Both in Packaged Software
DocuSign vs GUIDEWIRE SOFTWARE
Over the past year DOCU returned +12.3% and GWRE returned −30.4%; their daily moves had a correlation of 0.62.
DOCU +12.3% GWRE −30.4%Growth of $1, one year, split-adjusted
| Metric | DOCU | GWRE |
|---|---|---|
| Price | $82.17 | $162.59 |
| Market cap | $15.36B | $13.44B |
| Today | +0.77% | +1.57% |
| 1 month | +17.8% | +4.7% |
| 6 months | +71.3% | +15.1% |
| Year to date | +20.1% | −19.1% |
| 1 year | +19.1% | −32.1% |
| Revenue growth (YoY) | +9.4% | +15.3% |
| Gross margin | 79.7% | 65.6% |
| Net margin | 8.9% | 7.6% |
| P/E (TTM) | 46.5× | 96.5× |
| Price / sales | 4.6× | 9.1× |
| Net cash | $777.7M | $75.0M |
| Dividend yield | — | — |
| Volatility (60d) | 46.4% | 73.2% |
| Short % of float | 6.4% | 4.6% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).