Guidewire Software, Inc.

NYSE:GWRE Stock Report

Market Cap: US$18.7b

Guidewire Software Management

Management criteria checks 4/4

Guidewire Software's CEO is Mike Rosenbaum, appointed in Aug 2019, has a tenure of 5.92 years. total yearly compensation is $11.27M, comprised of 6.7% salary and 93.3% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth $34.10M. The average tenure of the management team and the board of directors is 5.6 years and 5.8 years respectively.

Key information

Mike Rosenbaum

Chief executive officer

US$11.3m

Total compensation

CEO salary percentage6.66%
CEO tenure5.9yrs
CEO ownership0.2%
Management average tenure5.6yrs
Board average tenure5.8yrs

Recent management updates

Recent updates

Guidewire Software, Inc.'s (NYSE:GWRE) Share Price Could Signal Some Risk

Jul 02
Guidewire Software, Inc.'s (NYSE:GWRE) Share Price Could Signal Some Risk

We Think Guidewire Software's (NYSE:GWRE) Profit Is Only A Baseline For What They Can Achieve

Jun 16
We Think Guidewire Software's (NYSE:GWRE) Profit Is Only A Baseline For What They Can Achieve

Guidewire Software Is Soaring, But I'm Not Biting

Jun 04

Health Check: How Prudently Does Guidewire Software (NYSE:GWRE) Use Debt?

May 04
Health Check: How Prudently Does Guidewire Software (NYSE:GWRE) Use Debt?

Guidewire: Can Outperform In A Bear Market

Apr 27

Is Now An Opportune Moment To Examine Guidewire Software, Inc. (NYSE:GWRE)?

Apr 08
Is Now An Opportune Moment To Examine Guidewire Software, Inc. (NYSE:GWRE)?

Guidewire: The Shift To Profitability

Mar 17

Is Guidewire Software, Inc. (NYSE:GWRE) Worth US$218 Based On Its Intrinsic Value?

Feb 07
Is Guidewire Software, Inc. (NYSE:GWRE) Worth US$218 Based On Its Intrinsic Value?
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Demand From Tier 1 Insurers And Generative AI Will Elevate Future Market Position

Strong cloud platform demand and AI integration are driving significant revenue growth and enhancing competitive positioning in the insurance sector.

Guidewire Software Low Valuation And Resilient Growth

Jan 14

Guidewire Software, Inc.'s (NYSE:GWRE) Business Is Trailing The Industry But Its Shares Aren't

Jan 09
Guidewire Software, Inc.'s (NYSE:GWRE) Business Is Trailing The Industry But Its Shares Aren't

Guidewire Software's (NYSE:GWRE) Earnings May Just Be The Starting Point

Dec 14
Guidewire Software's (NYSE:GWRE) Earnings May Just Be The Starting Point

Guidewire Software: Market Expectations Are Stretched Even After Great Q1

Dec 06

Calculating The Fair Value Of Guidewire Software, Inc. (NYSE:GWRE)

Oct 23
Calculating The Fair Value Of Guidewire Software, Inc. (NYSE:GWRE)

Optimistic Investors Push Guidewire Software, Inc. (NYSE:GWRE) Shares Up 25% But Growth Is Lacking

Oct 05
Optimistic Investors Push Guidewire Software, Inc. (NYSE:GWRE) Shares Up 25% But Growth Is Lacking

Guidewire Software: Solid Demand Momentum For Its Cloud Platform

Sep 19

Guidewire Software: Mr. Market Blinded By Enthusiasm

Sep 03

Is Guidewire Software (NYSE:GWRE) Using Debt Sensibly?

Jul 31
Is Guidewire Software (NYSE:GWRE) Using Debt Sensibly?

