CWAN Stock Price, Clearwater Analytics Holdings, . Quote, Chart

Market Summary

USD16.49+0.14

Market Closed

0.86%

CWAN Stock Price

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CWAN RSI Chart

CWAN Valuation

Market Cap

3.3B

Price/Earnings (Trailing)

-145.57

Price/Sales (Trailing)

8.94

EV/EBITDA

-469.88

Price/Free Cashflow

41.69

CWAN Price/Sales (Trailing)

CWAN Profitability

Operating Margin

70.90%

EBT Margin

-6.21%

Return on Assets

-4.05%

Free Cashflow Yield

2.4%

CWAN Fundamentals

CWAN Revenue

Revenue (TTM)

368.2M

Rev. Growth (Yr)

19.75%

Rev. Growth (Qtr)

4.6%

CWAN Earnings

Earnings (TTM)

-22.6M

Earnings Growth (Yr)

-10%

Earnings Growth (Qtr)

-82.05%

Breaking Down CWAN Revenue

Last 7 days

2.2%

Last 30 days

-4.9%

Last 90 days

-12.1%

Trailing 12 Months

-1.5%

How does CWAN drawdown profile look like?

CWAN Financial Health

Current Ratio

5.15

CWAN Investor Care

Shares Dilution (1Y)

7.62%

Diluted EPS (TTM)

-0.11

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
2023	317.3M	333.7M	351.8M	368.2M
2022	265.9M	278.4M	290.5M	303.4M
2021	215.4M	227.6M	239.8M	252.0M
2020	0	0	185.6M	203.2M
2019	0	0	0	168.0M

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Tracking the Latest Insider Buys and Sells of Clearwater Analytics Holdings, Inc.

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
Mar 31, 2024	erickson scott stanley	sold (taxes)	-28,233	17.69	-1,596	see remarks
Mar 31, 2024	cox james s	sold (taxes)	-28,021	17.69	-1,584	chief financial officer
Mar 31, 2024	sethi subi	acquired	-	-	7,813	chief client officer
Mar 31, 2024	erickson scott stanley	acquired	-	-	3,125	see remarks
Mar 31, 2024	sethi subi	sold (taxes)	-62,410	17.69	-3,528	chief client officer
Mar 31, 2024	das souvik	acquired	-	-	4,688	chief technology officer
Mar 31, 2024	cox james s	acquired	-	-	3,125	chief financial officer
Mar 31, 2024	sahai sandeep	sold (taxes)	-100,055	17.69	-5,656	chief executive officer
Mar 31, 2024	das souvik	sold (taxes)	-42,031	17.69	-2,376	chief technology officer
Mar 31, 2024	sahai sandeep	acquired	-	-	12,539	chief executive officer

Which funds bought or sold CWAN recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
Apr 18, 2024	Allspring Global Investments Holdings, LLC	added	28.69	9,265,520	77,125,700	0.12%
Apr 18, 2024	WASATCH ADVISORS LP	added	35.61	47,859,200	289,962,000	1.52%
Apr 17, 2024	Cannon Global Investment Management, LLC	new	-	857,965	857,965	2.30%
Apr 17, 2024	Iron Horse Wealth Management, LLC	unchanged	-	-348	2,636	-%
Apr 16, 2024	TOTH FINANCIAL ADVISORY CORP	sold off	-100	-330,495	-	-%
Apr 16, 2024	MCF Advisors LLC	unchanged	-	-592	4,476	-%
Apr 15, 2024	Ellsworth Advisors, LLC	sold off	-100	-395,853	-	-%
Apr 05, 2024	CWM, LLC	added	28.92	1,000	10,000	-%
Apr 05, 2024	NBC SECURITIES, INC.	added	53.00	162,000	621,000	0.06%
Mar 29, 2024	Kapitalo Investimentos Ltda	new	-	211,357	211,357	0.04%

Are Funds Buying or Selling CWAN?

Are funds buying CWAN calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own CWAN

No. of Funds

Unveiling Clearwater Analytics Holdings, Inc.'s Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Mar 08, 2024	wasatch advisors lp	-	0	SC 13G/A
Feb 14, 2024	wcas xiii carbon analytics acquisition, l.p.	26.9%	65,261,515	SC 13G/A
Feb 14, 2024	dragoneer investment group, llc	1.0%	893,361	SC 13G/A
Feb 14, 2024	warburg pincus llc	10.4%	25,192,059	SC 13G/A
Feb 14, 2024	bamco inc /ny/	4.26%	3,835,910	SC 13G/A
Feb 14, 2024	alger associates inc	2.8%	3,121,133	SC 13G/A
Feb 13, 2024	vanguard group inc	10.15%	12,912,046	SC 13G/A
Feb 12, 2024	william blair investment management, llc	5.7%	7,273,914	SC 13G
Feb 12, 2024	kayne anderson rudnick investment management llc	10.06%	11,084,675	SC 13G/A
Feb 12, 2024	durable capital partners lp	0.5%	404,442	SC 13G/A

Recent SEC filings of Clearwater Analytics Holdings, Inc.

