(CWAN) Clearwater Analytics - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US1851231068

CWAN: Software, Analytics, Reporting, Accounting, Data, Investment, Management

Clearwater Analytics Holdings Inc, listed on the New York Stock Exchange under the ticker symbol CWAN, is a leading provider of Software-as-a-Service (SaaS) solutions for investment data management. The company's platform offers a comprehensive suite of services, including automated investment data aggregation, reconciliation, accounting, and reporting, catering to a diverse range of clients such as insurers, investment managers, corporations, institutional investors, and government entities across the United States and internationally. By leveraging its expertise in data management and analytics, Clearwater Analytics enables its clients to streamline their investment operations, enhance transparency, and make informed decisions.

The company's flagship product, Clearwater Prism, is a SaaS-based data and reporting platform designed to deliver a range of product modules, including reporting and statements, connectors, data operations, and managed services. This platform provides clients with a unified view of their investment data, facilitating better decision-making and regulatory compliance. Additionally, Clearwater Analytics offers Clearwater JUMP, a modular solution for investment managers, private banks, and insurers, which encompasses front, middle, and back office functions, including portfolio management, order management, and unit-linked funds. This solution enables clients to optimize their investment processes, reduce operational risks, and improve overall efficiency.

Clearwater Analytics also provides specialized solutions for specific asset classes, such as private funds and mortgage loans. Clearwater LPx, for instance, is a full-service solution designed for limited partnerships, delivering complete, timely, and accurate data to facilitate informed decision-making. Similarly, Clearwater MLx is a comprehensive mortgage loan investment solution that provides investors with enhanced risk reporting, servicer tracking, and accounting capabilities, enabling them to drive growth and make informed decisions. With its robust suite of solutions, Clearwater Analytics has established itself as a trusted partner for investment managers and institutions seeking to optimize their investment operations and data management capabilities.

Founded in 2004 and headquartered in Boise, Idaho, Clearwater Analytics has evolved into a leading player in the application software industry, with a strong focus on innovation and client satisfaction. The company's commitment to delivering high-quality solutions has earned it a reputation as a reliable and trusted provider of investment data management services. With its listing on the New York Stock Exchange and a global presence, Clearwater Analytics is well-positioned to continue expanding its client base and delivering value to its stakeholders. The company's web presence can be accessed at https://clearwateranalytics.com, and its common stock is traded under the ISIN code US1851231068, classified under the GICS Sub Industry of Application Software.

Additional Sources for CWAN Stock

CWAN Stock Overview

Market Cap in USD 6,741m
Sector Technology
Industry Software - Application
GiC Sub-Industry Application Software
IPO / Inception 2021-09-24

CWAN Stock Ratings

Growth 5y 46.9%
Fundamental 7.94%
Dividend -
Rel. Strength Industry 173
Analysts 4.08/5
Fair Price Momentum 27.81 USD
Fair Price DCF 15.31 USD

CWAN Dividends

No Dividends Paid

CWAN Growth Ratios

Growth Correlation 3m 0.6%
Growth Correlation 12m 86.8%
Growth Correlation 5y 34.4%
CAGR 5y 14.20%
CAGR/Mean DD 5y 0.50
Sharpe Ratio 12m 1.11
Alpha 22.76
Beta 1.09
Volatility 41.79%
Current Volume 3078.7k
Average Volume 20d 2208.1k
What is the price of CWAN stocks?
As of January 22, 2025, the stock is trading at USD 27.98 with a total of 3,078,722 shares traded.
Over the past week, the price has changed by +8.03%, over one month by -2.51%, over three months by +3.48% and over the past year by +47.03%.
Is Clearwater Analytics a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Clearwater Analytics is currently (January 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 7.94 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of CWAN as of January 2025 is 27.81. This means that CWAN is currently overvalued and has a potential downside of -0.61%.
Is CWAN a buy, sell or hold?
Clearwater Analytics has received a consensus analysts rating of 4.08. Therefor, it is recommend to buy CWAN.
  • Strong Buy: 6
  • Buy: 2
  • Hold: 3
  • Sell: 1
  • Strong Sell: 0
What are the forecast for CWAN stock price target?
According to ValueRays Forecast Model, CWAN Clearwater Analytics will be worth about 31 in January 2026. The stock is currently trading at 27.98. This means that the stock has a potential upside of +10.76%.
Issuer Forecast Upside
Wallstreet Target Price 33 17.9%
Analysts Target Price 33 17.9%
ValueRay Target Price 31 10.8%