Clearwater Analytics Holdings, Inc.

Clearwater Analytics Holdings, Inc.

CWANยทNYSE

$24.39

+0.062%
TechnologySoftware - Application

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. Its Clearwater Prism solution enables self-service access to data feeds from accounting, compliance, performance, and risk systems, including those offered by the company and other third-party software vendors, as well as provides flexible reporting to various users. The company was incorporated in 2021 and is headquartered in Boise, Idaho.

At a Glance

Live Snapshot
Market Cap$7.25B
EPS-0.1400
P/E Ratio-174.21
Earnings Date08/05/2026
Clearwater Analytics Holdings, Inc.

Clearwater Analytics Holdings, Inc. Fair Value Envelope

CWAN ยท NYSE

Our analysis suggests that CWAN has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $24.39, this represents a potential HIDDEN relative to our calculated worth for Clearwater Analytics Holdings, Inc..

Intrinsic Value
Current Price: $24.39

Owner Earnings Valuation Tool

Warren Buffett's Owner Earnings DCF analysis for intrinsic value calculation

Historical Financial Data

Base year metrics used for projections

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Projection Settings

Forecast period and terminal assumptions

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DCF Valuation Summary

Calculation flow from present value to intrinsic value per share

Present Value$1,578.3B
+ Cash & Equivalents$91.2M
Firm Value$1,578.4B
- Debt$882.9M
Equity Value$1,577.5B
/ Shares Outstanding288,154,032B
DCF Value$5.5K
UNDERVALUED BY 22345%

Owner Earnings Projections

Operating Cash Flow - Maintenance CapEx = Owner Earnings

Metric
Year 1
Year 2
Year 3
Year 4
Year 5
Year 6
Year 7
Year 8
Year 9
Year 10
Operating Cash Flow
$351.8M
$703.6M
$1.4B
$2.8B
$5.6B
$11.3B
$22.5B
$45.0B
$90.1B
$180.1B
Maintenance CapEx
-$4.6M
-$9.2M
-$18.5M
-$37.0M
-$73.9M
-$147.9M
-$295.8M
-$591.6M
-$1.2B
-$2.4B
Owner Earnings
$347.2M
$694.3M
$1.4B
$2.8B
$5.6B
$11.1B
$22.2B
$44.4B
$88.9B
$177.8B
Discount Factor
0.926
0.857
0.794
0.735
0.681
0.630
0.583
0.540
0.500
0.463
Present Value
$321.5M
$595.3M
$1.1B
$2.0B
$3.8B
$7.0B
$13.0B
$24.0B
$44.5B
$82.3B
Terminal Value represents 88.7% of Enterprise Value