Clearwater Analytics Holdings Management
Management Kriterienprüfungen 2/4
Clearwater Analytics Holdings CEO ist Sandeep Sahai , ernannt in Jul 2018, hat eine Amtszeit von 7.83 Jahren. Die jährliche Gesamtvergütung beträgt $20.99M , bestehend aus 3.1% Gehalt und 96.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.48% der Aktien des Unternehmens, im Wert von $34.67M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.7 Jahre bzw. 5.4 Jahre.
Wichtige Informationen
Sandeep Sahai
Geschäftsführender
US$21.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 3.11% |
| Amtszeit als Geschäftsführer | 7.8yrs |
| Eigentum des Geschäftsführers | 0.5% |
| Durchschnittliche Amtszeit des Managements | 2.7yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.4yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 16
CWAN: Cash Offer At US$24.55 Will Anchor AI Risk Outlook
Analysts have trimmed their price targets for Clearwater Analytics to $24.55 from $36, citing the agreed $24.55 per share cash acquisition and their view that this deal price fairly reflects the company as AI related concerns weigh on software stocks. Analyst Commentary Analysts see the agreed US$24.55 per share cash offer as a key reference point for Clearwater Analytics, with the transaction price now anchoring how they think about valuation and risk-reward.
Narrativ-Update • May 02
CWAN: Cash Offer And AI Skepticism Will Shape Balanced Risk Profile
Analysts have trimmed their price target for Clearwater Analytics Holdings to about $24, in line with the $24.55 per share cash offer from the Permira and Warburg Pincus led investor group. They view the agreed deal price as a fair reflection of value given current sector sentiment around AI driven software names.Narrativ-Update • Apr 16
CWAN: Cash Buyout Terms And AI Caution Will Shape Future Risk Reward
Narrative update on Clearwater Analytics Holdings Analysts trimmed their price targets on Clearwater Analytics toward the $24.55 per share cash deal value. Updated assumptions reflect a fair value near $24.09, as they cite the agreed buyout price and growing AI-related caution in software as key reasons for the change.
Narrativ-Update • Apr 02
CWAN: Takeover Cash Offer And Downgrades Will Shape Balanced Risk Profile
The analyst fair value estimate for Clearwater Analytics Holdings has shifted from $25.91 to $24.47, as analysts align their targets closer to the agreed $24.55 per share cash acquisition price and factor in more cautious assumptions around growth, profitability, and future P/E multiples. Analyst Commentary Recent research has shifted toward treating Clearwater Analytics Holdings more as a deal-driven story rather than a long term growth call.Narrativ-Update • Mar 19
CWAN: Take Private Cash Deal And AI Concerns Will Shape Risk Reward
The analyst price target for Clearwater Analytics Holdings is now set around $24.09, edging slightly above the prior $24.00 as analysts align their models with the $24.55 per share cash acquisition agreement and temper earlier growth and margin expectations amid broader AI related software concerns. Analyst Commentary Recent Street research has shifted toward a more cautious stance on Clearwater Analytics Holdings, with several bearish analysts trimming their ratings and aligning price targets more closely with the announced US$24.55 per share cash acquisition price.Narrativ-Update • Mar 05
CWAN: Cash Takeout At US$24.55 Will Define Deal Risk Balance
The analyst price target for Clearwater Analytics Holdings has been revised to $24.55 from about $33.55. This change reflects analysts' view that the agreed $24.55 per share cash acquisition, along with softer assumptions for revenue growth, profit margins, and future P/E, now better captures the company’s risk and return profile.Narrativ-Update • Feb 18
CWAN: Take Private Deal At US$24.55 Will Shape Future Upside
Analysts have trimmed their average price target on Clearwater Analytics Holdings to $33.55 from $34.74, reflecting more cautious views on valuation and margin assumptions following several recent downgrades, even though revenue growth expectations remain slightly higher. Analyst Commentary Recent downgrades have pulled the average price target on Clearwater Analytics Holdings slightly lower, but the underlying commentary is not uniformly negative.Narrativ-Update • Feb 04
CWAN: Take-Private Bid And Downgrades Will Shape Balanced Risk Reward Outlook
Analysts have trimmed their price targets on Clearwater Analytics Holdings, cutting fair value from about $27.89 to $25.91 per share as recent downgrades and questions around acquisition-driven sentiment feed into slightly lower P/E and profitability assumptions. Analyst Commentary Recent research has shifted toward a more cautious stance on Clearwater Analytics Holdings, with several downgrades offsetting earlier optimism around a potential take private scenario and higher takeover values.Narrativ-Update • Jan 21
CWAN: Take Private Deal At US$24.55 Will Drive Future Repricing
