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華爾街日報Here's Why Shareholders Will Not Be Complaining About Guidewire Software, Inc.'s (NYSE:GWRE) CEO Pay Packet
Key Insights
- Guidewire Software to hold its Annual General Meeting on 15th of December
- Total pay for CEO Mike Rosenbaum includes US$750.0k salary
- The overall pay is comparable to the industry average
- Guidewire Software's total shareholder return over the past three years was 214% while its EPS grew by 118% over the past three years
The performance at Guidewire Software, Inc. (NYSE:GWRE) has been quite strong recently and CEO Mike Rosenbaum has played a role in it. Coming up to the next AGM on 15th of December, shareholders would be keeping this in mind. The focus will probably be on the future company strategy as shareholders cast their votes on resolutions such as executive remuneration and other matters. Here is our take on why we think CEO compensation is not extravagant.
View our latest analysis for Guidewire Software
Comparing Guidewire Software, Inc.'s CEO Compensation With The Industry
Our data indicates that Guidewire Software, Inc. has a market capitalization of US$18b, and total annual CEO compensation was reported as US$14m for the year to July 2025. That's a notable increase of 24% on last year. While we always look at total compensation first, our analysis shows that the salary component is less, at US$750k.
For comparison, other companies in the American Software industry with market capitalizations above US$8.0b, reported a median total CEO compensation of US$16m. So it looks like Guidewire Software compensates Mike Rosenbaum in line with the median for the industry. What's more, Mike Rosenbaum holds US$30m worth of shares in the company in their own name, indicating that they have a lot of skin in the game.
| Component | 2025 | 2024 | Proportion (2025) |
| Salary | US$750k | US$750k | 5% |
| Other | US$13m | US$11m | 95% |
| Total Compensation | US$14m | US$11m | 100% |
On an industry level, around 11% of total compensation represents salary and 89% is other remuneration. Guidewire Software sets aside a smaller share of compensation for salary, in comparison to the overall industry. If total compensation is slanted towards non-salary benefits, it indicates that CEO pay is linked to company performance.
Guidewire Software, Inc.'s Growth
Guidewire Software, Inc. has seen its earnings per share (EPS) increase by 118% a year over the past three years. In the last year, its revenue is up 23%.
This demonstrates that the company has been improving recently and is good news for the shareholders. This sort of respectable year-on-year revenue growth is often seen at a healthy, growing business. Looking ahead, you might want to check this free visual report on analyst forecasts for the company's future earnings..
Has Guidewire Software, Inc. Been A Good Investment?
Boasting a total shareholder return of 214% over three years, Guidewire Software, Inc. has done well by shareholders. This strong performance might mean some shareholders don't mind if the CEO were to be paid more than is normal for a company of its size.
To Conclude...
Given the company's decent performance, the CEO remuneration policy might not be shareholders' central point of focus in the AGM. However, investors will get the chance to engage on key strategic initiatives and future growth opportunities for the company and set their longer-term expectations.
While CEO pay is an important factor to be aware of, there are other areas that investors should be mindful of as well. We've identified 1 warning sign for Guidewire Software that investors should be aware of in a dynamic business environment.
Important note: Guidewire Software is an exciting stock, but we understand investors may be looking for an unencumbered balance sheet and blockbuster returns. You might find something better in this list of interesting companies with high ROE and low debt.
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