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Clearwater Analytics Holdings, Inc. CWAN R2K

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
36.02
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. R2K 24.56 -136.44 $7.30B 0.00% -0.14% -3.13% 34.08% -129.03%
2 NVDA NVIDIA Corporation NDXSPXAI 211.80 32.43 $5.13T 0.49% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPX 314.86 38.07 $4.62T 0.37% 68.72% 141.47% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXAI 384.93 22.91 $2.86T 0.93% 26.90% 34.01% 9.48% 10.85%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AI 420.39 36.18 $2.18T 0.90% 30.20% 36.21% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXAI 389.11 64.85 $1.85T 0.68% 16.70% 37.28% 24.38% 26.24%
7 MU Micron Technology, Inc. NDXSPXAI 983.12 46.37 $1.11T 0.06% 13.69% 39.82% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXAI 548.13 181.50 $893.78B 0.00% 6.33% 8.06% 13.64% 48.64%
9 ASML ASML Holding N.V. NDXAI 1,775.64 59.55 $684.36B 0.47% 42.97% 52.24% 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 ue, 14 Jul 2026

Is Clearwater Analytics Holdings (CWAN) Fully Valued Following The MSIG Europe Win? - simplywall.st

<a href="https://news.google.com/rss/articles/CBMi3wFBVV95cUxNc0pjNUZmNkNYM1BoM3psbDlYQTNVWGF3b0pRd3dsV28ybk83WnhBTmJwRHNBQW9EcDZtcDNBUUg3Q2oyRDExNUJ1enNCY2RZcnNQakFReWF6UzNYWnNpMXZxUHJnSldXOURMT2dXQWJNODEtTl9QaUNuYzFkeEtxZHNzN3hCQmYwcDJsQ0…

Google News hu, 25 Jun 2026

Clearwater Analytics Completes $8.4 Billion Take-Private Acquisition by Permira and Warburg Pincus - Business Wire

<a href="https://news.google.com/rss/articles/CBMi7gFBVV95cUxONllEZi1hMWJkREdfNVBYSHZkdFRmOUQ3eWxYWmJQaXhGUmF6dDNtTk52aE5QMUtzcGxoM1U3NDJBWmJPSGRkSUhWZ193UVlzOENkcHFyT2xoYnRKa3Y4eGxSN2UyTlAzWUZLTVAtUFRucHpfSk5wRlFpX2RLUnNiYlU0c1ZrOXF4dTUxdE…

Google News Wed, 01 Jul 2026

Clearwater Analytics Holdings Inc. (CWAN) Is A Top Stock To Buy According To Billionaire Glenn Dubin’s Highbridge Capital - Yahoo Finance

<a href="https://news.google.com/rss/articles/CBMipgFBVV95cUxOS1dIalo5Tkw5WGtKRFpUZHFHZ0dENkFSQUU0dGJsQXVhNGNoRy05cG9aSjE4WTlwdG9tWnhNOVZVM1YxMGZLd0Z6WkozMklENnM4OVZJRTlCdy1ZanVsMnp0dW90V21EVGg3ZUEwMHFvYUFuM1hWd2dwYWg5N1hOcGNRcVp5R25LeGhLN2…

Google News hu, 25 Jun 2026

Clearwater Analytics (CWAN) director cashes out shares and RSUs at $24.55 merger price - Stock Titan

<a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxObDY4aG5FNVFqVERIMFRsYlpTNjFCb2ZhN0wyUWVsVjk4LThzVlhMWTd0eHFLX0x2MU1WTWFLY0pQd2xUVzdNNEl3VUZXX0pFTlJYSG9OdFJ4cVNDeUVsYW53cmotak01QzIwQUNDWXRlellLZkstSWplZ3l0ZC1VbDc3WlhBTEc2bmtaM0…

Google News ue, 20 Jan 2026

Clearwater analytics CFO Cox sells $451k in CWAN stock - Investing.com

<a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxOV1R0dnREQlpJb2JkZkdMWGpXR0ROMzUyMlVMWUdtTTl6eDN0d2xYLXVUWUVjYjRMOGo4TGNlQXVoS3hNY0oxUFQwUTNOLWkzaWRQU3hOSG94cElJaXFEUHg1MzlGQmY4VjdMZE9KRTFyQ3U2SXI3OTNiYVVjQXc2QTRtVFdIb0t3aGxtdX…

Google News Wed, 27 May 2026

CWAN - Clearwater Analytics Holdings Inc Stock Price and Quote - Finviz

<a href="https://news.google.com/rss/articles/CBMiRkFVX3lxTE1jUlFuWXBidVpBUnp1MUxWUmxkcUFKWTAwZE04Vk1odVZzd2MzbEw5aktIcWxDVXo1bk84UDRmMThUdTJ4cEE?oc=5" target="_blank">CWAN - Clearwater Analytics Holdings Inc Stock Price and Quote</a>&nbsp;…

CWAN — Frequently Asked Questions

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

As of 2026-07-14 21:23 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 36.02. 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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