Company Description
Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment...
Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment accounting, integrated reporting tools, a user-friendly solution, and business-specific tools. The company was founded in 2004 and is headquartered in Boise, ID.
Valuation
Price to Sales Ratio
16.23
Price to Book Ratio
20.78
Price to Cash Flow Ratio
1,218.34
Enterprise Value to EBITDA
109.82
Enterprise Value to Sales
12.08
Efficiency
Total Asset Turnover
1.10
Liquidity
Current Ratio
10.19
Quick Ratio
10.19
Cash Ratio
8.16
Profitability
Gross Margin
72.56
Operating Margin
11.49
Pretax Margin
-3.02
Net Margin
-3.26
Return on Assets
-3.57
Return on Total Capital
14.62
Capital Structure
Total Debt to Total Assets
15.65
Officers and Executives
Name | Age | Officer Since | Title |
---|---|---|---|
Mr. Eric J. Lee | 49 | - | Chairman |
Mr. Sandeep Sahai | 58 | 2016 | Chief Executive Officer & Director |
Mr. James S. Cox | 49 | - | Chief Financial Officer |
Mr. Souvik Das | 50 | - | |
Mr. Joseph Kochansky | 53 | - |
Insider Actions
01/01/2023 |
Sandeep Sahai Chief Executive Officer; Director |
34,766 | Derivative/Non-derivative trans. at $18.75 per share. | 651,862 |
01/01/2023 |
James Price Chief Quality Officer |
5,192 | Derivative/Non-derivative trans. at $18.75 per share. | 97,350 |
01/01/2023 |
Joseph Kochansky See Remarks |
1,962 | Derivative/Non-derivative trans. at $18.75 per share. | 36,787 |
01/01/2023 |
James S. Cox Chief Financial Officer |
18,894 | Derivative/Non-derivative trans. at $18.75 per share. | 354,262 |
01/01/2023 |
Scott Erickson See Remarks |
11,786 | Derivative/Non-derivative trans. at $18.75 per share. | 220,987 |
01/01/2023 |
Alphonse Valbrune Chief Legal Officer |
7,183 | Derivative/Non-derivative trans. at $18.75 per share. | 134,681 |
01/01/2023 |
Cindy Blendu See Remarks |
4,268 | Derivative/Non-derivative trans. at $18.75 per share. | 80,025 |
01/01/2023 |
Souvik Das Chief Technology Officer |
5,371 | Derivative/Non-derivative trans. at $18.75 per share. | 100,706 |
01/01/2023 |
Subi Sethi Chief Client Officer |
7,512 | Derivative/Non-derivative trans. at $18.69 per share. | 140,399 |
01/01/2023 |
Susan Ganeshan Chief Marketing Officer |
1,660 | Derivative/Non-derivative trans. at $18.75 per share. | 31,125 |
01/01/2023 |
Gayatri Raman President, Europe and Asia |
13,114 | Disposition at $18.34 per share. | 240,510 |
01/01/2023 |
Sandeep Sahai Chief Executive Officer; Director |
93,861 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
James Price Chief Quality Officer |
15,675 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Joseph Kochansky See Remarks |
4,688 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
James S. Cox Chief Financial Officer |
53,171 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Scott Erickson See Remarks |
31,424 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Alphonse Valbrune Chief Legal Officer |
22,422 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Gayatri Raman President, Europe and Asia |
27,283 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Cindy Blendu See Remarks |
12,633 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Souvik Das Chief Technology Officer |
14,063 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Subi Sethi Chief Client Officer |
17,575 | Derivative/Non-derivative trans. at $0 per share. | 0 |
01/01/2023 |
Susan Ganeshan Chief Marketing Officer |
4,688 | Derivative/Non-derivative trans. at $0 per share. | 0 |
12/16/2022 |
Joseph Kochansky See Remarks |
25,840 | Disposition at $18.28 per share. | 472,355 |
12/15/2022 |
James S. Cox Chief Financial Officer |
10,000 | Disposition at $17.95 per share. | 179,500 |
12/15/2022 |
James S. Cox Chief Financial Officer |
