Professional
Added to YB: 2025-07-31
Pitch date: 2025-06-30
CWAN [neutral]
Clearwater Analytics Holdings, Inc.
-0.05%
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 to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.
Market Cap
$5.5B
Pitch Price
$21.82
Price Target
N/A
Dividend
N/A
EV/EBITDA
70.42
P/E
13.74
EV/Sales
9.97
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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