Professional
Added to YB: 2024-02-20
Pitch date: 2023-12-31
GWRE [bullish]
Guidewire Software, Inc.
+63.04%
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
$107.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
74.02
P/E
101.07
EV/Sales
9.11
Sector
Software
Category
growth
Baron FinTech Fund Porfolio Holding - Guidewire Software Inc.
GWRE: Nearing successful cloud transition. Investor Day outlined plans for accelerating revenue growth & expanding margins based on anticipated customer wins. Shifting focus to new apps with substantial revenue potential. 90% customer retention, 80% new biz win rate. FCF/share to surpass $6 soon, expect continued stock appreciation.
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