Added to YB: 2026-07-15
Pitch date: 2026-07-12
GWRE [bullish]
Guidewire Software, Inc.
+26.94%
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
$138.47
Price Target
N/A
Dividend
N/A
EV/EBITDA
74.02
P/E
101.07
EV/Sales
9.11
Sector
Software
Category
value
The Lawrence Method, One Year Later & A Closer Look at Guidewire Software (GWRE)
GWRE: P&C insurance core software near-monopoly, wide moat, ~99% retention, decades-long switching costs. Fiscal Q3 rev +27% YoY to $373M, 20.9% margin. EV/ARR compressed 18x→~9x; ~0.6x Morningstar $220 FV. But 33x FCF not cheap on today's cash. AI-panic selloff (-50% from highs). Guru Lawrence added 73% in Q1. Adding 1-2% starter.
Read full article (9 min)