Health score, price, valuation, risk signals, and key metrics at a glance.
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally. It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics. The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management. It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.
Strongest: Balance Sheet & Red Flags (16/25); weakest: Profitability (9/25).
Data-driven signals worth keeping an eye on across the last 8 quarters
Operating margins dropped 123.4% over recent quarters — a sharp decline suggesting serious cost or pricing challenges.
FCF consistently trails net income (avg -12.1x) — earnings may be inflated by non-cash items or aggressive accounting.
as of March 2026
Revenue, EBITDA, operating income, net income, EPS, and shares
Gross, EBITDA, operating, and net margin trends
P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield
Total assets, cash, debt, book value, and leverage
Operating cash flow, free cash flow, FCF margin, and earnings quality
Debt-to-equity has risen 806.8% recently — increasing financial risk even if the current ratio is manageable.
Shares outstanding increased 35.1% — significant dilution, likely from stock compensation or capital raises.
