| Market cap | $5.30B |
|---|---|
| Enterprise value | $9.78B |
| Revenue | $958.940M |
|---|---|
| EBITDA | -$76.37 |
| Income | -$10.64 |
| Revenue Q/Q | 15.99% |
| Revenue Y/Y | 8.97% |
| P/E | N/A |
|---|---|
| Forward P/E | N/A |
| EV/Sales | 10.20 |
| EV/EBITDA | N/A |
| EV/EBIT | N/A |
| PEG | 68.73 |
| Price/Sales | 5.53 |
| P/FCF | 34.18 |
| Price/Book | 4.42 |
| Book/Share | 30.65 |
| Cash/Share | 20.41 |
| FCF yield | 2.93% |
| Volume | 674.647k / 629.340k |
|---|---|
| Relative vol. | 1.07 × |
| EPS | N/A |
|---|---|
| EPS Q/Q | -42.86% |
| Est. EPS Q/Q | -66.67% |
| Profit margin | -12.36% |
|---|---|
| Oper. margin | -5.92% |
| Gross margin | 50.61% |
| EBIT margin | -2.42% |
| EBITDA margin | -7.96% |
| Ret. on assets | -0.53% |
|---|---|
| Ret. on equity | -0.86% |
| ROIC | -5.93% |
| ROCE | -1.74% |
| Debt/Equity | 0.69 |
|---|---|
| Net debt/EBITDA | 17.29 |
| Current ratio | 1.53 |
| Quick ratio | 1.53 |
| Volatility | 2.93% |
|---|---|
| Beta | 1.56 |
| RSI | 66.72 |
|---|
| Insider ownership | N/A |
|---|---|
| Inst. ownership | N/A |
| Shares outst. | 82.663M |
|---|---|
| Shares float | 0.000 0.00% |
| Short % of float | 7.27% |
| Short ratio | 4.73 |
| Dividend | N/A |
|---|---|
| Dividend yield | N/A |
| Payout ratio | N/A |
| Payment date | N/A |
| Ex-dividend date | N/A |
| Earnings date | 5 Sep 2024 |
Thursday, 4 April 2024
|
|
| Is Guidewire Software a Good Growth Stock? | |
Friday, 22 March 2024
|
|
| Guidewire Software Inc President & CRO John Mullen Sells Company Shares | |
| Guidewire Software Inc CEO Michael Rosenbaum Sells 4,420 Shares | |
| Guidewire Software Inc Chief Admin Officer, Gen Counsel James King Sells Company Shares | |
| Guidewire Software Inc CFO Jeffrey Cooper Sells 4,490 Shares | |
Wednesday, 6 March 2024
|
|
| Reasons to Invest in Guidewire Software | |
Wednesday, 17 January 2024
|
|
| Is It Too Late To Consider Buying Guidewire Software, Inc. ? | |
Thursday, 4 January 2024
|
|
| Amazon and Nvidia Stock Have a Lot More Growth Ahead, This Manager Says | |
Wednesday, 20 December 2023
|
|
| Citizens Property Insurance Corporation Selects Guidewire Cloud for the Next Phase of Transformation Journey | |
Thursday, 14 December 2023
|
|
| Automate Document Intake with AI using Kanverse.ai’s New Guidewire Marketplace App | |
Friday, 8 December 2023
|
|
| Guidewire Software, Inc. Q1 2024 Earnings Call Transcript | |
Thursday, 7 December 2023
|
|
| Guidewire Software: Fiscal Q1 Earnings Snapshot | |
| Guidewire Announces First Quarter Fiscal Year 2024 Financial Results | |
Thursday, 30 November 2023
|
|
| Guidewire Software Inc's President & COO Priscilla Hung Sells 6,310 Shares | |
Tuesday, 28 November 2023
|
|
| Guidewire Awarded 2023 AWS Partner Award | |
Monday, 20 November 2023
|
|
| Ansys , TSMC & Microsoft to Advance 3D-IC Stress Analysis | |
Sunday, 12 November 2023
|
|
| Guidewire Innsbruck Release Empowers Insurers to Transform Customer Experiences with Jutro Digital Platform | |
Saturday, 11 November 2023
|
|
| Guidewire Software Rose on Robust Quarterly Results | |
Tuesday, 24 October 2023
|
|
| Promutuel Insurance Deploys Guidewire Cloud to Transform Claims, Underwriting, and Policy Administration Operations | |
Tuesday, 26 September 2023
|
|
| Vaudoise Selects Guidewire Cloud for Greater Operational Excellence, Increased Information System Security, and Enhanced Digital Transformation | |
Wednesday, 20 September 2023
|
|
| Insider Sell: CFO Jeffrey Cooper Sells 7,609 Shares of Guidewire Software Inc | |
Monday, 11 September 2023
|
|
| Hollard Deploys Guidewire ClaimCenter on Guidewire Cloud for Seamless Omnichannel Claims Experience | |
Thursday, 31 August 2023
|
|
| Earnings Calendar Includes AI Company, Cybersecurity Leader | |
Monday, 28 August 2023
|
|
| The Big Reason Your Insurance Is Getting More Expensive | |
Friday, 25 August 2023
|
|
| Catastrophic Weather Is Wreaking Havoc With Insurance. These Companies Can Handle the Storm. | |
Thursday, 24 August 2023
|
|
| Guidewire to Announce Fourth Quarter & Fiscal Year 2023 Financial Results on September 7, 2023 | |
| Insider |
Trans.