10,000 | Derivative/Non-derivative trans. at $4.4 per share. | 44,000 |
12/14/2022 |
Joseph Kochansky See Remarks |
1,900 | Disposition at $18.5 per share. | 35,150 |
12/13/2022 |
Joseph Kochansky See Remarks |
232,260 | Derivative/Non-derivative trans. at $18.26 per share. | 4,241,067 |
12/13/2022 |
Gayatri Raman President, Europe and Asia |
119,010 | Disposition at $18.19 per share. | 2,164,791 |
12/13/2022 |
Gayatri Raman President, Europe and Asia |
78,515 | Disposition at $18.26 per share. | 1,433,683 |
12/13/2022 |
Gayatri Raman President, Europe and Asia |
9,896 | Disposition at $18.25 per share. | 180,602 |
12/13/2022 |
Joseph Kochansky See Remarks |
260,000 | Derivative/Non-derivative trans. at $14.28 per share. | 3,712,800 |
12/13/2022 |
Gayatri Raman President, Europe and Asia |
119,010 | Derivative/Non-derivative trans. at $4.4 per share. | 523,644 |
12/13/2022 |
Gayatri Raman President, Europe and Asia |
78,515 | Derivative/Non-derivative trans. at $4.4 per share. | 345,466 |
12/13/2022 |
Gayatri Raman President, Europe and Asia |
9,896 | Derivative/Non-derivative trans. at $12.4 per share. | 122,710 |
12/12/2022 |
Scott Erickson See Remarks |
29,511 | Disposition at $18.21 per share. | 537,395 |
12/12/2022 |
Scott Erickson See Remarks |
29,511 | Derivative/Non-derivative trans. at $4 per share. | 118,044 |
12/09/2022 |
Scott Erickson See Remarks |
143,569 | Disposition at $18.1 per share. | 2,598,598 |
12/09/2022 |
Scott Erickson See Remarks |
143,569 | Derivative/Non-derivative trans. at $4 per share. | 574,276 |
12/07/2022 |
James Price Chief Quality Officer |
70,935 | Disposition at $18.21 per share. | 1,291,726 |
12/07/2022 |
James Price Chief Quality Officer |
130,000 | Derivative/Non-derivative trans. at $4 per share. | 520,000 |
11/25/2022 |
Gayatri Raman President, Europe and Asia |
40,000 | Disposition at $18.15 per share. | 726,000 |
11/25/2022 |
Gayatri Raman President, Europe and Asia |
10,000 | Disposition at $18.14 per share. | 181,400 |
11/25/2022 |
Subi Sethi Chief Client Officer |
200 | Disposition at $18.22 per share. | 3,644 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Disposition at $18.09 per share. | 72,360 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Disposition at $18.01 per share. | 72,040 |
11/25/2022 |
Subi Sethi Chief Client Officer |
1,500 | Disposition at $18.13 per share. | 27,195 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Disposition at $18.21 per share. | 72,840 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,001 | Disposition at $18.19 per share. | 54,588 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Disposition at $18.17 per share. | 72,680 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,991 | Disposition at $18.08 per share. | 72,157 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Disposition at $18.13 per share. | 72,520 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,999 | Disposition at $18.25 per share. | 72,981 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Disposition at $18.15 per share. | 72,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,500 | Disposition at $18.11 per share. | 81,495 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,000 | Disposition at $18.24 per share. | 54,720 |
11/25/2022 |
Gayatri Raman President, Europe and Asia |
10,000 | Derivative/Non-derivative trans. at $12.4 per share. | 124,000 |
11/25/2022 |
Gayatri Raman President, Europe and Asia |
40,000 | Derivative/Non-derivative trans. at $4.4 per share. | 176,000 |
11/25/2022 |
Subi Sethi Chief Client Officer |
