GWRE
Guidewire Software, Inc.
GWRE's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR 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.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR'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.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR 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 |
Analysts expect strong earnings and revenue growth for GWRE, with profitability improving. However, they disagree widely on these estimates.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
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.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR's earnings per share have climbed steadily: $1.43 over the past year, about three times what it earned the year before, and higher year over year every quarter since late 2021.
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.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over GWRE on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR 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.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over GWRE on cash flow, with more consistent year-over-year improvement.
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 the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| 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 |
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
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 PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
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).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
GWRE PE vs Technology Sector
| Metric | GWRE | Sector median | Relative |
|---|---|---|---|
| PE | 98x | 28x | 252% above |
| PE % | 33 | 35 | 2 pts below |
GWRE has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
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's trend is mixed: it's above two of its five weekly moving averages, and 7.7% above its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over GWRE on trend strength, trading above more of its moving averages.
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.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over GWRE on returns for 2026, with the stronger performance.