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Clearwater Analytics Holdings, Inc. CWAN R2KTECH

Technology · Software - Application · United States
https://www.cwan.com
Company Profile ↓
$24.56
- 1Y
Mkt Cap$7.30B
P/E-136.44
P/B3.56
52W High$24.56
52W Low$24.56
Book Value$6.89
EPS (TTM)$-0.18

Company Overview

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.

Why Investors Should Care

Steady Revenue Expansion

Revenue has grown at a 34.1% CAGR over the past five years.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $731.37M (+61.9% YoY); net profit $-38.81M.
  • Trailing 12 Months Year-on-year growth — revenue +74.4%, earnings -109.1%.
  • 5-Year Trend Long-term compounding — revenue CAGR 34.1%, profit CAGR -129.0%.

Growth & Price Performance

Compounded Sales Growth

5 Years:34.08%
1 Year:74.40%

Compounded Profit Growth

5 Years:-129.03%
1 Year:-109.14%

Stock Price Performance

1 Year:-
6 Months:-
3 Months:-
1 Month:-

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Compounding revenue at 34.1% over 5 years.
  • Generates positive free cash flow.

CONS

  • Earnings shrank at -129.0% CAGR over 5 years.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
-136.44
Industry PE
30.29
Forward P/E
28.47
PEG Ratio
1.78
Book Value
$6.89
Price to Book
3.56
P/S
8.88
EV/EBITDA
74.15
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
34.08%
Profit 5Y
-129.03%
Revenue (YoY)
74.40%
Earnings (YoY)
-109.14%

Profitability & Returns

ROCE
-0.14%
ROE
-3.13%
ROA
-0.08%
Profit Margin
-5.82%
Op Margin
4.06%
Gross Margin
65.97%
EPS (Latest Qtr)
$-0.01
EPS (TTM)
$-0.18

Balance Sheet & Liquidity

Debt/Equity
0.42
Quick Ratio
1.96
Current Ratio
2.25
Debt
$860.84M
Total Assets
$3.03B
Current Assets
$294.24M
Working Capital
$134.23M

Ownership

Promoter Holding
1.17%
Chg in Prom Hold
-
FII / Inst Holding
107.49%
Chg in FII Hold
0.39%

Financial Snapshot

Enterprise Value
$7.30B
Total Revenue (TTM)
$825.73M
EBITDA
$109.07M
Free Cash Flow
$160.31M
Operating Cash Flow
$169.07M
Shares Outstanding
297.38M
Gross Margin
65.97%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 CWAN Clearwater Analytics Holdings, Inc. R2KTECH 24.56 -136.44 $7.30B 0.00% -0.14% -3.13% 34.08% -129.03%
2 NVDA NVIDIA Corporation NDXSPXR3KAITECH 210.96 26.64 $5.09T 0.46% 74.66% 117.21% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPXR3KTECH 347.72 39.88 $5.07T 0.32% 68.72% 148.75% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXR3KAITECH 524.51 29.19 $3.89T 0.79% 26.33% 34.04% 9.93% 11.90%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AITECH 418.51 31.19 $2.17T 0.95% 30.20% 39.97% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXR3KAITECH 321.68 41.08 $1.54T 0.72% 16.70% 44.25% 17.04% 54.08%
7 MU Micron Technology, Inc. NDXSPXR3KAITECH 877.55 19.82 $991.10B 0.05% 13.69% 66.64% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH 516.79 131.83 $843.65B 0.00% 5.47% 10.20% 11.81% 66.28%
9 ASML ASML Holding N.V. NDXAITECH 1,571.80 51.02 $603.73B 0.50% 42.97% 53.94% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Revenue 53.35M56.89M60.88M64.49M70.78M73.41M76.55M84.61M89.88M94.66M102.72M106.79M115.83M-126.86M181.94M205.11M217.46M221.23M
Cost of Revenue --------------33.92M63.42M70.64M71.24M75.68M
Gross Profit 41.03M42.57M45.30M46.70M49.61M52.49M53.83M59.78M62.92M67.65M74.54M76.90M84.47M-92.94M118.51M134.47M146.22M145.55M
Operating Expenses --------------85.86M133.09M127.92M152.96M136.56M
Operating Income 16.50M11.98M8.56M7.26M1.28M1.13M-1.16M-6.32M-7.12M-5.89M-166.00K3.84M7.34M-7.08M-14.58M6.55M-6.74M8.99M
EBITDA --------------12.55M10.57M35.41M23.00M38.60M
Interest Expense --------------919.00K13.46M16.12M15.16M12.65M
Pretax Income --------------8.49M-26.50M-10.00M-21.66M-3.60M
Tax Provision --------------1.55M-2.35M510.00K-9.13M-809.00K
Net Income ----8.31M398.00K-2.43M-2.97M-4.38M-10.92M-1.89M1.90M-430.00K3.63M-6.51M-23.23M-10.34M-12.07M-2.78M
Diluted EPS ----0.050.00-0.01-0.02-0.02-0.06-0.010.010.000.02-0.03-0.09-0.04-0.04-0.01
R&D Expense 14.76M15.84M16.74M18.41M21.29M22.84M25.44M28.10M29.85M32.25M37.68M35.36M36.62M-37.40M49.76M52.06M-57.05M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 168.00M203.22M-303.43M368.17M451.80M731.37M
Cost of Revenue ---87.78M107.13M122.99M239.22M
Gross Profit 120.86M149.96M-215.64M261.04M328.82M492.15M
Operating Expenses ---210.53M277.79M316.58M499.83M
Operating Income 25.70M-20.42M-5.12M-16.75M12.23M-7.69M
EBITDA ---10.26M-8.21M-13.56M81.53M
Interest Expense --25.68M-4.73M4.33M45.66M
Pretax Income ----5.33M-22.87M-30.06M-49.67M
Tax Provision ---1.36M217.00K-457.65M-9.42M
Net Income ----7.97M-21.63M424.38M-38.81M
Diluted EPS ----0.04-0.111.68-0.14
R&D Expense 39.27M55.26M72.69M94.12M123.92M150.56M196.23M

