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Research
Publication Date: 19 Aug 2019 - By Robert P. By Robert P.Equity Fundamental Equity USA Technology
Guidewire Software Inc. develops and publishes enterprise software for the property and casualty insurance industry. Its InsuranceSuite offers 1) policy administration; 2) claims system; and 3) billing system. Available in either on-premise or cloud and all together or separate. The other offering, InsuranceNow, is a cloud-based system for an all-in-one-solution of policy, billing, and claims management. Analytics and data services are also available. The company has over 350 customers across 40 countries.
Bottom Line: A company facing business model transition risk, increasing competition, negative estimate revisions, and accounting issues trading at a high valuation.
Download the full report for details on the Bear Case outlined below (included in the download is a call with the analyst).
