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Explore comprehensive financial data for Clearwater Analytics Holdings, Inc., provided completely free. Analyze revenue, net income, profit margins, dividend history, and key financial ratios to make informed investment decisions.
Data as of (572 days ago)|Source: SEC EDGAR
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Clearwater Analytics Holdings, Inc. (CWAN) is a application software company. The company reports annual revenue of $640M and net income of $391M. Its return on equity (ROE) is 19.7%.
Data from SEC EDGAR filings. TTM = Trailing Twelve Months.
Moderate health; several metrics need attention
-17 pts YoYThis Financial Health Score is a proprietary metric calculated from SEC EDGAR filings for educational and informational purposes only. It does not constitute investment advice or a recommendation to buy or sell any security. Results vary significantly by industry. Conduct your own research before making investment decisions.
Data sourced from SEC EDGAR filings. Not investment advice.
Official filing updates from SEC EDGAR. Billiver stores internal evidence snapshots for verification, but this page links to the SEC source instead of republishing full filing text.
Official SEC filing update. Items: 1.01, 1.02, 2.01, 2.03, 2.04, 3.01, 3.03, 5.01, 5.02, 5.03, 7.01, 9.01.
Official SEC filing update. Items: 7.01.
Official SEC filing update.
Official SEC filing update. Items: 2.02, 9.01.
Official SEC filing update. Items: 5.07.
Source: SEC EDGAR · 5 filings
Informational only. Not investment advice.
Source: SEC EDGAR 8-K Filings
Chart shows fiscal year data from SEC EDGAR filings. Hover over data points for details.
As of FY2025 · SEC 10-K · Updated Feb 28, 2026
Clearwater Analytics Holdings, Inc. is an American software-as-a-service (SaaS) fintech company that provides automated investment accounting, performance, compliance, and risk reporting worldwide. Clearwater is a publicly traded company headquartered in Boise, Idaho, with additional offices in London, Edinburgh, New York City and Noida.
Price-based valuation metrics (P/E, P/B) require real-time stock price data which is not included in SEC filings.
Benjamin Graham: Graham recommended P/E ratio not exceed 15 for reasonable valuation. Understanding valuation metrics
vs 3.1% sector median / 13.9% avg
Generates $19.7 in profit for every $100 of shareholder equity. Higher than 71% in Information Technology.
6th consecutive year of revenue growth.
* Some quarterly data is missing. Values are calculated based on annual report figures.
ROE of 19.7%.
Warren Buffett: Buffett looks for consistent ROE above 20% as a sign of competitive advantage. How to evaluate profitability
vs 0.92 sector median / 1.61 avg
Carries $0.42 in debt for every $1 of equity. Lower debt than 79% in Information Technology. Debt has increased over the past 5 years.
Debt-to-equity ratio of 0.42 is below 0.5.
Peter Lynch: Lynch: normal balance sheet has 75% equity, 25% debt. Understanding financial health
Dividend yield data is not available from SEC filings. Check the company's investor relations page for dividend information.
As of FY2025 · SEC 10-K · Updated Feb 28, 2026
Revenue has grown at a 27.8% CAGR over the past 6 years.
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 | FY2019 |
|---|---|---|---|---|---|---|---|
| Revenue | $731.4M(+61.9%) | $451.8M(+22.7%) | $368.2M(+21.3%) | $303.4M(+20.4%) | $252.0M(+24.0%) | $203.2M(+21.0%) | $168.0M |
| Net Income | $-38,807,000(-109.1%) | $424.4M(+2062.3%) | $-21,627,000(-171.5%) | $-7,967,000(+3.0%) | $-8,213,000(+81.4%) | $-44,230,000(-672.0%) | $7.7M |
| Total Assets | $3.0B | $1.2B | $558.7M | $481.9M | $344.4M | $115.6M | - |
| Total Debt | $822.6M | $43.3M | $46.1M | $51.6M | $54.3M | - | - |
| Total Equity | $2.0B | $1.0B | $354.3M | $338.4M | $261.9M | - | - |
| Profit Margin | -5.3% | 93.9% | -5.9% | -2.6% | -3.3% | -21.8% | 4.6% |
| ROE | -1.9% | 42.1% | -6.1% | -2.4% | -3.1% | - | - |
| ROA | -1.3% | 36.3% | -3.9% | -1.7% | -2.4% | -38.3% | - |
| Metric | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $126.9M | $205.1M | $181.9M | $126.9M | $115.8M | $106.8M | $102.7M | $94.7M |
| Net Income | $6.5M | $-10,335,000 | $-24,151,000 | $6.9M | $3.6M | $276,000 | $2.2M | $-1,889,000 |
| Total Assets | $3.0B | $3.0B | $3.0B | $1.3B | $623.5M | $585.1M | $547.8M | $535.5M |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026
5 insiders sold shares worth $2.9M, despite revenue growth of +61.9% YoY. Divergence signal strength: 40/100.
Source: SEC EDGAR Form 4 filings. Only purchase (P) and sale (S) transactions shown.
| Metric | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|---|
| Operating CF | -$230.0M | -$6.5M | $3.4M | $58.0M | $84.6M | $74.3M | $175.9M |
| CapEx | -$3.4M | -$3.8M | -$5.0M | -$7.8M | -$5.6M | -$5.3M | -$11.6M |
| Free Cash Flow | -$233.4M | -$10.3M | -$1.7M | $50.2M | $79.0M | $69.1M | $164.3M |
| FCF Margin | - | -5.1% | -0.7% | 16.6% | 21.4% | 15.3% | 22.5% |
Source: SEC EDGAR 10-K filings. FCF = Operating Cash Flow - Capital Expenditures. Free cash flow guide
As of FY2025 · SEC 10-K · Updated Feb 28, 2026
Company-disclosed SEC risk factors
Risk factors are disclosed by the company in its SEC Form 10-K, Item 1A. Billiver does not classify or summarize company-specific legal, operational, financial, or market risks here.
Sector context: Information Technology. This is not a Billiver risk assessment for CWAN.
Source note: the SEC Form 10-K includes Item 1A, "Risk Factors." The full risk-factor text should be read from the company’s own SEC filing.
Clearwater Analytics Holdings, Inc. (CWAN) reported $640 million in trailing twelve-month (TTM) revenue. This financial data is compiled from SEC EDGAR 10-K filings.
No, Clearwater Analytics Holdings, Inc. (CWAN) does not currently pay dividends to shareholders.
Clearwater Analytics Holdings, Inc. has a financial health score of 69/100 (Grade: C), evaluating profitability, solvency, liquidity, and growth based on SEC EDGAR data.
7 years of financial data are available for Clearwater Analytics Holdings, Inc. from FY2019 to FY2025. All figures are compiled from SEC EDGAR 10-K filings.