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GWRE vs MANH
Which Stock Would AI Choose? Guidewire Software (GWRE) vs. Manhattan Associates (MANH) Stock Comparison
Key Takeaways
- Both GWRE and MANH operate in the software-application sector, delivering specialized platforms for insurance operations and supply-chain management, respectively.
- Recent market activity shows GWRE posting sharp gains ahead of its fiscal 2026 year-end earnings release, supported by cloud and artificial intelligence (AI) product momentum.
- MANH experienced a substantial post-earnings rally in late July after beating estimates and raising full-year guidance, driven by cloud-subscription growth.
- Valuations for both stocks reflect premium pricing relative to broader market averages, with GWRE trading at a higher price-to-earnings ratio than MANH.
- Sector exposure differs materially: GWRE focuses on property-and-casualty insurance workflows, while MANH targets retail, logistics, and omnichannel fulfillment.
- Analyst sentiment remains positive for both, with multiple price-target increases recorded in recent weeks, though near-term catalysts vary in timing.
Introduction
Guidewire Software (GWRE) and Manhattan Associates (MANH) represent two distinct vertical-software businesses within the broader technology sector. Investors and traders seeking exposure to enterprise software often compare such names when evaluating relative performance, growth trajectories, and risk profiles in the current market environment. This analysis examines recent stock behavior, business fundamentals, and observable positioning factors to assist market participants in understanding the trade-offs between the two equities.
GWRE Overview and Recent Performance
Guidewire Software provides a platform for property-and-casualty insurers, including core systems for policy administration, claims management, and billing delivered primarily through cloud subscriptions. In recent weeks, GWRE shares have advanced notably, reflecting investor anticipation ahead of the September 3 fiscal-year-end earnings release and positive commentary around new AI-enabled releases such as the Qusar Agentic Framework. Market activity has been influenced by analyst upgrades and evidence of recurring-revenue growth, though longer-term one-year returns remain negative amid broader sector rotation.
MANH Overview and Recent Performance
Manhattan Associates develops software solutions for warehouse management, transportation, and omnichannel retail operations. Following its second-quarter earnings release in late July, MANH shares rose sharply after the company exceeded estimates and raised full-year revenue and earnings guidance, citing accelerated cloud-subscription momentum and expanding remaining performance obligations. Subsequent market activity has included new 52-week highs, supported by continued positive analyst revisions, while longer-term performance shows more modest year-over-year gains compared with the recent rally period.
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Head-to-Head Comparison
GWRE and MANH both deliver mission-critical software with high switching costs and recurring-revenue models, yet their end markets create different cyclical exposures. GWRE benefits from insurance-industry digitization and AI integration initiatives, while MANH capitalizes on supply-chain optimization and retail fulfillment demands. Recent momentum favors GWRE in the immediate pre-earnings window, whereas MANH demonstrated stronger post-earnings follow-through earlier in the summer. Risk factors include execution on cloud migrations for both, with GWRE carrying elevated valuation multiples that embed expectations for sustained growth. Market sentiment appears constructive across analyst coverage, though relative positioning depends on sector-specific catalysts and macroeconomic influences on enterprise spending.
Tickeron AI Verdict
Based on observable trend consistency, recent contract momentum, and positioning ahead of a near-term earnings catalyst, Tickeron’s AI models currently assign a modestly higher probability of favorable near-term price behavior to GWRE relative to MANH. This assessment reflects the alignment of AI-product developments and pre-earnings accumulation patterns, while acknowledging that MANH retains solid fundamentals following its earlier guidance raise. Outcomes remain subject to execution risk and broader market conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GWRE is a Hold and MANH is a Hold.
| GWRE | MANH | GWRE / MANH | |
| Capitalization | 12.2B | 12.2B | 100% |
| EBITDA | 205M | 289M | 71% |
| Gain YTD | -25.934 | 20.951 | -124% |
| P/E Ratio | 91.34 | 60.06 | 152% |
| Revenue | 1.48B | 1.13B | 131% |
| Total Cash | 753M | 186M | 405% |
| Total Debt | 715M | 53.9M | 1,327% |
GWRE | MANH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 70 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 80 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 82 | 80 | |
SMR RATING 1..100 | 68 | 14 | |
PRICE GROWTH RATING 1..100 | 59 | 37 | |
P/E GROWTH RATING 1..100 | 98 | 36 | |
SEASONALITY SCORE 1..100 | 50 | 47 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
GWRE's Valuation (80) in the Information Technology Services industry is in the same range as MANH (91) in the Packaged Software industry. This means that GWRE’s stock grew similarly to MANH’s over the last 12 months.
