Both in Packaged Software
GUIDEWIRE SOFTWARE vs Manhattan Associates
Over the past year GWRE returned −38.5% and MANH returned −3.6%; their daily moves had a correlation of 0.64.
GWRE −38.5% MANH −3.6%Growth of $1, one year, split-adjusted
| Metric | GWRE | MANH |
|---|---|---|
| Price | $142.52 | $200.11 |
| Market cap | $11.69B | $11.67B |
| Today | −1.83% | −0.88% |
| 1 month | −30.8% | −10.4% |
| 6 months | −1.6% | +53.4% |
| Year to date | −29.1% | +15.5% |
| 1 year | −38.1% | −5.4% |
| Revenue growth (YoY) | +15.3% | +9.3% |
| Gross margin | 65.6% | 56.5% |
| Net margin | 7.6% | 16.9% |
| P/E (TTM) | 83.9× | 55.5× |
| Price / sales | 7.9× | 10.4× |
| Net cash | $75.0M | $186.1M |
| Dividend yield | — | — |
| Volatility (60d) | 73.1% | 55.1% |
| Short % of float | 3.8% | 5.0% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).