Professional
Added to YB: 2024-10-24
Pitch date: 2024-09-30
GWRE [bullish]
Guidewire Software, Inc.
-3.79%
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
$182.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
74.02
P/E
101.07
EV/Sales
9.11
Sector
Software
Category
growth
Baron Opportunity Fund Portfolio Holding: Guidewire Software, Inc.
GWRE: P&C insurance software vendor's cloud transition succeeding. Q4: ARR +14%, cloud sub rev +37%, sub gross margins +1000bps, CFO beat $50M. InsuranceSuite Cloud driving growth. Ahead of 2025 margin targets, FCF inflection. Potential to capture 30-50% of $15-30B TAM with 40%+ margins.
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