Clearwater Analytics Holdings Stock Analysis

CWAN Stock  USD 19.05  0.13  0.69%   
Clearwater Analytics Holdings is undervalued with Real Value of 20.81 and Target Price of 21.63. The main objective of Clearwater Analytics stock analysis is to determine its intrinsic value, which is an estimate of what Clearwater Analytics Holdings is worth, separate from its market price. There are two main types of Clearwater Analytics' stock analysis: fundamental analysis and technical analysis.
The Clearwater Analytics stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Clearwater Analytics is usually not traded on Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day, Thanksgiving Day, Christmas Day, New Year 's Day. Clearwater Stock trading window is adjusted to America/New York timezone.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clearwater Analytics Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.

Clearwater Stock Analysis Notes

About 99.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.88. Clearwater Analytics recorded a loss per share of 0.08. The entity had not issued any dividends in recent years. Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities. The company was incorporated in 2021 and is headquartered in Boise, Idaho. Clearwater Analytics operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 1371 people. For more info on Clearwater Analytics Holdings please contact Sandeep Sahai at 208-433-1200 or go to https://clearwateranalytics.com.

Clearwater Analytics Quarterly Total Revenue

102.72 Million

Clearwater Analytics Investment Alerts

The company reported the previous year's revenue of 368.17 M. Net Loss for the year was (21.63 M) with profit before overhead, payroll, taxes, and interest of 215.64 M.
Over 99.0% of the company shares are held by institutions such as insurance companies
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Clearwater Analytics Upcoming and Recent Events

Earnings reports are used by Clearwater Analytics to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period..
20th of February 2024
Upcoming Quarterly Report
View
2nd of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
20th of February 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
31st of December 2022
Last Financial Announcement
View

Clearwater Largest EPS Surprises

Earnings surprises can significantly impact Clearwater Analytics' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2024-05-01
2024-03-310.090.10.0111 
2023-11-01
2023-09-300.080.090.0112 
2023-08-02
2023-06-300.070.080.0114 
View All Earnings Estimates

Clearwater Analytics Environmental, Social, and Governance (ESG) Scores

Clearwater Analytics' ESG score is a quantitative measure that evaluates Clearwater Analytics' performance and commitment regarding environmental, social, and governance (ESG) factors. These scores are becoming increasingly crucial in investment decision-making processes, providing insights into non-financial aspects of Clearwater Analytics' operations that may have significant financial implications and affect Clearwater Analytics' stock price as well as guide investors towards more socially responsible investments.

Clearwater Stock Institutional Investors

Shares
Blackrock Inc2024-03-31
3.8 M
Millennium Management Llc2024-03-31
3.8 M
Brown Capital Management, Llc2024-03-31
3.2 M
Fred Alger Management, Llc2024-03-31
3.1 M
Capital World Investors2024-03-31
3.1 M
Loomis, Sayles & Company Lp2024-03-31
2.8 M
Wellington Management Company Llp2024-03-31
2.6 M
Morgan Stanley - Brokerage Accounts2024-03-31
2.4 M
Timessquare Capital Management, Llc2024-03-31
1.9 M
Permira Holdings Ltd2024-03-31
25.6 M
Wasatch Advisors Lp2024-03-31
16.4 M
Note, although Clearwater Analytics' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Clearwater Market Capitalization

The company currently falls under 'Mid-Cap' category with a current market capitalization of 5.17 B.

Clearwater Profitablity

The company has Profit Margin (PM) of (0.04) %, which may suggest that it does not properly executes on its current pricing strategies or is unable to control all of the operational costs. This is way below average.
Last ReportedProjected for Next Year
Return On Tangible Assets(0.04)(0.05)
Return On Capital Employed(0.04)(0.03)
Return On Assets(0.04)(0.04)
Return On Equity(0.06)(0.06)

Management Efficiency

As of the 16th of July 2024, Return On Tangible Assets is likely to drop to -0.05. In addition to that, Return On Capital Employed is likely to grow to -0.03. At this time, Clearwater Analytics' Net Tangible Assets are very stable compared to the past year. As of the 16th of July 2024, Non Current Assets Total is likely to grow to about 154.8 M, while Total Assets are likely to drop about 344.6 M. Clearwater Analytics' management efficiency ratios could be used to measure how well Clearwater Analytics manages its routine affairs as well as how well it operates its assets and liabilities.
Last ReportedProjected for Next Year
Book Value Per Share 1.77  1.86 
Tangible Book Value Per Share 1.69  1.78 
Enterprise Value Over EBITDA(564.87)(536.62)
Price Book Value Ratio 11.29  11.85 
Enterprise Value Multiple(564.87)(536.62)
Price Fair Value 11.29  11.85 
Enterprise Value3.9 B5.2 B
The analysis of Clearwater Analytics' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Clearwater Analytics' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Clearwater Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Operating Margin
(0)
Profit Margin
(0.04)
Beta
0.568
Return On Assets
0.0056
Return On Equity
(0.04)

Technical Drivers

As of the 16th of July 2024, Clearwater Analytics shows the risk adjusted performance of 0.0654, and Mean Deviation of 1.32. Clearwater Analytics technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.

