The Intrinsic Value PodcastPublished 2026-09-13
“Copart Stock (CPRT): Is Copart now a Buy?”
$CCCBullish
CCC is undervalued at ~10x P/OCF; growth slowdown to ~10% explains the discount, but high recurring revenue (96%) and solid margins support the business case.
and CCC which is one of the you know most important data companies in this field found that the share of third party claims coming in as uninsured or underinsured motorist claims have nearly doubled in three or four years time. So hitting 16% at the end of last year.
and one more that I have is that CCC also reckons about a quarter of repairs and now self-pay meaning that the driver just fixes it themselves rather than involving the insurer.