CCC Intelligent Solutions Holdings Inc. (CCC)vsShopify Inc (SHOP)
CCC
CCC Intelligent Solutions Holdings Inc.
$6.57
+1.08%
TECHNOLOGY · Cap: $3.83B
SHOP
Shopify Inc
$147.74
+7.12%
TECHNOLOGY · Cap: $165.33B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 1093% more annual revenue ($13.27B vs $1.11B). SHOP leads profitability with a 14.5% profit margin vs 3.8%. SHOP trades at a lower P/E of 86.8x. SHOP earns a higher WallStSmart Score of 64/100 (C+).
CCC
Buy51
out of 100
Grade: C-
SHOP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.3%
Fair Value
$8.83
Current Price
$6.57
$2.26 discount
Margin of Safety
+23.5%
Fair Value
$152.79
Current Price
$147.74
$5.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 81.3% YoY
Reasonable price relative to book value
Revenue surging 33.7% year-over-year
Earnings expanding 68.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
ROE of 2.0% — below average capital efficiency
3.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 15.0x book value
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CCC
The strongest argument for CCC centers on EPS Growth, Price/Book.
Bull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 33.7% demonstrates continued momentum.
Bear Case : CCC
The primary concerns for CCC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 92.9x leaves little room for execution misses. Thin 3.8% margins leave little buffer for downturns.
Bear Case : SHOP
The primary concerns for SHOP are PEG Ratio, Price/Book, Piotroski F-Score. A P/E of 86.8x leaves little room for execution misses.
Key Dynamics to Monitor
CCC profiles as a value stock while SHOP is a growth play — different risk/reward profiles.
SHOP carries more volatility with a beta of 2.62 — expect wider price swings.
SHOP is growing revenue faster at 33.7% — sustainability is the question.
SHOP generates stronger free cash flow (654M), providing more financial flexibility.
Bottom Line
SHOP scores higher overall (64/100 vs 51/100) and 33.7% revenue growth. CCC offers better value entry with a 41.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CCC Intelligent Solutions Holdings Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
CCC Intelligent Solutions Holdings Inc. is a leading provider of innovative digital solutions for the automotive and insurance industries, leveraging advanced data analytics and machine learning to optimize operational workflows. The company's comprehensive platform enhances claims management, vehicle valuation, and repair estimation, serving a wide-ranging clientele and facilitating improved decision-making processes. As a key player in the insurtech sector, CCC is well-positioned to benefit from increasing demand for data-driven solutions, underscoring its growth potential and significance in a rapidly evolving digital landscape.
Shopify Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?