Guidewire Software (GWRE) Competitors

$116.65
-0.07 (-0.06%)
(As of 05:14 PM ET)

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

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), MicroStrategy (MSTR), Tyler Technologies (TYL), ANSYS (ANSS), monday.com (MNDY), and Paylocity (PCTY). 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 superior business? We will compare the two companies based on the strength of their profitability, community ranking, media sentiment, valuation, earnings, institutional ownership, analyst recommendations, risk and dividends.

Guidewire Software currently has a consensus target price of $115.11, suggesting a potential downside of 0.94%. Informatica has a consensus target price of $35.45, suggesting a potential upside of 18.14%. Given Informatica's higher probable upside, analysts clearly 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 has higher earnings, but lower revenue 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
Guidewire Software$905.34M10.55-$111.86M-$0.62-187.17
Informatica$1.60B5.55-$125.28M-$0.02-1,500.50

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%

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

Informatica has a net margin of 0.03% compared to Guidewire Software's net margin of -5.48%. Informatica's return on equity of 5.31% 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 0.03%5.31%2.25%

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

In the previous week, Informatica had 17 more articles in the media than Guidewire Software. MarketBeat recorded 28 mentions for Informatica and 11 mentions for Guidewire Software. Informatica's average media sentiment score of 0.92 beat Guidewire Software's score of 0.75 indicating that Informatica is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Guidewire Software
5 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Informatica
10 Very Positive mention(s)
5 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Informatica beats Guidewire Software on 10 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$9.55B$21.17B$19.80B$17.62B
Dividend YieldN/A2.04%2.76%3.52%
P/E Ratio-187.1767.30228.8721.94
Price / Sales10.559.50538.8210.33
Price / CashN/A68.1528.6315.60
Price / Book7.8810.146.815.11
Net Income-$111.86M$364.04M$628.55M$961.26M
7 Day Performance5.12%2.15%1.96%3.23%
1 Month Performance0.44%-0.86%-0.36%-0.51%
1 Year Performance50.91%20.99%30.30%104.59%

Guidewire Software Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INFA
Informatica
3.7896 of 5 stars
$30.97
-2.6%
$35.45
+14.5%
+106.8%$9.14B$1.60B-67.335,000Gap Down
MANH
Manhattan Associates
4.327 of 5 stars
$206.06
-1.8%
$234.86
+14.0%
+26.3%$12.69B$928.72M67.344,580
BLKB
Blackbaud
4.0902 of 5 stars
$77.92
-1.2%
$88.00
+12.9%
+13.1%$4.02B$1.11B2,597.333,000
ACIW
ACI Worldwide
3.3781 of 5 stars
$34.10
+3.0%
$39.00
+14.4%
+45.9%$3.62B$1.45B30.723,212Gap Up
High Trading Volume
SSNC
SS&C Technologies
4.9694 of 5 stars
$61.89
0.0%
$70.20
+13.4%
+13.4%$15.30B$5.50B24.6626,000Positive News
MSTR
MicroStrategy
3.9273 of 5 stars
$1,065.03
-17.6%
$1,733.75
+62.8%
+288.3%$18.07B$496.26M37.791,934Gap Down
TYL
Tyler Technologies
4.1511 of 5 stars
$461.45
-0.8%
$480.60
+4.1%
+22.1%$19.59B$1.95B104.407,300
ANSS
ANSYS
3.9268 of 5 stars
$324.88
-1.5%
$320.00
-1.5%
+6.6%$28.36B$2.27B56.706,200Earnings Report
MNDY
monday.com
3.5356 of 5 stars
$189.33
-1.8%
$240.00
+26.8%
+67.3%$9.14B$729.70M-2,704.331,168Gap Down
PCTY
Paylocity
4.7488 of 5 stars
$155.16
-1.6%
$205.13
+32.2%
-1.3%$8.74B$1.17B52.426,100Positive News

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This page (NYSE:GWRE) was last updated on 5/7/2024 by MarketBeat.com Staff

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