CHARGED ALPHA
Stock Analysis
Stock Library / GWRE
GWRE Unclassified Latest YouTube: Q1 FY2027

GWRE

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

GWRE Stock: +16% Rev Beat Q1 FY2027

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q1 FY2027
Podcast available
Yes
Current price
$156.47
+6.57 (+4.38%)
Trailing / Forward P/E
83.67x
Forward: 38.33x
Market cap / Volume
Volume:
Revenue / Earnings Growth
26.9%
Earnings: -64.8%
Margins
8.2% op
Gross: 64.0% · Net: 11.2%
Balance sheet
2.44x current
Debt / Equity: 53.5
52-week range / Beta
$102.30 - $272.60
Beta: 0.95
Analyst target
$198.38
Upside: 26.8%
Cash / shareholder return
2.17% FCF yield
Dividend yield: —

Company context

Industry: Software - Application
Country: United States
Employees:
Price to book: 9.89x
Return on equity: 11.9%
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. It offers Guidewire InsuranceSuite, such as PolicyCenter, ClaimCenter, and BillingCenter applications. The company also provides Guidewire InsuranceNow, a cloud-based application that offers policy administration, claims management, and billing functionality, plus pre-integrated document production, analytics, and other capabilities. In addition, it offers Guidewire Rating Management to manage the pricing of insurance products; Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes; Guidewire Client Data Management that helps P&C insurers to capitalize on customer information; Guidewire Advanced Product Designer, a cloud-native application for insurance product design and management; Guidewire Product Content Management provides software tools and standards-based, line-of-business templates. Further, the company provides Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences; Guidewire Predict, a P&C-specific machine-learning platform; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Canvas, Guidewire Compare, Guidewire industry Intel, Guidewire Data Studio, and Guidewire Explore, an cloud-native applications; Guidewire Cyence, a cyber-risk economic modeling product; Guidewire DataHub, an operational data store; and Guidewire InfoCenter, a business intelligence warehouse for P&C insurers . The company was incorporated in 2001 and is headquartered in San Mateo, California.

Price chart

Market context for GWRE

Competitive view

GWRE vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

GWRE latest YouTube video thumbnail YouTube
GWRE
GWRE
Latest video
Q1 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
GWRE
$13.03B
GWRE
DHR
$141.00B
Danaher Corporation
ADBE
$99.01B
ADBE
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
GWRE
83.7x
GWRE
DHR
35.8x
Danaher Corporation
ADBE
14.3x
ADBE
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
GWRE
38.3x
GWRE
DHR
21.7x
Danaher Corporation
ADBE
9.1x
ADBE
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
GWRE
26.9%
GWRE
DHR
5.5%
Danaher Corporation
ADBE
12.7%
ADBE
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
GWRE
-64.8%
GWRE
DHR
59.7%
Danaher Corporation
ADBE
7.9%
ADBE
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
GWRE
8.2%
GWRE
DHR
19.8%
Danaher Corporation
ADBE
35.3%
ADBE
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
GWRE
64.0%
GWRE
DHR
58.8%
Danaher Corporation
ADBE
89.4%
ADBE
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
GWRE
11.2%
GWRE
DHR
15.9%
Danaher Corporation
ADBE
28.7%
ADBE
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
GWRE
11.9%
GWRE
DHR
7.6%
Danaher Corporation
ADBE
63.0%
ADBE
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
GWRE
2.2%
GWRE
DHR
3.1%
Danaher Corporation
ADBE
9.3%
ADBE
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
GWRE
53.47x
GWRE
DHR
52.97x
Danaher Corporation
ADBE
61.44x
ADBE
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
GWRE
2.44x
GWRE
DHR
1.65x
Danaher Corporation
ADBE
0.75x
ADBE
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
GWRE
0.95
GWRE
DHR
0.82
Danaher Corporation
ADBE
1.43
ADBE
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
GWRE
GWRE
DHR
0.7%
Danaher Corporation
ADBE
ADBE
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
GWRE
26.8%
GWRE
DHR
13.5%
Danaher Corporation
ADBE
8.2%
ADBE

Episode timeline

Episode archive for GWRE

Each row is one earnings episode with every verified platform link available.

Q1 FY2027
Episode live
Published youtube podcast complete
GWRE Stock: +16% Rev Beat Q1 FY2027
Quarterly earnings-analysis entry for GWRE. Use the links on the right to open the video or podcast episode.