Clearwater Analytics Holdings, Inc. (CWAN)
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$24.560.00%
Close 2026-07-02 · 1-day change
NYSEInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · CWAN
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $25 the market pays 61× p/e — above the 37× p/e peer median but in line with its own 61× history. That premium reflects a durable franchise our peer-anchored $18 fair value understates; treat the 'expensive vs peers' read with medium confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| Peer P/FCF | 12M | $9.87 | 19.1 | 0.52 | TTM | high |
| Peer P/E | 12M | $14.89 | 37.2 | 0.40 | TTM | high |
| Peer P/S | 12M | $9.22 | 3.3 | 2.80 | TTM | high |
| Own P/E history | 12M | $24.56 | 61.4 | 0.40 | TTM | high |
| triangulated | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Not enough peers to compare yet.
Self-history needs ~20 months of data.
Trailing four: 2025-Q1, 2025-Q2, 2025-Q3, 2026-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $15.64 |
| 37.2 |
| 0.42 |
| Triangulated |
| high |
| Peer P/FCF | 3Y | $15.02 | 19.1 | 0.79 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $10.23 | 3.3 | 3.11 | guidance | medium |
| Peer P/FCF | 5Y | $19.86 | 19.1 | 1.04 | Hist. CAGR(prov.) | medium |
| Peer P/S | 5Y | $8.01 | 3.3 | 2.43 | guidance | medium |