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Upturn AI SWOT - About
Clearwater Analytics Holdings Inc (CWAN)
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Upturn Advisory Summary
07/02/2025: 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 $31.92
1 Year Target Price $31.92
| 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 07/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.20B USD | Price to earnings Ratio 12.88 | 1Y Target Price 31.92 |
Price to earnings Ratio 12.88 | 1Y Target Price 31.92 | ||
Volume (30-day avg) 12 | Beta 0.77 | 52 Weeks Range 17.63 - 35.71 | Updated Date 07/2/2025 |
52 Weeks Range 17.63 - 35.71 | Updated Date 07/2/2025 | ||
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 90.13% | Operating Margin (TTM) 5.58% |
Management Effectiveness
Return on Assets (TTM) 1.9% | Return on Equity (TTM) 55.82% |
Valuation
Trailing PE 12.88 | Forward PE 37.59 | Enterprise Value 5713229798 | Price to Sales(TTM) 13.03 |
Enterprise Value 5713229798 | Price to Sales(TTM) 13.03 | ||
Enterprise Value to Revenue 12 | Enterprise Value to EBITDA 177.1 | Shares Outstanding 254587008 | Shares Floating 268318471 |
Shares Outstanding 254587008 | Shares Floating 268318471 | ||
Percent Insiders 0.9 | Percent Institutions 89.04 |
Upturn AI SWOT
Clearwater Analytics Holdings Inc
Company Overview
History and Background
Clearwater Analytics was founded in 2004 to provide investment accounting and reporting solutions. Initially focused on insurance companies, it expanded to serve asset managers, corporations, and other institutional investors. Clearwater went public in September 2021.
Core Business Areas
- Investment Accounting and Reporting: Clearwater provides a cloud-based software platform for automated investment accounting, reporting, and analytics across various asset classes.
Leadership and Structure
Sandeep Sahai serves as the Chief Executive Officer. The company operates with a functional organizational structure, with departments focused on engineering, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Clearwater Prism: A cloud-based platform that aggregates and normalizes investment data from multiple sources, providing a single source of truth for accounting, reporting, and analytics. Clearwater claims to be the leader in investment portfolio reporting, but specific market share data is dynamic and not readily available. Competitors include BlackRock's Aladdin, SimCorp Dimension, and FactSet.
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 adoption of cloud-based solutions.
Positioning
Clearwater Analytics is positioned as a leading provider of cloud-based investment accounting and reporting solutions, offering a comprehensive platform and strong customer service.
Total Addressable Market (TAM)
The TAM is estimated to be in the billions of dollars, encompassing the global market for investment accounting and reporting software and services. Clearwater is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Cloud-based platform
- Comprehensive functionality
- Strong customer service
- Scalable architecture
- High customer retention
Weaknesses
- Relatively high price point
- Dependence on data integrations with external systems
- Limited brand awareness compared to larger competitors
Opportunities
- Expansion into new asset classes and geographies
- Increased demand for cloud-based solutions
- Partnerships with other technology providers
- Growing regulatory complexity driving demand for automated reporting
Threats
- Competition from larger, more established players
- Rapid technological change
- Economic downturn impacting investment activity
- Data security breaches
Competitors and Market Share
Key Competitors
- SSNC (SSNC)
- FIS (FIS)
- BNP Paribas Securities Services (BNP.PA)
Competitive Landscape
Clearwater benefits from its modern, cloud-based platform and focus on investment accounting, but faces competition from larger, more established players with broader product offerings.
Growth Trajectory and Initiatives
Historical Growth: Clearwater has demonstrated strong revenue growth in recent years, driven by new customer acquisition and expansion within existing customers.
Future Projections: Analysts project continued revenue growth for Clearwater, driven by the factors mentioned above.
Recent Initiatives: Recent initiatives include expanding product functionality, entering new markets, and forging strategic partnerships.
Summary
Clearwater Analytics is a strong player in the investment accounting software space, leveraging its cloud-based platform for growth. Its high price point and reliance on external data integrations are potential weaknesses. Continued expansion and strategic partnerships are key to its future success, but it faces risks from competitors and economic downturns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Clearwater Analytics Investor Relations
- SEC Filings
- Third-party market research reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Market share data is approximate and may vary depending on the source.
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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