Stock GWRE GUIDEWIRE SOFTWARE, INC.
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Financials Guidewire Software, Inc.

Equities

GWRE

US40171V1008

Software

Market Closed - Nyse
Other stock markets
 04:00:02 2024-04-26 pm EDT 		5-day change 1st Jan Change
113.6 USD +1.40% Intraday chart for Guidewire Software, Inc. +5.49% +4.14%
Apr. 16 Guidewire Claims Processes with Claimatic?s New Guidewire Cloud Integration CI
Mar. 28 Guidewire Jasper Release Boosts Commercial Lines Agility for P&C Insurers and Strengthens Functionality Across Entire Product Portfolio CI

Valuation

Fiscal Period: July 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 8,352 9,787 9,579 6,514 6,908 9,461 - -
Enterprise Value (EV) 1 7,331 8,802 8,692 6,514 6,507 8,837 8,687 8,401
P/E ratio 408 x -357 x -146 x -36 x -62.4 x -440 x 680 x 217 x
Yield - - - - - - - -
Capitalization / Revenue 11.6 x 13.2 x 12.9 x 8.02 x 7.63 x 9.8 x 8.7 x 7.61 x
EV / Revenue 10.2 x 11.9 x 11.7 x 8.02 x 7.19 x 9.16 x 7.99 x 6.76 x
EV / EBITDA 45.2 x 73 x 202 x -252 x 220 x 82.9 x 49.7 x 32.4 x
EV / FCF 103 x 96 x 105 x -109 x 310 x 73.7 x 46.8 x 34.4 x
FCF Yield 0.97% 1.04% 0.95% -0.92% 0.32% 1.36% 2.14% 2.91%
Price to Book 5.36 x 5.88 x 6.23 x - - 6.78 x 5.96 x -
Nbr of stocks (in thousands) 81,814 83,180 83,155 83,816 81,445 83,322 - -
Reference price 2 102.1 117.7 115.2 77.72 84.82 113.6 113.6 113.6
Announcement Date 9/5/19 9/2/20 9/2/21 9/6/22 9/7/23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: July 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 719.5 742.3 743.3 812.6 905.3 965.2 1,088 1,243
EBITDA 1 162.1 120.6 42.98 -25.83 29.63 106.6 174.7 259.6
EBIT 1 122.1 104.8 25.99 -45.29 11.68 88.85 155.8 223.7
Operating Margin 16.97% 14.11% 3.5% -5.57% 1.29% 9.21% 14.32% 18%
Earnings before Tax (EBT) 1 12.45 -24.33 -104.3 -229.7 -134.1 -36.87 7.644 59.08
Net income 1 20.73 -27.2 -66.51 -180.4 -111.9 -23.91 4.357 48.23
Net margin 2.88% -3.66% -8.95% -22.2% -12.36% -2.48% 0.4% 3.88%
EPS 2 0.2500 -0.3300 -0.7900 -2.160 -1.360 -0.2583 0.1670 0.5233
Free Cash Flow 1 71.2 91.69 82.73 -59.72 20.97 119.9 185.5 244.2
FCF margin 9.9% 12.35% 11.13% -7.35% 2.32% 12.42% 17.05% 19.64%
FCF Conversion (EBITDA) 43.94% 76.05% 192.47% - 70.76% 112.45% 106.19% 94.05%
FCF Conversion (Net income) 343.45% - - - - - 4,257.39% 506.28%
Dividend per Share 2 - - - - - - - -
Announcement Date 9/5/19 9/2/20 9/2/21 9/6/22 9/7/23 - - -
1USD in Million2USD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: Juli 2022 Q1 2022 Q2 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 Q3
Net sales 1 165.9 204.6 197.4 244.6 195.3 232.6 207.5 270 207.4 240.9 231.4 285.6 236.7 268.7 262.1
EBITDA 1 -24.03 7.789 -19.9 10.31 -31.06 20.3 -7.907 48.3 8.144 29.81 13.56 54.09 18.87 46.74 32.59
EBIT 1 -28.71 3.014 -24.9 5.305 -35.9 15.06 -12.22 44.74 4.069 25.68 8.54 50.38 12.94 43.9 29.04
Operating Margin -17.3% 1.47% -12.61% 2.17% -18.38% 6.47% -5.89% 16.57% 1.96% 10.66% 3.69% 17.64% 5.47% 16.34% 11.08%
Earnings before Tax (EBT) 1 -68.31 -51.64 -73.22 -36.54 -85.41 -8.21 -56.23 15.76 -38.59 6.964 -26.37 24.7 -14.61 10.83 -1.728
Net income 1 -51.28 -40.68 -57.44 -31.03 -69.32 -9.189 -45.57 12.22 -27.07 9.687 -21.06 13.49 -15.71 7.347 -4.898
Net margin -30.9% -19.88% -29.09% -12.69% -35.5% -3.95% -21.96% 4.53% -13.05% 4.02% -9.1% 4.72% -6.64% 2.73% -1.87%
EPS 2 -0.6200 -0.4900 -0.6900 -0.3700 -0.8300 -0.1100 -0.5600 0.1500 -0.3300 0.1200 -0.2285 0.1827 -0.1640 0.0660 -0.0200
Dividend per Share 2 - - - - - - - - - - - - - - -
Announcement Date 12/2/21 3/8/22 6/7/22 9/6/22 12/6/22 3/6/23 6/1/23 9/7/23 12/7/23 3/7/24 - - - - -
1USD in Million2USD
Estimates

Balance Sheet Analysis

Fiscal Period: Juli 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 1,020 985 887 - 402 624 774 1,060
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 71.2 91.7 82.7 -59.7 21 120 185 244
ROE (net income / shareholders' equity) 8.02% 6.55% 2.58% -2.84% 2.2% 7.8% 11.4% 12.5%
ROA (Net income/ Total Assets) 5.78% 4.67% 1.76% -7.86% -5.21% 4.83% 6.73% -
Assets 1 358.7 -582.7 -3,773 2,294 2,147 -495.1 64.71 -
Book Value Per Share 2 19.00 20.00 18.50 - - 16.80 19.10 -
Cash Flow per Share 1.400 - 1.340 -0.4500 0.4700 - - -
Capex 1 44.9 21.4 19 9.51 5.82 11.2 13.3 10.6
Capex / Sales 6.24% 2.88% 2.56% 1.17% 0.64% 1.16% 1.23% 0.85%
Announcement Date 9/5/19 9/2/20 9/2/21 9/6/22 9/7/23 - - -
1USD in Million2USD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Guidewire Software, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
17
Last Close Price
113.6 USD
Average target price
126.3 USD
Spread / Average Target
+11.24%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Enterprise Software

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Enterprise Software
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