Clearwater Analytics (CWAN) Competitors

Clearwater Analytics (NYSE:CWAN) and Trade Desk (NASDAQ:TTD) are both computer and technology companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, community ranking, earnings, valuation, profitability, dividends, media sentiment and institutional ownership.

Which has more volatility & risk, CWAN or TTD?

Clearwater Analytics has a beta of 0.76, suggesting that its stock price is 24% less volatile than the S&P 500. Comparatively, Trade Desk has a beta of 1.56, suggesting that its stock price is 56% more volatile than the S&P 500.

Do insiders & institutionals believe in CWAN or TTD?

50.1% of Clearwater Analytics shares are owned by institutional investors. Comparatively, 67.8% of Trade Desk shares are owned by institutional investors. 4.6% of Clearwater Analytics shares are owned by insiders. Comparatively, 9.7% of Trade Desk shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Does the MarketBeat Community believe in CWAN or TTD?

Trade Desk received 795 more outperform votes than Clearwater Analytics when rated by MarketBeat users. Likewise, 76.47% of users gave Trade Desk an outperform vote while only 46.73% of users gave Clearwater Analytics an outperform vote.

Company	Underperform	Outperform
Clearwater Analytics	Outperform Votes 50 46.73%	Underperform Votes 57 53.27%
Trade Desk	Outperform Votes 845 76.47%	Underperform Votes 260 23.53%

Which has better earnings and valuation, CWAN or TTD?

Trade Desk has higher revenue and earnings than Clearwater Analytics. Clearwater Analytics is trading at a lower price-to-earnings ratio than Trade Desk, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Clearwater Analytics	$451.80M	12.99	-$21.63M	$1.66	14.08
Trade Desk	$2.44B	9.99	$393.08M	$0.78	63.13

Do analysts recommend CWAN or TTD?

Clearwater Analytics presently has a consensus price target of $33.80, indicating a potential upside of 44.61%. Trade Desk has a consensus price target of $109.69, indicating a potential upside of 122.77%. Given Trade Desk's stronger consensus rating and higher possible upside, analysts plainly believe Trade Desk is more favorable than Clearwater Analytics.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Clearwater Analytics	1 Sell rating(s)	0 Hold rating(s)	9 Buy rating(s)	0 Strong Buy rating(s)	2.80
Trade Desk	0 Sell rating(s)	5 Hold rating(s)	23 Buy rating(s)	1 Strong Buy rating(s)	2.86

Is CWAN or TTD more profitable?

Clearwater Analytics has a net margin of 93.97% compared to Trade Desk's net margin of 16.08%. Trade Desk's return on equity of 16.38% beat Clearwater Analytics' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Clearwater Analytics	93.97%	7.11%	5.21%
Trade Desk	16.08%	16.38%	7.69%

Does the media prefer CWAN or TTD?

In the previous week, Trade Desk had 47 more articles in the media than Clearwater Analytics. MarketBeat recorded 59 mentions for Trade Desk and 12 mentions for Clearwater Analytics. Clearwater Analytics' average media sentiment score of 1.48 beat Trade Desk's score of 0.30 indicating that Clearwater Analytics is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Clearwater Analytics	11 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Trade Desk	17 Very Positive mention(s)	6 Positive mention(s)	24 Neutral mention(s)	6 Negative mention(s)	2 Very Negative mention(s)	Neutral

Summary

Trade Desk beats Clearwater Analytics on 15 of the 19 factors compared between the two stocks.