Both in Packaged Software
GUIDEWIRE SOFTWARE vs PAYCOM SOFTWARE
Over the past year GWRE returned −30.4% and PAYC returned +41.2%; their daily moves had a correlation of 0.56.
GWRE −30.4% PAYC +41.2%Growth of $1, one year, split-adjusted
| Metric | GWRE | PAYC |
|---|---|---|
| Price | $162.59 | $264.20 |
| Market cap | $13.44B | $11.91B |
| Today | +1.57% | +1.36% |
| 1 month | +4.7% | +16.1% |
| 6 months | +15.1% | +100.2% |
| Year to date | −19.1% | +65.8% |
| 1 year | −32.1% | +41.7% |
| Revenue growth (YoY) | +15.3% | +9.8% |
| Gross margin | 65.6% | 83.2% |
| Net margin | 7.6% | 20.2% |
| P/E (TTM) | 96.5× | 24.4× |
| Price / sales | 9.1× | 5.6× |
| Net cash | $75.0M | -$702.0M |
| Dividend yield | — | 0.57% |
| Volatility (60d) | 73.2% | 32.1% |
| Short % of float | 4.6% | 6.3% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).