` GWRE (Guidewire Software Inc) vs SAP (SAP SE) Comparison - Alpha Spread

GWRE
vs
SAP

Over the past 12 months, GWRE has significantly outperformed SAP, delivering a return of +65% compared to the SAP's +36% growth.

Smart Verdict
AI-Powered

Not Sure Which Stock Wins?
Let AI Decide.
GWRE
SAP
One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
Start AI Comparison
Valuation
Growth
Profitability
Solvency
Comparing Valuation
Running a multi-layered valuation analysis to compare how attractive each stock is.
Comparing Growth
Financial growth, forecasts, volatility, and historical drawdowns.
Comparing Profitability
Margins, returns on capital, and the consistency of profitability.
Comparing Solvency
Debt levels, liquidity, interest coverage, and bankruptcy risk.
Summarizing...
We need a little more time to summarize the results

Valuation Comparison

GWRE Intrinsic Value
64.97 USD
Overvaluation 72%
Intrinsic Value
Price
SAP Intrinsic Value
180.48 EUR
Overvaluation 29%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Guidewire Software Inc
NYSE:GWRE
230.38 USD
SAP SE
XETRA:SAP
255.5 EUR
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
GWRE vs SAP

GWRE
SAP
Add Stock
Revenue
www.alphaspread.com
Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Guidewire Software Inc
Revenue
SAP SE
Revenue

All metrics are calculated based on data from the last 10 years.

Profitability Comparison

Free Cash Flow
GWRE vs SAP

GWRE
SAP
Add Stock
Free Cash Flow
www.alphaspread.com
Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Guidewire Software Inc
NYSE:GWRE
SAP SE
XETRA:SAP
What is Free Cash Flow?

Gross Margin

GWRE
62.2%
SAP
73.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

Operating Margin

GWRE
1.9%
SAP
25.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

Net Margin

GWRE
3%
SAP
16.3%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

FCF Margin

GWRE
20.4%
SAP
15.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

ROE

GWRE
2.6%
SAP
12.9%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

ROA

GWRE
1.5%
SAP
7.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

ROIC

GWRE
2%
SAP
10.8%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

ROCE

GWRE
1.3%
SAP
16.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Guidewire Software Inc
SAP SE

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
GWRE vs SAP

Loading

Performance Gap
GWRE vs SAP

Loading
GWRE
SAP
Difference
www.alphaspread.com

Performance By Year
GWRE vs SAP

Loading
GWRE
SAP
Add Stock
Not Sure Which Stock Wins?
Let AI Decide
One-click summary across all key metrics.
Ranked results with clear takeaways.
No spreadsheets, no guesswork.
Start AI Comparison
Compare GWRE to other stocks
Unlock Full Access to Alpha Spread
Create Free Account