CWAN — Clearwater Analytics Holdings, Inc. stock price, charts and financials
QT40Clearwater Analytics Holdings, Inc.Clearwater Analytics Holdings, Inc. (NYSE: CWAN) is a Technology company in the Software - Application industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | - | EPS (ttm) | -0.17 | Insider Own | 6.34% | Shs Outstand | 297.38M | Perf Week | 0.00% |
| Market Cap | 7.30B | Forward P/E | 29.66 | EPS next Y | 0.83 | Insider Trans | -7.60% | Shs Float | 294.30M | Perf Month | 0.74% |
| Enterprise Value | 8.07B | PEG | - | EPS next Q | - | Inst Own | - | Short Float | 7.67% | Perf Quarter | 3.24% |
| Income | -48.00M | P/S | 8.85 | EPS this Y | 498.82% | Inst Trans | - | Short Ratio | 6.21 | Perf Half Y | 1.91% |
| Sales | 825.00M | P/B | 3.55 | EPS next Y | 22.12% | ROA | -1.59% | Short Interest | 22.57M | Perf YTD | 1.82% |
| Book/sh | 6.91 | P/C | 89.08 | EPS next 5Y | 21.30% | ROE | -2.40% | 52W High | 24.56 0.00% | Perf Year | 12.20% |
| Cash/sh | 0.28 | P/FCF | 47.90 | EPS past 3/5Y | - | ROIC | -0.16% | 52W Low | 15.74 56.04% | Perf 3Y | 55.34% |
| Dividend Est. | - | EV/EBITDA | 74.70 | Sales past 3/5Y | 34.12% 29.21% | Gross Margin | 65.97% | Volatility | 0.00% 0.17% | Perf 5Y | - |
| Dividend TTM | - | EV/Sales | 9.78 | EPS Y/Y TTM | -110.12% | Oper. Margin | -0.70% | ATR (14) | 0.05 | Perf 10Y | - |
| Dividend Ex-Date | - | Quick Ratio | 2.26 | Sales Y/Y TTM | 82.52% | Profit Margin | -5.82% | RSI (14) | 67.75 | Recom | 2.85 |
| Dividend Gr. 3/5Y | - | Current Ratio | 2.26 | EPS Q/Q | 23.08% | SMA20 | 0.53% | Beta | 0.56 | Target Price | 24.55 |
| Payout | 0.00% | Debt/Eq | 0.43 | Sales Q/Q | 74.02% | SMA50 | 0.86% | Rel Volume | 0.00 | Prev Close | 24.56 |
| Employees | 3,000 | LT Debt/Eq | 0.42 | Earnings | Aug 05 | SMA200 | 9.59% | Avg Volume | 4.30M | Price | 24.56 |
| IPO Date | Sep 24, 2021 | Option/Short | Yes / Yes | EPS/Sales Surpr. | -0.66% 3.33% | Net Debt/EBITDA | 7.24 | Volume | 0 | Change | 0.00% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Feb-26-26 | Downgrade | RBC Capital | Outperform → Sector Perform | $25 |
| Jan-27-26 | Downgrade | Morgan Stanley | Overweight → Equal Weight | |
| Jan-26-26 | Downgrade | UBS | Buy → Neutral | $25 |
| Jan-16-26 | Downgrade | DA Davidson | Buy → Neutral | $30 → $25 |
| Jan-08-26 | Downgrade | Wells Fargo | Overweight → Equal Weight | $20 → $25 |
| Dec-23-25 | Downgrade | Piper Sandler | Overweight → Neutral | |
| Dec-22-25 | Reiterated | Warburg Research | $25 | |
| Dec-22-25 | Downgrade | Loop Capital | Buy → Hold | |
| Dec-22-25 | Downgrade | Oppenheimer | Outperform → Perform | |
| Dec-22-25 | Downgrade | William Blair | Outperform → Market Perform |
Clearwater Analytics Holdings, Inc. offers a cloud-based (Software-as-a-Service) platform engineered to automate and centralize the entire lifecycle of investment data. This encompasses aggregation, reconciliation, comprehensive accounting, and detailed reporting capabilities for a diverse clientele, including insurers, asset managers, corporations, institutional investors, and government entities. Their robust suite of solutions spans critical areas such as investment accounting and reporting, performance measurement, continuous compliance monitoring, and sophisticated risk analytics. A core offering, Clearwater Prism, grants users self-service access to consolidated data feeds originating from various systems—both Clearwater's proprietary platforms and those of external third-party vendors—covering accounting, compliance, performance, and risk domains. It also facilitates highly adaptable reporting functionalities for different stakeholders. Established in 2021, the company's headquarters are located in Boise, Idaho.
