Guidewire Software, Inc. (GWRE)

Services-Prepackaged Software

Latest Price

$153.00

TTM P/E

82.26

Normalized P/E

Div Yield

Book Value

15.56

P/B Ratio

9.83

Valuation metrics

EPS: $1.63

Book value / share: $14.56

Formula: √(22.5 × EPS × BVPS)

Graham Number

$23.11

85% downside

Base FCF: $242M (median of recent 5yr)

Growth: 25%/yr (median YOY, capped at 25%)

Discount rate: 10%

Terminal growth: 3%

Projection horizon: 10 years

DCF Fair Value

$224.21

+47% upside

EPS: $1.63

Target P/E: 82×

Formula: EPS × P/E

P/E Fair Value

$133.66

13% downside

100.0% held by institutions

Institution	Shares	Value	Ownership %	Change	Filing Date
BAMCO INC /NY/	8.99M	$1.11B	10.68%	+2.40M	2026-06-30
BlackRock, Inc.	8.91M	$1.10B	10.58%	-418.0K	2026-06-30
Linonia Partnership LP	6.93M	$853.0M	8.23%	-717.6K	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC	4.51M	$554.0M	5.35%	-87.3K	2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC	3.85M	$473.0M	4.56%	+2.4K	2026-06-30
Darsana Capital Partners LP	3.80M	$468.0M	4.52%	-196.0K	2026-06-30
STATE STREET CORP	2.68M	$329.0M	3.18%	+60.9K	2026-06-30
JPMORGAN CHASE & CO	2.25M	$272.0M	2.67%	+1.58M	2026-06-30
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.03M	$249.0M	2.41%	-966.4K	2026-06-30
Route One Investment Company, L.P.	1.85M	$227.0M	2.20%	--	2026-06-30