Added to YB: 2025-10-01
Pitch date: 2025-08-13
CWAN [bullish]
Clearwater Analytics Holdings, Inc.
+26.09%
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
$19.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
63.33
P/E
-144.61
EV/Sales
9.72
Sector
Software
Category
growth
Clearwater Analytics Holdings, Inc. - $CWAN
CWAN: Cloud-based investment accounting platform w/ $475M ARR, 98% GRR, 80% win rates. Core 20% growth + Enfusion/Beacon acquisitions create front-to-back office solution targeting $6B+ TAM (9% penetrated). 30% EBITDA CAGR from 45% incremental margins. 20%+ IRR potential at 30x FY25 EBITDA vs peers at 40x.
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