Guidewire Software Inc

GWRE: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$41.00	Tqvk	Tghxqxkb

Guidewire Is Poised to Dominate the Market for Vertical Software Solutions

Dan Romanoff

Mar 8, 2024

Business Strategy and Outlook

We believe Guidewire is reaping the benefits of years of groundwork in the form of convincing property and casualty insurers to upgrade their aging core legacy systems to Guidewire’s solutions. In our view, the company has used a modern software platform to disrupt a sleepy industry that has been underserved by legacy software vendors, and we still see a long runway for additional growth for Guidewire.

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