Guidewire Software Inc. (GWRE) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$160.07 -4.10% NYSE • Public Delayed / 60s Snapshot

Guidewire Software Inc. (GWRE) carries a Roarable Rating of C+ (Hold) with 66/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C+ • HOLD / WATCH Cap $13.12B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C+
025507510066
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C- · Rk B
Cash (14)Whales (10)SEC (16)Macro (14)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+3.6% Base Target
$243 Bull$166 Base$129 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:52% Call Buyers ($2.3M)
48% PutsMax Pain: $157.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How GWRE Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$295.1M (24.5% FCF Margin)
Revenue$1.20BGross Profit $752.1M (62.5%)Cost of Sales $450.4MOp Profit $41.1M (3.4%)OpEx (R&D/SG&A) $711.0MNet Profit$0 (0%)Tax/Other $41.1M

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $905.3M
FY24
Rev $980.5M
FY25
Rev $1.20B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$1.20B62.5%3.4%$0$295.1M2%
FY 2024$980.5M59.5%-5.4%$0$189.4M-3.6%
FY 2023$905.3M44%-16.5%$0-$2.3M-2.7%
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Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring GWRE)

  • ✓Live walkthrough of GWRE's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
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GWRE // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +17.49%📐 WEDGE COMPRESSION COIL
2026-10-30O $160.8H $163.3L $159.9C $162.6VOL 842.8K
RES: $189.5SUP: $142.9SMA50: $167.0SMA200: $149.0
$214.9$184.3$153.8$123.3$92.83RES $189.5SUP $142.9$162.62026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

GWRE Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth

vs. +22.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on GWRE today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for GWRE. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for GWRE today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

GWRE Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is Guidewire Software Inc. (GWRE)?

In FY 2025 (10-K), GWRE converted $1.2B of revenue into a 62.5% gross margin, 3.4% operating margin, and $295.1M in free cash flow (24.5% FCF margin).