MANH's Profit vs Risk Rating (80) in the Packaged Software industry is in the same range as GWRE (82) in the Information Technology Services industry. This means that MANH’s stock grew similarly to GWRE’s over the last 12 months.
MANH's SMR Rating (14) in the Packaged Software industry is somewhat better than the same rating for GWRE (68) in the Information Technology Services industry. This means that MANH’s stock grew somewhat faster than GWRE’s over the last 12 months.
MANH's Price Growth Rating (37) in the Packaged Software industry is in the same range as GWRE (59) in the Information Technology Services industry. This means that MANH’s stock grew similarly to GWRE’s over the last 12 months.
MANH's P/E Growth Rating (36) in the Packaged Software industry is somewhat better than the same rating for GWRE (98) in the Information Technology Services industry. This means that MANH’s stock grew somewhat faster than GWRE’s over the last 12 months.
| GWRE | MANH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 75% | 2 days ago 66% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 60% | 2 days ago 68% |
| MACD ODDS (%) | 2 days ago 61% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 70% |
| Advances ODDS (%) | 3 days ago 70% | 14 days ago 69% |
| Declines ODDS (%) | 7 days ago 66% | 6 days ago 68% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 66% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days ago 67% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GWRE’s FA Score shows that 0 FA rating(s) are green while MANH’s FA Score has 1 green FA rating(s).
- GWRE’s FA Score: 0 green, 5 red.
- MANH’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GWRE’s TA Score shows that 6 TA indicator(s) are bullish while MANH’s TA Score has 3 bullish TA indicator(s).
- GWRE’s TA Score: 6 bullish, 4 bearish.
- MANH’s TA Score: 3 bullish, 5 bearish.
Price Growth
GWRE (@Packaged Software) experienced а -0.55% price change this week, while MANH (@Packaged Software) price change was +0.82% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.34%. For the same industry, the average monthly price growth was -5.52%, and the average quarterly price growth was +5.93%.
Reported Earning Dates
GWRE is expected to report earnings on Dec 03, 2026.
MANH is expected to report earnings on Oct 27, 2026.
Industries' Descriptions
@Packaged Software (+0.34% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
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GWRE and
Correlation & Price change
A.I.dvisor indicates that over the last year, GWRE has been closely correlated with NOW. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if GWRE jumps, then NOW could also see price increases.
| Ticker / NAME | Correlation To GWRE | 1D Price Change % | ||
|---|---|---|---|---|
| GWRE | 100% | -2.69% | ||
| NOW - GWRE | 71% Closely correlated | -0.32% | ||
| ASAN - GWRE | 69% Closely correlated | -1.66% | ||
| CRM - GWRE | 67% Closely correlated | -1.46% | ||
| PCOR - GWRE | 63% Loosely correlated | -7.37% | ||
| ADSK - GWRE | 63% Loosely correlated | -1.06% | ||
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MANH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MANH has been closely correlated with WDAY. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if MANH jumps, then WDAY could also see price increases.
| Ticker / NAME | Correlation To MANH | 1D Price Change % | ||
|---|---|---|---|---|
| MANH | 100% | -0.91% | ||
| WDAY - MANH | 68% Closely correlated | -1.82% | ||
| PAYX - MANH | 67% Closely correlated | -0.18% | ||
| PCTY - MANH | 66% Closely correlated | -0.51% | ||
| BLKB - MANH | 66% Closely correlated | -1.29% | ||
| DT - MANH | 66% Closely correlated | +3.43% | ||
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