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Guidewire Software, Inc. (GWRE) vs Unity Software Inc. (U)

Guidewire Software, Inc. and Unity Software Inc. are both Software Application companies. Unity Software Inc. is the larger, with a market value of $21.5B against $13.8B — 1.6× the size. Unity Software Inc. has negative trailing earnings, so its P/E is not meaningful; Guidewire Software, Inc. trades at 101×. Guidewire Software, Inc. grew revenue faster over the last twelve months: 22.7% against 20.9%. Guidewire Software, Inc. has the higher net margin (9.44% vs −15.6%) and the higher return on invested capital (8.37% vs −8.55%). Across the 20 metrics below, Guidewire Software, Inc. leads on 14 and Unity Software Inc. on 6.

Valuation

Metric GWRE U Software Application median
P/E 100.97 n/m 25.90
P/S 9.56 11.05 3.04
P/B 11.82 7.40 2.60
Price to free cash flow 39.34 40.73 17.17
EV/EBITDA 67.52 591.56 15.48
EV/Sales 9.63 10.86 2.89
Earnings yield 0.99% (1.63%) 0.00%
Free cash flow yield 2.54% 2.45% 1.98%

Profitability

Metric GWRE U Software Application median
Gross margin 64.21% 67.65% 66.89%
Operating margin 10.16% (17.87%) 0.00%
Net margin 9.44% (15.59%) 0.00%
Free cash flow margin 24.31% 27.84% 5.77%
Return on equity 10.51% (10.52%) 0.00%
Return on assets 5.26% (4.95%) 0.00%
Return on invested capital 8.37% (8.55%) 0.00%

Growth

Metric GWRE U Software Application median
Revenue growth (TTM) 22.70% 20.86% 12.27%
EPS growth (last fiscal year) 101.23% 42.86% 32.11%
Revenue growth, 5-year CAGR 14.70% 19.08% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric GWRE U Software Application median
Debt to equity 0.57 0.69 0.02
Current ratio 1.79 2.16 1.53
Net debt to EBITDA (0.36) (9.91) 0.09

Dividend

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

Size

Metric GWRE U Software Application median
Market cap 13.83b 21.48b 487.58m

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