analyticsData & Analytics
Data as of Q4 2025
Summary Verdict
CWAN: 4—CFLT: 1wins
Rule of 40
84.3CWAN
26.3CFLT
check_circleCWAN leads
Revenue Growth
61.9%CWAN
21.1%CFLT
check_circleCWAN leads
Gross Margin
67%CWAN
74%CFLT
check_circleCFLT leads
FCF Margin
22.5%CWAN
5.2%CFLT
check_circleCWAN leads
Operating Margin
-1.1%CWAN
-32.6%CFLT
check_circleCWAN leads
NRR
—CWAN
—CFLT
Metric
Rule of 40Efficiency score
CWAN
84.3check_circle
CFLT
26.3
Revenue GrowthYoY
CWAN
61.9%check_circle
CFLT
21.1%
Gross Margin% of revenue
CWAN
67%
CFLT
74%check_circle
FCF MarginFree cash flow
CWAN
22.5%check_circle
CFLT
5.2%
Operating MarginGAAP
CWAN
-1.1%check_circle
CFLT
-32.6%
NRRNet retention
CWAN
N/A
CFLT
N/A
EV / RevenueValuation multiple
CWAN
N/A
CFLT
N/A
Market CapUSD
CWAN
N/A
CFLT
N/A
ARR GrowthYoY
CWAN
N/A
CFLT
N/A
CAC PaybackMonths to recover
CWAN
N/A
CFLT
N/A
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insights
Analysis
As of Q4 2025, Clearwater Analytics Holdings, Inc. trades at N/A EV/Revenue versus Confluent, Inc. at N/A. On the Rule of 40, Clearwater Analytics Holdings, Inc. scores 84.3 compared to Confluent, Inc.'s 26.3, placing Clearwater Analytics Holdings, Inc. ahead in operating efficiency. Gross margins stand at Clearwater Analytics Holdings, Inc. 67% vs Confluent, Inc. 74%.
Sector Context
Both companies operate in the Data & Analytics sector. The median columns above show where each company stands relative to their peers.