View All Filings

Date Filed	Form Type	Document
Apr 22, 2024	4	Insider Trading
Apr 22, 2024	8-K	Current Report
Apr 04, 2024	4	Insider Trading
Apr 04, 2024	4	Insider Trading
Apr 04, 2024	4	Insider Trading
Apr 04, 2024	4	Insider Trading
Apr 04, 2024	4	Insider Trading
Apr 02, 2024	8-K	Current Report
Mar 11, 2024	4	Insider Trading
Mar 11, 2024	8-K	Current Report

Peers (Alternatives to Clearwater Analytics Holdings, Inc.)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
CRM	265.6B	34.9B	-11.03%	37.58%	64.22	7.62	11.18%	1888.46%
UBER	143.3B	37.3B	-14.00%	123.81%	75.93	3.84	16.95%	120.64%
ADSK	46.4B	5.3B	-17.40%	11.87%	50.65	8.69	9.15%	48.14%
ANSS	28.3B	2.3B	-6.96%	0.42%	56.5	12.46	9.90%	-4.45%
ZM	17.9B	4.5B	-9.76%	-6.97%	28.08	3.95	3.06%	514.65%
MID-CAP
APPF	7.7B	620.4M	-7.81%	61.45%	2.8K	12.35	31.48%	103.97%
LYFT	6.4B	4.4B	-17.01%	60.25%	-18.94	1.46	7.53%	78.52%
AYX	3.4B	970.0M	0.90%	-15.87%	-19.13	3.53	13.46%	43.89%
ALRM	3.2B	881.7M	-11.30%	34.18%	40.25	3.67	4.64%	44.42%
AI	2.6B	296.4M	-22.43%	7.58%	-9.57	8.77	11.14%	-3.59%
AGYS	2.3B	228.1M	6.24%	-1.37%	26.18	10.02	18.99%	599.09%
SMALL-CAP
AVID	1.2B	413.5M	0.63%	-1.64%	92.02	2.88	-1.65%	-71.35%
APPS	189.8M	572.4M	-27.34%	-84.98%	-0.96	0.33	-19.38%	-489.49%
ASUR	176.9M	119.1M	-14.97%	-52.60%	-19.2	1.49	24.27%	36.31%
AEYE	140.0M	31.3M	11.25%	83.87%	-23.84	4.47	4.69%	43.72%

