Clearwater Analytics Holdings, Inc.

NYSE:CWAN Stock Report

Market Cap: US$6.6b

Clearwater Analytics Holdings Past Earnings Performance

Past criteria checks 2/6

Clearwater Analytics Holdings has been growing earnings at an average annual rate of 27.3%, while the Software industry saw earnings growing at 20% annually. Revenues have been growing at an average rate of 18.7% per year. Clearwater Analytics Holdings's return on equity is 0.8%, and it has net margins of 0.2%.

Key information

27.3%

Earnings growth rate

31.0%

EPS growth rate

Software Industry Growth17.3%
Revenue growth rate18.7%
Return on equity0.8%
Net Margin0.2%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Clearwater Analytics Holdings: Positive On Growth Acceleration

Dec 04

Clearwater Analytics Holdings' (NYSE:CWAN) Returns On Capital Not Reflecting Well On The Business

Sep 23
Clearwater Analytics Holdings' (NYSE:CWAN) Returns On Capital Not Reflecting Well On The Business

Clearwater Analytics: Turning Into A Bona Fide Cash Cow

Sep 13

Clearwater Analytics Holdings: Reiterate Buy Rating On Good Growth Outlook

Aug 02

Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) Price In Tune With Revenues

Aug 01
Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) Price In Tune With Revenues

Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) Intrinsic Value Is Potentially 72% Above Its Share Price

Jun 27
Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) Intrinsic Value Is Potentially 72% Above Its Share Price

Clearwater Analytics: Q1 Earnings Merit A Rating Upgrade

May 09

Clearwater Analytics Holdings (NYSE:CWAN) Could Easily Take On More Debt

May 03
Clearwater Analytics Holdings (NYSE:CWAN) Could Easily Take On More Debt

Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) Share Price Matching Investor Opinion

Apr 10
Clearwater Analytics Holdings, Inc.'s (NYSE:CWAN) Share Price Matching Investor Opinion

Clearwater Analytics: Strong Business But Questionable Margin Trends

Mar 28

An Intrinsic Calculation For Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Suggests It's 41% Undervalued

Feb 12
An Intrinsic Calculation For Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Suggests It's 41% Undervalued

Clearwater Analytics Holdings: AI Initiatives Likely To Drive NRR Target

Nov 21

Clearwater Analytics Holdings: Valuations Have Run Up Ahead Of The Fundamentals

Sep 13

Clearwater Analytics' Growth Trajectory Slows Amid Higher Operating Losses

Aug 03

Revenue & Expenses Breakdown

How Clearwater Analytics Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

NYSE:CWAN Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 244241134142
30 Jun 24403-5137138
31 Mar 24386-15139132
31 Dec 23368-22140123
30 Sep 23352-20147115
30 Jun 23334-21136108
31 Mar 23317-13124101
31 Dec 22303-811394
30 Sep 22291-511291
30 Jun 22278-1010484
31 Mar 22266-119578
31 Dec 21252-88372
30 Sep 21237-7814267
30 Jun 21226-5813064
31 Mar 21213-4812059
31 Dec 20203-4411555
31 Dec 1916885639

Quality Earnings: CWAN has a large one-off loss of $16.6M impacting its last 12 months of financial results to 30th September, 2024.

Growing Profit Margin: CWAN became profitable in the past.


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: CWAN has become profitable over the past 5 years, growing earnings by 27.3% per year.

Accelerating Growth: CWAN has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.

Earnings vs Industry: CWAN has become profitable in the last year, making it difficult to compare its past year earnings growth to the Software industry (30.2%).


Return on Equity

High ROE: CWAN's Return on Equity (0.8%) is considered low.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/08 23:55
End of Day Share Price 2025/01/08 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Clearwater Analytics Holdings, Inc. is covered by 14 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew SchmidtCitigroup Inc
Kevin McVeighCredit Suisse
Peter HeckmannD.A. Davidson & Co.