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Clearwater Analytics Holdings Inc
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Let's analyse Clearwater Analytics Holdings Inc together

PenkeI guess you are interested in Clearwater Analytics Holdings Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Clearwater Analytics Holdings Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

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Quick analysis of Clearwater Analytics Holdings Inc (30 sec.)










What can you expect buying and holding a share of Clearwater Analytics Holdings Inc? (30 sec.)

How much money do you get?

How much money do you get?
$0.06
When do you have the money?
1 year
How often do you get paid?
42.9%

What is your share worth?

Current worth
$1.99
Expected worth in 1 year
$2.19
How sure are you?
71.4%

+ What do you gain per year?

Total Gains per Share
$0.26
Return On Investment
1.5%

For what price can you sell your share?

Current Price per Share
$17.47
Expected price per share
$15.28 - $18.45
How sure are you?
50%

1. Valuation of Clearwater Analytics Holdings Inc (5 min.)




Live pricePrice per Share (EOD)

$17.47

Intrinsic Value Per Share

$15.44 - $18.52

Total Value Per Share

$17.42 - $20.50

2. Growth of Clearwater Analytics Holdings Inc (5 min.)




Is Clearwater Analytics Holdings Inc growing?

Current yearPrevious yearGrowGrow %
How rich?$409.6m$307.9m$73.4m19.3%

How much money is Clearwater Analytics Holdings Inc making?

Current yearPrevious yearGrowGrow %
Making money-$5.5m-$1.7m-$3.8m-69.5%
Net Profit Margin-6.2%-2.2%--

How much money comes from the company's main activities?

3. Financial Health of Clearwater Analytics Holdings Inc (5 min.)




What can you expect buying and holding a share of Clearwater Analytics Holdings Inc? (5 min.)

Welcome investor! Clearwater Analytics Holdings Inc's management wants to use your money to grow the business. In return you get a share of Clearwater Analytics Holdings Inc.

What can you expect buying and holding a share of Clearwater Analytics Holdings Inc?

First you should know what it really means to hold a share of Clearwater Analytics Holdings Inc. And how you can make/lose money.

Speculation

The Price per Share of Clearwater Analytics Holdings Inc is $17.47. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Clearwater Analytics Holdings Inc.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Clearwater Analytics Holdings Inc, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $1.99. Based on the TTM, the Book Value Change Per Share is $0.05 per quarter. Based on the YOY, the Book Value Change Per Share is $0.19 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.01 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Clearwater Analytics Holdings Inc.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps-0.02-0.1%-0.02-0.1%-0.01-0.1%-0.04-0.2%-0.04-0.2%
Usd Book Value Change Per Share0.040.3%0.050.3%0.191.1%0.140.8%0.140.8%
Usd Dividend Per Share0.000.0%0.010.1%0.020.1%0.010.1%0.010.1%
Usd Total Gains Per Share0.040.3%0.070.4%0.201.2%0.150.9%0.150.9%
Usd Price Per Share20.03-17.80-17.15-13.46-13.46-
Price to Earnings Ratio-246.66--257.48-581.56-1,104.70-1,104.70-
Price-to-Total Gains Ratio445.60-163.55-169.20-224.09-224.09-
Price to Book Ratio10.08-9.89-12.81-9.85-9.85-
Price-to-Total Gains Ratio445.60-163.55-169.20-224.09-224.09-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share17.47
Number of shares57
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.010.01
Usd Book Value Change Per Share0.050.14
Usd Total Gains Per Share0.070.15
Gains per Quarter (57 shares)3.748.64
Gains per Year (57 shares)14.9834.57
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1312523225
26232046560
310353579795
41347509129130
516596511162165
619708013194200
723829515226235
8269411018259270
92910612520291305
103211714022324340

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share0.04.00.00.0%3.09.00.025.0%4.010.00.028.6%4.010.00.028.6%4.010.00.028.6%
Book Value Change Per Share3.01.00.075.0%10.01.01.083.3%10.02.02.071.4%10.02.02.071.4%10.02.02.071.4%
Dividend per Share3.00.01.075.0%6.00.06.050.0%6.00.08.042.9%6.00.08.042.9%6.00.08.042.9%
Total Gains per Share3.01.00.075.0%10.01.01.083.3%10.02.02.071.4%10.02.02.071.4%10.02.02.071.4%

Fundamentals of Clearwater Analytics Holdings Inc

About Clearwater Analytics Holdings Inc

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 portfolio management and order management, performance, unit-linked funds, and full trade life cycle, as well as provides modular front, middle and back-office solution to investment managers, private banks, and insurers. The company was founded in 2004 and is headquartered in Boise, Idaho.

