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About the company
Clearwater Analytics Holdings, Inc. is a provider of software-as-a-service (SaaS)-based investment management, accounting, reporting, and analytics solutions. With a single instance, multi-tenant architecture, the Company offers investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Its cloud-native software allows clients to radically simplify their investment accounting operations, enabling them to focus on higher-value business functions, such as asset allocation strategy and investment selection. Its platform provides comprehensive accounting, data, and advanced analytics as well as highly configurable reporting for global investment assets daily or on-demand, instead of weekly or monthly. Its software automates data aggregation, data reconciliation, data validation, and trade management of each security in its client’s investment portfolios. It serves a broad universe of institutional clients.
- Revenue in USD (TTM)403.19m
- Net income in USD-4.85m
- Incorporated2021
- Employees1.76k
- LocationClearwater Analytics Holdings Inc777 W. Main Street, Suite 900, Suite 900BOISE 83702United StatesUSA
- Phone+1 (208) 918-2400
- Fax+1 (302) 636-5454
- Websitehttps://clearwateranalytics.com/
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Mergers & acquisitions
| Acquired company | CWAN:NYQ since announced | Transaction value |
|---|---|---|
| Wilshire Advisors LLC-Risk & Performance Analytics Solutions business | 49.28% | 40.00m |
Data delayed at least 15 minutes, as of Sep 19 2024 19:50 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BILL Holdings Inc | 1.29bn | -28.88m | 5.51bn | 2.19k | -- | 1.33 | 74.19 | 4.27 | -0.2849 | -0.2849 | 12.00 | 38.77 | 0.1371 | -- | 29.67 | 589,927.80 | -0.307 | -2.17 | -0.5251 | -3.78 | 81.82 | 78.73 | -2.24 | -20.93 | -- | -- | 0.181 | -- | 21.89 | 64.12 | 87.09 | -- | 37.19 | -- |
| Vertex Inc | 617.83m | 19.78m | 5.66bn | 1.50k | 287.73 | 24.24 | 57.26 | 9.16 | 0.1264 | 0.1264 | 3.94 | 1.50 | 0.7065 | -- | 4.96 | 411,884.00 | 2.26 | -2.63 | 4.50 | -7.37 | 61.54 | 60.90 | 3.20 | -3.24 | -- | 2.05 | 0.5891 | -- | 16.43 | 16.01 | -6.41 | -- | 15.42 | -- |
| Pegasystems Inc. | 1.49bn | 129.88m | 5.67bn | 5.41k | 46.82 | 13.01 | 38.32 | 3.80 | 1.42 | 1.42 | 17.19 | 5.10 | 1.09 | -- | 4.22 | 275,652.30 | 9.52 | -7.26 | 20.76 | -11.02 | 74.77 | 71.07 | 8.72 | -8.36 | -- | -- | 0.5348 | -- | 8.71 | 9.95 | 119.62 | 44.90 | 7.13 | 5.92 |
| Varonis Systems Inc | 520.78m | -88.35m | 6.01bn | 2.23k | -- | 13.10 | -- | 11.54 | -0.8007 | -0.8007 | 4.73 | 4.09 | 0.4886 | -- | 4.61 | 233,217.60 | -8.29 | -13.84 | -11.46 | -19.00 | 84.54 | 85.32 | -16.97 | -26.97 | -- | -- | 0.3539 | -- | 5.39 | 13.05 | 18.95 | -- | -11.86 | -- |
| Clearwater Analytics Holdings Inc | 403.19m | -4.85m | 6.20bn | 1.76k | -- | 14.45 | 835.70 | 15.36 | -0.0255 | -0.0255 | 1.83 | 1.74 | 0.7352 | -- | 4.36 | 229,608.80 | -0.5977 | -- | -0.7732 | -- | 71.87 | -- | -0.813 | -- | -- | -- | 0.1006 | -- | 21.34 | -- | -171.46 | -- | -- | -- |
| Global-E Online Ltd | 632.89m | -109.68m | 6.26bn | 923.00 | -- | 7.12 | -- | 9.89 | -0.6613 | -0.6613 | 3.81 | 5.26 | 0.5614 | -- | 28.49 | 685,684.80 | -9.73 | -14.41 | -11.86 | -18.41 | 43.22 | 38.23 | -17.33 | -28.59 | -- | -- | 0.00 | -- | 39.33 | 71.30 | 31.52 | -- | -- | -- |
