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Posted by
Two Blokes June 4, 2025 -
Filed in
Stock
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7 views
Guidewire is executing well, with strong ARR growth, solid guidance, and a platform that's resonating with insurers, driving high-teens growth expectations. Despite impressive performance and innovation, I'm uncomfortable paying 67x forward free cash flow, especially given the company's weaker balance sheet. The stock is priced for perfection, leaving little margin for error, and doesn't fit my Deep Value Returns portfolio criteria at this valuation.
