Clearwater Analytics [CWAN] vs Salesforce [CRM] Detailed Stock Comparison
Clearwater Analytics
NYSE
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Salesforce
NYSE
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Clearwater Analytics wins in 6 metrics, Salesforce wins in 12 metrics, with 0 ties. Salesforce appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Clearwater Analytics | Salesforce | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 10.96 | 34.94 | Clearwater Analytics |
| Price-to-Book Ratio | 2.56 | 3.74 | Clearwater Analytics |
| Debt-to-Equity Ratio | 46.52 | 19.26 | Salesforce |
| PEG Ratio | 0.00 | 1.06 | Clearwater Analytics |
| EV/EBITDA | 115.01 | 19.73 | Salesforce |
| Profit Margin (TTM) | 73.74% | 16.87% | Clearwater Analytics |
| Operating Margin (TTM) | -4.83% | 22.82% | Salesforce |
| EBITDA Margin (TTM) | N/A | 22.82% | N/A |
| Return on Equity | 33.75% | 11.20% | Clearwater Analytics |
| Return on Assets (TTM) | 0.63% | 5.52% | Salesforce |
| Free Cash Flow (TTM) | $69.06M | $12.43B | Salesforce |
| Dividend Yield | N/A | 0.62% | N/A |
| 1-Year Return | -31.46% | -16.79% | Salesforce |
| Price-to-Sales Ratio (TTM) | 10.36 | 5.79 | Salesforce |
| Enterprise Value | $5.92B | $225.26B | Salesforce |
| EV/Revenue Ratio | 10.75 | 5.70 | Salesforce |
| Gross Profit Margin (TTM) | 65.14% | 78.10% | Salesforce |
| Revenue per Share (TTM) | $2 | $41 | Salesforce |
| Earnings per Share (Diluted) | $1.60 | $6.88 | Salesforce |
| Beta (Stock Volatility) | 0.69 | 1.20 | Clearwater Analytics |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Clearwater Analytics vs Salesforce Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Clearwater Analytics | 0.80% | -1.94% | -13.42% | -20.62% | -22.97% | -35.06% |
| Salesforce | -2.46% | 1.16% | -4.97% | -11.14% | -1.83% | -27.50% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Clearwater Analytics | -31.46% | 20.78% | -30.35% | -30.35% | -30.35% | -30.35% |
| Salesforce | -16.79% | 68.57% | -7.28% | 204.35% | 784.98% | 4,219.64% |
News Based Sentiment: Clearwater Analytics vs Salesforce
Clearwater Analytics
News based Sentiment: MIXED
Clearwater Analytics reported strong revenue growth and secured key partnerships, but the stock price has significantly declined and experienced insider selling. This creates a mixed investment narrative, making it a potentially attractive but risky opportunity for investors. The upcoming Q3 earnings report will be crucial in clarifying the company's trajectory.
Salesforce
News based Sentiment: MIXED
Salesforce delivered strong Q2 and Q3 results, raising guidance and expanding partnerships, but faced user backlash regarding Agentforce and initial market volatility. The mixed analyst reactions and insider trading activity add complexity to the overall investment picture, making it a significant but not overwhelmingly positive month.
