Análisis Argos
GWRE
GWRECara
Guidewire Software, Inc. · Technology
US$ 159.40
precio al 2026-07-28
Valor justo Argos*
Sin estimar
vs. su valor justo
Sin estimar
Score Argos
45/100
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 Argos45de 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$ 13.3B
P/E190.1x
EV/EBITDA205x
FCF yield2.2%
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

zacks.com · 3 jul
GWRE Stock Looks Stronger as Cash Flow Growth Backs Execution
Guidewire's cash-flow growth strengthens its cloud investment case, but deal timing, services mix and operating costs keep execution risk in view.
zacks.com · 3 jul
GWRE Stock Outlook Built on Cloud Growth, Margin Gains and AI Risks
Guidewire's cloud transition, ARR growth and margin gains support the stock case, but deal timing, costs and AI scaling remain key tests.
zacks.com · 3 jul
Guidewire Growth Trends Show How AI and Services Are Evolving
Guidewire's cloud migration, AI workflow tools and services growth deepen its insurer modernization story, but execution and margin mix remain key tests.
marketwatch.com · 1 jul
14 value stocks of companies primed for rapid growth through 2028
Let us begin with a midyear summary of index results that might surprise you in light of the triple-digit gains for so many growth stocks in the S&P 500.
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.

* 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.