Guidewire Software vs Paycom Software
GWRE and PAYC side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GWRE and PAYC compare
Guidewire Software and Paycom Software are about the same size, with market caps of $13.3B and $11.9B.
Guidewire Software grew revenue faster over the last twelve months (22.7% versus 9.2% for Paycom Software).
Paycom Software pays a dividend yielding 0.57%; Guidewire Software does not pay one.
Paycom Software scores higher on the StockData Score (19 against 8 for Guidewire Software), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GWRE | PAYC |
|---|---|---|
| Size and price | ||
| Market cap | $13.3B | $11.9B |
| Share price | $162.59 | $264.20 |
| Change, 1 year | −32.1% | 41.7% |
| Change, 5 years | 29.4% | −47.6% |
| Beta (5Y) | 1.03 | 1.25 |
| Employees | 4,174 | 5,770 |
| StockData Score | ||
| Total score | 8 | 19 (better) |
| Valuation score | 0 | 3 (better) |
| Growth score | 4 (better) | 3 |
| Performance score | 1 | 6 (better) |
| Health score | 3 | 4 (better) |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | – | 28.1× |
| P/S | 9.0× | 5.6× (better) |
| P/B | 11.2× (better) | 20.8× |
| EV/EBITDA | 70.7× | 15.8× (better) |
| P/FCF | 35.3× | 20.7× (better) |
| PEG | – | 1.51 |
| FCF yield | 2.8% | 4.8% (better) |
| Fair value | $50.17 | $290.92 |
| Margin of safety | −224% | 9.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 22.7% (better) | 9.2% |
| Revenue growth, 5Y average | 14.7% | 19.5% (better) |
| Net income growth (TTM) | – | 17.3% |
| EPS growth (TTM) | – | 27.0% |
| EPS growth, 5Y average | – | 26.9% |
| Profitability | ||
| Gross margin | 64.2% | 83.7% (better) |
| Operating margin | 10.2% | 30.3% (better) |
| Net margin | – | 22.8% |
| FCF margin | 25.6% | 26.9% (better) |
| Return on equity | – | 41.1% |
| Return on invested capital | 34.0% | 36.4% (better) |
| Financial health | ||
| Debt / equity | – | 1.57 |
| Net debt / EBITDA | – | 0.88 |
| Interest coverage | 11.2× | 39.8× (better) |
| Current ratio | 1.79 (better) | 1.07 |
| Altman Z-score | 6.23 (better) | 3.09 |
| Piotroski F-score | – | 6 |
| Dividends and buybacks | ||
| Dividend yield | – | 0.57% |
| Payout ratio | – | 15.9% |
| Years of dividend growth | – | 0 |
| Buyback yield | 4.5% | – |
| Shareholder yield | 4.5% (better) | 0.57% |
| Ownership | ||
| Held by institutions | 103% | 92.0% |
| Held by insiders | 0.84% | 15.8% |
| Insider net buying, 12 months | −$49.9M | −$1.6M (better) |
| Superinvestors holding | – | 3 |
| Short interest, % of float | 3.6% | 6.8% |
Go deeper
- GWRE stock overview
- GWRE income statement
- GWRE valuation and score
- PAYC stock overview
- PAYC income statement
- PAYC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.