Technology
Guidewire Software, Inc.(GWRE)
Live Price
Offline$102.69
-4.79% today
1Y Change
-56.28%
Window
Jun 26, 2025 โ Jun 22, 2026
- Market Cap
- $11.77B
- Revenue Growth
- +22.6%
- EPS Growth
- +1218.6%
- Dividend Yield
- 0.0%
Coverage: 247 bars ยท Jun 26, 2025 โ Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Guidewire Software, Inc. (GWRE) is a Technology stock with a market cap of $11.77B and listed on NYSE. The stock last traded around $102.69 and down 56.3% across the available one-year price window (Jun 26, 2025 โ Jun 22, 2026). Baseline metrics include revenue growth of +22.6%, EPS growth of +1218.6%, a dividend yield of 0.0%. What stands out right now is revenue +22.6%, EPS +1218.6%, free cash flow +66.5% with operating margin 6.8% and ROIC 4.1%. Valuation already assumes a fairly strong business story at P/E 62.0 and price/sales 8.8. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines GWRE price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+22.6% vs +11.9% peer median
Operating Margin
Below sector median
+6.8% vs +22.0% peer median
P/E
Above sector median
62.0 vs 18.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
Q2 2026 was reported on May 31, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +22.6% and EPS at +1218.6%, with operating margin around 6.8%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -12.4% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
Q2 2026 May 31, 2026 | โ | -5.1% | -25.8% | โ |
Q1 2026 Mar 5, 2026 | +51.9% | +5.0% | -2.0% | -6.2% |
Q1 2026 Feb 2, 2026 | +2.4% | -6.7% | -9.4% | +9.4% |
Benchmark Edge
GWRE vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
GWRE
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
GWRE Max Drawdown
-60.79%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for GWRE and SPY.
Company Overview
Guidewire Software, Inc.
New York Stock Exchange
Guidewire Software, Inc. provides software products for property and casualty insurers worldwide. The company offers Guidewire InsuranceSuite comprising Guidewire PolicyCenter, BillingCenter, and ClaimCenter applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed. In addition, the company offers Guidewire Rating Management to manage the pricing of insurance products; Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes; Guidewire Client Data Management to capitalize on customer information; and Guidewire Product Content Management that offers software tools and standards-based line-of-business templates to introduce and modify products. Further, it provides Guidewire Underwriting Management, a cloud-based integrated business application; Guidewire AppReader, a submission intake management solution; Guidewire ClaimCenter Package for the London market supports the claims workflow used by London Market insurers and brokers; Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences to customers, agents, vendors, and field personnel through their device of choice; and Guidewire for Salesforce to provide customer information regarding policies and claims. Additionally, the company offers Guidewire Predictive Analytics, a set of cloud-native applications; Guidewire Risk Insights that allows insurers to assess new and evolving risks; Guidewire Business Intelligence that allows insurers to measure business performance; Guidewire DataHub, an operational data store; and Guidewire InfoCenter, a business intelligence warehouse, as well as implementation and integration, and professional services. The company was founded in 2001 and is headquartered in San Mateo, California.
- Leadership
- Michael George Rosenbaum
- IPO Date
- Jan 25, 2012
- Employees
- 3.5k
- Street Address
- 2850 South Delaware Street
- Mailing
- San Mateo, CA, 94403
- Region
- San Mateo, CA, US
- Reporting Currency
- USD
- Investor Line
- 650 357 9100
- Last Updated
- Apr 29, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 62.0
- EV/EBITDA
- 61.1
- Price/Sales
- 8.8
- Price/Book
- 7.8
Growth
- Revenue
- +22.6%
- EPS
- +1218.6%
- Free Cash Flow
- +66.5%
Profitability
- Gross Margin
- 63.8%
- Operating Margin
- 6.8%
- Net Margin
- 14.1%
- ROE
- 12.9%
- ROIC
- 4.1%
Balance Sheet
- Debt/Equity
- 0.47
- Current Ratio
- 2.93
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.