Professional
Added to YB: 2026-04-02
Pitch date: 2026-01-31
GWRE [neutral]
Guidewire Software, Inc.
+25.54%
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
$140.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
74.02
P/E
101.07
EV/Sales
9.11
Sector
Software
Category
growth
Baron Financials ETF Portfolio Holding: Guidewire Software, Inc.
GWRE (holding update): P&C insurance software vendor's cloud migration largely complete. Landmark 10-yr deal w/ Liberty Mutual (5th largest US insurer, $45B premiums) to migrate ClaimCenter & adopt PolicyCenter cloud should drive Tier 1 adoption. Targeting 30-50% of $15-30B TAM in $2.5T global P&C market, 40%+ margins via ARR growth from new wins & migrations.
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