Market Cap | 4.87B | P/E | - | EPS this Y | 30.30% | Ern Qtrly Grth | - |
Income | -4.86M | Forward P/E | 47.94 | EPS next Y | 20.90% | 50D Avg Chg | 3.00% |
Sales | 403.19M | PEG | 2.95 | EPS past 5Y | 38.58% | 200D Avg Chg | - |
Dividend | N/A | Price/Book | 11.46 | EPS next 5Y | 20.00% | 52W High Chg | -16.00% |
Recommedations | 2.20 | Quick Ratio | 4.53 | Shares Outstanding | 160.48M | 52W Low Chg | 38.00% |
Insider Own | 0.58% | ROA | 1.78% | Shares Float | 159.58M | Beta | 0.61 |
Inst Own | 120.32% | ROE | -0.82% | Shares Shorted/Prior | 9.79M/8.69M | Price | 16.78 |
Gross Margin | 71.87% | Profit Margin | -1.20% | Avg. Volume | 545,698 | Target Price | 24.67 |
Oper. Margin | 3.60% | Earnings Date | Jul 31 | Volume | 600,430 | Change | -2.61% |
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally. It offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. The company's Clearwater Prism SaaS-based data and reporting platform for investment data delivers a range of product modules, including Prism reporting and statements, Prism connectors, Prism data ops, and Prism managed services. It also provides Clearwater JUMP that provides a modular front, middle and back office solution to investment managers, private banks, and insurer, as well as portfolio management and order management, unit-linked funds, tri-partite templates, and full trade life cycle solutions. In addition, the company offers Clearwater LPx, a full-service solution for private funds that delivers complete, timely, accurate, and consumable data for limited partnerships; and Clearwater MLx, a comprehensive mortgage loan investment solution that provides investors to drive growth and make informed decisions, oversight, and reporting capabilities for mortgage loan investments, as well as enhances risk reporting, servicer tracking, oversight, and accounting capabilities. The company was founded in 2004 and is headquartered in Boise, Idaho.
RBC Capital | Outperform | Sep 18, 24 |
Piper Sandler | Neutral | Sep 9, 24 |
Citigroup | Buy | Aug 19, 24 |
Piper Sandler | Neutral | Aug 1, 24 |
Wells Fargo | Overweight | Aug 1, 24 |
Oppenheimer | Outperform | Jul 8, 24 |
JP Morgan | Neutral | May 2, 24 |
Wells Fargo | Overweight | May 2, 24 |
Piper Sandler | Neutral | Feb 29, 24 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Jan 16 | Sell | 19.95 | 50,000 | 997,500 | 270,490 | 01/18/24 |
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Jan 16 | Option | 4.4 | 116,852 | 514,149 | 320,490 | 01/18/24 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Jan 16 | Sell | 19.95 | 10,000 | 199,500 | 148,711 | 01/18/24 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Jan 16 | Option | 4.4 | 10,000 | 44,000 | 158,711 | 01/18/24 |
Das Souvik | Chief Technology Off.. Chief Technology Officer | Jan 08 | Sell | 19.6529 | 30,588 | 601,143 | 23,826 | 01/10/24 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Nov 15 | Sell | 21.34 | 10,000 | 213,400 | 77,372 | 11/16/23 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Nov 15 | Option | 4.4 | 10,000 | 44,000 | 87,372 | 11/16/23 |
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Nov 15 | Sell | 21.33 | 50,000 | 1,066,500 | 34,450 | 11/16/23 |
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Nov 15 | Option | 4.4 | 114,742 | 504,865 | 149,192 | 11/16/23 |
WARBURG PINCUS LLC | Director Director | Nov 09 | Sell | 17.31 | 4,340,955 | 75,141,931 | 11/13/23 | |
WCAS XII CARBON ANALYTICS ACQU... | 10% Owner 10% Owner | Nov 09 | Sell | 17.31 | 11,245,500 | 194,659,605 | 11/13/23 | |
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Sep 15 | Option | 4.13 | 116,239 | 480,067 | 44,121 | 09/19/23 |
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Sep 15 | Sell | 19.14 | 50,000 | 957,000 | 34,450 | 09/19/23 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Sep 15 | Sell | 19.14 | 10,000 | 191,400 | 77,372 | 09/19/23 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Sep 15 | Option | 4.4 | 10,000 | 44,000 | 87,372 | 09/19/23 |
Sethi Subi | Chief Client Officer Chief Client Officer | Sep 15 | Sell | 19.29 | 13,460 | 259,643 | 1,005 | 09/19/23 |