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets 115.56M-481.94M558.74M1.17B3.03B
Current Assets --356.35M416.00M384.65M295.57M
Cash & Equivalents 61.09M-250.72M221.76M177.35M91.25M
Inventory ------
Receivables --41.72M45.80M59.99M113.25M
Total Liabilities 460.17M-143.56M149.09M139.34M1.00B
Current Liabilities 38.21M-66.01M80.79M77.05M161.34M
Long Term Debt --48.49M45.83M43.16M814.64M
Total Debt --76.60M72.08M71.92M860.34M
Total Equity --269.52M354.33M1.01B2.02B
Shares Outstanding --191.23M210.56M235.10M291.43M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow -230.03M-6.49M-58.01M84.60M74.32M175.90M
Investing Cash Flow -3.37M-3.81M--76.55M-95.06M-55.65M-988.13M
Financing Cash Flow 237.72M51.04M-16.23M-19.29M-61.67M725.41M
Capital Expenditure -3.37M-3.81M--7.76M-5.62M-5.26M-21.79M
Free Cash Flow -233.40M-10.29M-50.25M78.98M69.06M154.10M
Net Change in Cash ----2.32M-29.74M-42.99M-86.82M
Share Buybacks 3.78M567.00K626.00K00018.05M
Dividends Paid -163.26M-----

Ratios (Annual)

Figures in %.

Metric Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 71.9%73.8%-71.1%70.9%72.8%67.3%
Operating Margin % 15.3%-10.0%-1.7%-4.5%2.7%-1.1%
Net Margin % ----2.6%-5.9%93.9%-5.3%
ROE % ----3.0%-6.1%42.1%-1.9%
ROCE % --26.4%-1.2%-3.5%1.1%-0.3%

Shareholding Pattern

Insiders
1.17%
Institutions
107.49%
Public Float
108.77%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 9.51% 28.27M $694.31M
2 Vanguard Portfolio Management LLC 6.15% 18.29M $449.30M
3 UBS Group AG 4.96% 14.74M $361.90M
4 HBK Investments L P 4.67% 13.88M $340.77M
5 Vanguard Capital Management LLC 4.40% 13.10M $321.67M
6 FIL LTD 3.96% 11.77M $289.17M
7 Pentwater Capital Management Lp 3.83% 11.38M $279.62M
8 Millennium Management Llc 3.13% 9.29M $228.26M
9 Citadel Advisors Llc 2.84% 8.44M $207.32M
10 Glazer Capital LLC 2.63% 7.82M $192.05M

