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Upturn AI SWOT - About
Clearwater Analytics Holdings Inc (CWAN)
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Upturn Advisory Summary
08/07/2025: CWAN (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $31.82
1 Year Target Price $31.82
| 7 | Strong Buy |
| 4 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 10.91% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/07/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.79B USD | Price to earnings Ratio 12.01 | 1Y Target Price 31.82 |
Price to earnings Ratio 12.01 | 1Y Target Price 31.82 | ||
Volume (30-day avg) 12 | Beta 0.72 | 52 Weeks Range 17.98 - 35.71 | Updated Date 08/7/2025 |
52 Weeks Range 17.98 - 35.71 | Updated Date 08/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.7 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-06 | When - | Estimate 0.1108 | Actual 0.12 |
Profitability
Profit Margin 90.13% | Operating Margin (TTM) 5.58% |
Management Effectiveness
Return on Assets (TTM) 1.81% | Return on Equity (TTM) 55.82% |
Valuation
Trailing PE 12.01 | Forward PE 35.09 | Enterprise Value 5315239634 | Price to Sales(TTM) 12.16 |
Enterprise Value 5315239634 | Price to Sales(TTM) 12.16 | ||
Enterprise Value to Revenue 11.17 | Enterprise Value to EBITDA 164.77 | Shares Outstanding 254587008 | Shares Floating 268283274 |
Shares Outstanding 254587008 | Shares Floating 268283274 | ||
Percent Insiders 0.91 | Percent Institutions 92.21 |
Upturn AI SWOT
Clearwater Analytics Holdings Inc
Company Overview
History and Background
Clearwater Analytics was founded in 2004 in Boise, Idaho. It began as a solution for aggregating and reporting complex investment data and has evolved into a comprehensive SaaS-based investment accounting and reporting platform. Significant milestones include expanding its client base, developing new product features, and going public in 2021 (NYSE: CWAN).
Core Business Areas
- Investment Accounting and Reporting: Provides a single instance, multi-tenant platform for automated investment accounting, reporting, and analytics across a wide range of asset classes.
Leadership and Structure
Sandeep Sahai is the Chief Executive Officer. The company has a typical corporate structure with departments such as sales, marketing, product development, and customer support.
Top Products and Market Share
Key Offerings
- Clearwater Prism: Comprehensive investment accounting platform used by insurers, asset managers, corporations, and other institutions to manage and report on their investment portfolios. Market share is estimated at around 25% based on total assets managed on the platform. Competitors include BlackRock (Aladdin), SimCorp, and State Street. Exact revenue attributed specifically to Prism is not publicly disclosed.
Market Dynamics
Industry Overview
The investment accounting and reporting industry is experiencing growth driven by increasing regulatory complexity, the need for greater transparency, and the desire for real-time data and analytics. SaaS solutions are becoming increasingly popular.
Positioning
Clearwater Analytics is positioned as a leading provider of cloud-based investment accounting solutions, known for its comprehensive functionality, accuracy, and ease of use. Its competitive advantages include its single instance, multi-tenant architecture and broad asset class support.
Total Addressable Market (TAM)
The estimated TAM for investment accounting and reporting software is significant and growing, potentially exceeding $10 billion annually. Clearwater is well-positioned to capture a larger share of this market due to its scalable platform and expanding product offerings.
Upturn SWOT Analysis
Strengths
- Single instance, multi-tenant SaaS architecture
- Comprehensive asset class coverage
- High client retention rates
- Strong brand reputation
- Scalable platform
Weaknesses
- Reliance on key personnel
- Potential for security breaches
- Exposure to currency fluctuations (international clients)
- Dependence on third-party data providers
Opportunities
- Expanding into new markets and geographies
- Developing new product features and functionalities
- Acquiring complementary businesses
- Partnerships and integrations with other technology providers
Threats
- Increased competition from existing and new players
- Changes in regulations and accounting standards
- Economic downturn
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- SSNC
- FIS
- BLK
Competitive Landscape
Clearwater Analytics competes with both established players and emerging companies in the investment accounting and reporting market. Its advantages include its modern technology platform, comprehensive functionality, and strong customer service. Disadvantages might be that it is smaller than some competitors.
Growth Trajectory and Initiatives
Historical Growth: Clearwater Analytics has experienced significant growth since its founding, driven by increasing adoption of its platform and expansion into new markets.
Future Projections: Analysts expect continued revenue growth for Clearwater Analytics, driven by increasing demand for investment accounting and reporting solutions.
Recent Initiatives: Recent initiatives include expanding its product offerings, forming strategic partnerships, and investing in sales and marketing.
Summary
Clearwater Analytics is a strong player in the investment accounting and reporting market, leveraging its SaaS platform and comprehensive functionality to drive growth. The company benefits from a strong brand and high client retention. It needs to continue to innovate and expand its product offerings to stay ahead of the competition and capitalize on the growing market opportunity. Economic downturns may affect the company's growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and may vary. Actual financial performance may differ from projections.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Clearwater Analytics Holdings Inc
Exchange NYSE | Headquaters Boise, ID, United States | ||
IPO Launch date 2021-09-24 | CEO & Director Mr. Sandeep Sahai | ||
Sector Technology | Industry Software - Application | Full time employees 1915 | Website https://clearwateranalytics.com |
Full time employees 1915 | Website https://clearwateranalytics.com | ||
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally. It offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. The company's Clearwater Prism SaaS-based data and reporting platform for investment data delivers a range of product modules, including Prism reporting and statements, Prism connectors, Prism data ops, and Prism managed services. It also provides Clearwater LPx, a full-service solution for private funds that delivers complete, timely, accurate, and consumable data for limited partnerships; and Clearwater MLx, a comprehensive mortgage loan investment solution that provides investors to drive growth and make informed decisions, oversight, and reporting capabilities for mortgage loan investments, as well as enhances risk reporting, servicer tracking, oversight, and accounting capabilities. In addition, the company offers Clearwater JUMP that provides a modular front, middle and back office solution to investment managers, private banks, and insurer, as well as portfolio management and order management, unit-linked funds, tri-partite templates, and full trade life cycle solutions. Further, it develops a cloud based integrated data and financial analytics platform for developers, quants, data scientists, and business users. The company was founded in 2004 and is headquartered in Boise, Idaho.
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