| Zeta Global Holdings Corp | 822.09m | -146.00m | 6.33bn | 1.78k | -- | 27.84 | -- | 7.70 | -0.8766 | -0.8766 | 4.90 | 0.9907 | 1.53 | -- | 5.39 | 461,071.20 | -27.16 | -- | -38.84 | -- | 60.34 | -- | -17.76 | -- | -- | -12.09 | 0.4593 | -- | 23.31 | -- | 32.86 | -- | -- | -- |
| Squarespace Inc | 1.11bn | -4.97m | 6.43bn | 1.75k | -- | -- | 104.72 | 5.81 | -0.0388 | -0.0388 | 7.98 | -1.75 | 1.25 | -- | 43.25 | 632,187.60 | -0.562 | -- | -1.43 | -- | 74.21 | 82.30 | -0.4491 | -11.14 | -- | 1.72 | 1.80 | -- | 16.77 | 21.03 | 97.19 | -- | -- | -- |
| CommVault Systems, Inc. | 865.77m | 174.80m | 6.51bn | 2.88k | 38.52 | 23.13 | 35.84 | 7.52 | 3.87 | 3.87 | 19.24 | 6.44 | 1.03 | -- | 4.56 | 300,405.60 | 20.85 | 3.08 | 41.41 | 5.61 | 82.00 | 83.44 | 20.19 | 3.44 | -- | -- | 0.00 | 0.00 | 6.97 | 3.37 | 572.15 | 116.38 | -9.03 | -- |
| Confluent Inc | 865.59m | -369.63m | 6.56bn | 2.74k | -- | 7.49 | -- | 7.58 | -1.19 | -1.19 | 2.78 | 2.71 | 0.3565 | -- | 3.88 | 315,447.50 | -15.22 | -- | -18.89 | -- | 72.30 | 67.52 | -42.70 | -73.13 | -- | -108.55 | 0.5551 | -- | 32.60 | 64.16 | 2.17 | -- | -- | -- |
| CCC Intelligent Solutions Holdings Inc | 909.60m | 21.48m | 6.75bn | 2.33k | 312.45 | 3.56 | 42.80 | 7.42 | 0.0346 | 0.0346 | 1.47 | 3.04 | 0.2851 | -- | 8.38 | 391,227.10 | 0.8129 | -- | 0.8551 | -- | 74.86 | 70.23 | 2.85 | -14.72 | -- | 1.37 | 0.2953 | -- | 10.73 | 8.74 | -340.79 | -- | 22.22 | -- |
| UiPath Inc | 1.38bn | -112.45m | 6.76bn | 4.04k | -- | 3.76 | -- | 4.89 | -0.1978 | -0.1978 | 2.43 | 3.27 | 0.5148 | -- | 4.09 | 342,636.70 | -4.19 | -- | -5.33 | -- | 83.98 | 84.10 | -8.13 | -37.03 | -- | -- | 0.00 | -- | 23.57 | 54.53 | 72.63 | -- | -- | -- |
| Healthequity Inc | 1.10bn | 105.67m | 6.77bn | 3.13k | 64.65 | 3.14 | 25.65 | 6.16 | 1.20 | 1.20 | 12.50 | 24.70 | 0.334 | -- | 10.93 | 351,609.40 | 3.21 | 0.2538 | 3.32 | 0.2682 | 65.06 | 58.65 | 9.61 | 0.8698 | -- | 4.55 | 0.338 | 0.00 | 16.00 | 28.33 | 313.10 | -5.49 | 25.09 | -- |
| Vipshop Holdings Ltd - ADR | 15.81bn | 1.19bn | 6.85bn | 14.64k | 6.02 | 1.27 | -- | 0.4332 | 2.13 | 2.13 | 28.45 | 10.13 | 1.75 | 20.71 | 135.92 | 1,080,139.00 | 13.19 | 9.87 | 22.01 | 18.60 | 23.67 | 21.29 | 7.55 | 5.48 | 1.11 | -- | 0.0589 | 5.71 | 9.41 | 5.95 | 28.86 | 30.69 | 7.79 | -- |
| HashiCorp Inc | 627.63m | -148.69m | 6.88bn | 2.20k | -- | 5.58 | -- | 10.97 | -0.7498 | -0.7498 | 3.16 | 6.08 | 0.3839 | -- | 4.65 | 285,284.10 | -9.10 | -- | -11.93 | -- | 81.98 | 81.08 | -23.69 | -52.07 | -- | -- | 0.00 | -- | 22.54 | 61.03 | 30.49 | -- | -- | -- |
Data as of Sep 19 2024. Currency figures normalised to Clearwater Analytics Holdings Inc's reporting currency: US Dollar USD
57.37%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Wasatch Advisors LPas of 30 Jun 2024 | 17.58m | 10.95% |
| The Vanguard Group, Inc.as of 30 Jun 2024 | 17.21m | 10.72% |
| Kayne Anderson Rudnick Investment Management LLCas of 30 Jun 2024 | 11.37m | 7.09% |
| William Blair Investment Management LLCas of 30 Jun 2024 | 10.47m | 6.53% |
| BlackRock Fund Advisorsas of 30 Jun 2024 | 10.21m | 6.36% |
| Conestoga Capital Advisors LLCas of 30 Jun 2024 | 6.67m | 4.16% |
| BAMCO, Inc.as of 30 Jun 2024 | 5.32m | 3.32% |
| AllianceBernstein LPas of 30 Jun 2024 | 4.56m | 2.84% |
| Artisan Partners LPas of 30 Jun 2024 | 4.44m | 2.77% |
| Allspring Global Investments LLCas of 30 Jun 2024 | 4.23m | 2.64% |
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Data from 30 Jun 2024 - 30 Jun 2024Source: FactSet Research Systems Inc.
