Professional
Added to YB: 2024-11-13
Pitch date: 2024-09-30
GWRE [bullish]
Guidewire Software, Inc.
+12.27%
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
$18.2B
Pitch Price
$182.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
259.54
P/E
264.17
EV/Sales
14.75
Sector
Software
Category
growth
Baron FinTech Fund Portfolio Holding: Guidewire Software, Inc.
GWRE: Insurance software vendor reports strong Q4. ARR +19%, subscription rev +37%, subscription margins +11pts, FCF margin 18% (+16pts YoY). Cloud transition complete. Expects new wins, on-premise migrations, R&D shift to drive ARR. Targeting 30-50% of $15-30B TAM, 40%+ margins.
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