Fundamental data was last updated by Penke on 2024-03-09 18:12:04.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a loss.
Using its assets, the company is very inefficient in making profit.
Using its investors money, the company is very inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very inefficient.
The company is inefficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is very able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is overpriced.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is overpriced.

1.1. Profitability of Clearwater Analytics Holdings Inc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Clearwater Analytics Holdings Inc earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Clearwater Analytics Holdings Inc to the Software - Application industry mean.
  • A Net Profit Margin of -4.2% means that $-0.04 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Clearwater Analytics Holdings Inc:

  • The MRQ is -4.2%. The company is making a loss. -1
  • The TTM is -6.2%. The company is making a loss. -1
Trends
Current periodCompared to+/- 
MRQ-4.2%TTM-6.2%+2.0%
TTM-6.2%YOY-2.2%-4.0%
TTM-6.2%5Y-10.4%+4.2%
5Y-10.4%10Y-10.4%0.0%
1.1.2. Return on Assets

Shows how efficient Clearwater Analytics Holdings Inc is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Clearwater Analytics Holdings Inc to the Software - Application industry mean.
  • -0.7% Return on Assets means that Clearwater Analytics Holdings Inc generated $-0.01 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Clearwater Analytics Holdings Inc:

  • The MRQ is -0.7%. Using its assets, the company is very inefficient in making profit. -2
  • The TTM is -1.1%. Using its assets, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-0.7%TTM-1.1%+0.3%
TTM-1.1%YOY-0.4%-0.7%
TTM-1.1%5Y-4.7%+3.6%
5Y-4.7%10Y-4.7%0.0%
1.1.3. Return on Equity

Shows how efficient Clearwater Analytics Holdings Inc is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Clearwater Analytics Holdings Inc to the Software - Application industry mean.
  • -1.2% Return on Equity means Clearwater Analytics Holdings Inc generated $-0.01 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Clearwater Analytics Holdings Inc:

  • The MRQ is -1.2%. Using its investors money, the company is very inefficient in making profit. -2
  • The TTM is -1.8%. Using its investors money, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-1.2%TTM-1.8%+0.6%
TTM-1.8%YOY-0.7%-1.1%
TTM-1.8%5Y-1.0%-0.8%
5Y-1.0%10Y-1.0%0.0%

1.2. Operating Efficiency of Clearwater Analytics Holdings Inc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Clearwater Analytics Holdings Inc is operating .

  • Measures how much profit Clearwater Analytics Holdings Inc makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Clearwater Analytics Holdings Inc to the Software - Application industry mean.
  • An Operating Margin of 0.0% means the company generated $0.00  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Clearwater Analytics Holdings Inc:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-5.4%+5.4%
TTM-5.4%YOY1.6%-7.0%
TTM-5.4%5Y-2.4%-3.0%
5Y-2.4%10Y-2.4%0.0%
1.2.2. Operating Ratio

Measures how efficient Clearwater Analytics Holdings Inc is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Software - Application industry mean).
  • An Operation Ratio of 0.97 means that the operating costs are $0.97 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Clearwater Analytics Holdings Inc:

  • The MRQ is 0.974. The company is less efficient in keeping operating costs low.
  • The TTM is 1.048. The company is inefficient in keeping operating costs low. -1
Trends
Current periodCompared to+/- 
MRQ0.974TTM1.048-0.074
TTM1.048YOY0.984+0.064
TTM1.0485Y1.033+0.014
5Y1.03310Y1.0330.000

1.3. Liquidity of Clearwater Analytics Holdings Inc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Clearwater Analytics Holdings Inc is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Software - Application industry mean).
  • A Current Ratio of 5.15 means the company has $5.15 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Clearwater Analytics Holdings Inc:

  • The MRQ is 5.149. The company is very able to pay all its short-term debts. +2
  • The TTM is 5.916. The company is very able to pay all its short-term debts. +2
Trends
Current periodCompared to+/- 
MRQ5.149TTM5.916-0.767
TTM5.916YOY9.944-4.028
TTM5.9165Y6.643-0.727
5Y6.64310Y6.6430.000
1.3.2. Quick Ratio

Measures if Clearwater Analytics Holdings Inc is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Clearwater Analytics Holdings Inc to the Software - Application industry mean.
  • A Quick Ratio of 5.73 means the company can pay off $5.73 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Clearwater Analytics Holdings Inc:

  • The MRQ is 5.728. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 6.382. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ5.728TTM6.382-0.654
TTM6.382YOY9.482-3.101
TTM6.3825Y6.392-0.011
5Y6.39210Y6.3920.000

1.4. Solvency of Clearwater Analytics Holdings Inc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Clearwater Analytics Holdings Inc assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Clearwater Analytics Holdings Inc to Software - Application industry mean.
  • A Debt to Asset Ratio of 0.27 means that Clearwater Analytics Holdings Inc assets are financed with 26.7% credit (debt) and the remaining percentage (100% - 26.7%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Clearwater Analytics Holdings Inc:

