GoPro Inc (GPRO)vsGuidewire Software Inc (GWRE)
GPRO
GoPro Inc
$1.65
+10.74%
TECHNOLOGY · Cap: $225.76M
GWRE
Guidewire Software Inc
$138.39
-0.60%
TECHNOLOGY · Cap: $11.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Guidewire Software Inc generates 106% more annual revenue ($1.34B vs $651.54M). GWRE leads profitability with a 14.1% profit margin vs -14.3%. GPRO appears more attractively valued with a PEG of 0.73. GWRE earns a higher WallStSmart Score of 62/100 (C+).
GPRO
Hold39
out of 100
Grade: F
GWRE
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GPRO.
Margin of Safety
+14.1%
Fair Value
$151.76
Current Price
$138.39
$13.37 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 228.0% YoY
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
0.4% revenue growth
Smaller company, higher risk/reward
ROE of -81.9% — below average capital efficiency
Earnings declined 93.7%
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GPRO
The strongest argument for GPRO centers on 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 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.
Bear Case : GPRO
The primary concerns for GPRO are Revenue Growth, Market Cap, Return on Equity.
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.
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 1.66 — expect wider price swings.
GWRE is growing revenue faster at 24.0% — sustainability is the question.
GWRE generates stronger free cash flow (109M), providing more financial flexibility.
Bottom Line
GWRE scores higher overall (62/100 vs 39/100) 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.
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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