Guidewire Software, Inc.

GWRE · Mid cap · Calculated market cap · $11.7B · as of 2026-09-30

Company Stats

Market Cap: $11.7B; as of Sep 30, 2026
Enterprise Value: $12.0B
Shares Outstanding: 82.0M
Free Float: 99.2%

Income Statement

Revenue: $1.5B
Operating Income: $149.9M
Net Income: $139.3M
EBITDA: $158.7M
Revenue Growth, 3Y: 17.7%
FCF Margin, 3Y Avg: 23.2%
FCF Margin, Worst Year: 19.3%

Cash Flow

Free Cash Flow: $377.7M
FCF Yield: 3.2%
Owner FCF Yield: 1.7%

Balance Sheet

Cash & Equivalents: $372.9M
Total Debt: $720.2M
Net Debt: $347.3M
Net Debt / EBITDA: 2.19x
EV / EBITDA: 75.87x
Net Debt / EBIT: 2.32x

Returns & Capital

Share Repurchases: $606.3M
Buyback Yield, 3Y Avg: 1.7%
SBC, 3Y Avg: $163.3M

Cash Flow by Year

Year	Revenue	FCF	Margin
FY2026	$1.5B	$377.7M	25.6%
FY2025	$1.2B	$295.1M	24.5%
FY2024	$980.5M	$189.4M	19.3%
FY2023	$905.3M	$32.6M	3.6%
FY2022	$812.6M	-$47.5M	-5.8%

Annual filing data through FY ended July 31, 2026; shares and float as of October 31, 2026. Yields and enterprise value use the calculated market cap above, at its as-of date. Ratios are our calculations from reported figures.

Company RSS

Earnings

Sep 4, 2026Guidewire Revenue Growth Slowed to 15% in Fourth Quarter Jun 4, 2026Guidewire Software lifts revenue outlook on subscription strength

Other Coverage

October 14, 2026 Theme Survey

Software Sector: SailPoint Adds AI ARR, Renewal Cautions Persist October 9, 2026 Industry Earnings Roundup

Aci Lifts 2026 Guidance as Software Demand Stays Positive October 6, 2026 Theme Survey

Insurance catastrophe losses and pricing: Rates fell, warnings held September 28, 2026 QBook

Stronger demand supports expansion as pricing diverges September 19, 2026 Theme Survey

Catastrophe Loss Relief Drives Reinsurance Pricing Softening September 18, 2026 Theme Survey

Rubrik's 48% Cloud ARR Surge Leads Diverging Software Sector Growth

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