APP vs. GWRE: AppLovin vs. Guidewire Software Stock Comparison
How do AppLovin (APP) and Guidewire Software (GWRE) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
AppLovin (APP) and Guidewire Software (GWRE) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | APP | GWRE |
|---|---|---|
| Name | AppLovin Corporation Class A Common Stock | Guidewire Software Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Application Software |
| Market Capitalization | 129.62 billion USD | 13.34 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | April 15, 2021 | January 25, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | APP | GWRE |
|---|---|---|
| Total Return (1Y) | -34.71% | -25.97% |
| Total Return (3Y, Annualized) | 116.87% | 21.68% |
| Total Return (5Y, Annualized) | 31.34% | 4.78% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
AppLovin (APP) carries a highly aggressive beta of 2.25, indicating much higher sensitivity to broad-market moves, whereas Guidewire Software (GWRE) is closer to market-like at 0.99 — a noticeable difference in market-sensitivity profile.
| Metric | APP | GWRE |
|---|---|---|
| Volatility (1Y, Annualized) | 80.36% | 62.03% |
| Beta (5Y) | 2.25 | 0.99 |
| Max Drawdown (5Y) | -91.90% | -60.79% |
| Avg. Volume (3M) | 5.33M | 1.29M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | APP | GWRE |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | -0.49 |
| Sortino Ratio (1Y) | -0.69 | -0.68 |
Profitability
ROE (TTM)
AppLovin (APP) at 210.09% clears its industry range for ROE, a sharper capital-efficiency signal than Guidewire Software (GWRE) at 10.51%, which is closer to a typical peer reading.
APP
Software & Services industry group
210.09%
- APP
- 210.09%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
GWRE
Software & Services industry group
10.51%
- Max
- 53.85%
- Q3
- 17.90%
- GWRE
- 10.51%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
AppLovin (APP) at 65.89% converts revenue to bottom-line profit above its industry’s benchmark range, while Guidewire Software (GWRE) at 9.44% keeps roughly the typical share for its industry.
APP
Software & Services industry group
65.89%
- APP
- 65.89%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
GWRE
Software & Services industry group
9.44%
- Max
- 41.17%
- Q3
- 15.28%
- GWRE
- 9.44%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
AppLovin (APP) at 78.22% turns sales into operating profit above its industry’s benchmark range, while Guidewire Software (GWRE) at 15.16% operates around its industry’s norm.
APP
Software & Services industry group
78.22%
- APP
- 78.22%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
GWRE
Software & Services industry group
15.16%
- Max
- 46.89%
- Q3
- 17.64%
- GWRE
- 15.16%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | APP | GWRE |
|---|---|---|
| ROE (TTM) | 210.09% | 10.51% |
| ROA (TTM) | 49.57% | 3.54% |
| Net Margin (TTM) | 65.89% | 9.44% |
| Operating Margin (TTM) | 78.22% | 15.16% |
| Gross Margin (TTM) | 88.78% | 64.21% |
Growth
Revenue Growth
AppLovin (APP) at 69.99% clears its industry range for revenue growth, far stronger top-line momentum than Guidewire Software (GWRE) at 22.70%, which is closer to a typical peer reading.
EPS Growth
Both AppLovin (APP) at 115.23% and Guidewire Software (GWRE) at 101.23% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.
Growth Metrics
| Metric | APP | GWRE |
|---|---|---|
| Revenue Growth (YoY) | 69.99% | 22.70% |
| Revenue Growth (3Y CAGR) | 24.84% | 17.68% |
| EPS Growth (YoY) | 115.23% | 101.23% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Guidewire Software (GWRE) at 1.79 keeps current ratio within its industry’s typical mid-range, while AppLovin (APP) at 3.81 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
APP
Software & Services industry group
3.81
- Max
- 5.11
- APP
- 3.81
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
GWRE
Software & Services industry group
1.79
- Max
- 5.11
- Q3
- 2.77
- GWRE
- 1.79
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both AppLovin (APP) at 1.07 and Guidewire Software (GWRE) at 0.60 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
APP
Software & Services industry group
1.07
- Max
- 2.52
- Q3
- 1.13
- APP
- 1.07
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
GWRE
Software & Services industry group
0.60
- Max
- 2.52
- Q3
- 1.13
- GWRE
- 0.60
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | APP | GWRE |
|---|---|---|
| Current Ratio (MRQ) | 3.81 | 1.79 |
| Debt / Equity (MRQ) | 1.07 | 0.60 |
| Net Debt / EBITDA | 0.06 | -0.38 |
Dividends
Dividend Yield (TTM)
Neither AppLovin (APP) nor Guidewire Software (GWRE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
GWRE
Software & Services industry group
0.00%
- GWRE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither AppLovin (APP) nor Guidewire Software (GWRE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
APP
Software & Services industry group
0.00%
- APP
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
GWRE
Software & Services industry group
0.00%
- GWRE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | APP | GWRE |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
AppLovin (APP) at 26.34 is near its industry’s usual P/E ratio, while Guidewire Software (GWRE) at 99.02 sits in the richer quartile — GWRE needs stronger growth or earnings quality to justify the premium.
APP
Software & Services industry group
26.34
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- APP
- 26.34
- Q1
- 18.77
- Min
- 6.69
GWRE
Software & Services industry group
99.02
- Max
- 112.94
- GWRE
- 99.02
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both AppLovin (APP) at 17.04 and Guidewire Software (GWRE) at 9.04 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
APP
Software & Services industry group
17.04
- Max
- 17.91
- APP
- 17.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
GWRE
Software & Services industry group
9.04
- Max
- 17.91
- GWRE
- 9.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Guidewire Software (GWRE) at 11.09 sits in the upper P/B ratio quartile, and AppLovin (APP) at 39.29 prices even higher, above its industry range.
APP
Software & Services industry group
39.29
- APP
- 39.29
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
GWRE
Software & Services industry group
11.09
- Max
- 16.63
- GWRE
- 11.09
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | APP | GWRE |
|---|---|---|
| P/E Ratio (TTM) | 26.34 | 99.02 |
| P/S Ratio (TTM) | 17.04 | 9.04 |
| P/B Ratio (MRQ) | 39.29 | 11.09 |
| Free Cash Flow Yield (TTM) | 2.87% | 2.57% |