Professional
Added to YB: 2024-09-23
Pitch date: 2024-09-23
GWRE [bullish]
Guidewire Software, Inc.
-15.49%
current return
Author Info
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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
$12.3B
Pitch Price
$174.93
Price Target
201.00 (+36%)
Dividend
N/A
EV/EBITDA
100.04
P/E
66.78
EV/Sales
8.98
Sector
Software
Category
growth
Guidewire Software ($GWRE)
GWRE: Leading P&C insurance software provider. Q4 revenue +8% to $291.5M, subscription +37%. Cloud momentum with 16 new deals. ARR acceleration expected in FY25/26 as cohorts mature. FY25 guidance: $1B ARR (+15% y/y), $1.14B revenue (+17% y/y). Margins expanding. Buy rating, 16% upside to $201 PT.