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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

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GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 3/10

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» GWRE's 10-Y Financials

Financials (Next Earnings Date: 2017-03-02)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

GWRE Guru Trades in Q1 2016

Steven Cohen 27,200 sh (New)
Columbia Wanger 299,069 sh (New)
Wallace Weitz 7,000 sh (New)
Joel Greenblatt 10,826 sh (New)
Paul Tudor Jones 10,200 sh (+108.16%)
RS Investment Management Sold Out
Ron Baron 5,231,154 sh (-0.91%)
Frank Sands 228,090 sh (-6.61%)
Jim Simons 119,600 sh (-73.49%)
» More
Q2 2016

GWRE Guru Trades in Q2 2016

Columbia Wanger 327,506 sh (+9.51%)
Wallace Weitz 7,000 sh (unchged)
Paul Tudor Jones 10,200 sh (unchged)
Joel Greenblatt Sold Out
Steven Cohen Sold Out
Frank Sands 227,490 sh (-0.26%)
Ron Baron 5,070,041 sh (-3.08%)
Jim Simons 74,600 sh (-37.63%)
» More
Q3 2016

GWRE Guru Trades in Q3 2016

Jim Simons 402,300 sh (+439.28%)
Wallace Weitz 7,000 sh (unchged)
Ron Baron 5,051,783 sh (-0.36%)
Columbia Wanger 319,602 sh (-2.41%)
Frank Sands 218,090 sh (-4.13%)
Paul Tudor Jones 5,490 sh (-46.18%)
» More
Q4 2016

GWRE Guru Trades in Q4 2016

Wallace Weitz 11,000 sh (+57.14%)
Paul Tudor Jones Sold Out
Frank Sands 217,590 sh (-0.23%)
Ron Baron 5,001,845 sh (-0.99%)
Jim Simons 232,700 sh (-42.16%)
Columbia Wanger 152,024 sh (-52.43%)
» More
» Details

Insider Trades

Latest Guru Trades with GWRE

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Application Software » Software - Infrastructure    NAICS: 511210    SIC: 7372
Compare:NYSE:FICO, NAS:JCOM, NAS:NTNX, NYSE:COTV, OTCPK:TMNSF, OTCPK:STWRY, NAS:ULTI, NYSE:BKFS, NYSE:BOX, NYSE:DBD, OTCPK:WCAGY, OTCPK:DHIFF, OTCPK:XROLF, NYSE:NEWR, NAS:CYBR, NAS:TWOU, NAS:BL, OTCPK:WPYGY, NYSE:QTWO, NAS:COUP » details
Traded in other countries:0GS.Germany,
Guidewire Software Inc is a provider of software products for property & casualty insurers. It provides Internet-based software platforms for core insurance operations, including underwriting and policy administration, claim management and billing.

Guidewire Software Inc is a provider of software products for Property & Casualty insurers. Its software serves as a technology platform for P&C insurance carriers. Its platform consists of three key elements: core transaction processing, data management and analytics, and digital engagement, which work together to strengthen its customers' ability to adapt and succeed. Guidewire InsuranceSuite provides transactional systems of record supporting the entire insurance lifecycle. Its data and analytics products enable insurers to manage data more effectively and gain insights into their business. Its digital engagement products support digital sales, service and claims experiences for policyholders, agents, and field employees. Its solutions are delivered through a web-based interface and can be deployed either on-premise, which a majority of customers choose, or in cloud environments. It markets and sells its products to a variety of P&C insurance carriers ranging from some of the global insurers to national carriers to regional carriers. The Company is subject to federal, state and local income taxes in the United States and in foreign jurisdictions.

Guru Investment Theses on Guidewire Software Inc

Baron Opportunity Fund Comments on Guidewire Software - Feb 21, 2017

Shares of property and casualty insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) detracted in the fourth quarter as accounting rules and commercial terms will force it to delay revenue recognition on a large new deal into next fiscal year. Guidewire is the leading P&C core systems vendor, with near-perfect retention rates, growing installed base, and accelerating adoption. The company is early in its core system replacement cycle, and has tripled its addressable market through new products and cloud delivery. We believe Accenture’s new relationship with Guidewire will help to enhance pricing and win rates and shorten sales cycles. (Neal Rosenberg)



From Baron Funds' Baron Opportunity Fund fourth quarter 2016 commentary.



