Clearwater Analytics Holdings Inc (CWAN)vsUber Technologies Inc (UBER)
CWAN
Clearwater Analytics Holdings Inc
$24.56
0.00%
TECHNOLOGY · Cap: $7.33B
UBER
Uber Technologies Inc
$70.37
-1.17%
TECHNOLOGY · Cap: $145.65B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 6402% more annual revenue ($53.69B vs $825.73M). UBER leads profitability with a 15.9% profit margin vs -5.8%. CWAN appears more attractively valued with a PEG of 1.78. UBER earns a higher WallStSmart Score of 54/100 (C-).
CWAN
Hold47
out of 100
Grade: D+
UBER
Buy54
out of 100
Grade: C-
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
+0.3%
Fair Value
$70.62
Current Price
$70.37
$0.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 74.4% year-over-year
Earnings expanding 202.8% YoY
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Expensive relative to growth rate
Earnings declined 84.6%
Distress zone — elevated risk
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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% demonstrates continued momentum.
Bear Case : CWAN
The primary concerns for CWAN are PEG Ratio, Altman Z-Score, Operating Margin.
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 mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.11 — expect wider price swings.
CWAN is growing revenue faster at 74.4% — sustainability is the question.
UBER generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (54/100 vs 47/100), backed by strong 15.9% margins and 14.5% 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 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.
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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