Grab Holdings Limited (GRAB) vs Guidewire Software, Inc. (GWRE)

Grab Holdings Limited and Guidewire Software, Inc. are both Software Application companies. Grab Holdings Limited and Guidewire Software, Inc. are of similar size ($12.8B and $12.4B). Grab Holdings Limited trades at the lower P/E: 22.4× against 87.7×. Guidewire Software, Inc. grew revenue faster over the last twelve months: 22.7% against 21.4%. Grab Holdings Limited has the higher net margin (16.0% vs 9.44%) and the lower return on invested capital (2.55% vs 8.37%). Across the 20 metrics below, Grab Holdings Limited leads on 11 and Guidewire Software, Inc. on 9.

Valuation

Metric GRAB GWRE Software Application median
P/E 22.36 87.69 24.79
P/S 3.43 8.31 2.67
P/B 1.78 10.27 3.01
Price to free cash flow n/m 34.17 16.59
EV/EBITDA 26.21 58.70 14.40
EV/Sales 2.28 8.38 2.62
Earnings yield 4.47% 1.14% 0.00%
Free cash flow yield (1.32%) 2.93% 1.91%

Profitability

Metric GRAB GWRE Software Application median
Gross margin 43.62% 64.21% 67.03%
Operating margin 3.22% 10.16% 0.00%
Net margin 16.01% 9.44% 0.00%
Free cash flow margin (4.53%) 24.31% 4.32%
Return on equity 8.80% 10.51% 0.00%
Return on assets 4.86% 5.26% 0.00%
Return on invested capital 2.55% 8.37% 0.00%

Growth

Metric GRAB GWRE Software Application median
Revenue growth (TTM) 21.42% 22.70% 12.40%
EPS growth (last fiscal year) 300.00% 101.23% —
Revenue growth, 5-year CAGR 48.35% 14.70% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GRAB GWRE Software Application median
Debt to equity 0.28 0.57 0.02
Current ratio 1.52 1.79 1.55
Net debt to EBITDA (19.63) (0.36) 0.06

Dividend

Metric GRAB GWRE Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric GRAB GWRE Software Application median
Market cap 12.77b 12.38b 396.11m

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