  • The MRQ is 0.267. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.273. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.267TTM0.273-0.006
TTM0.273YOY0.268+0.005
TTM0.2735Y1.025-0.752
5Y1.02510Y1.0250.000
1.4.2. Debt to Equity Ratio

Measures if Clearwater Analytics Holdings Inc is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Clearwater Analytics Holdings Inc to the Software - Application industry mean.
  • A Debt to Equity ratio of 42.1% means that company has $0.42 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Clearwater Analytics Holdings Inc:

  • The MRQ is 0.421. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.449. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.421TTM0.449-0.029
TTM0.449YOY0.464-0.014
TTM0.4495Y0.324+0.126
5Y0.32410Y0.3240.000

2. Market Valuation of Clearwater Analytics Holdings Inc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Clearwater Analytics Holdings Inc generates.

  • Above 15 is considered overpriced but always compare Clearwater Analytics Holdings Inc to the Software - Application industry mean.
  • A PE ratio of -246.66 means the investor is paying $-246.66 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Clearwater Analytics Holdings Inc:

  • The EOD is -215.134. Based on the earnings, the company is expensive. -2
  • The MRQ is -246.659. Based on the earnings, the company is expensive. -2
  • The TTM is -257.478. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD-215.134MRQ-246.659+31.525
MRQ-246.659TTM-257.478+10.818
TTM-257.478YOY581.562-839.039
TTM-257.4785Y1,104.698-1,362.175
5Y1,104.69810Y1,104.6980.000
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Clearwater Analytics Holdings Inc:

  • The EOD is 39.969. Based on how much money comes from the company's main activities, the company is fair priced.
  • The MRQ is 45.826. Based on how much money comes from the company's main activities, the company is fair priced.
  • The TTM is 63.087. Based on how much money comes from the company's main activities, the company is overpriced. -1
Trends
Current periodCompared to+/- 
EOD39.969MRQ45.826-5.857
MRQ45.826TTM63.087-17.260
TTM63.087YOY112.874-49.788
TTM63.0875Y77.779-14.693
5Y77.77910Y77.7790.000
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Clearwater Analytics Holdings Inc is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Software - Application industry mean).
  • A PB ratio of 10.08 means the investor is paying $10.08 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Clearwater Analytics Holdings Inc:

  • The EOD is 8.793. Based on the equity, the company is overpriced. -1
  • The MRQ is 10.082. Based on the equity, the company is expensive. -2
  • The TTM is 9.889. Based on the equity, the company is overpriced. -1
Trends
Current periodCompared to+/- 
EOD8.793MRQ10.082-1.289
MRQ10.082TTM9.889+0.193
TTM9.889YOY12.808-2.920
TTM9.8895Y9.846+0.043
5Y9.84610Y9.8460.000
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Clearwater Analytics Holdings Inc.

3.1. Institutions holding Clearwater Analytics Holdings Inc

Institutions are holding 121.852% of the shares of Clearwater Analytics Holdings Inc.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31Wasatch Advisors Inc.5.8371.333712087022183157117.8595
2023-09-30Vanguard Group Inc4.5640.00459450888114833813.8311
2023-12-31William Blair Investment Management, LLC3.51270.424727391472739140
2023-12-31Conestoga Capital Advisors, LLC3.10341.93156426367498050.7811
2023-09-30Kayne Anderson Rudnick Investment Management LLC2.86520.32735933075307710.5213
2023-09-30JPMorgan Chase & Co2.76320.01225722007-82093-1.4144
2023-12-31BAMCO Inc1.97850.21864097022-2977-0.0726
2023-12-31Brown Capital Management, LLC1.70711.0624353499252762217.5443
2023-12-31Allspring Global Investments Holdings, LLC1.63610.11253387928133580265.0936
2023-12-31Artisan Partners Limited Partnership1.52870.09763165579-109525-3.3442
2023-12-31Fred Alger Management, LLC1.50770.33743122149-323279-9.3828
2023-12-31Capital World Investors1.47360.01093051500115053860.524
2023-09-30Morgan Stanley - Brokerage Accounts1.40620.0057291191636589714.3713
2023-12-31Wellington Management Company LLP1.04290.00812159700874554.2203
2023-09-30BlackRock Inc0.88940.001184180432143721.1421
2023-12-31TimesSquare Capital Management, LLC0.84580.51591751540949290118.3285
2023-09-30Amvescap Plc.0.8380.0091735327406652.3996
2023-12-31HHG PLC0.78870.01951633265201861.2514
2023-12-31Brown Advisory Holdings Inc0.55040.03211139777720312171.7216
2023-09-30SEI Investments Co0.54190.039112220918264419.4392
Total 39.38056.502981547981+15518373+19.0%

