Guidewire Software (GWRE) Competitors

$115.59
-0.97 (-0.83%)
(As of 12:31 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.

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

98.4% of Informatica shares are owned by institutional investors. 53.9% of Informatica shares are owned by company insiders. Comparatively, 0.4% of Guidewire Software shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

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

In the previous week, Informatica and Informatica both had 3 articles in the media. Informatica's average media sentiment score of 1.26 beat Guidewire Software's score of 0.65 indicating that Guidewire Software is being referred to more favorably in the news media.

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

Informatica presently has a consensus target price of $35.45, suggesting a potential upside of 20.18%. Guidewire Software has a consensus target price of $115.11, suggesting a potential downside of 1.24%. Given Guidewire Software's higher possible 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

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$1.62B5.38-$125.28M-$0.02-1,475.00
Guidewire Software$905.34M10.60-$111.86M-$0.62-188.00

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%

Summary

Guidewire Software beats Informatica on 9 of the 17 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$9.60B$21.02B$19.10B$17.75B
Dividend YieldN/A2.08%2.72%3.47%
P/E Ratio-188.0068.38239.3825.09
Price / Sales10.609.57534.609.92
Price / CashN/A64.9528.0117.92
Price / Book7.919.636.655.78
Net Income-$111.86M$364.35M$617.74M$962.74M
7 Day Performance-0.13%-1.20%1.95%2.34%
1 Month Performance4.77%0.30%2.76%4.38%
1 Year Performance48.33%18.69%27.59%23.49%

Guidewire Software Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
INFA
Informatica
4.1134 of 5 stars
$30.97
-2.6%
$35.45
+14.5%
+98.8%$9.14B$1.60B-67.335,000Short Interest ↓
MANH
Manhattan Associates
4.1767 of 5 stars
$206.06
-1.8%
$234.86
+14.0%
+26.0%$12.69B$928.72M67.344,580
BLKB
Blackbaud
4.2035 of 5 stars
$77.92
-1.2%
$88.00
+12.9%
+10.3%$4.02B$1.11B2,597.333,000
ACIW
ACI Worldwide
3.5225 of 5 stars
$34.10
+3.0%
$39.00
+14.4%
+42.8%$3.62B$1.45B30.723,212Short Interest ↑
High Trading Volume
SSNC
SS&C Technologies
4.9265 of 5 stars
$61.89
0.0%
$70.20
+13.4%
+14.6%$15.30B$5.50B24.6626,000Positive News
MSTR
MicroStrategy
4.0131 of 5 stars
$1,065.03
-17.6%
$1,733.75
+62.8%
+335.6%$18.07B$496.26M37.791,934Gap Up
TYL
Tyler Technologies
4.1454 of 5 stars
$461.45
-0.8%
$480.60
+4.1%
+24.1%$19.59B$1.95B104.407,300
ANSS
ANSYS
3.7035 of 5 stars
$324.88
-1.5%
$320.00
-1.5%
+10.3%$28.36B$2.27B56.706,200Short Interest ↑
Positive News
MNDY
monday.com
3.7208 of 5 stars
$189.33
-1.8%
$240.00
+26.8%
+38.6%$9.14B$729.70M-2,704.331,168Upcoming Earnings
Positive News
PCTY
Paylocity
4.8283 of 5 stars
$155.16
-1.6%
$205.13
+32.2%
+0.2%$8.74B$1.17B52.426,100Positive News

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This page (NYSE:GWRE) was last updated on 5/13/2024 by MarketBeat.com Staff

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