Clearwater Analytics Price Movement Analysis

Execute Study
The output start index for this execution was nine with a total number of output elements of fifty-two. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Clearwater Analytics middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Clearwater Analytics. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Clearwater Analytics Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Clearwater Analytics insiders, such as employees or executives, is commonly permitted as long as it does not rely on Clearwater Analytics' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Clearwater Analytics insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Souvik Das over two weeks ago
Disposition of 2376 shares by Souvik Das of Clearwater Analytics at 18.52 subject to Rule 16b-3
 
Scott Erickson over two weeks ago
Disposition of 1596 shares by Scott Erickson of Clearwater Analytics at 18.52 subject to Rule 16b-3
 
Aigrain Jacques over three weeks ago
Disposition of 12248 shares by Aigrain Jacques of Clearwater Analytics subject to Rule 16b-3
 
Galibier Purchaser, Llc over three weeks ago
Acquisition by Galibier Purchaser, Llc of 4917765 shares of Clearwater Analytics subject to Rule 16b-3
 
Souvik Das over a month ago
Acquisition by Souvik Das of 75000 shares of Clearwater Analytics subject to Rule 16b-3
 
Scott Erickson over a month ago
Disposition of 114314 shares by Scott Erickson of Clearwater Analytics at 20.091 subject to Rule 16b-3
 
Sethi Subi over a month ago
Disposition of 33500 shares by Sethi Subi of Clearwater Analytics at 4.4 subject to Rule 16b-3
 
Scott Erickson over a month ago
Disposition of 16042 shares by Scott Erickson of Clearwater Analytics at 20.03 subject to Rule 16b-3
 
Sethi Subi over a month ago
Disposition of 2710 shares by Sethi Subi of Clearwater Analytics at 19.5015 subject to Rule 16b-3
 
Sethi Subi over two months ago
Disposition of tradable shares by Sethi Subi of Clearwater Analytics at 19.5 subject to Rule 16b-3
 
James Cox over two months ago
Disposition of 10000 shares by James Cox of Clearwater Analytics at 4.4 subject to Rule 16b-3
 
James Cox over two months ago
Disposition of 1584 shares by James Cox of Clearwater Analytics at 17.69 subject to Rule 16b-3

Clearwater Analytics Outstanding Bonds

Clearwater Analytics issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Clearwater Analytics uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Clearwater bonds can be classified according to their maturity, which is the date when Clearwater Analytics Holdings has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Clearwater Analytics Predictive Daily Indicators

Clearwater Analytics intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Clearwater Analytics stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Clearwater Analytics Corporate Filings

F4
1st of July 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
20th of June 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
17th of June 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
14th of June 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
12th of June 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
11th of June 2024
Other Reports
ViewVerify
F4
10th of June 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F4
22nd of May 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

Clearwater Analytics Forecast Models

Clearwater Analytics' time-series forecasting models are one of many Clearwater Analytics' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Clearwater Analytics' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Clearwater Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Clearwater Analytics prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Clearwater shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Clearwater Analytics. By using and applying Clearwater Stock analysis, traders can create a robust methodology for identifying Clearwater entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin(0.06)(0.07)
Operating Profit Margin(0.05)(0.04)
Net Loss(0.06)(0.06)
Gross Profit Margin 0.70  0.79 

Current Clearwater Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Clearwater analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Clearwater analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
21.63Buy10Odds
Clearwater Analytics Holdings current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Clearwater analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Clearwater stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Clearwater Analytics, talking to its executives and customers, or listening to Clearwater conference calls.
Clearwater Analyst Advice Details

Clearwater Stock Analysis Indicators

Clearwater Analytics Holdings stock analysis indicators help investors evaluate how Clearwater Analytics stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Clearwater Analytics shares will generate the highest return on investment. By understating and applying Clearwater Analytics stock analysis, traders can identify Clearwater Analytics position entry and exit signals to maximize returns.
Begin Period Cash Flow250.7 M
Long Term Debt45.8 M
Common Stock Shares Outstanding199.7 M
Total Stockholder Equity354.3 M
Tax Provision217 K
Property Plant And Equipment Net37.9 M
Cash And Short Term Investments296.2 M
Cash221.8 M
Accounts Payable3.1 M
Net Debt-149.7 M
50 Day M A18.7794
Total Current Liabilities80.8 M
Other Operating Expenses384.9 M
Non Current Assets Total147.4 M
Forward Price Earnings37.594
Non Currrent Assets Other13.3 M
Stock Based Compensation104.4 M

Additional Information and Resources on Investing in Clearwater Stock

When determining whether Clearwater Analytics offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Clearwater Analytics' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Clearwater Analytics Holdings Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Clearwater Analytics Holdings Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clearwater Analytics Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Clearwater Analytics. If investors know Clearwater will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Clearwater Analytics listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.08)
Revenue Per Share
1.887
Quarterly Revenue Growth
0.214
Return On Assets
0.0056
Return On Equity
(0.04)
The market value of Clearwater Analytics is measured differently than its book value, which is the value of Clearwater that is recorded on the company's balance sheet. Investors also form their own opinion of Clearwater Analytics' value that differs from its market value or its book value, called intrinsic value, which is Clearwater Analytics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Clearwater Analytics' market value can be influenced by many factors that don't directly affect Clearwater Analytics' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Clearwater Analytics' value and its price as these two are different measures arrived at by different means. Investors typically determine if Clearwater Analytics is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clearwater Analytics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.