GWRE
Guidewire Software, Inc.
GWRE's outlook is improving, though it still trails on the overall score.
NVDA
NVIDIA Corporation
NVDA has the edge over GWRE overall, supported by stronger valuation and stronger modeled upside.
GWRE Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Strong | |
| Healthy |
GWRE's revenue, profitability, cash flow and balance sheet are all currently healthy.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
GWRE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 35x | $160 | — |
| Cheap | 73x | $118 | -26% |
| Current | 98x | $160 | — |
| Fair | 171x | $278 | +74% |
| Expensive | 528x | $861 | +438% |
Historical ranges are pointers, not guarantees.
GWRE's PE is in its fair range at 98x. If earnings grow as analysts expect, today's price would be 35x next year's earnings, in its cheap range.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA has the edge over GWRE in the historical PE scenario, which offers more potential upside but is not a forecast.
GWRE Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
GWRE has the edge over NVDA on the outlook, with more favorable profitability expectations.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
Analysts expect strong earnings and revenue growth for NVDA, but weaker profitability.
GWRE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.56 | +180% |
| Q3 2026 | $1.63 | +101% |
| Q2 2026 | $1.86 | +354% |
| Q1 2026 | $2.21 | +$2.41 |
| Q4 2025 | $1.06 | +186% |
| Q3 2025 | $0.81 | +$0.88 |
| Q2 2025 | $0.41 | +$0.55 |
| Q1 2025 | -$0.20 | +$0.43 |
| Q4 2024 | $0.37 | +$1.23 |
GWRE's earnings per share have climbed steadily: $1.63 over the past year, up 101% from the year before, and higher year over year for 13 quarters in a row.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA's earnings per share have climbed steadily: $7.91 over the past year, up 125% from the year before, and higher year over year for 13 quarters in a row.
GWRE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $411.1M | +15% |
| Q2 2026 | $372.5M | +27% |
| Q1 2026 | $359.1M | +24% |
| Q4 2025 | $332.6M | +27% |
| Q3 2025 | $356.6M | +22% |
| Q2 2025 | $293.5M | +22% |
| Q1 2025 | $289.5M | +20% |
| Q4 2024 | $262.9M | +27% |
GWRE's revenue has grown year over year for 19 quarters in a row: $411M last quarter, up 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | +6.9 points |
| Q2 2026 | 8.2% | +6.7 points |
| Q1 2026 | 11% | +6.6 points |
| Q4 2025 | 5.5% | +7.3 points |
| Q3 2025 | 8.3% | +4.8 points |
| Q2 2025 | 1.5% | +8.5 points |
| Q1 2025 | 4% | +9.2 points |
| Q4 2024 | -1.8% | +15 points |
GWRE's operating margin was 15% last quarter, up 6.9 points from the same quarter a year ago, near the top of its range since 2019.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over GWRE on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA has the edge over GWRE on profitability, with a higher operating margin.
GWRE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $281.8M | +17% |
| Q2 2026 | $59.4M | +88% |
| Q1 2026 | $108.8M | +28% |
| Q4 2025 | -$72.3M | -$9.1M |
| Q3 2025 | $241.4M | +26% |
| Q2 2025 | $31.6M | +667% |
| Q1 2025 | $85.2M | +29% |
| Q4 2024 | -$63.1M | +$9.9M |
GWRE generated $378M in free cash flow over the past year, up 28% from the year before.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA's free cash flow has been positive every quarter for six years: $127B over the past year, up 76% from the year before.
GWRE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +339K shares |
| 1 year | -0.6% | -506K shares |
| 3 years | +3.9% | +3.2M shares |
| 5 years | +2.2% | +1.8M shares |
| Available history | +3.7% | +3M shares |
GWRE has 85M diluted shares, down 0.6% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $213.9M |
| Q2 2026 | $244.3M |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | $47.8M |
| Q2 2023 | $14M |
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has the edge over GWRE on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% from the year before.
GWRE Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.1x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -3.5x | Net Cash |
| Q4 2025 | -5.6x | Net Cash |
| Q3 2025 | -10.8x | Net Cash |
| Q2 2025 | -11.3x | Net Cash |
| Q1 2025 | -29.6x | Net Cash |
| Q1 2021 | 2.7x | Moderate |
GWRE has the edge over NVDA on leverage, with a lower net debt burden relative to earnings.
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
GWRE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 50.2 | Neutral |
| Stochastic | 34.1 | Neutral |
GWRE's weekly RSI is 50 (neutral) and its Stochastic is 34 (neutral).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
GWRE PE vs Technology Sector
| Metric | GWRE | Sector median | Relative |
|---|---|---|---|
| PE | 98x | 28x | 252% above |
| PE % | 33 | 35 | 2 pts below |
GWRE is trading at 98x earnings, a 252% premium to the Technology sector's median of 28x.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA has the edge over GWRE on valuation relative to its sector.
GWRE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $163.4 | 2.1% below |
| 20 week MA | $160.3 | 0.2% below |
| 50 week MA | $155.2 | 3.1% above |
| 100 week MA | $184.4 | 13% below |
| 200 week MA | $148.6 | 7.7% above |
GWRE has the edge over NVDA on trend strength, trading above more of its moving averages.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA has fallen below most of its moving averages, though it's still 34% above its 200-week average.
GWRE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $109.0 | $127.2 | +17% |
| 2021 | $127.2 | $113.8 | -11% |
| 2022 | $113.8 | $60.5 | -47% |
| 2023 | $60.5 | $109.0 | +80% |
| 2024 | $109.0 | $171.2 | +57% |
| 2025 | $171.2 | $205.5 | +20% |
| 2026 YTD | $205.5 | $160.0 | -22% |
GWRE has finished higher in four of the last six years, two of them by more than 50%. It's down 22% so far in 2026.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA has the edge over GWRE on returns for 2026, with the stronger performance.