Transaction
|
Total value |
|---|---|---|
| Michael George Rosenbaum Chief Executive Officer | Sale 18 Jun 2024 | $751,002 |
| John P Mullen President and CRO | Sale 20 May 2024 | $166,266 |
| John P Mullen President and CRO | Sale 15 Apr 2024 | $150,323 |
| Michael George Rosenbaum Chief Executive Officer | Sale 19 Mar 2024 | $493,935 |
| John P Mullen President and CRO | Sale 19 Mar 2024 | $409,564 |
| James Winston King Chief Admin Officer and Gen Couns | Sale 19 Mar 2024 | $266,244 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sale 16 Jan 2024 | $51,342 |
| James Winston King Chief Admin Officer and Gen Couns | Sale 11 Jan 2024 | $119,078 |
| Jeffrey Elliott Cooper Chief Financial Officer | Sale 19 Dec 2023 | $453,970 |
| Priscilla Hung President and COO | Sale 19 Dec 2023 | $399,448 |
| James Winston King Chief Admin Officer and Gen Couns | Sale 19 Dec 2023 | $143,126 |
Powered by
Robintrack.
| Insider | Age | Since | Compensation |
|---|---|---|---|
| Marcus Ryu (46) Chairman of the Board since 2019 | 46 | 2019 | $4,564,860 |
| Priscilla Hung (53) President and Chief Operating Officer since 2020 | 53 | 2020 | $3,432,860 |
| Richard Hart (54) Chief Strategy Officer since 2018 | 54 | 2018 | $2,441,210 |
| James King (48) Chief Administrative Officer, General Counsel, and Secretary since 2019 | 48 | 2019 | $2,337,890 |
| Michael George Rosenbaum (50) CEO and Director | 50 | $1,606,962 | |
| Michael Polelle (55) Chief Delivery Officer since 2015 | 55 | 2015 | $1,437,000 |
| Frank E. O'Dowd Jr. (54) Exec. Officer | 54 | $964,729 | |
| Priscilla Hung (54) Pres and COO | 54 | $755,367 | |
| Jeffrey Elliott Cooper (45) Chief Financial Officer | 45 | $656,139 | |
| Steven Sherry (62) Sr. VP of Strategic Accounts | 62 | $628,953 | |
| James Winston King (49) Chief Admin. Officer, Gen. Counsel, and Sec. | 49 | $554,177 | |
| Andrew Brown (56) Independent Director since 2013 | 56 | 2013 | $258,233 |
| Paul Lavin (57) Lead Independent Director since 2019 | 57 | 2019 | $254,733 |
| Garo Toomajanian | |||
| Catherine Lego (63) Independent Director since 2019 | 63 | 2019 | |
| Michael Keller (59) Independent Director since 2019 | 59 | 2019 | |
| Margaret Dillon (60) Independent Director since 2019 | 60 | 2019 | |
| Frank O'Dowd | 2020 | ||
| Jeffrey Cooper (44) Chief Financial Officer since 2020 | 44 | 2020 | |
| Michael Rosenbaum (48) Chief Executive Officer and Director since 2019 | 48 | 2019 | |
| Sinead Condon | |||
| Marcus S. Ryu (47) Co-Founder and Chairman | 47 | ||
| Brian Desmond | |||
| Diana Stott |
guidewire delivers the software that property/casualty (p/c) insurers need to adapt and succeed in a time of rapid industry change. we combine three elements – core processing, data and analytics, and digital engagement – into a technology platform that enhances insurers’ ability to engage and empower their customers and employees. more than 200 p/c insurers around the world have selected guidewire. check out our blog, smart approach, at: http://www.guidewire.com/blog/ or follow us on twitter: @guidewire_pandc
- Technology > Internet Services & Infrastructure
- Guidewire Software Inc, 2850 South Delaware Street, San Mateo 94403, United States
- 650 357 9100
- Investor relations
Quarterly EPS estimates
Profit margin
Debt to assets
Cash flow
Balance sheet
XSLX
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Current assets | |||||
| Cash | $359.6 | $349.989 | |||
