Clearwater Analytics Holdings Stock Buy Hold or Sell Recommendation
| CWAN Stock | USD 26.91 0.51 1.93% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Clearwater Analytics Holdings is 'Hold'. The recommendation algorithm takes into account all of Clearwater Analytics' available fundamental, technical, and predictive indicators you will find on this site.
Check out Clearwater Analytics Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Clearwater and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Clearwater Analytics Holdings. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in nation.
Clearwater |
Execute Clearwater Analytics Buy or Sell Advice
The Clearwater recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Clearwater Analytics Holdings. Macroaxis does not own or have any residual interests in Clearwater Analytics Holdings or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Clearwater Analytics' advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Clearwater Analytics Trading Alerts and Improvement Suggestions
| Clearwater Analytics generated a negative expected return over the last 90 days | |
| Over 99.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from thelincolnianonline.com: Disposition of 53171 shares by James Cox of Clearwater Analytics subject to Rule 16b-3 |
Clearwater Analytics Returns Distribution Density
The distribution of Clearwater Analytics' historical returns is an attempt to chart the uncertainty of Clearwater Analytics' future price movements. The chart of the probability distribution of Clearwater Analytics daily returns describes the distribution of returns around its average expected value. We use Clearwater Analytics Holdings price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Clearwater Analytics returns is essential to provide solid investment advice for Clearwater Analytics.
| Mean Return | -0.12 | Value At Risk | -4.14 | Potential Upside | 3.61 | Standard Deviation | 2.54 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Clearwater Analytics historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Clearwater Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Clearwater Analytics, soars without any apparent reason. This usually happens because many institutional investors are aggressively trading Clearwater Analytics Holdings back and forth among themselves. Companies that invest excess capital in these types of assets may also be included in this term and can influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corp | 2024-12-31 | 4.5 M | Amvescap Plc. | 2024-12-31 | 4.3 M | Geode Capital Management, Llc | 2024-12-31 | 4.2 M | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 4.1 M | Capital World Investors | 2024-12-31 | 3.7 M | Artisan Partners Limited Partnership | 2024-12-31 | 3.7 M | Citadel Advisors Llc | 2024-12-31 | 3.6 M | Macquarie Group Ltd | 2024-12-31 | 3.2 M | Loomis, Sayles & Company Lp | 2024-12-31 | 3.2 M | Vanguard Group Inc | 2024-12-31 | 20.9 M | Blackrock Inc | 2024-12-31 | 15 M |
Clearwater Analytics Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Clearwater Analytics or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Clearwater Analytics' price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Clearwater stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.06 | |
β | Beta against Dow Jones | 0.67 | |
σ | Overall volatility | 2.58 | |
Ir | Information ratio | -0.0085 |
Clearwater Analytics Volatility Alert
Clearwater Analytics Holdings exhibits very low volatility with skewness of 1.1 and kurtosis of 4.07. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Clearwater Analytics' stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Clearwater Analytics' stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Clearwater Analytics Fundamentals Vs Peers
Comparing Clearwater Analytics' fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Clearwater Analytics' direct or indirect competition across all of the common fundamentals between Clearwater Analytics and the related equities. This way, we can detect undervalued stocks with similar characteristics as Clearwater Analytics or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Clearwater Analytics' fundamental indicators could also be used in its relative valuation, which is a method of valuing Clearwater Analytics by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Clearwater Analytics to competition |
| Fundamentals | Clearwater Analytics | Peer Average |
| Return On Equity | 0.59 | -0.31 |
| Return On Asset | 0.0149 | -0.14 |
| Profit Margin | 0.94 % | (1.27) % |
| Operating Margin | 0.07 % | (5.51) % |
| Current Valuation | 6.23 B | 16.62 B |
| Shares Outstanding | 216.23 M | 571.82 M |
| Shares Owned By Insiders | 1.12 % | 10.09 % |
| Shares Owned By Institutions | 98.88 % | 39.21 % |
| Number Of Shares Shorted | 6.9 M | 4.71 M |
| Price To Book | 6.36 X | 9.51 X |
| Price To Sales | 14.96 X | 11.42 X |
| Revenue | 451.8 M | 9.43 B |
| Gross Profit | 328.82 M | 27.38 B |
| EBITDA | 24.41 M | 3.9 B |
| Net Income | 427.58 M | 570.98 M |
| Cash And Equivalents | 281.65 M | 2.7 B |
| Cash Per Share | 1.50 X | 5.01 X |
| Total Debt | 71.92 M | 5.32 B |
| Debt To Equity | 0.25 % | 48.70 % |
| Current Ratio | 11.92 X | 2.16 X |
| Book Value Per Share | 4.29 X | 1.93 K |
| Cash Flow From Operations | 74.32 M | 971.22 M |
| Short Ratio | 2.61 X | 4.00 X |
| Earnings Per Share | 1.68 X | 3.12 X |
| Price To Earnings To Growth | 2.54 X | 4.89 X |
| Target Price | 35.78 | |
| Number Of Employees | 1.92 K | 18.84 K |
| Beta | 0.69 | -0.15 |
| Market Capitalization | 6.76 B | 19.03 B |
| Total Asset | 1.17 B | 29.47 B |
| Retained Earnings | 283.95 M | 9.33 B |
| Working Capital | 307.59 M | 1.48 B |
| Net Asset | 1.17 B |
Note: Acquisition by James Cox of 125000 shares of Clearwater Analytics subject to Rule 16b-3 [view details]
Clearwater Analytics Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Clearwater . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Clearwater Analytics Buy or Sell Advice
When is the right time to buy or sell Clearwater Analytics Holdings? Buying financial instruments such as Clearwater Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Clearwater Analytics in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Candy and Soda Thematic Idea Now
Candy and Soda
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Candy and Soda theme has 13 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Candy and Soda Theme or any other thematic opportunities.
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Check out Clearwater Analytics Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Clearwater Analytics. If investors know Clearwater will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Clearwater Analytics listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share 1.68 | Revenue Per Share | Quarterly Revenue Growth 0.277 | Return On Assets | Return On Equity |
The market value of Clearwater Analytics is measured differently than its book value, which is the value of Clearwater that is recorded on the company's balance sheet. Investors also form their own opinion of Clearwater Analytics' value that differs from its market value or its book value, called intrinsic value, which is Clearwater Analytics' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Clearwater Analytics' market value can be influenced by many factors that don't directly affect Clearwater Analytics' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Clearwater Analytics' value and its price as these two are different measures arrived at by different means. Investors typically determine if Clearwater Analytics is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clearwater Analytics' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.