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Guidewire Software, Inc.
NYSE · CIK 1528396
Last close152.15
Daily change-3.17 (-2.04%)
10 Years gain+152.45%
Dividends TTM0
Dividend yield0.00%
Fundamental Analysis
GWRE · STANDARD
SIC 7372 · Services-Prepackaged Software · Fiscal year end 0731
Fundamental
78.0Momentum
100.0Acceleration
100.0Confidence
100.0Annual Revenue17
Quarterly Revenue55
Annual CFO17
Balance SheetAvailable
RankingEligible
Score Breakdown
Growth17.0 / 25
Quality19.6 / 25
Capital Efficiency19.1 / 20
Balance Sheet15.0 / 15
Shareholder Economics2.9 / 10
Forward Indicators4.5 / 5
Signals
Gross margin expansionGross margin improved by 4.8449 percentage points.
Operating leverageOperating margin improved by 14.7262 percentage points.
ROIC expansionROIC improved by 43.2437 percentage points.
Warnings
FCF deterioration · MEDIUMFree cash flow declined 21.2036%.
High SBC · MEDIUMStock based compensation is high relative to revenue or FCF.
Key Metrics
Revenue Growth TTM46.37%OK
Revenue CAGR 3Y17.68%OK
Gross Margin63.37%OK
Operating Margin6.78%OK
FCF Margin9.39%OK
FCF Growth-21.2%OK
ROIC23.1%OK
Incremental Operating Margin 3Y53.32%OK
Net Debt / CFO-5.42xOK
Diluted Share Growth 1Y1.63%OK
SBC / Revenue12.92%OK
SBC / FCF137.5%OK
Financial History
| Period | Revenue | Gross Profit | Operating Income | CFO | FCF | Gross Margin | Op Margin | FCF Margin | ROIC | Shares |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 FY Jul 31, 2026 | $1.48B | $947.37M | $149.87M | $389.72M | $377.66M | 64.21% | 10.16% | 25.6% | 33.99% | 85.41M |
| 2026 FY Jul 31, 2025 | $1.20B | $752.05M | $41.07M | $300.87M | $295.13M | 62.54% | 3.42% | 24.54% | 5.1% | 85.91M |
| 2026 FY Jul 31, 2024 | $980.50M | $583.36M | -$52.57M | $195.75M | $189.39M | 59.5% | -5.36% | 19.32% | -5.41% | 82.29M |
| 2025 FY Jul 31, 2023 | $905.34M | $458.21M | -$149.49M | $38.40M | $32.57M | 50.61% | -16.51% | 3.6% | -14.48% | 82.18M |
| 2024 FY Jul 31, 2022 | $812.61M | $377.18M | -$199.45M | -$37.94M | -$47.45M | 46.42% | -24.54% | -5.84% | -19.66% | 83.57M |
Formula Trace
| Metric | Value | Formula | Status | Source |
|---|---|---|---|---|
| Revenue TTM | $1.36B | sum latest 4 fiscal quarters Revenue | OK | 0001528396-26-000027, 0001528396-25-000244 |
| Revenue Growth TTM | 46.37% | Revenue_TTM / Revenue_TTM_1Y_ago - 1 | OK | 0001528396-26-000027, 0001528396-25-000244 |
| Revenue CAGR 3Y | 17.68% | (Revenue_current / Revenue_3Y_ago)^(1/3) - 1 | OK | 0001528396-26-000046 |
| Revenue CAGR 5Y | 14.7% | (Revenue_current / Revenue_5Y_ago)^(1/5) - 1 | OK | 0001528396-26-000046 |
| Gross Profit CAGR 3Y | 27.39% | (GrossProfit_current / GrossProfit_3Y_ago)^(1/3) - 1 | OK | 0001528396-26-000046 |
| Operating Income Growth | n/a | OperatingIncome_current / OperatingIncome_prior_year - 1 | INSUFFICIENT_HISTORY | 0001528396-26-000027, 0001528396-25-000244 |
| FCF Growth | -21.2% | FCF_current / FCF_prior_year - 1 | OK | 0001528396-26-000027, 0001528396-26-000014 |
| Revenue Growth Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Profit Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Operating Income Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| FCF Acceleration | n/a | 0.5*(Q0-Q1)+0.3*(Q1-Q2)+0.2*(Q2-Q3) | INSUFFICIENT_HISTORY | derived |
| Gross Margin | 63.37% | Gross Profit / Revenue | OK | 0001528396-26-000027, 0001528396-25-000244 |
| Operating Margin | 6.78% | Operating Income / Revenue | OK | 0001528396-26-000027, 0001528396-25-000244 |
| FCF Margin | 9.39% | (CFO - CapEx) / Revenue | OK | 0001528396-26-000027, 0001528396-26-000014 |
| ROIC | 23.1% | NOPAT / Average Invested Capital | OK | 0001528396-26-000027, 0001528396-25-000244 |
| Net Debt / CFO | -5.42x | Net Debt / CFO | OK | 0001528396-26-000027, 0001528396-26-000014 |
| Current Ratio | 2.44x | Current Assets / Current Liabilities | OK | derived |
| SBC / Revenue | 12.92% | SBC / Revenue | OK | 0001528396-26-000027, 0001528396-25-000244 |