Guidewire Software Inc. - A Trailblazer in an Historic Industry

See attached Images for a summarized investment memo on Guidewire Inc.  Investment Thesis Summary: Client-acquisition and growth High Switching Costs & Strong Client Retention Expected Margin Turnaround Valuation Summary  DCF Implied share price/target Price $120.71 TP on $103 evaluated price 17.2% implied upside Street Targets DA Davidson: $144 JPMorgan Chase: $140 Bank of America: $135 Goldman Sachs: $129 Catalysts Summary: Retirement of COBOL software engineers Guidewire for Salesforce Overall insurance-tech market is a catalyst

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Guidewire Software Inc. - A Trailblazer in an Historic Industry

Apr 20, 2021

bullish

general Analysis

[< 1 min Read]

See attached Images for a summarized investment memo on Guidewire Inc.

Investment Thesis Summary:

  • Client-acquisition and growth
  • High Switching Costs & Strong Client Retention
  • Expected Margin Turnaround

Valuation Summary

  • DCF Implied share price/target Price
    • $120.71 TP on $103 evaluated price
      • 17.2% implied upside
    • Street Targets
      • DA Davidson: $144
      • JPMorgan Chase: $140
      • Bank of America: $135
      • Goldman Sachs: $129

Catalysts Summary:

  • Retirement of COBOL software engineers
  • Guidewire for Salesforce
  • Overall insurance-tech market is a catalyst

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GWRE

Guidewire Software, Inc.

71.11

0
0.00%

Return

-31.28%
Change % Since Posting
-32.36
Change Since Posting
103.47
Price When Posted

Metrics

119.00
Target Price
8/ 10
Confidence
1-3 Years
Timeframe
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SEC
Filing
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