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Clearwater Analytics Holdings Community
NYSE:CWAN Community
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Clearwater Analytics Holdings
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Clearwater Analytics Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Enfusion Acquisition And AI Integration Will Strengthen Platform, But Shrinking Margins And Risks Will Impact Profitability
Key Takeaways Strategic initiatives and technological integration are driving sustained revenue growth, improved net margins, and enhanced client service. International expansion and targeted acquisitions are unlocking new revenue streams, capturing a larger market share, and improving operational efficiency.
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US$31.92
FV
33.2% undervalued
intrinsic discount
34.51%
Revenue growth p.a.
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4 days ago
author updated this narrative
Clearwater Analytics Holdings
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Cloud And AI Adoption Will Expand Markets Despite Regulatory Uncertainty
Key Takeaways Integration of acquisitions and advanced automation is expected to rapidly boost revenue growth and create industry-leading operating margins. Expansion into international and underserved markets positions Clearwater as a standard for complex asset reporting, unlocking new high-value revenue streams.
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US$36.00
FV
40.8% undervalued
intrinsic discount
38.76%
Revenue growth p.a.
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0
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4 days ago
author updated this narrative
Clearwater Analytics Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Integration Hurdles Will Dampen Progress But Spark Cautious Optimism
Key Takeaways Integrating acquisitions and adapting to evolving regulations create execution and compliance risks, potentially increasing costs and slowing growth. Rising competition, market concentration, and product commoditization could limit pricing power, increase client churn, and pressure profitability.
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US$23.00
FV
7.3% undervalued
intrinsic discount
33.40%
Revenue growth p.a.
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Your Valuation for
CWAN
CWAN
Clearwater Analytics Holdings
Your Fair Value
US$
Current Price
US$21.32
15.8% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-48m
1b
2015
2018
2021
2024
2025
2027
2030
Revenue US$1.3b
Earnings US$1.2b
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