Professional
Added to YB: 2025-06-27
Pitch date: 2025-04-12
GWRE [neutral]
Guidewire Software, Inc.
-9.82%
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
$13.5B
Pitch Price
$194.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
74.02
P/E
101.07
EV/Sales
9.11
Sector
Software
Category
growth
BBH Select Series - Mid Cap Fund Portfolio Holding: Guidewire Software, Inc.
GWRE (holding update): Leading P&C insurance software provider, +11.1% in Q, 5.5% position. Strong Q2 beat, raised guidance. Gross margins on subscription/support up to 69% from 65%, with ~80% incremental margins. Outperforming competitors. New target: 50%+ of P&C premiums vs 23% now. Benefits from rising insurance rates/premiums.
Read full article (1 min)