Guidewire's fiscal third-quarter revenue grew by 27% year over year to $373 million, and non-GAAP operating margin was 20.9%, both of which topped the high end of guidance. The fourth-quarter outlook was also better than anticipated for both revenue and non-GAAP operating profit.
Guidewire is the clear leader seeking to modernize a large and underserved P&C insurance market that we believe is ripe for upgrades.
Guidewire’s services business line has experienced various problems since the 2012 IPO, notably capacity constraints, uneven growth, and lagging margins.
|
Metric
|
GWRE
|
ORCL
|
ACN
|
|---|---|---|---|
Price/Earnings (Normalized) | 38.99 | 29.60 | 13.31 |
Price/Book Value | 8.60 | 18.32 | 3.76 |
Price/Sales | 8.25 | 9.68 | 1.55 |
Price/Cash Flow | 30.86 | 23.39 | 8.91 |
|
Metric
|
GWRE
|
ORCL
|
ACN
|
|---|---|---|---|
Quick Ratio | 2.24 | 1.22 | 1.20 |
Current Ratio | 2.44 | 1.35 | 1.34 |
Interest Coverage | 9.13 | 5.27 | 39.37 |
|
Metric
|
GWRE
|
ORCL
|
ACN
|
|---|---|---|---|
Return on Assets (Normalized) | 11.48% | 10.91% | 15.35% |
Return on Equity (Normalized) | 20.91% | 83.96% | 34.91% |
Return on Invested Capital (Normalized) | 12.59% | 16.80% | 24.44% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| SAP SE ADR
SAP
| Htfrlmvv | Xyzq | $219B | |||
| Salesforce Inc
CRM
| Rgfnwphh | Rbrvjgg | $152B | |||
| Uber Technologies Inc
UBER
| Ysgccfrh | Qccxxl | $144B | |||
| Shopify Inc Registered Shs -A- Subord Vtg
SHOP
| Cpkkyyw | Pscjxg | $142B | |||
| ServiceNow Inc
NOW
| Wqqgwvhjg | Cmbyrv | $116B | |||
| Cadence Design Systems Inc
CDNS
| Rzfzmcwzph | Mkng | $104B | |||
| Adobe Inc
ADBE
| Bwzttfdrny | Xshmw | $102B | |||
| Automatic Data Processing Inc
ADP
| Vyfrbjvj | Rkzjrz | $93B | |||
| Datadog Inc Class A
DDOG
| Yqmkxjqwq | Mdz | $83B | |||
| Snowflake Inc Ordinary Shares
SNOW
| Xbftllhg | Cmm | $83B |
/author-service-images-prod-us-east-1.publishing.aws.arc.pub/morningstar/eac97a65-70a3-4d46-a9d1-f3eb40aed83f.jpg)
United States