GoPro Inc (GPRO)vsGuidewire Software Inc (GWRE)
GPRO
GoPro Inc
$1.38
-1.43%
TECHNOLOGY · Cap: $226.94M
GWRE
Guidewire Software Inc
$140.92
+0.59%
TECHNOLOGY · Cap: $12.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Guidewire Software Inc generates 159% more annual revenue ($1.48B vs $568.59M). GWRE leads profitability with a 9.4% profit margin vs -28.5%. GPRO appears more attractively valued with a PEG of 0.73. GWRE earns a higher WallStSmart Score of 50/100 (C-).
GPRO
Hold37
out of 100
Grade: F
GWRE
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GPRO.
Margin of Safety
+16.4%
Fair Value
$156.02
Current Price
$140.92
$15.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Growing faster than its price suggests
15.3% revenue growth
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -236.1% — below average capital efficiency
Revenue declined 31.3%
Trading at 9.8x book value
Premium valuation, high expectations priced in
Earnings declined 36.7%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : GPRO
The strongest argument for GPRO centers on Debt/Equity, PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bull Case : GWRE
The strongest argument for GWRE centers on PEG Ratio, Revenue Growth. Revenue growth of 15.3% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : GPRO
The primary concerns for GPRO are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : GWRE
The primary concerns for GWRE are Price/Book, P/E Ratio, EPS Growth. A P/E of 80.1x leaves little room for execution misses.
Key Dynamics to Monitor
GPRO profiles as a turnaround stock while GWRE is a growth play — different risk/reward profiles.
GPRO carries more volatility with a beta of 2.44 — expect wider price swings.
GWRE is growing revenue faster at 15.3% — sustainability is the question.
GPRO generates stronger free cash flow (-12M), providing more financial flexibility.
Bottom Line
GWRE scores higher overall (50/100 vs 37/100) and 15.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
Guidewire Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Guidewire Software, Inc. provides software products for property and casualty insurers around the world. The company is headquartered in San Mateo, California.
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