Guidewire Software Inc
GWRE
Market Cap$19.4B
Close$
Earnings Call Q3 2025
June 3, 2025 - AI Summary
Strong Financial Performance: Guidewire Software reported total revenue of $294 million for Q3, a 22% year-over-year increase, exceeding expectations. Subscription and support revenue grew by 32% year-over-year to $182 million, highlighting robust cloud momentum.
Record Annual Recurring Revenue (ARR): The company finished Q3 with an ARR of $960 million, allowing it to raise its full-year ARR outlook to $1.012 billion to $1.022 billion, reflecting a growth rate of 17% to 18% year over year. This sets the stage to surpass $1 billion in ARR for the first time.
Sales Momentum and Cloud Adoption: Guidewire closed 17 cloud deals in Q3, with strong performance coming from Tier 1 and Tier 2 insurers. The success of InsuranceNow, including three significant new wins, underscores the company's ability to serve various market segments effectively.
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$16.36
92.9% downside
Current Fair Value
92.9% downsideOvervalued by 92.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $19.40 Billion |
|---|---|
| Enterprise Value | $19.88 Billion |
| Dividend Yield | $0 (0%) |
| Earnings per Share | $-0.07 |
| Beta | 1.16 |
| Outstanding Shares | 84,045,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 559.41 |
|---|---|
| PEG | -59.54 |
| Price to Sales | 17.72 |
| Price to Book Ratio | 14.4 |
| Enterprise Value to Revenue | 17.48 |
| Enterprise Value to EBIT | 1041.65 |
| Enterprise Value to Net Income | 574 |
| Total Debt to Enterprise | 0.05 |
| Debt to Equity | 0.73 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Guidewire Software Inc
CEO: Michael Rosenbaum Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. Guidewire combines digital, core, analytics, and AI to deliver our platform as a cloud service. More than 400 insurers, from new ventures to the larg...