Professional
Added to YB: 2025-08-11
Pitch date: 2025-06-30
GWRE [neutral]
Guidewire Software, Inc.
-25.22%
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
$235.05
Price Target
N/A
Dividend
N/A
EV/EBITDA
74.02
P/E
101.07
EV/Sales
9.11
Sector
Software
Category
growth
Baron Focused Growth Fund Portfolio Holding: Guidewire Software, Inc.
GWRE (holding update): P&C insurance software up 25.7% in quarter (+127bps). Cloud transition complete, ARR growing from customer migrations & new wins. Subscription margins +520bps. R&D shift from infrastructure to product development enables cross-sales. Potential to capture 30-50% of $15-30B TAM with 40%+ margins.
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