Guidewire Software Inc (GWRE)vsSony Group Corp (SONY)
GWRE
Guidewire Software Inc
$138.39
-0.60%
TECHNOLOGY · Cap: $11.84B
SONY
Sony Group Corp
$20.09
+1.57%
TECHNOLOGY · Cap: $118.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 981430% more annual revenue ($13.17T vs $1.34B). GWRE leads profitability with a 14.1% profit margin vs -1.6%. GWRE appears more attractively valued with a PEG of 0.85. GWRE earns a higher WallStSmart Score of 62/100 (C+).
GWRE
Buy62
out of 100
Grade: C+
SONY
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.1%
Fair Value
$151.76
Current Price
$138.39
$13.37 discount
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 228.0% YoY
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Generating 898.5B in free cash flow
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
0.5% revenue growth
Expensive relative to growth rate
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : GWRE
The strongest argument for GWRE centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.85 suggests the stock is reasonably priced for its growth.
Bull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, P/E Ratio.
Bear Case : GWRE
The primary concerns for GWRE are P/E Ratio, Altman Z-Score. A P/E of 63.0x leaves little room for execution misses.
Bear Case : SONY
The primary concerns for SONY are Revenue Growth, PEG Ratio, Profit Margin.
Key Dynamics to Monitor
GWRE profiles as a growth stock while SONY is a turnaround play — different risk/reward profiles.
GWRE carries more volatility with a beta of 1.05 — expect wider price swings.
GWRE is growing revenue faster at 24.0% — sustainability is the question.
SONY generates stronger free cash flow (898.5B), providing more financial flexibility.
Bottom Line
GWRE scores higher overall (62/100 vs 47/100) and 24.0% 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.
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.
Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?