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Guidewire Extends Its Streak of Solid Results; FVE Decreased to $120

Senior Equity Analyst Dan Romanoff

Dan Romanoff, CPA Senior Equity Analyst

Analyst Note

| Dan Romanoff, CPA | Jun 8, 2022

Wide-moat Guidewire reported good results relative to guidance and broader street expectations for its third quarter. Implied guidance for fourth quarter is in line with our revenue assumption and just shy of our profitability estimates. The firm also provided a constructive preliminary outlook for next year. Based on modestly lower profitability assumptions, we lower our fair value estimate to $120 per share, from $126.

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Guidewire Software Inc's Company Profile

Business Description

Guidewire Software provides software solutions for property and casualty insurers. Flagship product InsuranceSuite is an on-premises system of record and comprises ClaimCenter, a claims management system; PolicyCenter, a policy management system including policy definitions, quotas, issuance, maintenance, and renewal; and BillingCenter, for billing management, payment plans, and agent commissions. The company also offers InsuranceNow, a cloud-based offering, as well as a variety of other add-on applications.

Contact

2850 S. Delaware Street, Suite 400
San Mateo, CA, 94403

T +1 650 357-9100

ir@guidewire.com

www.guidewire.com

Sector Technology

Industry Software - Application

Most Recent Earnings Apr 30, 2022

Fiscal Year End Jul 30, 2022

Stock Type Distressed

Employees 2,942

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