Clearwater Analytics Holdings Inc (CWAN)vsSnowflake Inc. (SNOW)
CWAN
Clearwater Analytics Holdings Inc
$24.56
0.00%
TECHNOLOGY · Cap: $7.33B
SNOW
Snowflake Inc.
$328.99
-0.22%
TECHNOLOGY · Cap: $116.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Snowflake Inc. generates 558% more annual revenue ($5.43B vs $825.73M). CWAN leads profitability with a -5.8% profit margin vs -20.1%. CWAN appears more attractively valued with a PEG of 1.78. CWAN earns a higher WallStSmart Score of 47/100 (D+).
CWAN
Hold47
out of 100
Grade: D+
SNOW
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.6%
Fair Value
$20.06
Current Price
$24.56
$4.50 premium
Margin of Safety
+56.2%
Fair Value
$408.16
Current Price
$328.99
$79.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 74.4% year-over-year
Earnings expanding 202.8% YoY
Revenue surging 35.1% year-over-year
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CWAN
The strongest argument for CWAN centers on Revenue Growth, EPS Growth. Revenue growth of 74.4% demonstrates continued momentum.
Bull Case : SNOW
The strongest argument for SNOW centers on Revenue Growth, Market Cap. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : CWAN
The primary concerns for CWAN are PEG Ratio, Altman Z-Score, Operating Margin.
Bear Case : SNOW
The primary concerns for SNOW are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
SNOW carries more volatility with a beta of 1.33 — expect wider price swings.
CWAN is growing revenue faster at 74.4% — sustainability is the question.
SNOW generates stronger free cash flow (84M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CWAN scores higher overall (47/100 vs 33/100) and 74.4% revenue growth. SNOW offers better value entry with a 56.2% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Clearwater Analytics Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clearwater Analytics Holdings Inc. (CWAN) is a premier provider of cutting-edge cloud-based investment accounting and analytics solutions tailored for investment firms, insurance companies, and global corporations. The company's sophisticated platform bolsters portfolio management and reporting, allowing clients to make strategic investment decisions while ensuring operational efficiency and adherence to regulatory requirements. With its strategic positioning in the dynamic financial technology sector, Clearwater is adept at harnessing the increasing need for integrated investment solutions, thereby fostering continued growth and innovation within the financial services landscape.
Snowflake Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Snowflake Inc. provides a cloud-based data platform in the United States and internationally. The company is headquartered in San Mateo, California.
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