Check out Ron Baron latest stock trades

Baron Asset Fund Comments on Guidewire Software - Jan 30, 2017

Shares of property and casualty (P&C) insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) fell, as the company was forced to delay revenue recognition on a large new deal. Guidewire is the leading P&C core systems vendor, with near-perfect retention rates, a growing installed user base, and accelerating customer adoption. The company is early in its core system replacement cycle, and it has tripled its addressable market through new products and cloud-based delivery. We believe Accenture’s new relationship with Guidewire will help to enhance its pricing and win rates, while also shortening its sales cycle. We believe the recent drop in the stock was not warranted, given the company’s meaningful long-term growth trajectory.



From Barron Asset Fund fourth quarter 2016 commentary.



Check out Ron Baron latest stock trades

Baron Funds Comments on Guidewire Software - Jul 25, 2016

Shares of property and casualty insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) increased as the company continued to capture an increasing share of its target market. Guidewire enjoys near-perfect client retention rates, a growing installed base of users, and accelerating adoption of its product offerings. We believe that insurers are in the early stages of replacing the core software systems needed to run their businesses, and Guidewire continues to expand its addressable market through persistent product innovation. In addition, in April, Accenture plc sold a majority stake in Duck Creek, the largest direct Guidewire competitor, and extended its relationship with Guidewire. We believe this will lead to improved pricing and better client win rates for Guidewire.



Baron Asset Fund second quarter shareholder letter.



Check out Ron Baron latest stock trades

Baron Funds Comments on Guidewire - May 06, 2016

Shares of property and casualty (P&C) insurance software vendor Guidewire Software, Inc. fell in the first quarter as high-growth, high-multiple technology stocks sold off aggressively. Guidewire (NYSE:GWRE) is the leader among P&C core systems vendors, as evidenced by near-perfect retention rates, growing installed base, and accelerating adoption of its complete suite. It is in the early innings of a core system replacement cycle, and is expanding its market through persistent innovation. We think recent deals with six Tier 1 vendors represent a tipping point in demand. (Neal Rosenberg)





From Baron Opportunity Fund first quarter 2016 commentary.







Check out Ron Baron latest stock trades

Baron Funds Comments on Guidewire Software - Apr 26, 2016

Shares of Guidewire Software, Inc. (NYSE:GWRE), a property and casualty (P&C) insurance software vendor, fell as high-growth, high-multiple technology stocks sold off aggressively during the quarter. We continue to believe that Guidewire is the leader among P&C core IT systems vendors, as evidenced by near-perfect retention rates, growing installed base, and accelerating adoption of its complete suite. We believe that the P&C industry is in the early stages of a very large replacement cycle of its core systems, and Guidewire should be an important beneficiary of this cycle. We think that the company’s recent deals with six Tier 1 P&C firms are indicative of the demand for its software.



From Baron Asset Funds' first quarter 2016 commentary.



Check out Ron Baron latest stock trades

Weitz Funds Comments on Guidewire - Apr 25, 2016

Guidewire (NYSE:GWRE) is a provider of software products for property and casualty insurers. We believe Guidewire, by a wide margin, is the global leader for modern policy, billing and claims system software. Most insurance companies are using outdated software (close to 30 years old), providing ample growth opportunities. Guidewire has excellent management and has focused on adding ancillary products to its core offerings, widening its global franchise.



From Weitz Funds' Research Fund commentary 1st quarter.



Check out Wallace Weitz latest stock trades

Baron Funds Comments on Guidewire Software - Feb 08, 2016

Shares of property and casualty insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) rose in the fourth quarter. Guidewire is the gold standard of P&C core systems vendors, as evidenced by near-perfect retention rates, growing installed base, and accelerating adoption of its complete product suite. The company is in the early innings of a core system replacement cycle, and is dramatically expanding its addressable market through persistent innovation. We believe recent deals with six Tier 1 vendors represent a tipping point in demand. (Neal Rosenberg)



From the Baron Funds Opportunity Fund fourth quarter 2015 commentary.



