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

Guidewire Software trades at 10.2x EV/NTM revenue on a $16.39B enterprise value. Revenue grew 26.9% year over year to $372.5M in the quarter ending April 2026, an annual run rate of $1.49B. Guidewire Software reports a 63.5% gross margin and 8.1-month CAC payback.

ARR ($M)
1147.0
Net Dollar Retention
--
ARR Growth
19.5%
EV / NTM Revenue
10.2x
Payback Period
8.1
EV / Run Rate
11.0x
Price & Key Metrics
Price Performance
Company Details
Share Price: 205.85
Last Filing Date: 2026-04-30
Fiscal Year End: 07-31
Last Filing: Form
Founding Year: 2001
IPO Year: 2012
% of 52 wk High: 79%
Description
Guidewire Software is a software company that offers core back-end software for property and casualty (P&C) insurance carriers in the U.S. and worldwide, as well as the Guidewire Live suite of online analytics services for P&C insurers.
Categories
Vertical SaaS Enterprise Software Insurance Fintech B2B SaaS Mature SaaS
Valuation
Market Cap: 17,138.323
Enterprise Value: 16,388.789
EV / Revenue Run Rate: 11.0x
EV / NTM Revenue: 10.2x
EV / 2026 Revenue Estimates: 10.6x
EV / 2027 Revenue Estimates: 9.2x
EV / 2028 Revenue Estimates: 8.0x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: 1,147.0
ARR Growth %: 19%
ARR/Customer ($K): --
ARR/Employee ($K): 283
Revenue
Revenue Run Rate: 1,490
ARR: 1,147.0
2026 Revenue Estimates: 1,545
2027 Revenue Estimates: 1,786
2028 Revenue Estimates: 2,051
LTM Revenue: 1,420
Last Year Run Rate: 1,174
Growth
Revenue Growth: 27%
ARR Growth: 19%
Growth Persistence: 123%
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 26.9% year over year, reaching $372.5M in the quarter ending April 2026.

What multiple does Guidewire Software trade at?

Guidewire Software trades at 10.2x EV/NTM revenue and 11.0x EV/run-rate, on an enterprise value of $16.39B.

Is Guidewire Software profitable?

For Guidewire Software, operating income was $30.6M last quarter and LTM free cash flow margin is 22.5%.

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

Guidewire Software recovers customer acquisition cost in about 8.1 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.