Clearwater Analytics Holdings, Inc. News

Latest updates

Clearwater Analytics Holdings, Inc. Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Income Statement (Quarterly)															(In Thousands)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2019Q4
Revenue	4.6%	99,019	94,664	89,879	84,606	82,687	76,552	73,409	70,778	69,763	64,489	60,876	56,894	55,125	53,355	-
Cost Of Revenue	4.9%	28,335	27,013	26,954	24,825	22,973	22,720	20,919	21,172	20,181	17,785	15,576	14,322	-	12,325	-
Gross Profit	4.5%	70,684	67,651	62,925	59,781	59,714	53,832	52,490	49,606	49,582	46,704	45,300	42,572	-	41,030	-
Operating Expenses	-7.4%	68,094	73,538	70,050	66,104	55,839	54,996	51,363	48,327	48,928	39,441	36,738	30,590	-	24,525	-
S&GA Expenses	8.6%	16,316	15,020	14,331	14,698	14,384	13,187	13,074	11,993	12,914	10,126	8,814	7,211	-	4,661	-
R&D Expenses	4.6%	33,727	32,250	29,848	28,100	24,552	25,438	22,836	21,294	21,699	18,415	16,740	15,836	-	14,760	-
EBITDA Margin	7.6%	-0.02*	-0.02*	-0.03*	-0.01*	0.00*	-0.06*	-0.12*	-0.09*	-0.05*	-0.44*	-0.30*	-0.30*	-0.31*	0.14*	0.16*
Interest Expenses	14.2%	1,979	1,733	1,333	1,356	1,276	693	-403	-429	-17,380	-8,302	8,510	8,449	-	4,810	-
Income Taxes	246.4%	401	-274	-174	264	401	424	298	237	-49.00	216	276	44.00	-	99.00	-
Earnings Before Taxes	-16.4%	-3,046	-2,617	-12,050	-5,153	-1,566	-2,602	-1,932	765	85.00	-11,212	65.00	3,455	-	11,598	-
EBT Margin	-2.2%	-0.06*	-0.06*	-0.06*	-0.04*	-0.02*	-0.01*	-0.04*	-0.04*	-0.03*	-0.32*	-0.24*	-0.20*	-0.21*	0.04*	0.05*
Net Income	-82.1%	-3,439	-1,889	-11,876	-5,417	-3,126	-2,974	-2,230	528	-10,923	-8,314	-211	3,411	-69,364	11,499	-
Net Income Margin	3.1%	-0.06*	-0.06*	-0.07*	-0.04*	-0.03*	-0.02*	-0.04*	-0.04*	-0.03*	-0.31*	-0.24*	-0.21*	-0.22*	0.04*	0.05*
Free Cashflow	-26.5%	22,535	30,664	19,561	6,218	16,280	12,768	16,510	4,689	10,891	6,025	1,095	-19,678	-33,182	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet											(In Millions)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2020Q4
Assets	4.3%	559	536	512	491	482	420	401	382	344	327	116
Current Assets	3.7%	416	401	365	349	356	373	354	335	321	305	102
Cash Equivalents	7.8%	222	206	190	221	251	289	279	264	255	245	61.00
Net PPE	3.7%	15.00	15.00	15.00	15.00	15.00	14.00	13.00	12.00	11.00	10.00	9.00
Goodwill	6.5%	45.00	43.00	44.00	44.00	44.00	-	-	-	-	-	-
Liabilities	3.5%	149	144	141	138	144	109	101	98.00	82.00	84.00	460
Current Liabilities	28.0%	81.00	63.00	58.00	59.00	66.00	36.00	30.00	28.00	31.00	32.00	38.00
Retained Earnings	4.9%	-181	-190	-189	-183	-186	-184	-183	-183	-191	-191	-
Additional Paid-In Capital	3.1%	533	516	495	470	455	433	420	405	389	373	-98.86
Shares Outstanding	-0.9%	200	202	196	193	186	184	186	179	178	177	-
Minority Interest	-15.9%	55.00	66.00	63.00	64.00	69.00	64.00	63.00	62.00	65.00	60.00	-
Float	-	-	-	1,388	-	-	-	693	-	-	-	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)															(In Thousands)
Description	(%) Q/Q	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2019Q4
Cashflow From Operations	-23.3%	24,097	31,433	21,137	7,935	18,158	14,680	18,251	6,916	12,417	7,293	2,016	-18,368	-	-	-
Share Based Compensation	-26.5%	22,321	30,357	28,570	23,200	16,923	16,701	16,191	15,876	17,456	7,683	6,691	4,865	-	1,714	-
Cashflow From Investing	105.7%	558	-9,828	-53,139	-32,646	-67,671	-1,912	-4,741	-2,227	-1,526	-1,268	-921	-1,310	-	-	-
Cashflow From Financing	-59.4%	-9,367	-5,877	1,222	-5,269	10,760	-1,727	2,484	4,712	-1,398	198,027	-919	-422	-	-	-
Buy Backs	-	-	-	-	-	-	-	-	-	-	-	-	626	-	-	-

CWAN Income Statement

2023-12-31

Consolidated Statements of Operations - USD ($)
$ in Thousands

12 Months Ended

Dec. 31, 2023

Dec. 31, 2022

Dec. 31, 2021

Income Statement [Abstract]

Revenue

$ 368,168

$ 303,426

$ 252,022

Cost of revenue

^[1]

107,127

87,784

67,864

Gross profit

261,041

215,642

184,158

Operating expenses:

Research and development

^[1]

123,925

94,120

72,690

Sales and marketing

^[1]

60,365

52,638

39,065

General and administrative

^[1]

93,496

63,767

43,942

Total operating expenses

277,786

210,525

155,697

Income (loss) from operations

(16,745)

5,117

28,461

Interest (income) expense, net

(6,401)

(1,137)

25,682

Tax receivable agreement expense

14,396

11,639

0

Loss on debt extinguishment

0

10,303

Other (income) expense, net

(1,874)

(50)

83

Loss before income taxes

(22,866)

(5,335)

(7,607)

Provision for income taxes

217

1,360

487

Net loss

(23,083)

(6,695)

(8,094)

Less: Net income (loss) attributable to non-controlling interests

(1,456)

1,272

119

Net loss attributable to Clearwater Analytics Holdings, Inc.

