Guidewire Software GWRE
Vertical SaaS Enterprise Software Insurance Fintech B2B SaaS Mature SaaS

Guidewire Software trades at 6.6x EV/NTM revenue on a $11.08B enterprise value. Revenue grew 15.3% year over year to $411.1M in the quarter ending July 2026, an annual run rate of $1.64B. Guidewire Software reports a 65.6% gross margin and 11.6-month CAC payback.

ARR ($M)
1242.0
Net Dollar Retention
--
ARR Growth
20.3%
EV / NTM Revenue
6.6x
Payback Period
11.6
EV / Run Rate
6.7x
Price & Key Metrics
Price Performance
Company Details
Share Price: 144.29
Last Filing Date: 2026-07-31
Fiscal Year End: 07-31
Last Filing: Form
Founding Year: 2001
IPO Year: 2012
% of 52 wk High: 57%
Description
Guidewire Software is a software company that offers core back-end software for property and casualty (P&C) insurance carriers in the U.S. and worldwide, as well as the Guidewire Live suite of online analytics services for P&C insurers.
Categories
Vertical SaaS Enterprise Software Insurance Fintech B2B SaaS Mature SaaS
Valuation
Market Cap: 11,830.722
Enterprise Value: 11,077.66
EV / Revenue Run Rate: 6.7x
EV / NTM Revenue: 6.6x
EV / 2026 Revenue Estimates: 7.2x
EV / 2027 Revenue Estimates: 6.2x
EV / 2028 Revenue Estimates: 5.4x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 1,242.0
ARR Growth %: 20%
ARR/Customer ($K): --
ARR/Employee ($K): 297
Revenue
Revenue Run Rate: 1,644
ARR: 1,242.0
2026 Revenue Estimates: 1,545
2027 Revenue Estimates: 1,786
2028 Revenue Estimates: 2,062
LTM Revenue: 1,475
Last Year Run Rate: 1,426
Growth
Revenue Growth: 15%
ARR Growth: 20%
Growth Persistence: 69%
2026 Revenue Growth Estimates: 20%
2027 Revenue Growth Estimates: 16%
2028 Revenue Growth Estimates: 15%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Guidewire Software growing?

Guidewire Software grew revenue 15.3% year over year, reaching $411.1M in the quarter ending July 2026.

What multiple does Guidewire Software trade at?

Guidewire Software trades at 6.6x EV/NTM revenue and 6.7x EV/run-rate, on an enterprise value of $11.08B.

Is Guidewire Software profitable?

For Guidewire Software, operating income was $62.3M last quarter and LTM free cash flow margin is 24.3%.

How long does it take Guidewire Software to pay back CAC?

Guidewire Software recovers customer acquisition cost in about 11.6 months.

What sector is Guidewire Software in?

Public Comps classifies Guidewire Software under Vertical SaaS, Enterprise Software, Insurance, Fintech, B2B SaaS, and Mature SaaS.

Where does Public Comps get Guidewire Software's data?

Figures come from Guidewire Software's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.