Analysts have trimmed their fair value estimate for Clearwater Analytics Holdings to about US$34.74 from US$36.00, reflecting updated assumptions for slower revenue growth, higher profit margins, and a lower future P/E multiple, following recent research that includes a downgrade and ongoing discussion of potential take private interest around at least US$26 per share. Analyst Commentary Recent research around Clearwater Analytics Holdings reflects a split view, with some cautious tones on execution and valuation but also a clear pocket of optimism tied to potential corporate actions and perceived mispricing.Narrativ-Update • Jan 07
CWAN: Take Private Deal And Fair Value Assumptions Will Define Risk Reward
Analysts have nudged their fair value estimate for Clearwater Analytics Holdings up from US$23.00 to US$24.00 per share. They point to recent Street research that highlights potential take private interest and a view that the shares could be worth at least US$26.00 in a buyout scenario as key supports for the higher price target.Narrativ-Update • Dec 23
CWAN: Take-Private Bidding Will Drive Shares Toward Higher Cash Premium
Analysts have trimmed their fair value estimate for Clearwater Analytics Holdings slightly, reducing it from about $28.55 to $27.89 per share. They cited modestly slower projected revenue growth and a lower future price to earnings multiple, partly offset by improved profit margin assumptions and a marginally reduced discount rate.Narrativ-Update • Dec 09
CWAN: Take-Private Bidding Interest Will Drive Shares Toward Higher Future Premium
Analysts have nudged their price target on Clearwater Analytics Holdings slightly higher to reflect a fair value of about $28.55 per share, citing a supportive backdrop of potential take private interest and reaffirmed confidence in the company’s long term growth and profitability profile. Analyst Commentary Bullish analysts argue that the prospect of a take private transaction underscores latent strategic value in Clearwater Analytics that is not fully reflected in the current share price, supporting higher valuation targets.Analyseartikel • Dec 04
Investor Optimism Abounds Clearwater Analytics Holdings, Inc. (NYSE:CWAN) But Growth Is Lacking
You may think that with a price-to-sales (or "P/S") ratio of 9.6x Clearwater Analytics Holdings, Inc. ( NYSE:CWAN ) is...Narrativ-Update • Nov 25
CWAN: Takeover Interest Will Drive Shares Toward a Potential Premium
Narrative Update on Clearwater Analytics Holdings Analysts have slightly lowered their price target for Clearwater Analytics Holdings from $29.00 to $28.55 per share. They cite ongoing market sentiment and recent acquisition impacts as key factors behind this revision.Analyseartikel • Nov 13
Additional Considerations Required While Assessing Clearwater Analytics Holdings' (NYSE:CWAN) Strong Earnings
Despite posting some strong earnings, the market for Clearwater Analytics Holdings, Inc.'s ( NYSE:CWAN ) stock hasn't...Seeking Alpha • Nov 10
Clearwater Analytics: Pipeline Is Robust As Expansion Continues
Summary Clearwater Analytics Holdings, Inc. remains a Buy as integration of acquisitions strengthens its SaaS platform and expands its end-to-end investment management capabilities. CWAN's growth strategy focuses on international expansion, product cross-selling, and targeting complex, regulated segments with high barriers to entry. Despite a 47% stock price drop and analyst concerns over integration risk, CWAN maintains strong revenue growth and a robust pipeline. CWAN valuation remains at a premium to peers, but continued high growth, generative AI rollout, and geographic expansion support my patient bullish outlook. Read the full article on Seeking AlphaNarrativ-Update • Nov 07
CWAN: Core Business Strength and Integration Progress Will Drive Long-Term Upside
The analyst price target for Clearwater Analytics Holdings has been revised downward from $30.55 to $29.00. Analysts cite slower expected revenue growth but also acknowledge a resilient profit margin and optimism about the company's multi-year growth prospects, despite recent investor concerns.Narrativ-Update • Sep 04
Operational Efficiencies And Global Demand Will Boost Prospects Amid Risks
Clearwater Analytics’ unchanged price target reflects a balanced analyst view as integration risks and asset concerns offset attractive FCF-based valuation and strong platform expansion potential, keeping fair value steady at $30.55. Analyst Commentary Stock’s recent decline attributed to concerns over the quality of acquired assets and execution risks integrating multiple acquisitions simultaneously.Analyseartikel • Jul 13
Clearwater Analytics Holdings (NYSE:CWAN) Has A Rock Solid Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Seeking Alpha • Apr 24
Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy
