Professional
Added to YB: 2024-11-13
Pitch date: 2024-09-30
GWRE [bullish]
Guidewire Software, Inc.
-3.79%
current return
Author Info
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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
Show full summary:
Baron FinTech Fund Portfolio Holding: Guidewire Software, Inc.
GWRE: Insurance software vendor reports strong Q4. ARR +19%, subscription rev +37%, subscription margins +11pts, FCF margin 18% (+16pts YoY). Cloud transition complete. Expects new wins, on-premise migrations, R&D shift to drive ARR. Targeting 30-50% of $15-30B TAM, 40%+ margins.
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