin of 42%, slightly above expectations.

CCC Intelligent Solutions: A Closer Look At Recent Market Trends & Economic Factors Driving Its Performance!

<ul><li>CCC Intelligent Solutions Holdings Inc. reported solid financial results for the first quarter of fiscal 2025.</li><li>The company's total revenue reached $252 million, marking an 11% year-over-year growth, which exceeded the company's guidance range.</li><li>CCC crossed the $1 billion revenue run rate threshold for the first time.</li></ul>

CCC Intelligent Solutions Holdings Inc. reported solid financial results for the first quarter of fiscal 2025.The company's total revenue reached $252 million, marking an 11% year-over-year growth, which exceeded the company's guidance range.CCC crossed the $1 billion revenue run rate threshold for the first time.

CCC Intelligent Solutions Unveils New Game-Changing Products—Will Emerging Solutions Drive a New Growth Wave?

<ul><li>CCC Intelligent Solutions Holdings Inc. delivered robust financial performance for the fourth quarter and full fiscal year 2024.</li><li>Revenue for the fourth quarter came in at $246 million, marking an 8% increase year-over-year.</li><li>Meanwhile, full-year revenue grew by 9% to reach $945 million.</li></ul>

CCC Intelligent Solutions Holdings Inc. delivered robust financial performance for the fourth quarter and full fiscal year 2024.Revenue for the fourth quarter came in at $246 million, marking an 8% increase year-over-year.Meanwhile, full-year revenue grew by 9% to reach $945 million.

CCC Intelligent Solutions: Is Its EvolutionIQ Integration & Contribution Paying Off?

United States

CCC Intelligent Solutions Holdings Inc. operates as a holding company. The Company, through its subsidiaries, provides cloud-based SaaS platform of digital and data services for the insurance and automotive industries. CCC Intelligent Solutions Holdings serves customers worldwide.

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CCC Intelligent Solutions Hold (CCCS US)

Correction: CCC Intelligent Solutions (CCCS)

We made a major mistake in our last newsletter, on CCCS. The big story in insider sales is the exit of private equity owner Advent International,...

J Capital Research

The Equity Dispatch #52: Honey Pot

CCC Intelligent Solutions Holdings Inc. (CCCS) is a low-growth software business from which executives are raking as much value as possible before...

J Capital Research

CCC Intelligent Solutions: A Closer Look At Recent Market Trends & Economic Factors Driving Its Performance!

CCC Intelligent Solutions reported its second-quarter 2025 financial results highlighting several areas of growth and challenge. The company,...

Baptista Research

CCC Intelligent Solutions Unveils New Game-Changing Products—Will Emerging Solutions Drive a New Growth Wave?

CCC Intelligent Solutions Holdings Inc. reported solid financial results for the first quarter of fiscal 2025. The company's total revenue reached...

Baptista Research

CCC Intelligent Solutions: Is Its EvolutionIQ Integration & Contribution Paying Off?

CCC Intelligent Solutions Holdings Inc. delivered robust financial performance for the fourth quarter and full fiscal year 2024. Revenue for the...

Baptista Research

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