Sethi Subi | Chief Client Officer Chief Client Officer | Sep 15 | Option | 4.4 | 25,000 | 110,000 | 26,005 | 09/19/23 |
Sethi Subi | Chief Client Officer Chief Client Officer | Sep 06 | Sell | 19.05 | 13,418 | 255,613 | 1,005 | 09/08/23 |
Sethi Subi | Chief Client Officer Chief Client Officer | Sep 06 | Option | 4.4 | 25,000 | 110,000 | 26,005 | 09/08/23 |
Sethi Subi | Chief Client Officer Chief Client Officer | Aug 30 | Sell | 18.23 | 25,000 | 455,750 | 1,005 | 09/01/23 |
Erickson Scott Stanley | See Remarks See Remarks | Aug 30 | Sell | 18.03 | 48,332 | 871,426 | 1,786 | 09/01/23 |
Erickson Scott Stanley | See Remarks See Remarks | Aug 30 | Option | 4 | 7,355 | 29,420 | 54,672 | 09/01/23 |
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Aug 30 | Sell | 18.03 | 148,375 | 2,675,201 | 34,450 | 09/01/23 |
Sahai Sandeep | Chief Executive Offi.. Chief Executive Officer | Aug 30 | Option | 4 | 33,599 | 134,396 | 202,070 | 09/01/23 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Aug 30 | Option | 4.4 | 10,000 | 44,000 | 87,372 | 09/01/23 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Aug 30 | Sell | 17.93 | 10,000 | 179,300 | 77,372 | 09/01/23 |
CORBET KATHLEEN A | Director Director | Jun 21 | Option | 0.00 | 3,405 | 5,190 | 06/26/23 | |
WCAS XII CARBON ANALYTICS ACQU... | 10% Owner 10% Owner | Jun 20 | Sell | 15.95 | 10,000,000 | 159,500,000 | 06/20/23 | |
Durable Capital Partners LP | 10% Owner 10% Owner | May 30 | Sell | 16.06 | 400,723 | 6,435,611 | 7,742,122 | 06/01/23 |
WCAS XII CARBON ANALYTICS ACQU... | 10% Owner 10% Owner | Mar 30 | Sell | 14.5 | 729,953 | 10,584,318 | 03/31/23 | |
WCAS XII CARBON ANALYTICS ACQU... | 10% Owner 10% Owner | Mar 27 | Sell | 14.5 | 1,220,047 | 17,690,682 | 03/28/23 | |
Price James Douglas | Chief Quality Office.. Chief Quality Officer | Mar 23 | Sell | 15.01 | 35,000 | 525,350 | 87,938 | 03/27/23 |
Price James Douglas | Chief Quality Office.. Chief Quality Officer | Mar 23 | Option | 4 | 35,000 | 140,000 | 114,414 | 03/27/23 |
Durable Capital Partners LP | 10% Owner 10% Owner | Feb 06 | Sell | 19.35 | 46,841 | 906,373 | 8,826,623 | 02/08/23 |
Durable Capital Partners LP | 10% Owner 10% Owner | Feb 02 | Sell | 19.61 | 400,945 | 7,862,531 | 8,873,464 | 02/06/23 |
Durable Capital Partners LP | 10% Owner 10% Owner | Jan 31 | Sell | 19.63 | 401,579 | 7,882,996 | 9,274,409 | 02/02/23 |
Raman Gayatri | President, Europe an.. President, Europe and Asia | Jan 01 | Option | 0 | 27,283 | 27,283 | 01/04/23 | |
Raman Gayatri | President, Europe an.. President, Europe and Asia | Jan 01 | Sell | 18.34 | 13,114 | 240,511 | 14,169 | 01/04/23 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Dec 15 | Option | 4.4 | 10,000 | 44,000 | 11,786 | 12/15/22 |
Cox James S | Chief Financial Offi.. Chief Financial Officer | Dec 15 | Sell | 17.95 | 10,000 | 179,500 | 1,786 | 12/15/22 |
Kochansky Joseph Morris | See Remarks See Remarks | Dec 13 | Option | 14.28 | 260,000 | 3,712,800 | 316,431 | 12/15/22 |
Kochansky Joseph Morris | See Remarks See Remarks | Dec 13 | Sell | 18.5 | 1,900 | 35,150 | 82,271 | 12/15/22 |
Raman Gayatri | President, Europe an.. President, Europe and Asia | Dec 13 | Option | 7.07 | 207,421 | 1,466,466 | 207,421 | 12/14/22 |
Raman Gayatri | President, Europe an.. President, Europe and Asia | Dec 13 | Sell | 18.24 | 207,421 | 3,783,359 | 12/14/22 | |
Erickson Scott Stanley | See Remarks See Remarks | Dec 09 | Option | 4 | 173,080 | 692,320 | 31,297 | 12/12/22 |
Erickson Scott Stanley | See Remarks See Remarks | Dec 09 | Sell | 18.16 | 173,080 | 3,143,133 | 1,786 | 12/12/22 |
Price James Douglas | Chief Quality Office.. Chief Quality Officer | Dec 07 | Option | 4 | 130,000 | 520,000 | 133,235 | 12/08/22 |
Price James Douglas | Chief Quality Office.. Chief Quality Officer | Dec 07 | Sell | 18.21 | 70,935 | 1,291,726 | 62,300 | 12/08/22 |
Sethi Subi | Chief Client Officer Chief Client Officer | Nov 23 | Option | 4.4 | 49,588 | 218,187 | 44,191 | 11/25/22 |
Sethi Subi | Chief Client Officer Chief Client Officer | Nov 23 | Sell | 18.15 | 49,588 | 900,022 | 11/25/22 |