3.2. Funds holding Clearwater Analytics Holdings Inc

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31Wasatch Core Growth2.06032.24424338133641521.501
2024-01-31Vanguard Total Stock Mkt Idx Inv1.87820.0051395475962300.1578
2023-12-31Conestoga Small Cap Investors1.84221.9463878863415001.0815
2024-01-31Vanguard Small Cap Index1.52630.0459321376088320.2756
2023-12-31American Funds SMALLCAP World A1.44920.08493051500115053860.524
2023-12-31Wasatch Small Cap Growth Investor1.37382.52812892685106705858.4489
2023-12-31Alger Small Cap Focus Composite1.32273.36542785031-86529-3.0133
2023-12-31Alger Small Cap Focus I1.32273.36542785031-86529-3.0133
2023-12-31JPM US Small Cap Core-Composite1.25340.97152639070-677736-20.4334
2024-01-31JPMorgan Small Cap Equity A1.25340.9747263907000
2024-01-31Vanguard Institutional Extnd Mkt Idx Tr0.89170.036818776366460.0344
2024-01-31Vanguard Information Technology ETF0.8670.04771825564395302.2133
2024-01-31Vanguard Small Cap Growth Index Inv0.85030.105717904573320.0185
2023-12-31Calvert US Small-Cap Strategy0.81851.1451723336-146218-7.821
2023-12-31Calvert Small-Cap A0.81851.1451723336-151734-8.0922
2023-09-30Brown Capital Mgmt Small Co Inv0.79610.9472167636357734952.5334
2023-12-31Baron Opp. Small Cap Growth Strategy0.78360.7146165000000
2023-12-31Baron Small Cap Retail0.78360.7156165000000
2023-12-31AB Small Cap Growth A0.7790.8497164018016401800
2023-12-31Conestoga Small Cap Growth0.75281.9491585044841105.6038
Total 23.423323.187549319818+3531711+7.2%

3.3. Insider Transactions

Insiders are holding 1.169% of the shares of Clearwater Analytics Holdings Inc.

DateOwnerTypeAmountPricePost Transaction AmountLink
2024-02-15Sandeep SahaiSELL5000019.74
2024-02-15James S CoxSELL1000019.74
2024-01-16James S CoxSELL1000019.95
2024-01-16Sandeep SahaiSELL5000019.95
2024-01-08Souvik DasSELL3058819.65
2023-12-15James S CoxSELL1000019.64
2023-12-15Sandeep SahaiSELL5000019.65
2023-11-15James S CoxSELL1000021.34
2023-11-15Sandeep SahaiSELL5000021.33
2023-11-09Warburg Pincus LlcSELL434095517.31
2023-11-09Xii Carbon Analytics Acqu WcasSELL1124550017.31
2023-10-16James S CoxSELL1000019.65
2023-10-16Sandeep SahaiSELL5000019.65
2023-09-15Subi SethiSELL1346019.29
2023-09-15James S CoxSELL1000019.14
2023-09-15Sandeep SahaiSELL5000019.14
2023-09-06Subi SethiSELL1341819.05
2023-08-30Subi SethiSELL940618.21
2023-08-15Souvik DasSELL2000017.01
2023-08-04James S CoxSELL4950017.93

