Guidewire Software Inc. (GWRE)$140.26

Market Cap: 17.65 BCurrency: USD

Research Snapshot

Static fundamentals, valuation context, and investor signals for Guidewire Software Inc. (GWRE).

TECHNOLOGY

SOFTWARE - APPLICATION

DCF ready

Valuation

57.4x

EV/FCF, 1.7% FCF yield

Quality

4.8%

ROIC, 24.5% FCF margin

Growth

10.1%

5Y sales (revenue) CAGR

Balance sheet

0.0x

Debt/equity, 2.8x current ratio

Superinvestors

Top: Bryan Lawrence (9.5%)

Strengths to research

Revenue compounded at 10.1% over five years.
Free cash flow compounded at 26.3% over five years.
Free cash flow margin is healthy at 24.5%.
Debt/equity looks manageable at 0.0x.

Watchouts

P/E is elevated at 173.2x.
P/FCF is elevated at 59.8x.

Annual data: 10 periods

Quarterly data: 24 periods

Stock snapshot: May 25, 2026

Static dataset: May 25, 2026

Quality Scorecard

Build-time composite score for GWRE.

Grade B

/ 100

Peer Comparison

Target stock against 8 market-cap comparable peers.

Heat map: red worst to green best


GWRE Target	Guidewire Software Inc.	$17.6B	173.2x	57.4x	4.8%	10.1%	24.5%	62.5%	-14.5x	N/A
DOCU	DOCUSIGN, INC.	$16.7B	33.5x	15.2x	16.1%	17.2%	32.9%	79.4%	-1.5x	N/A
SSNC	SS&C Technologies Holdings Inc.	$19.3B	21.3x	11.3x	11.6%	6.1%	26.5%	48.2%	-0.2x	N/A
PTC	PTC Inc.	$19.4B	24.4x	23.7x	14.7%	13.4%	31.3%	83.8%	0.9x	N/A
GRAB	Grab Holdings Ltd Cl A	$19.8B	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A
DT	Dynatrace Inc.	$14.2B	76.3x	24.8x	6.2%	23.5%	26.2%	81.6%	-4.2x	N/A
MNDY	monday.com Ltd.	$13.9B	35.3x	39.5x	9.5%	50.2%	25.4%	89.2%	-124.7x	N/A
BSY	Bentley Systems Inc Class B	$13.3B	39.0x	27.7x	11.4%	13.4%	34.6%	81.5%	3.1x	N/A
TYL	Tyler Technologies Inc.	$23.7B	43.5x	36.5x	7.3%	15.9%	27.3%	46.5%	-0.8x	N/A

Financial Charts

No financial data available for GWRE (annual).

1 superinvestors own GWRE

Current quarter ownership and quarter-over-quarter share changes.

Superinvestor ownership

Fund	Shares	Value	% Portfolio	QoQ Change
Bryan Lawrence Oakcliff Capital	144,183	$22M	9.51%	▲ +50.5%