Clearwater Analytics (CWAN) Competitors

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

Do institutionals & insiders have more ownership in CWAN or FROG?

50.1% of Clearwater Analytics shares are owned by institutional investors. Comparatively, 85.0% of JFrog shares are owned by institutional investors. 2.1% of Clearwater Analytics shares are owned by company insiders. Comparatively, 30.6% of JFrog shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Does the media prefer CWAN or FROG?

In the previous week, JFrog had 2 more articles in the media than Clearwater Analytics. MarketBeat recorded 11 mentions for JFrog and 9 mentions for Clearwater Analytics. JFrog's average media sentiment score of 0.90 beat Clearwater Analytics' score of 0.34 indicating that JFrog is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Clearwater Analytics	2 Very Positive mention(s)	0 Positive mention(s)	6 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Neutral
JFrog	6 Very Positive mention(s)	2 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Does the MarketBeat Community favor CWAN or FROG?

JFrog received 32 more outperform votes than Clearwater Analytics when rated by MarketBeat users. Likewise, 55.05% of users gave JFrog an outperform vote while only 36.36% of users gave Clearwater Analytics an outperform vote.

Company	Underperform	Outperform
Clearwater Analytics	Outperform Votes 28 36.36%	Underperform Votes 49 63.64%
JFrog	Outperform Votes 60 55.05%	Underperform Votes 49 44.95%

Is CWAN or FROG more profitable?

Clearwater Analytics has a net margin of -5.80% compared to JFrog's net margin of -17.51%. Clearwater Analytics' return on equity of -0.44% beat JFrog's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Clearwater Analytics	-5.80%	-0.44%	-0.32%
JFrog	-17.51%	-6.01%	-4.26%

Which has more risk & volatility, CWAN or FROG?

Clearwater Analytics has a beta of 0.45, indicating that its stock price is 55% less volatile than the S&P 500. Comparatively, JFrog has a beta of 0.99, indicating that its stock price is 1% less volatile than the S&P 500.

Which has higher valuation & earnings, CWAN or FROG?

Clearwater Analytics has higher revenue and earnings than JFrog. Clearwater Analytics is trading at a lower price-to-earnings ratio than JFrog, 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	$368.17M	10.81	-$21.63M	-$0.11	-147.82
JFrog	$349.89M	10.96	-$61.26M	-$0.60	-62.72

Do analysts rate CWAN or FROG?

Clearwater Analytics currently has a consensus target price of $22.00, indicating a potential upside of 35.30%. JFrog has a consensus target price of $43.46, indicating a potential upside of 15.16%. Given Clearwater Analytics' higher possible upside, equities research analysts clearly believe Clearwater Analytics is more favorable than JFrog.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Clearwater Analytics	1 Sell rating(s)	3 Hold rating(s)	6 Buy rating(s)	0 Strong Buy rating(s)	2.50
JFrog	0 Sell rating(s)	1 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.92

Summary

JFrog beats Clearwater Analytics on 11 of the 18 factors compared between the two stocks.