Added to YB: 2024-09-17
Pitch date: 2024-09-10
GWRE [bullish]
Guidewire Software, Inc.
-22.55%
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
$10.4B
Pitch Price
$166.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
109.38
P/E
115.29
EV/Sales
7.93
Sector
Software
Category
growth
Brown Capital Management Mid Company Fund Portfolio Holding: Guidewire Software, Inc.
GWRE: Leading P&C insurance software provider. Cloud transition gaining traction after 7-year struggle. Recent Q: Revenue +16% YoY, subscriptions +28%. GAAP profitable after 3 years. Raised guidance. Expect continued cloud adoption to drive growth & margins as insurers modernize.
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