Technology -
Software - Application - NYSE - US
$ 22.94
-2.09 %
$ 5.9 B
Market Cap
13.65
P/E
1. INTRINSIC VALUE
Balance Sheet
Clearwater Analytics Holdings, Inc.
| Current Assets | 385 M |
| Cash & Short-Term Investments | 255 M |
| Receivables | 106 M |
| Other Current Assets | 23 M |
| Non-Current Assets | 785 M |
| Long-Term Investments | 30.3 M |
| PP&E | 39.6 M |
| Other Non-Current Assets | 715 M |
| Current Liabilities | 77.1 M |
| Accounts Payable | 2.93 M |
| Short-Term Debt | 11.1 M |
| Other Current Liabilities | 63 M |
| Non-Current Liabilities | 62.3 M |
| Long-Term Debt | 60.8 M |
| Other Non-Current Liabilities | 1.47 M |
EFFICIENCY
Earnings Waterfall
Clearwater Analytics Holdings, Inc.
| Revenue | 452 M |
| Cost Of Revenue | 123 M |
| Gross Profit | 329 M |
| Operating Expenses | 317 M |
| Operating Income | 12.2 M |
| Other Expenses | -415 M |
| Net Income | 428 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Clearwater Analytics Holdings, Inc.
| Net Income | 428 M |
| Depreciation & Amortization | 12.2 M |
| Capital Expenditures | -5.26 M |
| Stock-Based Compensation | 103 M |
| Change in Working Capital | 0 |
| Others | -8.61 M |
| Free Cash Flow | 69.1 M |
Wall Street Analysts Price Targets
Clearwater Analytics Holdings, Inc.
Wall Street analysts predict an average 1-year price target for CWAN of $30.2 , with forecasts ranging from
a
low of
$25 to a high of $35 .
CWAN Lowest Price Target
Wall Street Target
25 USD
8.98%
CWAN Average Price Target
Wall Street Target
30.2 USD
31.65%
CWAN Highest Price Target
Wall Street Target
35 USD
52.57%
4. DIVIDEND
ANALYSIS
CWAN does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Clearwater Analytics Holdings, Inc.
Sold
0-3 MONTHS
23.9 M USD 6
3-6 MONTHS
1.17 B USD 6
6-9 MONTHS
248 M USD 6
9-12 MONTHS
240 M USD 6
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration
BOISE, Idaho & CHICAGO--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“Clearwater”) and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”) today announced that the deadline for Enfusion shareholders of record to elect the form of merger consideration (the “Merger Consideration”) they wish to receive in connection with Clearwater's acquisition of Enfusion (the "Transaction") is 5:00 p.m. Eastern Time on April 16, 2025 (such deadline, as it may be extended, the "Election Deadline"). Enfusion sharehol.
businesswire.com
- 2 weeks ago
ENFUSION INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Enfusion, Inc. - ENFN
NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Enfusion, Inc. (NYSE: ENFN) to Clearwater Analytics Holdings, Inc. (NYSE: CWAN). Under the terms of the proposed transaction, shareholders of Enfusion will receive $5.85 in cash and $5.40 in Clearwater Class A Common Stock for each share of Enfusion that they own. KSF is seeking to determine whether this consi.
businesswire.com
- 2 weeks ago
Clearwater Analytics to Acquire Beacon and Blackstone's Bistro to Deliver Investment Intelligence Across Private Markets
BOISE, Idaho & NEW YORK--(BUSINESS WIRE)--Clearwater Analytics (NYSE: CWAN) (“Clearwater”) today announced two strategic acquisitions, marking a major step toward transforming investment management technology. Clearwater has entered into a definitive agreement to acquire Beacon, a next-generation leader for cross-asset class modeling and risk analytics for derivatives, private credit and debt, structured products and other alternative assets. Integrated with Wilshire's equities and fixed income.
businesswire.com
- 1 month ago
Clearwater Analytics and Enfusion Announce Expiration of Hart-Scott-Rodino Act Waiting Period For Proposed Acquisition of Enfusion
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, and Enfusion, Inc. (NYSE: ENFN) (“Enfusion”), a leader in software-as-a-service solutions for the investment management and hedge fund industry, today announced the expiration of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 (the “HSR A.
businesswire.com
- 1 month ago
Software Stock Hits All-Time High Amid Generative AI Transformer Push, Eyes New Buy Point
Clearwater Analytics hit an all-time high and has formed a base amid fourth-quarter earnings. The stock leads the software-finance group.
