Professional
Added to YB: 2024-11-12
Pitch date: 2024-09-30
CWAN [neutral]
Clearwater Analytics Holdings, Inc.
-2.73%
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
$7.3B
Pitch Price
$25.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
63.83
P/E
-145.92
EV/Sales
9.79
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.
Read full article (1 min)