Professional
Added to YB: 2024-11-12
Pitch date: 2024-09-30
CWAN [neutral]
Clearwater Analytics Holdings, Inc.
-3.52%
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
$25.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
63.33
P/E
-144.61
EV/Sales
9.72
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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