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GWRE Guidewire Software, Inc.

Trailing twelve months to 2026-04-30 · as filed 2026-06-05, not restated
Technology

Scale

Market cap
$16.7bn
Revenue TTM
$1.4bn
Net income TTM
$160m
Free cash flow
$337m
Composite score
40.3
Sector rank
#512

Valuation

P / E
104.6
EV / EBITDA
EV / sales
11.2
FCF yield
2.02%
Earnings yield vs 10-yr
-3.77pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
11.2%
EBITDA margin
ROE
12.1%
ROIC
20.6%
Revenue growth
24.9%

Insider activity, last 90 days

Net open-market
$-7.46m
Buyers
0
Sellers
5

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

No customer individually accounted for 10% or more of the Company’s revenue for the three and nine months ended April 30, 2026 and 2025. The Company developed financial forecasts based on a number of factors, including future revenue and operating cost projections, a discount rate that is representative of the weighted average cost of capital, and royalty and long-term sustainable growth rates based on a market analysis. During the three and nine months ended April 30, 2026 and 2025, there was no dilutive effect on net income (loss) per share due to maturity and settlement of the outstanding principal balance of the 2025 Convertible Senior Notes in fiscal year 2025. 6. …Guidewire Software, Inc., 10-Q, period ended 2026-04-30, filed 2026-06-05

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