GWREGuidewire Software, Inc.
Services-Prepackaged Software
- Revenue
- $1.5B
- 23% YoY
- Operating margin
- 10.2%
- 197% YoY
- EBITDA
- $178M
- 174% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 0.1×
- $26M net debt
- AI in 10-K
- —
Red flags 2 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCFired12% of revenueOver 10% of revenue
- Payouts exceed cash flowFired156% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear16% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $813M | $905M | $980M | $1.2B | $1.5B | 23% |
| Operating income | −$199M | −$149M | −$53M | $41M | $150M | 265% |
| Operating cash flow | −$38M | $38M | $196M | $301M | $390M | 30% |
| Capex | $10M | $6M | $6M | $6M | $12M | 110% |
| Stock-based comp | $137M | $143M | $146M | $162M | $182M | 13% |
| Buybacks | $37M | $262M | $0 | $0 | $606M |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $16M | −$7M | 132 | 108 |
| FY2025 | $14M | $46M | 196 | 110 |
| FY2024 | $11M | $32M | 130 | 92 |
| FY2023 | $10M | $11M | 74 | 84 |
| FY2022 | $10M | $3M | 67 | 71 |