Guidewire Software Inc (GWRE)vsSony Group Corp (SONY)
GWRE
Guidewire Software Inc
$136.06
-10.00%
TECHNOLOGY · Cap: $10.20B
SONY
Sony Group Corp
$21.89
-1.53%
TECHNOLOGY · Cap: $124.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 878223% more annual revenue ($12.48T vs $1.42B). GWRE leads profitability with a 11.3% profit margin vs -2.6%. GWRE appears more attractively valued with a PEG of 0.67. GWRE earns a higher WallStSmart Score of 53/100 (C-).
GWRE
Buy53
out of 100
Grade: C-
SONY
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.7%
Fair Value
$151.03
Current Price
$136.06
$14.97 discount
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 26.9% year-over-year
Generating 379.7B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
15.4% revenue growth
Areas to Watch
Trading at 8.6x book value
Premium valuation, high expectations priced in
Earnings declined 64.8%
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Earnings declined 57.5%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : GWRE
The strongest argument for GWRE centers on PEG Ratio, Revenue Growth. Revenue growth of 26.9% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity. Revenue growth of 15.4% demonstrates continued momentum.
Bear Case : GWRE
The primary concerns for GWRE are Price/Book, P/E Ratio, EPS Growth. A P/E of 65.9x leaves little room for execution misses.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
GWRE carries more volatility with a beta of 0.92 — expect wider price swings.
GWRE is growing revenue faster at 26.9% — sustainability is the question.
SONY generates stronger free cash flow (379.7B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GWRE scores higher overall (53/100 vs 47/100) and 26.9% 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?