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Clearwater Analytics Holdings Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--0.0450.051-13%0.186-76%0.142-68%0.142-68%
Book Value Per Share--1.9871.807+10%1.374+45%0.636+212%0.636+212%
Current Ratio--5.1495.916-13%9.944-48%6.643-22%6.643-22%
Debt To Asset Ratio--0.2670.273-2%0.2680%1.025-74%1.025-74%
Debt To Equity Ratio--0.4210.449-6%0.464-9%0.324+30%0.324+30%
Dividend Per Share---0.014-100%0.016-100%0.010-100%0.010-100%
Eps---0.020-0.024+18%-0.009-55%-0.035+73%-0.035+73%
Free Cash Flow Per Share--0.1090.093+17%0.057+90%0.032+239%0.032+239%
Free Cash Flow To Equity Per Share--0.0640.069-7%0.077-17%0.111-43%0.111-43%
Gross Profit Margin--4.8984.9130%-3.168+165%-5.306+208%-5.306+208%
Intrinsic Value_10Y_max--18.517--------
Intrinsic Value_10Y_min--15.437--------
Intrinsic Value_1Y_max--0.430--------
Intrinsic Value_1Y_min--0.421--------
Intrinsic Value_3Y_max--2.378--------
Intrinsic Value_3Y_min--2.248--------
Intrinsic Value_5Y_max--5.636--------
Intrinsic Value_5Y_min--5.138--------
Market Cap2267536120.000-82%4130061854.0603778012203.950+9%3900476648.088+6%3039659479.426+36%3039659479.426+36%
Net Profit Margin---0.042-0.062+46%-0.022-48%-0.104+146%-0.104+146%
Operating Margin----0.0540%0.016-100%-0.0240%-0.0240%
Operating Ratio--0.9741.048-7%0.984-1%1.033-6%1.033-6%
Pb Ratio8.793-15%10.0829.889+2%12.808-21%9.846+2%9.846+2%
Pe Ratio-215.134+13%-246.659-257.478+4%581.562-142%1104.698-122%1104.698-122%
Price Per Share17.470-15%20.03017.800+13%17.145+17%13.455+49%13.455+49%
Price To Free Cash Flow Ratio39.969-15%45.82663.087-27%112.874-59%77.779-41%77.779-41%
Price To Total Gains Ratio388.645-15%445.596163.550+172%169.198+163%224.090+99%224.090+99%
Quick Ratio--5.7286.382-10%9.482-40%6.392-10%6.392-10%
Return On Assets---0.007-0.011+45%-0.004-47%-0.047+526%-0.047+526%
Return On Equity---0.012-0.018+52%-0.007-42%-0.010-13%-0.010-13%
Total Gains Per Share--0.0450.066-32%0.202-78%0.152-70%0.152-70%
Usd Book Value--409657000.000381320750.000+7%307909500.000+33%160209642.857+156%160209642.857+156%
Usd Book Value Change Per Share--0.0450.051-13%0.186-76%0.142-68%0.142-68%
Usd Book Value Per Share--1.9871.807+10%1.374+45%0.636+212%0.636+212%
Usd Dividend Per Share---0.014-100%0.016-100%0.010-100%0.010-100%
Usd Eps---0.020-0.024+18%-0.009-55%-0.035+73%-0.035+73%
Usd Free Cash Flow--22531000.00019809250.000+14%12651500.000+78%7764714.286+190%7764714.286+190%
Usd Free Cash Flow Per Share--0.1090.093+17%0.057+90%0.032+239%0.032+239%
Usd Free Cash Flow To Equity Per Share--0.0640.069-7%0.077-17%0.111-43%0.111-43%
Usd Market Cap2267536120.000-82%4130061854.0603778012203.950+9%3900476648.088+6%3039659479.426+36%3039659479.426+36%
Usd Price Per Share17.470-15%20.03017.800+13%17.145+17%13.455+49%13.455+49%
Usd Profit---4186000.000-5598750.000+34%-1706250.000-59%-6578428.571+57%-6578428.571+57%
Usd Revenue--99019000.00092042000.000+8%75856500.000+31%73694857.143+34%73694857.143+34%
Usd Total Gains Per Share--0.0450.066-32%0.202-78%0.152-70%0.152-70%
 EOD+3 -5MRQTTM+21 -14YOY+18 -185Y+21 -1410Y+21 -14

4.2. Fundamental Score

Let's check the fundamental score of Clearwater Analytics Holdings Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15-215.134
Price to Book Ratio (EOD)Between0-18.793
Net Profit Margin (MRQ)Greater than0-0.042
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than15.728
Current Ratio (MRQ)Greater than15.149
Debt to Asset Ratio (MRQ)Less than10.267
Debt to Equity Ratio (MRQ)Less than10.421
Return on Equity (MRQ)Greater than0.15-0.012
Return on Assets (MRQ)Greater than0.05-0.007
Total4/10 (40.0%)

4.3. Technical Score

Let's check the technical score of Clearwater Analytics Holdings Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5047.972
Ma 20Greater thanMa 5017.024
Ma 50Greater thanMa 10018.386
Ma 100Greater thanMa 20019.125
OpenGreater thanClose17.320
Total1/5 (20.0%)



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets558,743
Total Liabilities149,086
Total Stockholder Equity354,329
 As reported
Total Liabilities 149,086
Total Stockholder Equity+ 354,329
Total Assets = 558,743

