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Dynatrace, Inc. (DT) vs Guidewire Software, Inc. (GWRE)

Dynatrace, Inc. and Guidewire Software, Inc. are both Software Application companies. Guidewire Software, Inc. is the larger, with a market value of $13.8B against $12.5B — 1.1× the size. Dynatrace, Inc. trades at the lower P/E: 79.3× against 101×. Guidewire Software, Inc. grew revenue faster over the last twelve months: 22.7% against 17.8%. Guidewire Software, Inc. has the higher net margin (9.44% vs 7.42%) and the lower return on invested capital (8.37% vs 11.2%). Across the 22 metrics below, Dynatrace, Inc. leads on 16 and Guidewire Software, Inc. on 6.

Valuation

Metric DT GWRE Software Application median
P/E 79.27 100.97 25.90
P/S 5.81 9.56 3.04
P/B 5.58 11.82 2.60
Price to free cash flow 21.89 39.34 17.17
EV/EBITDA 39.28 67.52 15.48
EV/Sales 5.49 9.63 2.89
Earnings yield 1.26% 0.99% 0.00%
Free cash flow yield 4.57% 2.54% 1.98%

Profitability

Metric DT GWRE Software Application median
Gross margin 81.05% 64.21% 66.89%
Operating margin 12.71% 10.16% 0.00%
Net margin 7.42% 9.44% 0.00%
Free cash flow margin 26.53% 24.31% 5.77%
Return on equity 6.41% 10.51% 0.00%
Return on assets 3.46% 5.26% 0.00%
Return on invested capital 11.16% 8.37% 0.00%

Growth

Metric DT GWRE Software Application median
Revenue growth (TTM) 17.77% 22.70% 12.27%
EPS growth (last fiscal year) (66.04%) 101.23% 32.11%
Revenue growth, 5-year CAGR 23.47% 14.70% 14.34%
Net income growth, 5-year CAGR 16.53% 0.00% 0.00%

Health

Metric DT GWRE Software Application median
Debt to equity 0.62 0.57 0.02
Current ratio 2.09 1.79 1.53
Net debt to EBITDA (4.35) (0.36) 0.09

Dividend

Metric DT GWRE Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric DT GWRE Software Application median
Market cap 12.54b 13.83b 487.58m

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