Clearwater Analytics Holdings Inc (CWAN)vsIntuit Inc (INTU)
CWAN
Clearwater Analytics Holdings Inc
$23.40
+0.91%
TECHNOLOGY · Cap: $6.93B
INTU
Intuit Inc
$426.86
-1.29%
TECHNOLOGY · Cap: $120.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Intuit Inc generates 2651% more annual revenue ($20.12B vs $731.37M). INTU leads profitability with a 21.6% profit margin vs -5.3%. INTU appears more attractively valued with a PEG of 1.35. INTU earns a higher WallStSmart Score of 65/100 (C+).
CWAN
Hold42
out of 100
Grade: D
INTU
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWAN.
Margin of Safety
-308.7%
Fair Value
$104.45
Current Price
$426.86
$322.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 72.0% year-over-year
Revenue surging 41.0% year-over-year
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Keeps 22 of every $100 in revenue as profit
Generating 1.5B in free cash flow
Areas to Watch
2.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Earnings declined 18.5%
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 : INTU
The strongest argument for INTU centers on Revenue Growth, Market Cap, Return on Equity. Profitability is solid with margins at 21.6% and operating margin at 15.7%. Revenue growth of 41.0% demonstrates continued momentum.
Bear Case : CWAN
The primary concerns for CWAN are EPS Growth, Altman Z-Score, Piotroski F-Score.
Bear Case : INTU
The primary concerns for INTU are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
CWAN profiles as a hypergrowth stock while INTU is a growth play — different risk/reward profiles.
INTU carries more volatility with a beta of 1.28 — expect wider price swings.
CWAN is growing revenue faster at 72.0% — sustainability is the question.
INTU generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
INTU scores higher overall (65/100 vs 42/100), backed by strong 21.6% margins and 41.0% 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.
Intuit Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Intuit Inc. is an American business that specializes in financial software. Intuit's products include the tax preparation application TurboTax, personal finance app Mint and the small business accounting program QuickBooks.
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