Assets

Total Assets558,743
Total Current Assets415,996
Long-term Assets142,747
Total Current Assets
Cash And Cash Equivalents 221,765
Short-term Investments 74,457
Net Receivables 92,091
Other Current Assets 27,683
Total Current Assets  (as reported)415,996
Total Current Assets  (calculated)415,996
+/-0
Long-term Assets
Property Plant Equipment 37,903
Goodwill 45,338
Long Term Investments 21,495
Intangible Assets 26,132
Long-term Assets Other 11,879
Long-term Assets  (as reported)142,747
Long-term Assets  (calculated)142,747
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities80,792
Long-term Liabilities68,294
Total Stockholder Equity354,329
Total Current Liabilities
Short-term Debt 9,301
Short Long Term Debt 2,750
Accounts payable 3,062
Other Current Liabilities 68,429
Total Current Liabilities  (as reported)80,792
Total Current Liabilities  (calculated)83,542
+/- 2,750
Long-term Liabilities
Long term Debt 45,828
Capital Lease Obligations 23,499
Long-term Liabilities Other 1
Long-term Liabilities  (as reported)68,294
Long-term Liabilities  (calculated)69,328
+/- 1,034
Total Stockholder Equity
Common Stock161
Retained Earnings -181,331
Accumulated Other Comprehensive Income 2,909
Other Stockholders Equity 532,590
Total Stockholder Equity (as reported)354,329
Total Stockholder Equity (calculated)354,329
+/-0
Other
Capital Stock244
Cash and Short Term Investments 296,222
Common Stock Shares Outstanding 206,194
Liabilities and Stockholders Equity 558,743
Net Debt -149,688
Net Invested Capital 402,907
Net Working Capital 335,204
Property Plant and Equipment Gross 37,903
Short Long Term Debt Total 72,077



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-03-31
> Total Assets 
0
0
115,559
0
120,498
326,608
344,355
381,608
400,645
419,728
483,836
491,390
511,666
535,507
558,743
558,743535,507511,666491,390483,836419,728400,645381,608344,355326,608120,4980115,55900
   > Total Current Assets 
0
0
101,520
100,339
100,339
305,203
321,338
334,618
354,462
373,146
357,265
348,991
365,353
401,230
415,996
415,996401,230365,353348,991357,265373,146354,462334,618321,338305,203100,339100,339101,52000
       Cash And Cash Equivalents 
0
0
61,088
0
41,031
245,094
254,597
263,674
278,646
288,523
250,724
220,845
190,216
205,665
221,765
221,765205,665190,216220,845250,724288,523278,646263,674254,597245,09441,031061,08800
       Short-term Investments 
0
0
0
0
0
0
0
0
3,000
3,000
4,890
19,229
63,318
79,568
74,457
74,45779,56863,31819,2294,8903,0003,00000000000
       Net Receivables 
0
0
32,882
45,075
45,075
48,999
50,190
53,179
55,593
65,241
72,972
78,931
82,690
91,656
92,091
92,09191,65682,69078,93172,97265,24155,59353,17950,19048,99945,07545,07532,88200
       Other Current Assets 
0
0
506
5,771
1,003
692
1,256
1,146
1,957
2,282
28,679
29,986
29,129
24,341
27,683
27,68324,34129,12929,98628,6792,2821,9571,1461,2566921,0035,77150600
   > Long-term Assets 
0
0
14,039
0
20,159
21,405
23,017
46,990
46,183
46,582
126,571
142,399
146,313
134,277
142,747
142,747134,277146,313142,399126,57146,58246,18346,99023,01721,40520,159014,03900
       Property Plant Equipment 
0
0
8,849
9,330
9,330
9,989
10,738
35,037
34,196
34,936
39,178
41,659
40,270
37,744
37,903
37,90337,74440,27041,65939,17834,93634,19635,03710,7389,9899,3309,3308,84900
       Goodwill 
0
0
0
0
0
0
0
0
0
0
43,791
43,838
43,621
42,585
45,338
45,33842,58543,62143,83843,7910000000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
16,749
24,299
17,600
21,495
21,49517,60024,29916,74900000000000
       Intangible Assets 
0
0
0
0
0
0
0
0
0
0
29,456
28,866
27,742
26,037
26,132
26,13226,03727,74228,86629,4560000000000
       Other Assets 
0
0
0
10,829
10,829
11,416
12,279
11,953
11,987
11,646
13,171
0
10,381
10,311
0
010,31110,381013,17111,64611,98711,95312,27911,41610,82910,829000
> Total Liabilities 
0
0
460,167
0
449,736
84,221
82,274
97,844
101,420
109,465
145,450
137,925
140,940
144,072
149,086
149,086144,072140,940137,925145,450109,465101,42097,84482,27484,221449,7360460,16700
   > Total Current Liabilities 
0
0
38,206
28,355
28,355
32,266
30,985
27,824
29,742
35,552
66,929
59,409
58,106
63,139
80,792
80,79263,13958,10659,40966,92935,55229,74227,82430,98532,26628,35528,35538,20600
       Short-term Debt 
0
0
3,077
0
3,077
2,750
2,750
8,035
7,935
8,093
8,601
9,196
9,198
9,152
9,301
9,3019,1529,1989,1968,6018,0937,9358,0352,7502,7503,07703,07700
       Short Long Term Debt 
0
0
3,077
0
3,077
2,750
2,750
2,750
2,750
2,750
2,750
2,750
2,750
2,750
2,750
2,7502,7502,7502,7502,7502,7502,7502,7502,7502,7503,07703,07700
       Accounts payable 
0
0
1,340
601
601
1,472
1,416
967
891
1,714
3,092
2,656
2,843
2,853
3,062
3,0622,8532,8432,6563,0921,7148919671,4161,4726016011,34000
       Other Current Liabilities 
0
0
32,369
5,567
23,861
27,408
26,024
17,164
19,825
24,452
54,051
44,078
43,260
47,661
68,429
68,42947,66143,26044,07854,05124,45219,82517,16426,02427,40823,8615,56732,36900
   > Long-term Liabilities 
0
0
421,961
0
421,381
51,955
51,289
70,020
71,678
73,913
78,521
78,516
82,834
80,933
68,294
68,29480,93382,83478,51678,52173,91371,67870,02051,28951,955421,3810421,96100
       Long term Debt Total 
0
0
0
0
0
51,823
51,157
50,491
49,824
49,158
48,492
47,826
47,160
0
0
0047,16047,82648,49249,15849,82450,49151,15751,82300000
       Other Liabilities 
0
0
0
136
136
132
132
129
4,065
7,344
9,547
0
16,139
16,761
0
016,76116,13909,5477,3444,065129132132136136000
       Deferred Long Term Liability 
0
0
0
4,424
4,424
5,744
6,609
6,205
6,398
6,541
7,291
0
5,605
5,636
0
05,6365,60507,2916,5416,3986,2056,6095,7444,4244,424000
> Total Stockholder Equity
0
0
-344,608
0
-329,238
182,275
197,027
221,681
236,151
246,350
269,521
289,021
308,030
325,628
354,329
354,329325,628308,030289,021269,521246,350236,151221,681197,027182,275-329,2380-344,60800
   Common Stock
0
0
0
0
0
235
236
237
238
238
239
241
241
242
161
16124224124123923823823723623500000
   Retained Earnings Total Equity00-189,124-183,288-186,647-184,648-183,198-183,180-191,926-191,23400000
   Accumulated Other Comprehensive Income 
0
0
58
0
74
-40
-34
-260
-1,012
-1,880
609
1,742
1,469
-500
2,909
2,909-5001,4691,742609-1,880-1,012-260-34-407405800
   Capital Surplus 
0
0
0
0
0
373,314
388,591
404,884
420,123
432,640
455,320
470,326
495,444
0
0
00495,444470,326455,320432,640420,123404,884388,591373,31400000
   Treasury Stock000000000000000
   Other Stockholders Equity 
0
0
-98,860
-86,632
-86,706
373,491
453,982
404,884
420,123
432,640
455,320
470,326
495,444
516,485
532,590
532,590516,485495,444470,326455,320432,640420,123404,884453,982373,491-86,706-86,632-98,86000



