Análisis Argos
GWRE
GWRECara
Guidewire Software, Inc. · Technology
US$ 134.47
precio al 2026-07-04
Valor justo Argos*
US$ 74
vs. su valor justo
−45%
Score Argos
38/100
LA RESPUESTA
El mercado le pide crezca 60% al año — más de lo que ha demostrado (3.5%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Sin recompensas destacadas.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO4/6PASADO2/6SALUD3/6DIVIDENDO1/6
El Iris de calidad
VALOR1/6FUTURO4/6PASADO2/6SALUD3/6DIVIDENDO1/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance razonable
DividendoEl dividendo aún duerme
Score Argos38de 100Cara
Ingresos22%
US$ 1.2 B
Margen operativo163%
3.4%
Flujo de caja libre67%
US$ 0.3 B
Deuda neta
US$ 0 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 11.2B
P/E160.4x
EV/EBITDA173x
FCF yield2.6%
ROIC2.8%
Margen operativo3.4%
Crecim. ingresos+22.6%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

gurufocus.com · 23 jun
Is It Too Late to Buy Guidewire Software Inc (GWRE) After 6.8% Rally? GF Value Says Undervalued
On June 23, 2026, Guidewire Software Inc (GWRE) shares rose 6.8% today, closing at $109.63. This price is situated within a 52-week range of $102.30 to $272.60,
businesswire.com · 9 jun
Santam Goes Live on Guidewire, Laying Foundation for AI-Driven Insurance Innovation in South Africa
CAPE TOWN, South Africa--(BUSINESS WIRE)--Guidewire (NYSE: GWRE) today announced that Santam - Africa's largest general insurer - has gone live on Guidewire, advancing its strategy to modernize core insurance operations and strengthen digital agility. The cloud deployment provides Santam with a scalable foundation for continuous innovation, improved operational responsiveness, and the broader use of AI across the business. With Guidewire, Santam can build on its commitment to making insurance m.
zacks.com · 8 jun
Unlocking Guidewire Software (GWRE) International Revenues: Trends, Surprises, and Prospects
Examine the evolution of Guidewire Software's (GWRE) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.
businesswire.com · 8 jun
Peel Mutual Insurance Company Increases AI-Driven Innovation and Growth with Guidewire Cloud
MISSISSAUGA, Ontario & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireCloud--Peel Mutual selected Guidewire Cloud to continue its journey toward increased innovation, optimized core insurance processes, and accelerated growth.
seekingalpha.com · 8 jun
Baron Discovery Fund Q1 2026: Who Moved The Needle
In the first quarter of 2026, Baron Discovery Fund declined 10.65% (Institutional Shares), trailing the Russell 2000 Growth Index by 7.84% due to significant underperformance in the software sector. Advanced Energy Industries, Inc.'s stock rose during the quarter as the market began to appreciate the strength that the company would see in both its data center and semiconductor end markets. Baron Discovery Fund sold its investment in Intapp, Inc. in the quarter as the team believes that its other software holdings have better overall competitive advantages.
seekingalpha.com · 6 jun
Guidewire Software: Good Earnings, But A Concern Arises
Guidewire Software, Inc. reported another beat-and-raise quarter in Q3, showing continued growth momentum. The market took GWRE's report negatively. ARR growth decelerated, which caused more uncertain future growth expectations. I estimate GWRE stock to have 25% upside to $170 after the stock's post-earnings decline.
zacks.com · 5 jun
Guidewire Q3 Earnings & Revenues Beat Estimates, Increase Y/Y
GWRE tops fiscal Q3 estimates as revenues rise 26.9% and ARR grows 19%, prompting higher full-year revenue, profit and cash flow outlooks.
seekingalpha.com · 5 jun
Guidewire Software, Inc. (GWRE) Q3 2026 Earnings Call Transcript
Guidewire Software, Inc. (GWRE) Q3 2026 Earnings Call Transcript

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.