Guidewire Software: Operating Results Improve But Stock May Plateau (Downgrade)

Jun 12

Guidewire Participates In Improving Property And Casualty Industry Outlook (Rating Upgrade)

Feb 12

Guidewire Software: Time To Take Some Money Off The Table

Dec 01

CEO Compensation Analysis

How has Mike Rosenbaum's remuneration changed compared to Guidewire Software's earnings?
DateTotal CompensationSalaryCompany Earnings
Apr 30 2025n/an/a

US$35m

Jan 31 2025n/an/a

-US$17m

Oct 31 2024n/an/a

US$30m

Jul 31 2024US$11mUS$750k

-US$6m

Apr 30 2024n/an/a

-US$11m

Jan 31 2024n/an/a

-US$51m

Oct 31 2023n/an/a

-US$70m

Jul 31 2023US$10mUS$750k

-US$112m

Apr 30 2023n/an/a

-US$155m

Jan 31 2023n/an/a

-US$167m

Oct 31 2022n/an/a

-US$198m

Jul 31 2022US$10mUS$750k

-US$180m

Apr 30 2022n/an/a

-US$150m

Jan 31 2022n/an/a

-US$130m

Oct 31 2021n/an/a

-US$98m

Jul 31 2021US$8mUS$750k

-US$67m

Apr 30 2021n/an/a

-US$27m

Jan 31 2021n/an/a

-US$21m

Oct 31 2020n/an/a

-US$32m

Jul 31 2020US$20mUS$745k

-US$27m

Compensation vs Market: Mike's total compensation ($USD11.27M) is about average for companies of similar size in the US market ($USD13.76M).

Compensation vs Earnings: Mike's compensation has been consistent with company performance over the past year.


CEO

Mike Rosenbaum (53 yo)

5.9yrs
Tenure
US$11,265,438
Compensation

Mr. Michael George Rosenbaum, also known as Mike, has been the Chief Executive Officer and Director of Guidewire Software, Inc. since August 3, 2019. He serves as Director of AgentSync, Inc. since January...


Leadership Team

NamePositionTenureCompensationOwnership
Michael Rosenbaum
CEO & Director5.9yrsUS$11.27m0.18%
$ 34.1m
John Mullen
President3.4yrsUS$6.98m0.17%
$ 32.6m
Jeffrey Cooper
Chief Financial Officer5.3yrsUS$5.89m0.047%
$ 8.8m
James King
Chief Administrative Officer12.5yrsUS$3.43m0.020%
$ 3.8m
Chet Mandair
Chief Information Officer6yrsno datano data
Garo Toomajanian
Investor Relationsno datano datano data
Brian Desmond
Chief Marketing Officer9.8yrsno datano data
Sinead Condon
Chief People Officer5.1yrsno datano data
Steven Sherry
Senior Vice President of Strategic Accounts5.1yrsUS$2.84mno data
Diego Devalle
Chief Product Development Officer7.5yrsno datano data
Christina Colby
Chief Customer Officer5.1yrsno datano data
Lisa Brubaker
Senior Vice President of Quality and Risk Adjustmentno datano datano data
5.6yrs
Average Tenure
53yo
Average Age

Experienced Management: GWRE's management team is seasoned and experienced (5.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Michael Rosenbaum
CEO & Director5.9yrsUS$11.27m0.18%
$ 34.1m
Catherine Lego
Independent Director5.8yrsUS$319.80k0.017%
$ 3.1m
Michael Keller
Independent Chairman of the Board5.8yrsUS$364.99k0.0097%
$ 1.8m
Jeffrey Sloan
Directorless than a yearno datano data
Mark Anquillare
Independent Directorless than a yearno data0%
$ 0
Paul Lavin
Independent Director11.3yrsUS$345.74k0.015%
$ 2.8m
Rajani Ramanathan
Independent Director4.1yrsUS$319.59k0.010%
$ 1.9m
David Bauer
Independent Director2.8yrsUS$310.03k0.0062%
$ 1.2m
Margaret Dillon
Independent Director5.8yrsUS$312.11k0.017%
$ 3.1m
5.8yrs
Average Tenure
63yo
Average Age

Experienced Board: GWRE's board of directors are considered experienced (5.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/22 21:46
End of Day Share Price 2025/07/22 00:00
Earnings2025/04/30
Annual Earnings2024/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Guidewire Software, Inc. is covered by 28 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Joseph VruwinkBaird
Ishan MajumdarBaptista Research
Michael FunkBofA Global Research