Guidewire Software Inc
GWRE: XNYS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$631.00 | Cfy | Dqrdzcy |
Guidewire Is Well-Positioned to Disrupt a Sleepy Niche Industry
Business Strategy and Outlook
We believe Guidewire is reaping the benefits of years of groundwork in the form of convincing property and casualty insurers to upgrade their aging core legacy systems to Guidewire’s solutions. In our view, the company has used a modern software platform to disrupt a sleepy industry that has been underserved by legacy software vendors, and we still see a long runway for additional growth for Guidewire.