Report
Dan Romanoff
EUR 100.00 For Business Accounts Only

Guidewire's Disrupting the Underserved and Sleepy P&C Insurance Software Market

We assign Guidewire Software a wide moat and positive trend rating and raise our fair value estimate to $117 per share. As much as we like its competitive position and growth story, we think the shares offer limited upside.
Guidewire has used a modern software platform to disrupt a sleepy industry and underserved client base. After spending its early years laying the groundwork regarding the need to modernize core systems, Guidewire slowly gained traction one customer at a time. It started with ...
Underlying
GUIDEWIRE SOFTWARE INC.

Guidewire Software provides a technology platform, composed of software, services, and a partner ecosystem, for the property and casualty insurance industry. Guidewire InsurancePlatform? consists of cloud and on-premise applications to support core operations, data management and analytics, and digital engagement and is connected to various data sources and third party applications. The company's operational platforms include: Guidewire InsuranceSuite, which comprises of PolicyCenter, BillingCenter, and ClaimCenter applications; and Guidewire InsuranceNow, which provides policy, billing and claims management functionality to insurers that prefer to subscribe to a cloud-based, all-in-one solution.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Dan Romanoff

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch