Added to YB: 2025-10-01
Pitch date: 2025-08-13
CWAN [bullish]
Clearwater Analytics Holdings, Inc.
+12.89%
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
$19.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
70.42
P/E
13.74
EV/Sales
9.97
Sector
Software
Category
growth
Clearwater Analytics Holdings, Inc. - $CWAN
CWAN: Cloud-based investment accounting platform w/ $475M ARR, 98% GRR, 80% win rates. Core 20% growth + Enfusion/Beacon acquisitions create front-to-back office solution targeting $6B+ TAM (9% penetrated). 30% EBITDA CAGR from 45% incremental margins. 20%+ IRR potential at 30x FY25 EBITDA vs peers at 40x.
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