Professional
Added to YB: 2024-11-12
Pitch date: 2024-09-30
CWAN [neutral]
Clearwater Analytics Holdings, Inc.
-13.62%
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
$25.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
70.42
P/E
13.74
EV/Sales
9.97
Sector
Software
Category
growth
Artisan Global Discovery Fund Portfolio Holding: Clearwater Analytics Holdings, Inc.
CWAN trimmed position: Cloud investment accounting software with 19% rev growth, 22% recurring rev growth, 35% earnings growth. Key differentiator: master security identifier list. Lightly penetrated market, growth potential in asset mgmt, US insurance, EU. Trimmed on valuation after strong earnings rally.
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