200 | Derivative/Non-derivative trans. at $4.4 per share. | 880 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,001 | Derivative/Non-derivative trans. at $4.4 per share. | 13,204 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,000 | Derivative/Non-derivative trans. at $4.4 per share. | 13,200 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,999 | Derivative/Non-derivative trans. at $4.4 per share. | 17,595 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Derivative/Non-derivative trans. at $4.4 per share. | 17,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Derivative/Non-derivative trans. at $4.4 per share. | 17,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Derivative/Non-derivative trans. at $4.4 per share. | 17,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Derivative/Non-derivative trans. at $4.4 per share. | 17,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
1,500 | Derivative/Non-derivative trans. at $4.4 per share. | 6,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,500 | Derivative/Non-derivative trans. at $4.4 per share. | 19,800 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Derivative/Non-derivative trans. at $4.4 per share. | 17,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
4,000 | Derivative/Non-derivative trans. at $4.4 per share. | 17,600 |
11/25/2022 |
Subi Sethi Chief Client Officer |
3,991 | Derivative/Non-derivative trans. at $4.4 per share. | 17,560 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
30,000 | Disposition at $18.03 per share. | 540,900 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
20,000 | Disposition at $18.04 per share. | 360,800 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
7,647 | Disposition at $18.13 per share. | 138,640 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
20,000 | Disposition at $17.92 per share. | 358,400 |
11/23/2022 |
Subi Sethi Chief Client Officer |
5,397 | Disposition at $18.17 per share. | 98,063 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
7,647 | Derivative/Non-derivative trans. at $4.4 per share. | 33,646 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
20,000 | Derivative/Non-derivative trans. at $12.4 per share. | 248,000 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
20,000 | Derivative/Non-derivative trans. at $12.4 per share. | 248,000 |
11/23/2022 |
Gayatri Raman President, Europe and Asia |
30,000 | Derivative/Non-derivative trans. at $4.4 per share. | 132,000 |
11/23/2022 |
Subi Sethi Chief Client Officer |
5,397 | Derivative/Non-derivative trans. at $4.4 per share. | 23,746 |
MarketWatch News on CWAN
-
Clearwater Analytics downgraded to perform from outperform at Oppenheimer
- Tomi Kilgore
-
Clearwater Analytics stock price target cut to $18 from $25 at Oppenheimer
- Tomi Kilgore
-
Most 2021 IPOs Were Duds. These Are the Winners.
- Barron's Online
-
Clearwater Analytics started at outperform with $27 stock price target at Oppenheimer
- Tomi Kilgore
-
Clearwater Analytics started at overweight with $31 stock price target at J.P. Morgan
- Tomi Kilgore
-
Clearwater Analytics sets IPO terms, looks to raise up to $480 mln
- Tomi Kilgore
-
Clearwater Analytics files to go public on the NYSE
- Tomi Kilgore
Other News on CWAN
-
Top 5 3rd Quarter Trades of Conestoga Capital Advisors, LLC
- GuruFocus.com
-
Clearwater Analytics Begins Revenue Model Change
- Seeking Alpha
-
Tracking Ron Baron's BAMCO Portfolio - Q2 2022 Update
- Seeking Alpha
-
Clearwater Analytics to acquire JUMP Technology
- Seeking Alpha
-
Unusual Mid-Cap Insider Activity
- Seeking Alpha
-
Still Avoiding Clearwater Analytics
- Seeking Alpha
-
Baron Discovery Fund Q2 2022 Shareholder Letter
- Seeking Alpha
-
Baron Asset Fund Q2 2022 Shareholder Letter
- Seeking Alpha
-
10-Q: CLEARWATER ANALYTICS HOLDINGS, INC.
- Edgar Online - (EDG = 10Q, 10K)
-
Top 5 2nd Quarter Trades of Conestoga Capital Advisors, LLC
- GuruFocus.com
-
Tracking Ron Baron's BAMCO Portfolio - Q1 2022 Update
- Seeking Alpha
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