CWAN - Clearwater Analytics: Strong Business But Questionable Margin Trends
2024-03-28 16:05:27 ET
Summary
- The company has shown steady revenue growth but has experienced margin contraction and high operating expenses.
- Clearwater's valuation is reasonable due to concerns about pricing power and net revenue retention.
- Low levels of insider ownership coupled with high levels of stock-based compensation pose a risk for investors.