Guidewire Software (GWRE) Competitors

$113.55
+1.57 (+1.40%)
(As of 04/26/2024 ET)

GWRE vs. INFA, BLKB, MANH, ACIW, SSNC, TYL, MSTR, ANSS, PCTY, and MNDY

Should you be buying Guidewire Software stock or one of its competitors? The main competitors of Guidewire Software include Informatica (INFA), Blackbaud (BLKB), Manhattan Associates (MANH), ACI Worldwide (ACIW), SS&C Technologies (SSNC), Tyler Technologies (TYL), MicroStrategy (MSTR), ANSYS (ANSS), Paylocity (PCTY), and monday.com (MNDY). These companies are all part of the "prepackaged software" industry.

Guidewire Software vs.

Guidewire Software (NYSE:GWRE) and Informatica (NYSE:INFA) are both mid-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, dividends, earnings, profitability, community ranking, risk and valuation.

98.5% of Informatica shares are held by institutional investors. 0.4% of Guidewire Software shares are held by insiders. Comparatively, 53.9% of Informatica shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Guidewire Software has higher earnings, but lower revenue than Informatica. Guidewire Software is trading at a lower price-to-earnings ratio than Informatica, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Guidewire Software$905.34M10.32-$111.86M-$0.62-183.14
Informatica$1.60B5.90-$125.28M-$0.46-69.35

Guidewire Software has a beta of 1.15, indicating that its share price is 15% more volatile than the S&P 500. Comparatively, Informatica has a beta of 1.08, indicating that its share price is 8% more volatile than the S&P 500.

Guidewire Software has a net margin of -5.48% compared to Informatica's net margin of -7.85%. Informatica's return on equity of 4.29% beat Guidewire Software's return on equity.

Company Net Margins Return on Equity Return on Assets
Guidewire Software-5.48% -3.60% -2.22%
Informatica -7.85%4.29%1.79%

Guidewire Software currently has a consensus target price of $115.11, suggesting a potential upside of 1.37%. Informatica has a consensus target price of $35.45, suggesting a potential upside of 11.14%. Given Informatica's higher probable upside, analysts plainly believe Informatica is more favorable than Guidewire Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Guidewire Software
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
3.00
Informatica
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55

Guidewire Software received 85 more outperform votes than Informatica when rated by MarketBeat users. Likewise, 63.74% of users gave Guidewire Software an outperform vote while only 61.61% of users gave Informatica an outperform vote.

CompanyUnderperformOutperform
Guidewire SoftwareOutperform Votes
406
63.74%
Underperform Votes
231
36.26%
InformaticaOutperform Votes
321
61.61%
Underperform Votes
200
38.39%

In the previous week, Informatica had 33 more articles in the media than Guidewire Software. MarketBeat recorded 38 mentions for Informatica and 5 mentions for Guidewire Software. Guidewire Software's average media sentiment score of 0.76 beat Informatica's score of 0.20 indicating that Guidewire Software is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Guidewire Software
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Informatica
12 Very Positive mention(s)
4 Positive mention(s)
10 Neutral mention(s)
9 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Guidewire Software and Informatica tied by winning 9 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding GWRE and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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GWRE vs. The Competition

MetricGuidewire SoftwarePrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$9.35B$19.31B$20.07B$17.47B
Dividend YieldN/A2.19%2.79%3.55%
P/E Ratio-183.14103.78261.7925.14
Price / Sales10.329.42517.2710.49
Price / CashN/A66.4728.4517.65
Price / Book7.719.496.744.87
Net Income-$111.86M$334.05M$638.97M$964.96M
7 Day Performance5.49%4.79%2.92%1.90%
1 Month Performance-1.61%-2.66%-2.91%-3.08%
1 Year Performance49.49%20.51%16.88%96.69%

Guidewire Software Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INFA
Informatica
3.3644 of 5 stars
$35.01
-2.7%
$34.78
-0.7%
+106.7%$10.33B$1.60B-76.115,000Upcoming Earnings
Analyst Report
Short Interest ↑
High Trading Volume
BLKB
Blackbaud
4.0975 of 5 stars
$78.26
-1.1%
$88.00
+12.4%
+13.3%$4.18B$1.11B2,608.673,000Upcoming Earnings
Analyst Upgrade
Short Interest ↑
MANH
Manhattan Associates
4.9077 of 5 stars
$231.16
+0.3%
$231.29
+0.1%
+23.9%$14.23B$928.72M81.974,580Analyst Report
Short Interest ↓
Analyst Revision
News Coverage
ACIW
ACI Worldwide
2.6 of 5 stars
$31.40
-0.3%
$39.00
+24.2%
+34.8%$3.34B$1.45B28.293,212Upcoming Earnings
SSNC
SS&C Technologies
4.9414 of 5 stars
$60.28
+0.6%
$70.78
+17.4%
+9.6%$14.90B$5.50B25.3326,000Analyst Report
Short Interest ↓
News Coverage
Positive News
TYL
Tyler Technologies
4.3433 of 5 stars
$399.26
-0.4%
$457.86
+14.7%
+19.3%$16.94B$1.95B102.647,300Analyst Report
Analyst Revision
News Coverage
MSTR
MicroStrategy
4.4235 of 5 stars
$1,254.03
-6.1%
$1,473.00
+17.5%
+302.5%$21.28B$496.26M44.501,934Upcoming Earnings
Analyst Report
Insider Selling
ANSS
ANSYS
4.0265 of 5 stars
$326.81
-0.4%
$322.75
-1.2%
+6.0%$28.53B$2.27B57.036,200Upcoming Earnings
Analyst Report
Short Interest ↓
PCTY
Paylocity
4.9173 of 5 stars
$159.00
-3.0%
$205.13
+29.0%
-17.5%$8.96B$1.17B53.726,100Upcoming Earnings
Positive News
MNDY
monday.com
3.6414 of 5 stars
$187.92
+2.0%
$238.33
+26.8%
+53.7%$9.07B$729.70M-2,684.191,168

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This page (NYSE:GWRE) was last updated on 4/28/2024 by MarketBeat.com Staff

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