Added to YB: 2026-05-13
Pitch date: 2026-05-12
GWRE [neutral]
Guidewire Software, Inc.
+16.4%
current return
Author Info
No bio for this author
Company Info
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers the United States, Canada, other Americas, Europe, the Middle East, Africa, and Asia-Pacific.
Market Cap
$11.8B
Pitch Price
$129.72
Price Target
N/A
Dividend
N/A
EV/EBITDA
64.79
P/E
88.52
EV/Sales
7.98
Sector
Software
Category
growth
Day 46: Guidewire $GWRE, which features one of the highest multiples in software
GWRE (overview): Dominant P&C insurance core platform (quoting/claims/billing) at 7.7x EV/ARR, $1.44B ARR (+24% YoY), 99% gross retention. AI driving cloud migration acceleration, not disruption. Bull: entrenched vertical SaaS, conservative industry, AI collaboration hub. Bear: switching costs erode if AI speeds implementation, customers build in-house, auto insurance secular decline (35-40% P&C volume). New ProNavigator AI assistant sold 9 deals in Q2.
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