Clearwater Analytics Holdings Inc (CWAN)vsUber Technologies Inc (UBER)
CWAN
Clearwater Analytics Holdings Inc
$23.40
+0.91%
TECHNOLOGY · Cap: $6.93B
UBER
Uber Technologies Inc
$73.08
+1.02%
TECHNOLOGY · Cap: $150.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 7012% more annual revenue ($52.02B vs $731.37M). UBER leads profitability with a 19.3% profit margin vs -5.3%. UBER appears more attractively valued with a PEG of 4.51. UBER earns a higher WallStSmart Score of 56/100 (C).
CWAN
Hold42
out of 100
Grade: D
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWAN.
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$73.08
$40.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 72.0% year-over-year
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
2.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CWAN
The strongest argument for CWAN centers on Revenue Growth. Revenue growth of 72.0% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : CWAN
The primary concerns for CWAN are EPS Growth, Altman Z-Score, Piotroski F-Score.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CWAN profiles as a hypergrowth stock while UBER is a growth play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
CWAN is growing revenue faster at 72.0% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (56/100 vs 42/100), backed by strong 19.3% margins and 20.1% revenue growth. Both earn "Buy" and "Hold" 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 leading provider of innovative cloud-based investment accounting and analytics solutions, serving a diverse clientele that includes investment firms, insurance companies, and multinational corporations. By delivering advanced data aggregation and analytics on its cutting-edge platform, Clearwater enhances portfolio management and reporting capabilities, enabling clients to make informed strategic investment decisions. With a strong focus on operational efficiency and regulatory compliance, the company has established itself as a trusted partner within the financial services industry. As the financial technology landscape continues to evolve, Clearwater is well-positioned to capitalize on the growing demand for comprehensive investment solutions, driving sustainable growth and ongoing innovation.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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