Check out Ron Baron latest stock trades

Top Ranked Articles about Guidewire Software Inc

Baron Opportunity Fund Comments on Guidewire Software Guru stock highlight
Shares of property and casualty insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) detracted in the fourth quarter as accounting rules and commercial terms will force it to delay revenue recognition on a large new deal into next fiscal year. Guidewire is the leading P&C core systems vendor, with near-perfect retention rates, growing installed base, and accelerating adoption. The company is early in its core system replacement cycle, and has tripled its addressable market through new products and cloud delivery. We believe Accenture’s new relationship with Guidewire will help to enhance pricing and win rates and shorten sales cycles. (Neal Rosenberg) Read more...
Baron Asset Fund Comments on Guidewire Software Guru stock highlight
Shares of property and casualty (P&C) insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) fell, as the company was forced to delay revenue recognition on a large new deal. Guidewire is the leading P&C core systems vendor, with near-perfect retention rates, a growing installed user base, and accelerating customer adoption. The company is early in its core system replacement cycle, and it has tripled its addressable market through new products and cloud-based delivery. We believe Accenture’s new relationship with Guidewire will help to enhance its pricing and win rates, while also shortening its sales cycle. We believe the recent drop in the stock was not warranted, given the company’s meaningful long-term growth trajectory. Read more...
Baron Funds Comments on Guidewire Software Guru stock highlight
Shares of property and casualty insurance software vendor Guidewire Software, Inc. (NYSE:GWRE) increased as the company continued to capture an increasing share of its target market. Guidewire enjoys near-perfect client retention rates, a growing installed base of users, and accelerating adoption of its product offerings. We believe that insurers are in the early stages of replacing the core software systems needed to run their businesses, and Guidewire continues to expand its addressable market through persistent product innovation. In addition, in April, Accenture plc sold a majority stake in Duck Creek, the largest direct Guidewire competitor, and extended its relationship with Guidewire. We believe this will lead to improved pricing and better client win rates for Guidewire. Read more...
Baron Funds Comments on Guidewire Guru stock highlight
Shares of property and casualty (P&C) insurance software vendor Guidewire Software, Inc. fell in the first quarter as high-growth, high-multiple technology stocks sold off aggressively. Guidewire (NYSE:GWRE) is the leader among P&C core systems vendors, as evidenced by near-perfect retention rates, growing installed base, and accelerating adoption of its complete suite. It is in the early innings of a core system replacement cycle, and is expanding its market through persistent innovation. We think recent deals with six Tier 1 vendors represent a tipping point in demand. (Neal Rosenberg) Read more...
Baron Funds Comments on Guidewire Software Guru stock highlight
Shares of Guidewire Software, Inc. (NYSE:GWRE), a property and casualty (P&C) insurance software vendor, fell as high-growth, high-multiple technology stocks sold off aggressively during the quarter. We continue to believe that Guidewire is the leader among P&C core IT systems vendors, as evidenced by near-perfect retention rates, growing installed base, and accelerating adoption of its complete suite. We believe that the P&C industry is in the early stages of a very large replacement cycle of its core systems, and Guidewire should be an important beneficiary of this cycle. We think that the company’s recent deals with six Tier 1 P&C firms are indicative of the demand for its software. Read more...
Weitz Funds Comments on Guidewire Guru stock highlight
Guidewire (NYSE:GWRE) is a provider of software products for property and casualty insurers. We believe Guidewire, by a wide margin, is the global leader for modern policy, billing and claims system software. Most insurance companies are using outdated software (close to 30 years old), providing ample growth opportunities. Guidewire has excellent management and has focused on adding ancillary products to its core offerings, widening its global franchise. Read more...

Ratios

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Forward PE Ratio 79.37
GWRE's Forward PE Ratio is ranked lower than
89% of the 369 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 22.57 vs. GWRE: 79.37 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A

Buy Back

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Valuation & Return

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More Statistics

Revenue (TTM) (Mil) $436.3
EPS (TTM) $ 0.11
Beta1.38
Short Percentage of Float5.57%
52-Week Range $45.41 - 64.00
Shares Outstanding (Mil)73.51

Analyst Estimate

Jul17 Jul18 Jul19
Revenue (Mil $) 491 572 681
EPS ($) 0.70 0.95 1.32
EPS without NRI ($) 0.70 0.95 1.32
EPS Growth Rate
(Future 3Y To 5Y Estimate)
6.61%
Dividends per Share ($)
» More Articles for GWRE

Headlines

Articles On GuruFocus.com
Baron Opportunity Fund Comments on Guidewire Software Feb 21 2017 
Baron Asset Fund Comments on Guidewire Software Jan 30 2017 
Baron Funds Comments on Guidewire Software Jul 25 2016 
Baron Asset Fund 2nd Quarter Letter Jul 25 2016 
Baron Funds Comments on Guidewire May 06 2016 
Baron Funds Comments on Guidewire Software Apr 26 2016 
Weitz Funds Comments on Guidewire Apr 25 2016 
Baron Funds Comments on Guidewire Software Feb 08 2016 
Baron Opportunity Fund Fourth Quarter 2014 Commentary Mar 30 2015 
Ron Baron Comments on Guidewire Software Inc Jul 28 2014 

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