Clearwater Analytics Holdings, Inc. (CWAN) — Stock Score Summary

Clearwater Analytics Holdings, Inc. (CWAN) has a MoatMap StockRank of 50/100 based on Quality (40/100), Value (29/100), and Momentum (68/100) factor scores. The current signal is HOLD. Clearwater Analytics is a solid SaaS provider for investment reporting with high switching costs, but its current valuation does not offer a sufficient margin of safety. Furthermore, it lacks direct alignment with our active 18-month macro themes.

Clearwater Analytics Holdings, Inc. provides a SaaS-based investment portfolio reporting, accounting, and analytics platform for institutional investors, insurers, and asset managers. The company automates complex data aggregation and reconciliation processes, reporting on trillions of dollars in assets daily. Its competitive moat is defined by high customer retention rates and a proprietary multi-tenant architecture that serves as an industry standard.

Key Financial Metrics

Price$24.35
Market Cap$7.3B
P/E (Forward)28.26
Price/Book3.54
Return on Equity-3.1%
Return on Invested Capital-0.1%
Debt/Equity41.90
Gross Margin66.0%
Operating Margin4.1%
Revenue Growth74.4%
Free Cash Flow$160M

Clearwater Analytics Holdings, Inc. operates in the Software - Application industry, part of the Technology sector (United States).

Frequently Asked Questions

What is Clearwater Analytics Holdings, Inc.’s (CWAN) StockRank?
MoatMap’s StockRank for Clearwater Analytics Holdings, Inc. (CWAN) is 50/100, with a Hold signal. It is a composite of Quality (40), Value (29), and Momentum (68) factor ranks across MoatMap’s 19,000+ stock universe.
Does Clearwater Analytics Holdings, Inc. have an economic moat?
Clearwater Analytics Holdings, Inc. (CWAN) has a Quality factor score of 40/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Clearwater Analytics Holdings, Inc. a buy, hold, or sell?
MoatMap’s current signal for Clearwater Analytics Holdings, Inc. (CWAN) is Hold, based on a StockRank of 50/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Clearwater Analytics Holdings, Inc. in?
Clearwater Analytics Holdings, Inc. (CWAN) operates in the Technology sector, specifically the Software - Application industry (United States).
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