| Short term investments | $422.691 | $427.634 | |||
| Net receivables | $237.163 | $226.004 | |||
| Inventory | |||||
| Total current assets | $1,081.511 | $1,060.63 | |||
| Long term investments | $151.891 | $155.061 | |||
| Property, plant & equipment | $101.292 | $103.436 | |||
| Goodwill & intangible assets | $382.586 | $383.953 | |||
| Total noncurrent assets | $958.514 | $952.89 | |||
| Total investments | $574.582 | $582.695 | |||
| Total assets | $2,040.025 | $2,013.52 | |||
| Current liabilities | |||||
| Accounts payable | $23.514 | $21.999 | |||
| Deferred revenue | $184.899 | $199.155 | |||
| Short long term debt | $398.467 | ||||
| Total current liabilities | $704.807 | $307.076 | |||
| Long term debt | $37.12 | $437.107 | |||
| Total noncurrent liabilities | $49.852 | $450.331 | |||
| Total debt | $435.587 | $437.107 | |||
| Total liabilities | $754.659 | $757.407 | |||
| Stockholders' equity | |||||
| Retained earnings | -$640.812 | -$635.334 | |||
| Other stockholder equity | -$14.521 | -$12.434 | |||
| Total stockholder equity | $1,285.366 | $1,256.113 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Current assets | ||||
| Cash | $401.813 | $606.303 | ||
| Short term investments | $396.872 | $369.865 | ||
| Net receivables | $249.898 | $229.226 | ||
| Inventory | ||||
| Total current assets | $1,099.603 | $1,252.703 | ||
| Long term investments | $128.782 | $187.507 | ||
| Property, plant & equipment | $106.872 | $171.027 | ||
| Goodwill & intangible assets | $386.687 | $393.553 | ||
| Total noncurrent assets | $928.285 | $1,014.194 | ||
| Total investments | $525.654 | $557.372 | ||
| Total assets | $2,027.888 | $2,266.897 | ||
| Current liabilities | ||||
| Accounts payable | $34.627 | $40.44 | ||
| Deferred revenue | $212.911 | $178.276 | ||
| Short long term debt | ||||
| Total current liabilities | $373.261 | $337.518 | ||
| Long term debt | $440.143 | $463.339 | ||
| Total noncurrent liabilities | $455.161 | $477.722 | ||
| Total debt | $440.143 | $463.339 | ||
| Total liabilities | $828.422 | $815.24 | ||
| Stockholders' equity | ||||
| Retained earnings | -$617.95 | -$283.982 | ||
| Other stockholder equity | -$13.859 | -$19.845 | ||
| Total stockholder equity | $1,199.466 | $1,451.657 | ||
Income statement
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Revenue | |||||
| Total revenue | $240.678 | $240.897 | |||
| Cost of revenue | $98.451 | $98.491 | |||
| Gross profit | $142.227 | $142.406 | |||
| Operating activities | |||||
| Research & development | $66.134 | $65.458 | |||
| Selling, general & administrative | $92.789 | $89.358 | |||
| Total operating expenses | $158.923 | $154.816 | |||
| Operating income | -$16.696 | -$12.41 | |||
| Income from continuing operations | |||||
| EBIT | -$12.407 | $8.656 | |||
| Income tax expense | -$8.615 | -$2.723 | |||
| Interest expense | $1.686 | $1.692 | |||
| Net income | |||||
| Net income | -$5.478 | $9.687 | |||
| Income (for common shares) | -$5.478 | $9.687 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Revenue | ||||
| Total revenue | $905.341 | $812.614 | ||
| Cost of revenue | $447.13 | $460.394 | ||
| Gross profit | $458.211 | $352.22 | ||
| Operating activities | ||||
| Research & development | $249.746 | $249.665 | ||
| Selling, general & administrative | $357.955 | $302.002 | ||
| Total operating expenses | $607.701 | $551.667 | ||
| Operating income | -$149.49 | -$199.447 | ||
