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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| CWAN | -21.72% | N/A | N/A | -7% |
| S&P | +18.89% | +78.8% | +12.32% | +54% |
Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment accounting, integrated reporting tools, a user-friendly solution, and business-specific tools. The company was founded in 2004 and is headquartered in Boise, ID.
Starboard Value LP has established a significant position in Clearwater Analytics, a provider of cloud-based investment accounting software for insurers and asset managers. The company is embedded within the back-office infrastructure of institutional portfolios, where systems are challenging to replace and regulatory reporting is ever-present.
Clearwater Analytics delivers SaaS-based investment data and reporting solutions to institutional clients across the financial sector.
| Q4 2025 | YOY Change | |
|---|---|---|
| Revenue | $217.46M | 72.0% |
| Gross Profit | $146.22M | 58.4% |
| Gross Margin | 67.24% | -5.7% |
| Market Cap | $6.95B | 10.5% |
| Market Cap / Employee | $2.32M | 0.0% |
| Employees | 3K | 56.7% |
| Net Income | -$12,525.00K | -103.0% |
| EBITDA | $40.26M | 264.2% |
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| Q4 2025 | YOY Change | |
|---|---|---|
| Net Cash | $91.25M | -48.6% |
| Accounts Receivable | $169.44M | 56.9% |
| Inventory | 0 | 0.0% |
| Q4 2025 | YOY Change | |
|---|---|---|
| Long Term Debt | $837.20M | 1276.5% |
| Short Term Debt | $23.14M | 108.5% |
| Q4 2025 | YOY Change | |
|---|---|---|
| Return On Assets | -1.86% | -51.0% |
| Return On Invested Capital | -5.69% | 4.4% |
| Q4 2025 | YOY Change | |
|---|---|---|
| Free Cash Flow | $52.29M | 274.2% |
| Operating Free Cash Flow | $55.33M | 289.5% |
| Metric | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | YoY Change |
|---|---|---|---|---|---|
| Price to Earnings | 16.72 | 16.09 | 13.87 | 11.78 | -99.96% |
| Price to Book | 6.25 | 4.77 | 2.63 | 3.51 | -76.58% |
| Price to Sales | 13.86 | 10.77 | 8.10 | 9.52 | -39.46% |
| Price to Tangible Book Value | 6.95 | 5.91 | -128.88 | 21460.87 | 104701.70% |
| Price to Free Cash Flow TTM | 81.13 | 69.68 | 63.26 | 42.36 | -58.82% |
| Enterprise Value to EBITDA | 366.23 | 349.88 | 165.59 | 192.26 | -69.39% |
| Free Cash Flow Yield | 1.2% | 1.4% | 1.6% | 2.4% | 142.84% |
| Return on Equity | 58.1% | 34.6% | 32.9% | -2.6% | -104.14% |
| Total Debt | $69.55M | $924.87M | $882.85M | $860.34M | 1096.26% |
No podcast episodes available.
CWAN earnings call for the period ending June 30, 2022.
CWAN earnings call for the period ending March 31, 2022.
CWAN earnings call for the period ending December 31, 2021.
CWAN earnings call for the period ending September 30, 2021.
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