investors.com
- 1 month ago
Clearwater Analytics Holdings: Growth Outlook Remains Very Robust
CWAN's 4Q24 performance shows strong revenue growth momentum, with a 27.7% y/y increase and ARR up 25.3% y/y, signaling robust demand. The pending $1.5 billion acquisition of Enfusion significantly broadens CWAN's TAM, enabling front-to-back investment management solutions and international expansion. CWAN's gross margin expanded to 78.8% in 4Q24, with management guiding for >80% margins, driven by AI-driven automation and operational efficiencies.
seekingalpha.com
- 1 month ago
Clearwater Analytics' Enfusion Infusion Offers Compelling Value Proposition, Analyst Upgrades Stock
Piper Sandler analyst Arvind Ramnani upgraded the shares of Clearwater Analytics Holdings Inc CWAN from Neutral to Overweight and raised the price forecast from $28.00 to $36.00.
benzinga.com
- 1 month ago
Clearwater Analytics Holdings, Inc. (CWAN) Q4 2024 Earnings Call Transcript
Clearwater Analytics Holdings, Inc. (NYSE:CWAN ) Q4 2024 Earnings Conference Call February 19, 2025 5:00 PM ET Corporate Participants Joon Park - Head of Investor Relations Sandeep Sahai - Chief Executive Officer Jim Cox - Chief Financial Officer Conference Call Participants Rishi Jaluria - RBC Capital Markets Brian Schwartz - Oppenheimer Kevin McVeigh - UBS Michael Infante - Morgan Stanley Alexei Gogolev - JPMorgan Michael Turrin - Wells Fargo Andrew Schmidt - Citigroup Gabriela Borges - Goldman Sachs Faith Brunner - William Blair Arvind Ramnani - Piper Sandler Yun Kim - Loop Capital Markets Operator Ladies and gentlemen, thank you for standing by and welcome to the Clearwater Analytics Fourth Quarter and Full Year 2024 Financial Results Conference Call. At this time, all participants are in a listen-only mode.
seekingalpha.com
- 1 month ago
Clearwater Analytics (CWAN) Q4 Earnings and Revenues Surpass Estimates
Clearwater Analytics (CWAN) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.10 per share a year ago.
zacks.com
- 1 month ago
Clearwater Analytics Announces Fourth Quarter and Full Year 2024 Financial Results
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN) (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced its financial results for the quarter ended December 31, 2024. Fourth Quarter 2024 Full Year 2024 Revenue $126.5 million $451.8 million Year-over-Year Revenue Growth % 27.7% 22.7% Annualized Recurring Revenue (ARR)1 $474.9 million Yea.
businesswire.com
- 1 month ago
Unlocking Q4 Potential of Clearwater Analytics (CWAN): Exploring Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Clearwater Analytics (CWAN), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
zacks.com
- 2 months ago
Clearwater Analytics to Announce Fourth Quarter and Full Year 2024 Financial Results on February 19, 2025
BOISE, Idaho--(BUSINESS WIRE)--Clearwater Analytics Holdings, Inc. (NYSE: CWAN), (“Clearwater Analytics” or the “Company”), a leading worldwide provider of SaaS-based investment management, accounting, reporting, and analytics solutions, will release financial results for the fourth quarter and full year ended December 31, 2024 after the U.S. financial markets close on Wednesday, February 19, 2025. In conjunction with this announcement, Clearwater Analytics will host a conference call on Februa.
businesswire.com
- 2 months ago
8. Profile
Summary
Clearwater Analytics Holdings, Inc. CWAN
COUNTRY
US
INDUSTRY
Software - Application
MARKET CAP
$ 5.9 B
Dividend Yield
0.00%
Description
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.
Contact
777 W. Main Street, Boise, ID, 83702
https://clearwateranalytics.com
IPO
Date
Sept. 24, 2021
Employees
1915
Officers
Ms. Ann-Sophie Skjoldager Bom
Director of Sales
Mr. Joon Park J.D.
Head of Investor Relations
Mr. Alphonse Valbrune J.D.
Chief Legal Officer & Corporate Secretary
Mr. Souvik Das
Chief Product & Technology Officer
Mr. Scott Erickson
Chief Revenue Officer
Ms. Subi Sethi
Chief Client Officer
Mr. Mike Chen
Senior Vice President & Head of Corporate Development
Ms. Fleur Sohtz
Chief Marketing Officer
Mr. Sandeep Sahai
Chief Executive Officer & Director
Mr. James S. Cox Jr.
Chief Financial Officer