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GWRE vs WK
Which Stock Would AI Choose? Guidewire Software (GWRE) vs. Workiva (WK) Stock Comparison
Key Takeaways
- Both GWRE and WK have delivered strong recent monthly gains exceeding 23% amid broader technology sector rotation.
- GWRE focuses on cloud-based insurance platforms with accelerating annual recurring revenue growth near 19% year-over-year.
- WK provides connected reporting and compliance solutions, recently reporting revenue growth of approximately 19% and margin expansion.
- GWRE trades at a higher market capitalization of roughly $17 billion with elevated price-to-earnings multiples compared to WK at approximately $4.3 billion.
- Analyst sentiment remains constructive for both, with recent price target increases reflecting cloud migration and automation trends.
- Relative performance shows comparable short-term momentum, though sector exposure differs between insurance technology and financial reporting software.
Introduction
Guidewire Software (GWRE) and Workiva (WK) represent distinct segments within the software industry, offering investors exposure to specialized enterprise solutions. GWRE delivers cloud platforms primarily for property and casualty insurers, while WK provides connected data and reporting tools for finance, audit, and environmental, social, and governance (ESG) compliance. This comparison appeals to traders and investors seeking to evaluate relative performance, growth trajectories, and market positioning within the application software space during periods of shifting technology adoption and macroeconomic conditions.
GWRE Overview and Recent Performance
Guidewire Software, Inc. develops software for the global insurance industry, emphasizing cloud migration, recurring revenue streams, and artificial intelligence integration. In recent market activity, the stock has exhibited notable upward momentum, with one-month returns exceeding 23% as investors positioned ahead of the September 3 earnings release. Annual recurring revenue reached approximately $1.147 billion, reflecting 19% year-over-year growth, supported by new cloud contract wins and AI product adoption. Earlier fiscal guidance was raised, and institutional interest has included fresh positions from major holders. Sentiment has benefited from execution on platform modernization, though valuation multiples remain elevated relative to historical averages.
WK Overview and Recent Performance
Workiva Inc. offers a cloud-based platform that connects data for financial reporting, audit readiness, and regulatory compliance, including ESG disclosures. Recent market activity has featured solid gains, with monthly returns around 35% following second-quarter results that exceeded expectations on both revenue and profitability. Revenue grew 19% year-over-year to $255.3 million, accompanied by margin expansion and an upward revision to full-year adjusted earnings per share guidance. Analyst actions included price target increases, and customer metrics such as net revenue retention remained above 110%. Performance reflects ongoing demand for automated reporting solutions amid regulatory complexity.
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Head-to-Head Comparison
Guidewire Software operates in the insurance technology vertical with a focus on core system modernization and AI-driven underwriting and claims tools, whereas Workiva serves broader enterprise needs in connected reporting and compliance. Recent momentum has been positive for both, driven by cloud adoption and automation, though GWRE benefits from insurance-specific catalysts such as regulatory pressures on legacy systems. Market capitalization and profitability metrics favor GWRE, with net margins near 11% compared to approximately 5% for WK. Risk factors include execution on large contract migrations for GWRE and competition in the reporting software space for WK. Sector exposure positions GWRE more defensively within insurance while WK offers sensitivity to corporate spending on governance and transparency. Market sentiment appears balanced, with both stocks attracting institutional accumulation amid technology sector rotation.
Tickeron AI Verdict
Based on observable factors including recent trend consistency, revenue visibility, and positioning ahead of catalysts, Tickeron’s AI models would currently assign a modest probabilistic preference to GWRE. The stock’s stronger short-term momentum, recurring revenue trajectory, and upcoming earnings event provide measurable edges in relative stability and growth signals compared to WK. However, outcomes remain contingent on broader market conditions and sector rotation dynamics.
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 WK is a Hold.
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 undervalued. 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 whileWK’s FA Score has 0 green FA rating(s).
- GWRE’s FA Score: 0 green, 5 red.
- WK’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish while WK’s TA Score has 2 bullish TA indicator(s).
- GWRE’s TA Score: 3 bullish, 4 bearish.
- WK’s TA Score: 2 bullish, 5 bearish.
Price Growth
GWRE (@Packaged Software) experienced а +0.88% price change this week, while WK (@Packaged Software) price change was +1.28% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.95%. For the same industry, the average monthly price growth was -2.38%, and the average quarterly price growth was +3.49%.
Reported Earning Dates
GWRE is expected to report earnings on Dec 03, 2026.
WK is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Packaged Software (-3.95% 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.
| GWRE | WK | GWRE / WK | |
| Capitalization | 16.9B | 4.17B | 406% |
| EBITDA | 200M | 41M | 488% |
| Gain YTD | 0.920 | -8.881 | -10% |
| P/E Ratio | 109.06 | 91.13 | 120% |
| Revenue | 1.42B | 926M | 153% |
| Total Cash | 750M | 863M | 87% |
| Total Debt | 704M | 793M | 89% |
GWRE | WK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 39 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 99 Overvalued | |
PROFIT vs RISK RATING 1..100 | 66 | 100 | |
SMR RATING 1..100 | 65 | 100 | |
PRICE GROWTH RATING 1..100 | 41 | 38 | |
P/E GROWTH RATING 1..100 | 99 | 96 | |
SEASONALITY SCORE 1..100 | 10 | 50 |
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 (83) in the Information Technology Services industry is in the same range as WK (99). This means that GWRE’s stock grew similarly to WK’s over the last 12 months.
GWRE's Profit vs Risk Rating (66) in the Information Technology Services industry is somewhat better than the same rating for WK (100). This means that GWRE’s stock grew somewhat faster than WK’s over the last 12 months.
GWRE's SMR Rating (65) in the Information Technology Services industry is somewhat better than the same rating for WK (100). This means that GWRE’s stock grew somewhat faster than WK’s over the last 12 months.
WK's Price Growth Rating (38) in the Information Technology Services industry is in the same range as GWRE (41). This means that WK’s stock grew similarly to GWRE’s over the last 12 months.
WK's P/E Growth Rating (96) in the Information Technology Services industry is in the same range as GWRE (99). This means that WK’s stock grew similarly to GWRE’s over the last 12 months.
| GWRE | WK | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 52% | 2 days ago 82% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 70% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | N/A | 2 days ago 68% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 68% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 74% |
| Advances ODDS (%) | 8 days ago 69% | 5 days ago 71% |
| Declines ODDS (%) | 3 days ago 66% | 3 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 85% |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 75% |
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