Guidewire Software Inc (GWRE)vsNVIDIA Corporation (NVDA)
GWRE
Guidewire Software Inc
$139.23
+0.40%
TECHNOLOGY · Cap: $11.84B
NVDA
NVIDIA Corporation
$199.57
-4.63%
TECHNOLOGY · Cap: $5.09T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 15993% more annual revenue ($215.94B vs $1.34B). NVDA leads profitability with a 55.6% profit margin vs 14.1%. NVDA appears more attractively valued with a PEG of 0.76. NVDA earns a higher WallStSmart Score of 79/100 (B+).
GWRE
Buy62
out of 100
Grade: C+
NVDA
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.1%
Fair Value
$151.76
Current Price
$139.23
$12.53 discount
Intrinsic value data unavailable for NVDA.
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
Mega-cap, among the largest globally
Every $100 of equity generates 102 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 30.8x book value
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 : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
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 : NVDA
The primary concerns for NVDA are Piotroski F-Score, P/E Ratio, Price/Book. A P/E of 42.7x leaves little room for execution misses.
Key Dynamics to Monitor
NVDA carries more volatility with a beta of 2.33 — expect wider price swings.
NVDA is growing revenue faster at 73.2% — sustainability is the question.
NVDA generates stronger free cash flow (34.9B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NVDA scores higher overall (79/100 vs 62/100), backed by strong 55.6% margins and 73.2% revenue growth. Both earn "Strong Buy" and "Buy" 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.
NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?