| Income from continuing operations | ||||
| EBIT | -$127.378 | -$210.269 | ||
| Income tax expense | -$22.239 | -$49.284 | ||
| Interest expense | $6.716 | $19.446 | ||
| Net income | ||||
| Net income | -$111.855 | -$180.431 | ||
| Income (for common shares) | -$111.855 | -$180.431 | ||
Cash flows
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Net income | -$5.478 | $9.687 | |||
| Operating activities | |||||
| Depreciation | $5.591 | $5.492 | |||
| Business acquisitions & disposals | -$0.086 | ||||
| Stock-based compensation | $36.65 | $36.427 | |||
| Total cash flows from operations | $4.803 | $69.251 | |||
| Investing activities | |||||
| Capital expenditures | -$4.049 | -$5.358 | |||
| Investments | $10.288 | -$18.069 | |||
| Total cash flows from investing | $6.153 | -$23.427 | |||
| Financing activities | |||||
| Dividends paid | |||||
| Sale and purchase of stock | $0.01 | $0.004 | |||
| Net borrowings | |||||
| Total cash flows from financing | $0.01 | $0.004 | |||
| Effect of exchange rate | -$1.354 | $2.742 | |||
| Change in cash and equivalents | $9.612 | $48.57 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Net income | -$111.855 | -$180.431 | ||
| Operating activities | ||||
| Depreciation | $24.838 | $33.54 | ||
| Business acquisitions & disposals | -$10.84 | -$55.39 | ||
| Stock-based compensation | $142.842 | $137.011 | ||
| Total cash flows from operations | $38.395 | -$37.94 | ||
| Investing activities | ||||
| Capital expenditures | -$17.427 | -$21.776 | ||
| Investments | $40.979 | $389.378 | ||
| Total cash flows from investing | $12.712 | $312.212 | ||
| Financing activities | ||||
| Dividends paid | ||||
| Sale and purchase of stock | -$261.579 | -$37.335 | ||
| Net borrowings | ||||
| Total cash flows from financing | -$261.579 | -$37.335 | ||
| Effect of exchange rate | $2.576 | -$7.161 | ||
| Change in cash and equivalents | -$207.896 | $229.776 | ||
Recent institutional transactions
| Quarter | Shareholder | Change |
Shares owned
Shares
|
Value (in thousands USD) |
|---|---|---|---|---|
| 2024 Q1 | Lord, Abbett & Co |
-51.50%
|
8,857,000 | $10,244 |
| 2024 Q1 | Whale Rock Capital Management |
Opened
|
1,270,870 | $148,323,238 |
| 2024 Q1 | Massachusetts Financial Services Co MA/ |
+130.94%
|
2,230,407 | $260,310,802 |
| 2024 Q1 | Parnassus Investments |
+215.89%
|
1,169,946 | $136,544,398 |
| 2024 Q1 | Darsana Capital Partners L.P. |
+30.00%
|
3,250,000 | $379,307,500 |
| 2024 Q1 | Brown Capital Management |
-23.71%
|
2,080,553 | $242,821,341 |
| 2024 Q1 | Linonia Partnership L.P. |
+26.88%
|
2,210,524 | $257,990,256 |
| 2024 Q1 | Rgm Capital |
-17.67%
|
1,499,910 | $175,054,496 |
| 2024 Q1 | D1 Capital Partners L.P. |
Opened
|
313,733 | $36,615,778 |
| 2024 Q1 | Df Dent & Co Inc |
-14.37%
|
1,515,499 | $176,873,873 |
Institutional shareholders
| Shareholder | Stake |
Shares owned
Shares
|
Value (in thousands USD) |
|---|---|---|---|
| Stockbridge Partners | 12.19% | 10,076,828 | |
| Lord, Abbett & Co | 11.08% | 9,162,250 | |
| Vanguard Group Inc | 9.73% | 8,045,464 | |
| Bamco Inc ny/ | 7.52% | 6,215,742 | |
| Sonora Investment Management | 7.00% | 5,790,000 | |
| Blackrock | 5.30% | 4,381,501 | |
| Darsana Capital Partners L.P. | 3.93% | 3,250,000 | |
| Wasatch Advisors L.P. | 3.48% | 2,873,113 | |
| Echinus Advisors | 3.32% | 2,746,674 | |
| William Blair Investment Management | 2.80% | 2,315,969 |
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