CCC Intelligent Solutions Holdings Inc. (CCC)vsShopify Inc (SHOP)
CCC
CCC Intelligent Solutions Holdings Inc.
$5.13
-1.54%
TECHNOLOGY · Cap: $3.06B
SHOP
Shopify Inc
$110.41
-1.19%
TECHNOLOGY · Cap: $136.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Shopify Inc generates 1038% more annual revenue ($12.37B vs $1.09B). SHOP leads profitability with a 10.8% profit margin vs 3.2%. CCC trades at a lower P/E of 86.8x. CCC earns a higher WallStSmart Score of 55/100 (C).
CCC
Buy55
out of 100
Grade: C
SHOP
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.1%
Fair Value
$10.82
Current Price
$5.13
$5.69 discount
Margin of Safety
+26.1%
Fair Value
$158.22
Current Price
$110.41
$47.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 35.0% YoY
Revenue surging 34.3% year-over-year
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
ROE of 1.8% — below average capital efficiency
3.2% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 10.7x 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 Debt/Equity, Price/Book, EPS Growth. Revenue growth of 11.8% demonstrates continued momentum.
Bull Case : SHOP
The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 34.3% demonstrates continued momentum.
Bear Case : CCC
The primary concerns for CCC are Return on Equity, Profit Margin, P/E Ratio. A P/E of 86.8x leaves little room for execution misses. Thin 3.2% 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 103.4x 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 2.64 — expect wider price swings.
SHOP is growing revenue faster at 34.3% — sustainability is the question.
SHOP generates stronger free cash flow (469M), providing more financial flexibility.
Bottom Line
CCC scores higher overall (55/100 vs 50/100) and 11.8% revenue growth. SHOP offers better value entry with a 26.1% 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. stands at the forefront of digital transformation in the automotive and insurance industries, offering innovative solutions that combine advanced data analytics and machine learning technologies. With a robust platform that streamlines claims management, vehicle valuation, and repair estimation, CCC enhances operational efficiency for a diverse client base. As a key player in the insurance technology sector, the company is well-positioned to capture substantial growth in a marketplace increasingly driven by data-centric strategies and digital innovation, catering to the evolving demands of the automotive ecosystem.
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.
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