Added to YB: 2026-05-13
Pitch date: 2026-05-12
GWRE [neutral]
Guidewire Software, Inc.
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
$11.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
92.61
P/E
61.91
EV/Sales
8.31
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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