Summary I am upgrading Clearwater Analytics to a 'Strong Buy' due to their strategic acquisitions and robust fundamentals, despite recent stock price fluctuations. Clearwater's acquisition of Enfusion, Beacon, and Bistro significantly enhances their product offerings and positions them as a comprehensive solution provider in the financial software industry. The Enfusion deal, valued at $1.5 billion, adds $200 million ARR and expands Clearwater's capabilities into front office functions, addressing a critical gap. Despite integration risks, particularly with Enfusion, these acquisitions are poised to accelerate Clearwater's growth and improve key valuation metrics, making it a compelling investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 23
Clearwater Analytics Holdings: Growth Outlook Remains Very Robust
Summary Clearwater Analytics Holdings' 4Q24 performance shows strong revenue growth momentum, with a 27.7% y/y increase and ARR up 25.3% y/y, signaling robust demand. The pending $1.5 billion acquisition of Enfusion significantly broadens CWAN's TAM, enabling front-to-back investment management solutions and international expansion. CWAN's gross margin expanded to 78.8% in 4Q24, with management guiding for >80% margins, driven by AI-driven automation and operational efficiencies. Read the full article on Seeking Alpha
Neues Narrativ • Feb 07
Global Expansion, Generative AI, And Snowflake Partnership Will Drive Future Success
Strategic global expansion, upselling, and partnerships position the company for potential revenue growth and improved margins.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$48m |
| Dec 31 2025 | US$21m | US$653k | -US$39m |
| Sep 30 2025 | n/a | n/a | US$392m |
| Jun 30 2025 | n/a | n/a | US$406m |
| Mar 31 2025 | n/a | n/a | US$429m |
| Dec 31 2024 | US$11m | US$653k | US$424m |
| Sep 30 2024 | n/a | n/a | US$663k |
| Jun 30 2024 | n/a | n/a | -US$5m |
| Mar 31 2024 | n/a | n/a | -US$15m |
| Dec 31 2023 | US$32m | US$653k | -US$22m |
| Sep 30 2023 | n/a | n/a | -US$20m |
| Jun 30 2023 | n/a | n/a | -US$21m |
| Mar 31 2023 | n/a | n/a | -US$13m |
| Dec 31 2022 | US$2m | US$653k | -US$8m |
| Sep 30 2022 | n/a | n/a | -US$5m |
| Jun 30 2022 | n/a | n/a | -US$10m |
| Mar 31 2022 | n/a | n/a | -US$11m |
| Dec 31 2021 | US$22m | US$653k | -US$8m |
| Sep 30 2021 | n/a | n/a | -US$78m |
| Jun 30 2021 | n/a | n/a | -US$58m |
| Mar 31 2021 | n/a | n/a | -US$48m |
| Dec 31 2020 | US$39m | US$594k | -US$44m |
Vergütung im Vergleich zum Markt: SandeepDie Gesamtvergütung ($USD20.99M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.47M).
Entschädigung vs. Einkommen: SandeepDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
Sandeep Sahai (62 yo)
7.8yrs
Amtszeit
US$20,987,353
Vergütung
Mr. Sandeep Sahai serves as the Chief Executive Officer and Board Member of Clearwater Analytics, LLC. He served as the Chief Executive Officer and General Partner at Solmark, Inc. He identifies a trend an...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 7.8yrs | US$20.99m | 0.48% $ 34.7m | |
| Chief Financial Officer | 7.1yrs | US$7.85m | 0.16% $ 11.8m | |
| Chief Operating Officer | 1.1yrs | US$7.68m | 0.13% $ 9.5m | |
| Chief Technology Officer | 4.8yrs | US$5.33m | 0.064% $ 4.7m | |
| Chief Revenue Officer | 3.1yrs | US$5.47m | 0.052% $ 3.8m | |
| Chief Administrative Officer | 1.1yrs | keine Daten | keine Daten | |
| Head of Investor Relations | no data | keine Daten | keine Daten | |
| Chief Legal Officer & Corporate Secretary | 5.8yrs | keine Daten | keine Daten | |
| Head of Communications & PR | no data | keine Daten | keine Daten | |
| Director of Sales | 2.3yrs | keine Daten | keine Daten | |
| Senior VP & Head of Corporate Development | 2.2yrs | keine Daten | keine Daten | |
| Chief Marketing Officer | 1.8yrs | keine Daten | keine Daten |
2.7yrs
Durchschnittliche Betriebszugehörigkeit
53yo
Durchschnittliches Alter
Erfahrenes Management: CWANDas Führungsteam des Unternehmens gilt als erfahren (2.7 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 9.7yrs | US$20.99m | 0.48% $ 34.7m | |
| Independent Director | 5.5yrs | keine Daten | keine Daten | |
| Independent Director | 3.4yrs | keine Daten | 0.076% $ 5.6m | |
| Independent Chairman of the Board | 9.7yrs | keine Daten | 0.10% $ 7.6m | |
| Independent Director | 5.3yrs | US$543.04k | 0.0069% $ 501.8k | |
| Independent Director | 3.7yrs | US$437.21k | 0.0089% $ 651.1k | |
| Independent Director | less than a year | US$281.53k | keine Daten | |
| Independent Director | 8.8yrs | keine Daten | 0.045% $ 3.3m | |
| Independent Director | 5.5yrs | keine Daten | keine Daten | |
| Independent Director | less than a year | US$283.83k | keine Daten |
5.4yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter
Erfahrener Vorstand: CWANDie Vorstandsmitglieder gelten als erfahren (5.4 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/21 00:47 |
| Aktienkurs zum Tagesende | 2026/05/21 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Clearwater Analytics Holdings, Inc. wird von 14 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Andrew Schmidt | Citigroup Inc |
| Peter Heckmann | D.A. Davidson & Co. |
| Gabriela Borges | Goldman Sachs |