Balance Sheet

Currency in USD. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue368,168
Cost of Revenue-107,127
Gross Profit261,041261,041
 
Operating Income (+$)
Gross Profit261,041
Operating Expense-277,786
Operating Income-16,745-16,745
 
Operating Expense (+$)
Research Development123,925
Selling General Administrative93,496
Selling And Marketing Expenses60,365
Operating Expense277,786277,786
 
Net Interest Income (+$)
Interest Income0
Interest Expense-6,401
Other Finance Cost-12,099
Net Interest Income5,698
 
Pretax Income (+$)
Operating Income-16,745
Net Interest Income5,698
Other Non-Operating Income Expenses0
Income Before Tax (EBT)-22,866-10,624
EBIT - interestExpense = -6,401
-21,410
-15,226
Interest Expense6,401
Earnings Before Interest and Taxes (EBIT)0-16,465
Earnings Before Interest and Taxes (EBITDA)-16,745
 
After tax Income (+$)
Income Before Tax-22,866
Tax Provision-217
Net Income From Continuing Ops-21,603-23,083
Net Income-21,627
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses384,913
Total Other Income/Expenses Net-6,121-5,698
 

Technical Analysis of Clearwater Analytics Holdings Inc
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Clearwater Analytics Holdings Inc. The general trend of Clearwater Analytics Holdings Inc is BEARISH with 57.1% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Clearwater Analytics Holdings Inc's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-57.1%) Bearish trend (57.1%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Clearwater Analytics Holdings Inc.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 17.65 < 18.30 < 18.45.

The bearish price targets are: 16.10 > 15.95 > 15.28.

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Clearwater Analytics Holdings Inc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Clearwater Analytics Holdings Inc. The current mas is .

The long score for the Moving Averages is 3/14.
The longshort score for the Moving Averages is -8/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 < MA 100: The MA 50 is lower than the MA 100. -1
  • MA 50 < MA 200: The MA 50 is lower than the MA 200. -1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close < MA 100: The price is below the MA 100. -1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close < MA 200: The price is below the MA 200. -1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Clearwater Analytics Holdings Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Clearwater Analytics Holdings Inc. The current macd is -0.37468823.

