Professional
Added to YB: 2025-06-27
Pitch date: 2025-04-12
GWRE [neutral]
Guidewire Software, Inc.
+5.23%
current return
Author Info
No bio for this author
Company Info
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications.
Market Cap
$18.2B
Pitch Price
$194.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
259.54
P/E
264.17
EV/Sales
14.75
Sector
Software
Category
growth
BBH Select Series - Mid Cap Fund Portfolio Holding: Guidewire Software, Inc.
GWRE (holding update): Leading P&C insurance software provider, +11.1% in Q, 5.5% position. Strong Q2 beat, raised guidance. Gross margins on subscription/support up to 69% from 65%, with ~80% incremental margins. Outperforming competitors. New target: 50%+ of P&C premiums vs 23% now. Benefits from rising insurance rates/premiums.
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