Guidewire Software Inc (GWRE)vsTurtle Beach Corporation (TBCH)
GWRE
Guidewire Software Inc
$140.92
+0.59%
TECHNOLOGY · Cap: $12.46B
TBCH
Turtle Beach Corporation
$12.81
+8.19%
TECHNOLOGY · Cap: $223.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Guidewire Software Inc generates 395% more annual revenue ($1.48B vs $297.77M). GWRE leads profitability with a 9.4% profit margin vs -1.1%. GWRE appears more attractively valued with a PEG of 0.89. GWRE earns a higher WallStSmart Score of 50/100 (C-).
GWRE
Buy50
out of 100
Grade: C-
TBCH
Hold40
out of 100
Grade: F
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 TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
15.3% revenue growth
Growing faster than its price suggests
Reasonable price relative to book value
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
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
Revenue declined 0.7%
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 : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 0.98 suggests the stock is reasonably priced for its growth.
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 : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity.
Key Dynamics to Monitor
GWRE profiles as a growth stock while TBCH is a turnaround play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.31 — expect wider price swings.
GWRE is growing revenue faster at 15.3% — sustainability is the question.
TBCH generates stronger free cash flow (6M), providing more financial flexibility.
Bottom Line
GWRE scores higher overall (50/100 vs 40/100) and 15.3% 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.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?