Professional
Added to YB: 2025-07-31
Pitch date: 2025-06-30
CWAN [neutral]
Clearwater Analytics Holdings, Inc.
+11.64%
current return
Author Info
No bio for this author
Company Info
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally.
Market Cap
$7.2B
Pitch Price
$21.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
63.33
P/E
-144.61
EV/Sales
9.72
Sector
Software
Category
growth
Baron Discovery Fund Portfolio Holding: Clearwater Analytics Holdings, Inc.
CWAN (holding update): SaaS portfolio accounting provider with solid fundamentals despite share drop on acquisition integration concerns & insider selling (now resolved). Strong competitive advantages with potential for high teens-20% revenue CAGR & 40%+ adj EBITDA margins. Management can execute integration successfully.
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