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Guidewire Software (GWRE) - Fundamental Investment Case


Publication Date: 19 Aug 2019 - By Robert Prather 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).


Source: VR Fundamental

Pages: 50

Released: 19 Aug 2019

Unlock for 35 credits

The Author

Robert P.

Equity Fundamental, IPO & Placements, Accounting

Consumer, Technology, Industry, Telecom & Media


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