Guidewire Software Inc
NYSE:GWRE

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Guidewire Software Inc
NYSE:GWRE
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Price: 197.44 USD -1.24% Market Closed
Market Cap: 16.6B USD

Relative Value

The Relative Value of one GWRE stock under the Base Case scenario is 76.03 USD. Compared to the current market price of 197.44 USD, Guidewire Software Inc is Overvalued by 61%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

GWRE Relative Value
Base Case
76.03 USD
Overvaluation 61%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
4
vs Industry
6
Median 3Y
9.1
Median 5Y
10.7
Industry
2.3
Forward
13.8
vs History
vs Industry
Median 3Y
-60.9
Median 5Y
-148.2
Industry
22.1
Forward
95.6
vs History
55
vs Industry
7
Median 3Y
65.6
Median 5Y
76.8
Industry
16.7
vs History
58
vs Industry
21
Median 3Y
26.1
Median 5Y
70.2
Industry
20.9
vs History
4
vs Industry
8
Median 3Y
6.1
Median 5Y
5.9
Industry
2.8
vs History
4
vs Industry
7
Median 3Y
8.7
Median 5Y
10
Industry
2.3
Forward
13.4
vs History
7
vs Industry
9
Median 3Y
16
Median 5Y
18.9
Industry
4.6
vs History
19
vs Industry
0
Median 3Y
-41.2
Median 5Y
-45.8
Industry
12.2
Forward
76.1
vs History
3
vs Industry
100
Median 3Y
-44.4
Median 5Y
-83.4
Industry
15.7
Forward
86.4
vs History
47
vs Industry
8
Median 3Y
61.1
Median 5Y
72.8
Industry
15.1
vs History
50
vs Industry
7
Median 3Y
64
Median 5Y
79.1
Industry
18.1
vs History
6
vs Industry
8
Median 3Y
5.8
Median 5Y
6.9
Industry
2.3

Multiples Across Competitors

GWRE Competitors Multiples
Guidewire Software Inc Competitors

Market Cap P/S P/E EV/EBITDA EV/EBIT
US
Guidewire Software Inc
NYSE:GWRE
16.5B USD 15.2 -978.2 678.6 25 755
US
Ezenia! Inc
OTC:EZEN
567B USD 233 910.9 -180 630.8 -182 667.2 -177 298
DE
SAP SE
XETRA:SAP
285.5B EUR 8.1 49.8 26.9 30.8
US
Salesforce Inc
NYSE:CRM
256.3B USD 6.8 41.4 22.5 32.7
US
Palantir Technologies Inc
NYSE:PLTR
256.9B USD 89.7 555.9 735.9 810.8
US
Intuit Inc
NASDAQ:INTU
174.6B USD 10.2 57.5 36.6 43.9
US
Adobe Inc
NASDAQ:ADBE
161.9B USD 7.3 24 17.8 19.8
US
NCR Corp
LSE:0K45
112.4B USD 39.8 119.2 333.7 2 751.2
US
Applovin Corp
NASDAQ:APP
94.1B USD 20 59.7 41.7 51.7
US
Microstrategy Inc
NASDAQ:MSTR
90.6B USD 195.5 -77.7 -2 158 -1 549.1
US
Cadence Design Systems Inc
NASDAQ:CDNS
79.3B USD 17.1 75.1 49.8 56.9
P/S Multiple
Revenue Growth P/S to Growth
US
Guidewire Software Inc
NYSE:GWRE
Average P/S: 21 301.9
15.2
17%
0.9
US
Ezenia! Inc
OTC:EZEN
233 910.9
N/A N/A
DE
SAP SE
XETRA:SAP
8.1
12%
0.7
US
Salesforce Inc
NYSE:CRM
6.8
10%
0.7
US
Palantir Technologies Inc
NYSE:PLTR
89.7
32%
2.8
US
Intuit Inc
NASDAQ:INTU
10.2
13%
0.8
US
Adobe Inc
NASDAQ:ADBE
7.3
10%
0.7
US
N
NCR Corp
LSE:0K45
39.8
-8%
N/A
US
Applovin Corp
NASDAQ:APP
20
20%
1
US
Microstrategy Inc
NASDAQ:MSTR
195.5
3%
65.2
US
Cadence Design Systems Inc
NASDAQ:CDNS
17.1
13%
1.3
P/E Multiple
Earnings Growth PEG
US
Guidewire Software Inc
NYSE:GWRE
Average P/E: 122.8
Negative Multiple: -978.2
N/A N/A
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -180 630.8 N/A N/A
DE
SAP SE
XETRA:SAP
49.8
50%
1
US
Salesforce Inc
NYSE:CRM
41.4
32%
1.3
US
Palantir Technologies Inc
NYSE:PLTR
555.9
68%
8.2
US
Intuit Inc
NASDAQ:INTU
57.5
34%
1.7
US
Adobe Inc
NASDAQ:ADBE
24
26%
0.9
US
N
NCR Corp
LSE:0K45
119.2
-51%
N/A
US
Applovin Corp
NASDAQ:APP
59.7
39%
1.5
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -77.7 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
75.1
33%
2.3
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
US
Guidewire Software Inc
NYSE:GWRE
Average EV/EBITDA: 216
678.6
N/A N/A
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -182 667.2 N/A N/A
DE
SAP SE
XETRA:SAP
26.9
19%
1.4
US
Salesforce Inc
NYSE:CRM
22.5
21%
1.1
US
Palantir Technologies Inc
NYSE:PLTR
735.9
105%
7
US
Intuit Inc
NASDAQ:INTU
36.6
29%
1.3
US
Adobe Inc
NASDAQ:ADBE
17.8
17%
1
US
N
NCR Corp
LSE:0K45
333.7
11%
30.3
US
Applovin Corp
NASDAQ:APP
41.7
38%
1.1
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -2 158 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
49.8
25%
2
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
US
Guidewire Software Inc
NYSE:GWRE
Average EV/EBIT: 3 283.6
25 755
N/A N/A
US
Ezenia! Inc
OTC:EZEN
Negative Multiple: -177 298 N/A N/A
DE
SAP SE
XETRA:SAP
30.8
21%
1.5
US
Salesforce Inc
NYSE:CRM
32.7
33%
1
US
Palantir Technologies Inc
NYSE:PLTR
810.8
108%
7.5
US
Intuit Inc
NASDAQ:INTU
43.9
35%
1.3
US
Adobe Inc
NASDAQ:ADBE
19.8
20%
1
US
N
NCR Corp
LSE:0K45
2 751.2
84%
32.8
US
Applovin Corp
NASDAQ:APP
51.7
40%
1.3
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -1 549.1 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
56.9
27%
2.1