SuperworthGuidewire Software GWRE
- Market cap
- $15.5B
- PE
- 117×
- 10y median 281×
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 10.5×
- EV/EBIT
- 103×
- Revenue, 12 months
- $1.5B
- +23% on a year ago
- Net margin
- 9.4%
- Free cash flow yield
- 2.4%
Guidewire Software trades at 117× trailing earnings, cheaper than 80% of the last ten years. Revenue was $1.5B over the last twelve months, up 23% on a year earlier with a 9% net margin.
Charts
Financials
| Income statement | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $207.4M+6% | $240.9M+4% | $240.7M+16% | $291.5M+8% | $262.9M+27% | $289.5M+20% | $293.5M+22% | $356.6M+22% | $332.6M+27% | $359.1M+24% | $372.5M+27% | $411.1M+15% | |
| Cost of revenue | $95.1M−23% | $98.5M−10% | $98.5M−9% | $105.1M−1% | $104.5M+10% | $110.3M+12% | $110.8M+13% | $124.8M+19% | $123.1M+18% | $127.6M+16% | $135.9M+23% | $141.4M+13% |
| Gross profit | $112.3M+56% | $142.4M+15% | $142.2M+44% | $186.4M+14% | $158.4M+41% | $179.2M+26% | $182.7M+29% | $231.8M+24% | $209.5M+32% | $231.5M+29% | $236.6M+30% | $269.7M+16% |
| R&D | $62.5M+7% | $65.5M+6% | $66.1M+5% | $75.3M+13% | $68.9M+10% | $70.3M+7% | $72.9M+10% | $84.1M+12% | $78.3M+14% | $83.3M+19% | $87.9M+21% | $90.6M+8% |
| SG&A | $83.6M−6% | $89.4M+5% | $92.8M−1% | $100.8M+11% | $94.2M+13% | $97.2M+9% | $105.3M+14% | $118.1M+17% | $112.7M+20% | $109.8M+13% | $118.1M+12% | $116.8M−1% |
| −$33.8M−55% | −$12.4M−47% | −$16.7M−71% | $10.3M+69% | −$4.7M−86% | $11.7M | $4.5M | $29.6M+187% | $18.5M | $38.4M+228% | $30.6M+586% | $62.3M+111% | |
| Interest expense | $1.7M+1% | $1.7M+1% | $1.7M+0% | $1.7M−0% | $2.1M+23% | $4.2M+147% | $3.7M+118% | $3.3M+97% | $3.3M+61% | $3.3M−20% | $3.3M−10% | $3.4M+2% |
| Pre-tax income | −$38.6M−55% | $7M | −$14.1M−75% | $18.9M+20% | $2.8M | −$43M | $48.7M | $41M+117% | $24.5M+785% | $74.6M | $19.8M−59% | $45.3M+11% |
| −$11.5M−28% | −$2.7M | −$8.6M−19% | $2.1M−40% | −$6.4M−45% | −$5.8M+111% | $2.7M | −$11M | −$6.8M+7% | $14.4M | $3.3M+23% | $13.9M | |
| Net income | −$27.1M−61% | $9.7M | −$5.5M−88% | $16.8M+37% | $9.1M | −$37.3M | $46M | $52M+210% | $31.3M+243% | $60.1M | $16.5M−64% | $31.4M−40% |
| −$0.33−60% | $0.12 | −$0.07−88% | $0.20+33% | $0.11 | −$0.45 | $0.54 | $0.60+200% | $0.36+227% | $0.70 | $0.19−65% | $0.37−38% | |
| 81.7M−2% | 83.3M+2% | 82.5M+1% | 82.8M+2% | 86M+5% | 83.7M+1% | 85.9M+4% | 86.7M+5% | 86.5M+1% | 86.1M+3% | 85.1M−1% | 83.8M−3% |
Revenue: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
R&D: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
SG&A: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Operating income: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Income tax: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
Net income: Q1 FY11 and Q1 FY12: 6 months less the 3 months printed beside them.
EPS, diluted: 15 periods, Q1 FY11 to Q4 FY26: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY11: share-days: the 6-month average less the second quarter's. 3 periods, Q4 FY11 to Q4 FY22: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days. 8 periods, Q4 FY12 to Q4 FY26: share-days: the 12-month average less the 9-month, weighted by days. 5 periods, Q4 FY14 to Q4 FY19: the earlier year to date counted no dilution: the quarter's basic count plus the later year to date's dilution.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Peers
Companies in Software - Infrastructure nearest Guidewire Software's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| GWREGuidewire Software | $15.5B | 117× | 281× | n/m | 10.5× | +23% | 9.4% |
| DOCUDocusign | $15.9B | 52.0× | 34.1× | n/m | 4.7× | +9% | 9.8% |
| TYLTyler Technologies | $16B | 51.7× | 84.4× | n/m | 6.6× | +8% | 13.4% |
| GENGen Digital | $14.9B | 14.5× | 18.5× | n/m | 2.9× | +20% | 20.7% |
| GDDYGoDaddy | $14.3B | 16.7× | 40.8× | 13.6× | 2.8× | +7% | 17.8% |
| LDOSLeidos | $17.1B | 12.7× | 20.0× | n/m | 1.0× | +3% | 7.8% |
| CACICaci International | $14B | 26.3× | 19.5× | n/m | 1.5× | +11% | 5.6% |
| MANHManhattan Associates | $13.9B | 68.2× | 59.3× | n/m | 12.3× | +6% | 18.7% |
| AKAMAkamai Technologies | $13.4B | 33.6× | 31.6× | 14.2× | 3.1× | +6% | 9.5% |
| DTDynatrace | $18.5B | 128× | 104× | n/m | 8.8× | +18% | 7.2% |
| TOSTToast | $18.9B | 41.4× | 72.3× | 21.3× | 2.8× | +23% | 7.1% |
| Peer median | $15.4B | 37.5× | 37.5× | 14.2× | 3.0× | +8% | 9.7% |
Investors who own it
Investors we follow who held Guidewire Software at the end of Jun 30, 2026, from their 13F filings.
- Ron BaronBaron Capital1.7% of portfolioadded
More on Guidewire Software
Each number over time
- PE ratio
- Price to sales ratio
- EV/EBIT
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Where it ranks
- #7of 57Infrastructure software stocks with the fastest earnings growth
- #7of 27Infrastructure software stocks cheapest against their own PE history
Its groups
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .