Both in Packaged Software
GUIDEWIRE SOFTWARE vs Dynatrace
Over the past year GWRE returned −24.6% and DT returned +27.3%; their daily moves had a correlation of 0.57.
GWRE −24.6% DT +27.3%Growth of $1, one year, split-adjusted
| Metric | GWRE | DT |
|---|---|---|
| Price | $189.00 | $64.05 |
| Market cap | $15.50B | $18.51B |
| Today | −0.34% | +1.07% |
| 1 month | +25.2% | +9.2% |
| 6 months | +35.4% | +81.5% |
| Year to date | −6.0% | +47.8% |
| 1 year | −24.5% | +29.2% |
| Revenue growth (YoY) | +15.3% | +16.2% |
| Gross margin | 65.6% | 81.3% |
| Net margin | 7.6% | 6.6% |
| P/E (TTM) | 111.3× | 122.3× |
| Price / sales | 10.5× | 8.8× |
| Net cash | $75.0M | $1.11B |
| Dividend yield | — | — |
| Volatility (60d) | 70.6% | 40.0% |
| Short % of float | 3.5% | 5.1% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).