JFrog Ltd. (FROG) vs Guidewire Software, Inc. (GWRE)
JFrog Ltd. and Guidewire Software, Inc. are both Software Application companies. JFrog Ltd. and Guidewire Software, Inc. are of similar size ($12.4B and $11.7B). JFrog Ltd. has negative trailing earnings, so its P/E is not meaningful; Guidewire Software, Inc. trades at 87.7×. JFrog Ltd. grew revenue faster over the last twelve months: 26.4% against 22.7%. Guidewire Software, Inc. has the higher net margin (9.44% vs −7.35%) and the higher return on invested capital (8.37% vs −31.7%). Across the 19 metrics below, Guidewire Software, Inc. leads on 13 and JFrog Ltd. on 6.
Valuation
Profitability
| Metric | FROG | GWRE | Software Application median |
|---|---|---|---|
| Gross margin | 77.86% | 64.21% | 67.03% |
| Operating margin | (11.52%) | 10.16% | 0.00% |
| Net margin | (7.35%) | 9.44% | 0.00% |
| Free cash flow margin | 28.29% | 24.31% | 4.32% |
| Return on equity | (4.93%) | 10.51% | 0.00% |
| Return on assets | (3.27%) | 5.26% | 0.00% |
| Return on invested capital | (31.70%) | 8.37% | 0.00% |
Growth
Health
Dividend
Size
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