Per-holder 13F data hasn't been ingested for this ticker yet.
| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 825 | 731 | 452 | 368 | 303 | 252 | 203 | 168 | |
| Cost of Goods Sold Incl. D&A | 281 | 239 | 123 | 107 | 88 | 68 | 53 | 47 | |
| Gross Profit | 545 | 492 | 329 | 261 | 216 | 184 | 150 | 121 | |
| Selling, General and Administrative Excl. Other | 335 | 304 | 166 | 154 | 116 | 83 | 66 | 56 | |
| Research and Development | 216 | 196 | 151 | 124 | 94 | 73 | 55 | 39 | |
| Other Operating Expense | 0 | 0 | 0 | 0 | 1 | 0 | 49 | 0 | |
| Operating Income | -6 | -8 | 12 | -17 | 5 | 28 | -20 | 26 | |
| Interest Expense | 57 | 46 | 0 | 0 | 0 | 26 | 23 | 18 | |
| Unusual Expense | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 2 | 4 | -42 | -6 | -10 | -10 | 0 | 0 | |
| Net Income Before Taxes | -62 | -50 | -30 | -23 | -5 | -8 | -43 | 8 | |
| Income Taxes | -11 | -9 | -458 | 0 | 1 | 0 | 1 | 0 | |
| Consolidated Net Income | -48 | -39 | 424 | -22 | -8 | -8 | -44 | 8 | |
| Net Income From Continuing Operations | -51 | -40 | 428 | -23 | -7 | -8 | -44 | 8 | |
| Net Income | -48 | -39 | 424 | -22 | -8 | -8 | -44 | 8 | |
| EPS (Recurring) | -0.17 | -0.14 | 1.93 | -0.11 | -0.04 | -0.05 | -0.19 | 0.03 | |
| EPS (Basic, Before Extraordinaries) | -0.17 | -0.14 | 1.93 | -0.11 | -0.04 | -0.05 | -0.19 | 0.03 | |
| EPS (Diluted) | -0.17 | -0.14 | 1.68 | -0.11 | -0.04 | -0.05 | -0.19 | 0.03 | |
| EBITDA | 108 | 82 | -18 | -13 | 0 | 22 | -18 | 28 | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | — | — | 16.38 | — | — | — | — | — | |
| Price To Sales Ratio | 8.78 | 8.94 | 13.33 | 10.89 | 11.51 | 16.23 | — | — | |
| Gross Margin | 66.06 | 67.31 | 72.79 | 70.92 | 71.29 | 73.02 | 73.89 | 72.02 | |
| Operating Margin | -0.73 | -1.09 | 2.65 | -4.62 | 1.65 | 11.11 | -9.85 | 15.48 | |
| Net Margin | -5.82 | -5.34 | 93.81 | -5.98 | -2.64 | -3.17 | -21.67 | 4.76 | |
| Shares Outstanding | 295 | 271 | 219 | 200 | 186 | 178 | 236 | 236 | |
| Market Capitalization | 7,245 | 6,537 | 6,027 | 4,006 | 3,488 | 4,090 | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Lee Eric J. | Director | Jun 25 '26 | Option Exercise | 24.55 | 220,137 | 5,404,363 | 531,457 | Jun 25 |
| Hooper Christopher | Director | Jun 25 '26 | Option Exercise | 24.55 | 136,573 | 3,352,867 | 241,833 | Jun 25 |
| MACKESY D SCOTT | Director | Jun 15 '26 | Sale | 24.30 | 633,879 | 15,400,724 | 0 | Jun 17 |
| Das Souvik | Chief Technology Officer | Jun 08 '26 | Sale | 24.35 | 10,000 | 243,540 | 180,109 | Jun 09 |
| Das Souvik | Chief Technology Officer | May 08 '26 | Sale | 24.34 | 10,000 | 243,359 | 190,109 | May 11 |
| Cox James S | Chief Financial Officer | Apr 15 '26 | Option Exercise | 4.40 | 36,968 | 162,659 | 522,387 | Apr 16 |
| Cox James S | Chief Financial Officer | Apr 15 '26 | Sale | 24.07 | 18,700 | 450,118 | 480,419 | Apr 16 |
| Das Souvik | Chief Technology Officer | Apr 08 '26 | Sale | 24.01 | 10,000 | 240,120 | 200,109 | Apr 13 |
| Erickson Scott Stanley | Chief Revenue Officer | Mar 31 '26 | Option Exercise | 0.00 | 35,279 | 0 | 173,909 | Apr 02 |
| Erickson Scott Stanley | Chief Revenue Officer | Mar 31 '26 | Sale | 23.80 | 18,790 | 447,192 | 155,119 | Apr 02 |
| Cox James S | Chief Financial Officer | Mar 31 '26 | Option Exercise | 0.00 | 37,936 | 0 | 507,050 | Apr 02 |
| Cox James S | Chief Financial Officer | Mar 31 '26 | Sale | 23.80 | 21,631 | 514,808 | 485,419 | Apr 02 |
| Das Souvik | Chief Technology Officer | Mar 31 '26 | Option Exercise | 0.00 | 27,663 | 0 | 224,795 | Apr 02 |
| Das Souvik | Chief Technology Officer | Mar 31 '26 | Sale | 23.80 | 14,686 | 349,520 | 210,109 | Apr 02 |
| Sethi Subi | Chief Client Officer | Mar 31 '26 | Option Exercise | 0.00 | 42,624 | 0 | 408,114 | Apr 02 |