Free Trial

Guidewire Software (GWRE) Competitors

$124.87
+1.95 (+1.59%)
(As of 04:27 PM ET)

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

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

Guidewire Software vs.

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

Informatica has a beta of 1.12, meaning that its stock price is 12% more volatile than the S&P 500. Comparatively, Guidewire Software has a beta of 1.14, meaning that its stock price is 14% more volatile than the S&P 500.

Informatica has a net margin of 0.03% compared to Informatica's net margin of -5.48%. Guidewire Software's return on equity of 5.31% beat Informatica's return on equity.

Company Net Margins Return on Equity Return on Assets
Informatica0.03% 5.31% 2.25%
Guidewire Software -5.48%-3.60%-2.22%

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

In the previous week, Guidewire Software had 7 more articles in the media than Informatica. MarketBeat recorded 8 mentions for Guidewire Software and 1 mentions for Informatica. Guidewire Software's average media sentiment score of 1.18 beat Informatica's score of 0.91 indicating that Informatica is being referred to more favorably in the media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Informatica$1.60B5.66-$125.28M-$0.02-1,529.50
Guidewire Software$905.34M11.35-$111.86M-$0.62-201.40

98.5% of Informatica shares are owned by institutional investors. 48.1% of Informatica shares are owned by insiders. Comparatively, 0.4% of Guidewire Software shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Informatica currently has a consensus price target of $35.45, indicating a potential upside of 15.90%. Guidewire Software has a consensus price target of $115.11, indicating a potential downside of 7.68%. Given Guidewire Software's higher probable upside, equities research analysts plainly believe Informatica is more favorable than Guidewire Software.

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

Summary

Informatica and Guidewire Software 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.
Skip Chart

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.
Skip Chart

GWRE vs. The Competition

MetricGuidewire SoftwarePrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$10.28B$21.75B$20.16B$17.92B
Dividend YieldN/A2.03%2.69%3.43%
P/E Ratio-201.4062.74242.0624.26
Price / Sales11.358.68545.7910.86
Price / CashN/A69.9029.3015.96
Price / Book8.4810.077.165.05
Net Income-$111.86M$360.80M$607.83M$973.44M
7 Day Performance7.32%2.38%2.30%1.99%
1 Month Performance16.01%6.62%7.12%6.93%
1 Year Performance55.39%18.74%25.98%24.22%

Guidewire Software Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INFA
Informatica
3.5331 of 5 stars
$29.93
-0.3%
$35.45
+18.5%
+82.9%$8.83B$1.62B-1,496.505,000Positive News
MANH
Manhattan Associates
4.5961 of 5 stars
$216.64
+1.5%
$234.86
+8.4%
+29.2%$13.34B$928.72M70.804,580Analyst Revision
BLKB
Blackbaud
4.0551 of 5 stars
$78.60
-0.7%
$88.00
+12.0%
+10.3%$4.06B$1.11B191.713,000
ACIW
ACI Worldwide
2.7851 of 5 stars
$35.88
+1.0%
$40.00
+11.5%
+54.1%$3.81B$1.45B26.783,212Positive News
SSNC
SS&C Technologies
4.8516 of 5 stars
$62.72
-0.1%
$70.20
+11.9%
+13.4%$15.51B$5.50B24.9926,000Insider Selling
TYL
Tyler Technologies
4.2257 of 5 stars
$481.38
+1.1%
$492.22
+2.3%
+24.1%$20.44B$1.95B108.917,300
MSTR
MicroStrategy
2.9601 of 5 stars
$1,257.45
-0.9%
$1,678.75
+33.5%
+449.6%$21.34B$496.26M-187.681,934
ANSS
ANSYS
3.7049 of 5 stars
$325.04
+1.1%
$320.00
-1.6%
+7.2%$28.38B$2.27B65.276,200Analyst Forecast
Positive News
PCTY
Paylocity
4.8401 of 5 stars
$169.09
-1.2%
$196.67
+16.3%
-0.5%$9.52B$1.17B49.156,100Positive News
U
Unity Software
3.2523 of 5 stars
$25.33
-0.6%
$37.03
+46.2%
-25.5%$9.78B$2.19B-11.736,748

Related Companies and Tools

This page (NYSE:GWRE) was last updated on 5/20/2024 by MarketBeat.com Staff

From Our Partners