The long score for the Moving Average Convergence/Divergence (MACD) is 3/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 2/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Clearwater Analytics Holdings Inc price going up in the near term. +2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for Clearwater Analytics Holdings Inc. This means that the short-term moving average is lower than the long-term moving average, signaling negative momentum and suggesting a higher likelihood of the Clearwater Analytics Holdings Inc price continuing to fall in the near future. It indicates that sellers are gaining control, and there is negativism in the market, leading to potential price decreases. -1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Clearwater Analytics Holdings Inc Daily Moving Average Convergence/Divergence (MACD) ChartClearwater Analytics Holdings Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Clearwater Analytics Holdings Inc. The current adx is 24.23.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -1/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell Clearwater Analytics Holdings Inc shares, leading to potential downward momentum in its price. -1
  • PLUS_ID < MINUS_DI && ADX < 25 && ADX trending down: The ADX is below 25 and indicates a weak or no trend. Also, the ADX is declining so there is no trend indication.
Clearwater Analytics Holdings Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Clearwater Analytics Holdings Inc. The current sar is 16.10.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Clearwater Analytics Holdings Inc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Clearwater Analytics Holdings Inc. The current rsi is 47.97. The current phase is Continuation in bear market.

The long score for the Relative Strength Index (RSI) is 1/13.
The longshort score for the Relative Strength Index (RSI) is -2/(-13 +13).

  • Continuation in bear market: Downtrend continues after a consolidation or pullback. Hold or add to short positions.
  • Trending up: The RSI is trending up. +1
Clearwater Analytics Holdings Inc Daily Relative Strength Index (RSI) ChartClearwater Analytics Holdings Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Clearwater Analytics Holdings Inc. The current phase is Overbought in bear market.

The long score for the Stochastic Oscillator is 6/6.
The longshort score for the Stochastic Oscillator is 6/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Clearwater Analytics Holdings Inc price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Clearwater Analytics Holdings Inc Daily Stochastic Oscillator ChartClearwater Analytics Holdings Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Clearwater Analytics Holdings Inc. The current cci is 108.65.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Clearwater Analytics Holdings Inc Daily Commodity Channel Index (CCI) ChartClearwater Analytics Holdings Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Clearwater Analytics Holdings Inc. The current cmo is 7.47235024.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Clearwater Analytics Holdings Inc Daily Chande Momentum Oscillator (CMO) ChartClearwater Analytics Holdings Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Clearwater Analytics Holdings Inc. The current willr is -3.85964912.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Clearwater Analytics Holdings Inc Daily Williams %R ChartClearwater Analytics Holdings Inc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Clearwater Analytics Holdings Inc.

Clearwater Analytics Holdings Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Clearwater Analytics Holdings Inc. The current atr is 0.51921512.

Clearwater Analytics Holdings Inc Daily Average True Range (ATR) ChartClearwater Analytics Holdings Inc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Clearwater Analytics Holdings Inc. The current obv is 7,326,983.

Clearwater Analytics Holdings Inc Daily On-Balance Volume (OBV) ChartClearwater Analytics Holdings Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Clearwater Analytics Holdings Inc. The current mfi is 67.70.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Clearwater Analytics Holdings Inc Daily Money Flow Index (MFI) ChartClearwater Analytics Holdings Inc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Clearwater Analytics Holdings Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-06DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-07STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-08MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2023-11-13DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-14BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-15STOCH LONG EXITThe %K line crosses below the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-11-17STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-21STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-24STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-28STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-29STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-30MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-01MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-12-05CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2023-12-06STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-07STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2023-12-08STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-11WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-15DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-18STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-19STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-20SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-12-21CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-22MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-27STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-28STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-29STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-02DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-01-05STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-10CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-11STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-12MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-17STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-18MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2024-01-19SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-22STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-23STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-24BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-01-25STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-29DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-30DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-01MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-02CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-05MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-07STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-08MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-02-09DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-13DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-14DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-15CCI LONG ENTRY SHORT CLOSE100 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-16STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-20STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-21STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-22CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-23STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-26STOCH LONG EXITThe %K line crosses below the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-02-27WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-28DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-29MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-04RSI LONG ENTRY SHORT CLOSE30 crossover to upside
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-05STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-03-06STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-07STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-08STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-13STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-15STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-20MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2024-03-22WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-25STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-26STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-27SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside

6.3. Candlestick Patterns

Clearwater Analytics Holdings Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Clearwater Analytics Holdings Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5047.972
Ma 20Greater thanMa 5017.024
Ma 50Greater thanMa 10018.386
Ma 100Greater thanMa 20019.125
OpenGreater thanClose17.320
Total1/5 (20.0%)
Penke

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