Guidewire Software Inc (GWRE)vsSony Group Corp (SONY)
GWRE
Guidewire Software Inc
$140.92
+0.59%
TECHNOLOGY · Cap: $12.46B
SONY
Sony Group Corp
$23.90
+1.62%
TECHNOLOGY · Cap: $143.48B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 860419% more annual revenue ($12.70T vs $1.48B). GWRE leads profitability with a 9.4% profit margin vs -1.8%. GWRE appears more attractively valued with a PEG of 0.89. SONY earns a higher WallStSmart Score of 59/100 (C).
GWRE
Buy50
out of 100
Grade: C-
SONY
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.4%
Fair Value
$156.02
Current Price
$140.92
$15.10 discount
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
15.3% revenue growth
Generating 59.6B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Earnings expanding 47.6% YoY
Areas to Watch
Trading at 9.8x book value
Premium valuation, high expectations priced in
Earnings declined 36.7%
Negative free cash flow — burning cash
Expensive relative to growth rate
ROE of -2.9% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/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.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, 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 0.97 — expect wider price swings.
GWRE is growing revenue faster at 15.3% — sustainability is the question.
SONY generates stronger free cash flow (59.6B), providing more financial flexibility.
Bottom Line
SONY scores higher overall (59/100 vs 50/100). GWRE offers better value entry with a 16.4% margin of safety. Both earn "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.
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.
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