Performance & Financial Health Analysis: Clearwater Analytics vs Salesforce
| Metric | CWAN | CRM |
|---|---|---|
| Market Information | ||
| Market Cap | $5.82B | $236.34B |
| Market Cap Category | Mid cap | Mega cap |
| 10 Day Avg. Volume | 4,338,920 | 7,873,910 |
| 90 Day Avg. Volume | 4,406,137 | 9,660,590 |
| Last Close | $17.67 | $239.74 |
| 52 Week Range | $17.15 - $35.71 | $226.48 - $369.00 |
| % from 52W High | -50.52% | -35.03% |
| All-Time High | $35.71 (Nov 04, 2024) | $369.00 (Dec 02, 2024) |
| % from All-Time High | -50.52% | -35.03% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.70% | 0.10% |
| Quarterly Earnings Growth | 0.70% | 0.32% |
| Financial Health | ||
| Profit Margin (TTM) | 0.74% | 0.17% |
| Operating Margin (TTM) | -0.05% | 0.23% |
| Return on Equity (TTM) | 0.34% | 0.11% |
| Debt to Equity (MRQ) | 46.52 | 19.26 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $6.84 | $64.22 |
| Cash per Share (MRQ) | $0.25 | $16.15 |
| Operating Cash Flow (TTM) | $91.94M | $13.17B |
| Levered Free Cash Flow (TTM) | $128.20M | $13.90B |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | 0.62% |
| Last 12-Month Dividend | N/A | $1.62 |
Valuation & Enterprise Metrics Analysis: Clearwater Analytics vs Salesforce
| Metric | CWAN | CRM |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 10.96 | 34.94 |
| Forward P/E | 33.09 | 21.60 |
| PEG Ratio | 0.00 | 1.06 |
| Price to Sales (TTM) | 10.36 | 5.79 |
| Price to Book (MRQ) | 2.56 | 3.74 |
| Market Capitalization | ||
| Market Capitalization | $5.82B | $236.34B |
| Enterprise Value | $5.92B | $225.26B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 10.75 | 5.70 |
| Enterprise to EBITDA | 115.01 | 19.73 |
| Risk & Other Metrics | ||
| Beta | 0.69 | 1.20 |
| Book Value per Share (MRQ) | $6.84 | $64.22 |
Financial Statements Comparison: Clearwater Analytics vs Salesforce
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | CWAN | CRM |
|---|---|---|
| Revenue/Sales | $126.86M | $10.24B |
| Cost of Goods Sold | $33.92M | $2.24B |
| Gross Profit | $92.94M | $7.99B |
| Research & Development | $37.40M | $1.48B |
| Operating Income (EBIT) | $7.08M | $2.34B |
| EBITDA | $10.23M | $3.15B |
| Pre-Tax Income | $8.49M | $2.41B |
| Income Tax | $1.55M | $519.00M |
| Net Income (Profit) | $6.94M | $1.89B |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | CWAN | CRM |
|---|---|---|
| Cash & Equivalents | $275.16M | $10.93B |
| Total Current Assets | $422.06M | $25.87B |
| Total Current Liabilities | $82.95M | $24.20B |
| Long-Term Debt | $58.22M | $10.78B |
| Total Shareholders Equity | $1.14B | $60.67B |
| Retained Earnings | $286.21M | $17.50B |
| Property, Plant & Equipment | $62.47M | $5.26B |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | CWAN | CRM |
|---|---|---|
| Operating Cash Flow | $32.60M | $6.89B |
| Capital Expenditures | $-1.47M | N/A |
| Free Cash Flow | $23.03M | $6.30B |
| Debt Repayment | $-688,000 | $-179.00M |
| Common Stock Repurchase | N/A | $-2.63B |
Short Interest & Institutional Ownership Analysis
| Metric | CWAN | CRM |
|---|---|---|
| Shares Short | 13.35M | 13.05M |
| Short Ratio | 3.35 | 1.27 |
| Short % of Float | 0.05% | 0.01% |
| Average Daily Volume (10 Day) | 4,338,920 | 7,873,910 |
| Average Daily Volume (90 Day) | 4,406,137 | 9,660,590 |
| Shares Outstanding | 235.10M | 962.00M |
| Float Shares | 285.51M | 926.65M |
| % Held by Insiders | 0.01% | 0.03% |
| % Held by Institutions | 1.00% | 0.83% |
Dividend Analysis & Yield Comparison: Clearwater Analytics vs Salesforce
| Metric | CWAN | CRM |
|---|---|---|
| Last 12-Month Dividend | N/A | $1.62 |
| Last 12-Month Dividend Yield | N/A | 0.62% |
| 3-Year Avg Annual Dividend | N/A | $0.67 |
| 3-Year Avg Dividend Yield | N/A | 0.15% |
| 3-Year Total Dividends | N/A | $2.02 |
| Ex-Dividend Date | N/A | Apr 10, 2025 |