Both in Packaged Software
PAYCOM SOFTWARE vs GUIDEWIRE SOFTWARE
Over the past year PAYC returned +42.3% and GWRE returned −29.4%; their daily moves had a correlation of 0.56.
PAYC +42.3% GWRE −29.4%Growth of $1, one year, split-adjusted
| Metric | PAYC | GWRE |
|---|---|---|
| Price | $262.99 | $161.04 |
| Market cap | $11.85B | $13.31B |
| Today | −1.15% | −0.86% |
| 1 month | +16.5% | −1.3% |
| 6 months | +99.7% | +15.0% |
| Year to date | +65.0% | −19.9% |
| 1 year | +40.6% | −31.1% |
| Revenue growth (YoY) | +9.8% | +15.3% |
| Gross margin | 83.2% | 65.6% |
| Net margin | 20.2% | 7.6% |
| P/E (TTM) | 24.3× | 95.5× |
| Price / sales | 5.5× | 9.0× |
| Net cash | -$702.0M | $75.0M |
| Dividend yield | 0.57% | — |
| Volatility (60d) | 32.1% | 72.0% |
| Short % of float | 6.3% | 4.6% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).