Analyst View

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Latest News

Recent headlines for CWAN

Google News Fri, 23 Oct 2026

CWAN Dec 2028 30.000 put (CWAN281215P00030000) interactive stock chart – Yahoo Finance - Yahoo Finance Singapore

<a href="https://news.google.com/rss/articles/CBMibkFVX3lxTE4tNDNfWUdwVGw4YTZnbWFhdE1oTURWM0lIX0hEMWkyaXVUS3FJQUNmUnJSVHE5RGdGRzVnNUxuTlNvbDU0TjhkeFU4eHQtUnMweVF0Y19tbXZVanF5X283N1R4MGVQWEE4M0tQUThR?oc=5" target="_blank">CWAN Dec 2028 30.00…

Google News Sat, 27 Jun 2026

Clearwater Analytics (CWAN) Is Going Private In $8.4 Billion Buyout Led By Permira - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipwFBVV95cUxOc054dzBhQ2VQSnVZOHU3bU5TVFF4b0xLcWtWczFXbFpwTDNQS09YaF8ydXI5X2tCRVRpNHdRWU1tck11c3NMdGR1UUxoQlZYSGFqMVZ2ZmdGTjRqMWRUMmdJUF9qYmtUN0s2NjM4WXAxV3o1ZjRzZ1Y2QWp6V2FSajJ4WkItQ2x2SWdiTW…

Google News Mon, 23 Mar 2026

Clearwater Analytics: 17% Annualized Return On A Smooth Go-Private Transaction (NYSE:CWAN) - Seeking Alpha

<a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxQa2J6TW9GbVppNng5Znd6S1E5aVUtOXBRUDNvbTBYVjBVRllHTVJwd3VQTkc2T2hOUG9kVE1hdDdIeS1tN2FNYWo4ZDZQdjFWZzFoTWNiQVZKNzhCUnRVRE95WklYRGRubmZmTnk4VGUzb0ZuWkk2aVFBb0NqTHdTT25PZGE1WWxEU2JreU…

Google News Mon, 22 Dec 2025

CWAN Stock Surges Pre-Market On $8.4B Buyout Offer – Retail Expects Go-Shop Window To Fuel More Bids - Stocktwits

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Google News Mon, 22 Jun 2026

Clearwater Analytics to close merger after Australian approval; expected Q2 2026 - TradingView

<a href="https://news.google.com/rss/articles/CBMi2AFBVV95cUxOcWtZaGYxc2hQVFZmWTZsX2pkbVh2YlBWU09UdEFFNkxJcnJmc0o0M2EzZmxzc29lTjJpNUdYTm1sQXM1SW54M1NIQUttTmpNZFd6R1JHRTNxRUlYTjdEYnNKdnd4bmYteUpsdlhIYmtmWTVOOGYtWFJjX0pMNm9EWEJPbFZJTDZrT3ZNUU…

Google News Sun, 22 Mar 2026

Clearwater Analytics Stock Lands $37 Million Investment Amid 77% ARR Growth Surge and Pending Buyout - The Motley Fool

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CWAN — Frequently Asked Questions

What is the current share price of Clearwater Analytics Holdings, Inc. (CWAN)?

As of 2026-10-23 16:27 PDT, Clearwater Analytics Holdings, Inc. (CWAN) trades at $24.56 on NYQ. Its 52-week range is $24.56 to $24.56.

What is the market capitalisation of CWAN?

Clearwater Analytics Holdings, Inc. (CWAN) has a market capitalisation of $7.30B on NYQ.

What is the P/E ratio of CWAN?

CWAN trades at a trailing price-to-earnings (P/E) ratio of -136.44. The industry average P/E is 30.29. Its price-to-book (P/B) ratio is 3.56.

What is the return on equity (ROE) of CWAN?

CWAN has a return on equity (ROE) of -3.13%. Its return on capital employed (ROCE) is -0.14%.

Is CWAN a good stock to buy?

This page provides a data-driven analysis of Clearwater Analytics Holdings, Inc. (CWAN), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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