$ (21,627)

$ (7,967)

$ (8,213)

Net loss per share attributable to Class A and Class D common stock (Note 13)

Basic (in USD per share)

^[2]

$ (0.11)

$ (0.04)

$ (0.05)

Diluted (in USD per share)

^[2]

$ (0.11)

$ (0.04)

$ (0.05)

Weighted average shares of Class A and Class D common stock outstanding:

Basic (in shares)

199,691,873

185,560,683

177,680,507

Diluted (in shares)

199,691,873

185,560,683

177,680,507

[1]

Amounts include equity-based compensation as follows:


Cost of revenue	$	12,215	$	9,043	$	4,786
Operating expenses:
Research and development	24,739		17,950		10,409
Sales and marketing	15,843		12,711		7,059
General and administrative	51,650		25,987		14,441
Total equity-based compensation expense	$	104,447	$	65,691	$	36,695

[2]

Basic and diluted net loss per share of Class A and Class D common stock is applicable only for the period from September 24, 2021 to December 31, 2023, which is the period following our initial public offering and related transactions.

CWAN Balance Sheet

2023-12-31

Consolidated Balance Sheets - USD ($) $ in Thousands	Dec. 31, 2023	Dec. 31, 2022
Current assets:
Cash and cash equivalents	$ 221,765	$ 250,724
Short-term investments	74,457	4,890
Accounts receivable, net	92,091	72,575
Prepaid expenses and other current assets	27,683	28,157
Total current assets	415,996	356,346
Property and equipment, net	15,349	15,064
Operating Lease, Right-of-Use Asset	22,554	24,114
Deferred contract costs, non-current	6,439	6,563
Debt issuance costs - line of credit	533	728
Other non-current assets	4,907	5,880
Intangible assets, net	26,132	29,456
Goodwill	45,338	43,791
Long-Term Investments	21,495	0
Total assets	558,743	481,942
Current liabilities:
Accounts payable	3,062	3,092
Accrued expenses and other current liabilities	49,535	42,119
Notes payable, current portion	2,750	2,750
Operating lease liability, current portion	6,551	5,851
Tax receivable agreement liability	18,894	12,200
Total current liabilities	80,792	66,012
Notes payable, less current maturities and unamortized debt issuance costs	45,828	48,492
Operating lease liability, less current portion	16,948	19,505
Other long-term liabilities	5,518	9,547
Total liabilities	149,086	143,556
Commitments and contingencies (Note 11)
Stockholders' Equity
Additional paid-in-capital	532,507	455,320
Accumulated other comprehensive income	2,909	609
Accumulated deficit	(181,331)	(186,647)
Total stockholders' equity attributable to Clearwater Analytics Holdings, Inc.	354,329	269,521
Non-controlling interests	55,328	68,865
Total stockholders' equity	409,657	338,386
Total liabilities and stockholders' equity	558,743	481,942
Class A
Stockholders' Equity
Common stock	128	61
Class B
Stockholders' Equity
Common stock	0	1
Class C
Stockholders' Equity
Common stock	33	47
Class D
Stockholders' Equity
Common stock	$ 83	$ 130

About Clearwater Analytics Holdings, Inc.

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally. It offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. The company's Clearwater Prism SaaS-based data and reporting platform for investment data delivers a range of product modules, including Prism reporting and statements, Prism connectors, Prism data ops, and Prism managed services. It also provides portfolio management and order management, performance, unit-linked funds, and full trade life cycle, as well as provides modular front, middle and back-office solution to investment managers, private banks, and insurers. The company was founded in 2004 and is headquartered in Boise, Idaho.

CEO	Mr. Sandeep Sahai
WEBSITE	https://clearwateranalytics.com
INDUSTRY	Software - Apps
EMPLOYEES	1728

Clearwater Analytics Holdings, Inc. Frequently Asked Questions

What is the ticker symbol for Clearwater Analytics Holdings, Inc.? What does CWAN stand for in stocks?

CWAN is the stock ticker symbol of Clearwater Analytics Holdings, Inc.. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Clearwater Analytics Holdings, Inc. (CWAN)?

As of Mon Apr 22 2024, market cap of Clearwater Analytics Holdings, Inc. is 3.29 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of CWAN stock?

You can check CWAN's fair value in chart for subscribers.

What is the fair value of CWAN stock?

You can check CWAN's fair value in chart for subscribers. The fair value of Clearwater Analytics Holdings, Inc. is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Clearwater Analytics Holdings, Inc. is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for CWAN so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Clearwater Analytics Holdings, Inc. a good stock to buy?

The fair value guage provides a quick view whether CWAN is over valued or under valued. Whether Clearwater Analytics Holdings, Inc. is cheap or expensive depends on the assumptions which impact Clearwater Analytics Holdings, Inc.'s fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for CWAN.

What is Clearwater Analytics Holdings, Inc.'s Price to Earnings (PE) and Price to sales (PS) ratio?

As of Mon Apr 22 2024, CWAN's PE ratio (Price to Earnings) is -145.57 and Price to Sales (PS) ratio is 8.94. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. CWAN PE ratio will change depending on the future growth rate expectations of investors.