What is Clearwater Analytics Holdings, Inc.'s market position?

Clearwater Analytics offers a leading, highly sticky cloud-based investment accounting and analytics platform with few direct competitors.

How are Enfusion and Beacon acquisitions benefiting CWAN?

These acquisitions expand Clearwater's addressable market to asset management and hedge funds, creating new cross-selling opportunities.

What is the future growth outlook for Clearwater Analytics?

Clearwater Analytics is projected for low 20s revenue growth and nearly 30% EBITDA growth, supported by its recurring revenue model.

Home / Business and Economy / Clearwater Analytics: Software Giant's Growth Surge

Clearwater Analytics: Software Giant's Growth Surge

6 Dec

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Summary

Clearwater's platform boasts a 98% gross retention rate.
Acquisitions of Enfusion and Beacon expand addressable market.
Company is positioned for low 20s revenue and 30% EBITDA growth.

Clearwater Analytics: Software Giant's Growth Surge

Clearwater Analytics (CWAN) presents a compelling investment case driven by its robust cloud-based investment accounting and analytics platform. The company generates substantial ARR and adjusted EBITDA, holding a unique position with few direct market alternatives. Its platform is crucial for insurance companies, asset managers, and corporations, offering comprehensive solutions from data consolidation to regulatory reporting.

Key to CWAN's strength is its platform's stickiness, demonstrated by an impressive 98% gross retention rate and strong win rates. Despite recent stock performance fluctuations due to growth deceleration, the fundamental business remains sound. Strategic acquisitions of Enfusion and Beacon are notably expanding CWAN's addressable market into asset management and hedge funds, complementing its existing client base and fostering cross-selling potential.