Following my coverage on Clearwater Analytics Holdings (NYSE: CWAN ) in August, where I recommended a buy rating given the better growth outlook, this post is to provide an update on my thoughts on the business and stock. CWAN hasI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propen ...

The Computer and Technology group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Clearwater Analytics (CWAN) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Computer and Technology peers, we might be able to answer that question.Clearwater Analytics is one of 619 individual ...

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Clearwater Analytics (CWAN) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Clearwater Analytics is one of 619 companies in the Computer and Technology group. The Computer and Technology group currently sits at #2 within the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the ...

Clearwater Analytics Holdings, Inc. (NYSE:CWAN) Q3 2024 Earnings Conference Call November 6, 2024 5:00 PM ET Company Participants Joon Park - Head of IR Sandeep Sahai - CEO and Board Member Subi Sethi - Chief Client Officer Jim Cox - CFO Conference Call Participants Brian Schwartz - Oppenheimer Andrew Schmidt - Citi Yun Kim - Loop Capital Markets Rishi Jaluria - RBC Capital Markets Michael Infante - Morgan Stanley Peter Heckmann - D.A. Davidson Alexei Gogolev - JPMorgan Gabriela Borges - Goldman Sachs Dylan ...

Financial Performance - Clearwater Analytics reported revenue of $115.83 million for the quarter ended September 2024, representing a 22.4% increase year-over-year [1] - Earnings per share (EPS) for the quarter was $0.12, up from $0.09 in the same quarter last year [1] - The reported revenue exceeded the Zacks Consensus Estimate of $113.37 million by 2.17% [1] - The EPS also surpassed the consensus estimate of $0.11 by 9.09% [1] Key Metrics - Total Annual Recurring Revenue (ARR) was $456.90 million, slightly above the estimated $455.64 million [3] - The number of clients stood at 1,300, which was below the average estimate of 1,425 [3] - The net revenue retention rate was 114%, exceeding the estimated 110.1% [3] Stock Performance - Shares of Clearwater Analytics have returned +7.2% over the past month, outperforming the Zacks S&P 500 composite's +0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Clearwater Analytics (CWAN) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.09 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this automated investment accounting software developer would post earnings of $0.10 per share when it actually produced earnings of $0.10, delivering no surprise.Ove ...

Table of Contents Class A common stock, par value $0.001 per share CWAN New York Stock Exchange UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ______________________________________ FORM 10-Q ______________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the trans ...

Exhibit 99.1 Clearwater Analytics Announces Third Quarter 2024 Financial Results Record Quarterly Revenue of $115.8 Million, Up 22% Year-Over-Year Annualized Recurring Revenue of $456.9 Million, Up 26% Year-Over-Year Net Income of $4.8 Million; Adjusted EBITDA of $38.3 Million, Up 34% Year-Over-Year Gross Revenue Retention Rate of 99%; Net Revenue Retention Rate of 114% Operating Cash Flows of $49.7 Million, Up 57% Year-Over-Year BOISE, Idaho — November 6, 2024 — Clearwater Analytics Holdings, Inc. (NYSE: C ...

Welcomes Adrien de La Grange as Head of Business Development in France, Amina Troger as New Head of Global Delivery for EMEA, and Jose Salas as Head of Partnerships & Alliances for EMEA LONDON and BOISE, Idaho, Oct. 15, 2024 /PRNewswire/ -- Clearwater Analytics (NYSE: CWAN), a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, today announced the expansion of its EMEA leadership team with three strategic hires: Adrien de La Grange as Head of Sales in France ...

"Every CFO and finance leader wants to be able to compare and learn from their peers. Today, they might know their return or book yield, but they have no idea how they stack up against their industry peers. By using Clearwater Insights, leaders can easily identify where opportunities exist and make adjustments in real-time," said Jim Cox, CFO at Clearwater Analytics. "Teams using Insights will benefit from quickly visualizing how they compare to fully customizable peer cohorts, such as the Clearwater Corpor ...