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Guidewire Software, Inc. (GWRE) vs PTC Inc. (PTC)

Guidewire Software, Inc. and PTC Inc. are both Software Application companies. PTC Inc. is the larger, with a market value of $21.0B against $14.4B — 1.5× the size. PTC Inc. trades at the lower P/E: 18.6× against 102×. Guidewire Software, Inc. grew revenue faster over the last twelve months: 22.7% against 19.5%. PTC Inc. has the higher net margin (41.4% vs 9.44%) and the higher return on invested capital (15.4% vs 8.37%). Across the 22 metrics below, PTC Inc. leads on 17 and Guidewire Software, Inc. on 5.

Valuation

Metric GWRE PTC Software Application median
P/E 101.72 18.56 25.41
P/S 9.64 7.49 2.73
P/B 11.91 6.38 2.57
Price to free cash flow 39.64 23.78 17.58
EV/EBITDA 68.02 18.55 15.36
EV/Sales 9.71 7.85 2.59
Earnings yield 0.98% 5.39% 0.00%
Free cash flow yield 2.52% 4.21% 2.24%

Profitability

Metric GWRE PTC Software Application median
Gross margin 64.21% 84.50% 67.03%
Operating margin 10.16% 37.81% 0.00%
Net margin 9.44% 41.43% 0.00%
Free cash flow margin 24.31% 31.67% 5.01%
Return on equity 10.51% 35.05% 0.00%
Return on assets 5.26% 19.21% 0.00%
Return on invested capital 8.37% 15.37% 0.00%

Growth

Metric GWRE PTC Software Application median
Revenue growth (TTM) 22.70% 19.50% 12.48%
EPS growth (last fiscal year) 101.23% 96.79% 32.26%
Revenue growth, 5-year CAGR 14.70% 13.44% 14.21%
Net income growth, 5-year CAGR 0.00% 41.22% 0.00%

Health

Metric GWRE PTC Software Application median
Debt to equity 0.57 0.41 0.02
Current ratio 1.79 1.03 1.52
Net debt to EBITDA (0.36) 0.91 0.08

Dividend

Metric GWRE PTC Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric GWRE PTC Software Application median
Market cap 14.41b 20.98b 357.77m

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