Seek Returns

CRWD vs. GWRE: CrowdStrike vs. Guidewire Software Stock Comparison

How do CrowdStrike (CRWD) 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

CrowdStrike (CRWD) and Guidewire Software (GWRE) both belong to the Software industry, though CRWD is classified under Systems Software while GWRE falls under Application Software.

Company profile comparison for CrowdStrike (CRWD) and Guidewire Software (GWRE)
Profile ItemCRWDGWRE
NameCrowdStrike Holdings, Inc.Guidewire Software Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustrySystems SoftwareApplication Software
Market Capitalization222.09 billion USD13.34 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateJune 12, 2019January 25, 2012
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CRWD
GWRE
GSPC
Loading price history…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for CrowdStrike (CRWD) and Guidewire Software (GWRE). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for CrowdStrike (CRWD) and Guidewire Software (GWRE). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
Total Return (1Y)66.51%-25.97%
Total Return (3Y, Annualized)67.65%21.68%
Total Return (5Y, Annualized)25.12%4.78%

Risk Profile

Drawdown History

CRWD
GWRE
GSPC
Loading price history…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for CrowdStrike (CRWD) and Guidewire Software (GWRE). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
Volatility (1Y, Annualized)57.45%62.03%
Beta (5Y)1.180.99
Max Drawdown (5Y)-67.69%-60.79%
Avg. Volume (3M)9.95M1.29M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
CRWD and GWRE are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
Sharpe Ratio (1Y)1.08-0.49
Sortino Ratio (1Y)1.74-0.68

Profitability

ROE (TTM)

Both CrowdStrike (CRWD) at 1.46% and Guidewire Software (GWRE) at 10.51% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

CRWD

Software & Services industry group

1.46%

Max
53.85%
Q3
17.90%
Median
6.59%
CRWD
1.46%
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%
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Both CrowdStrike (CRWD) at 0.83% and Guidewire Software (GWRE) at 9.44% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

CRWD

Software & Services industry group

0.83%

Max
41.17%
Q3
15.28%
Median
4.63%
CRWD
0.83%
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%
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

CrowdStrike (CRWD) reports a negative operating margin of -2.26%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Guidewire Software (GWRE) reports 15.16%, ranking against industry peers normally.

CRWD

Software & Services industry group

-2.26%

Max
46.89%
Q3
17.64%
Median
8.73%
Q1
-2.13%
CRWD
-2.26%
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%
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
ROE (TTM)1.46%10.51%
ROA (TTM)-0.78%3.54%
Net Margin (TTM)0.83%9.44%
Operating Margin (TTM)-2.26%15.16%
Gross Margin (TTM)75.19%64.21%

Growth

Revenue Growth

Both CrowdStrike (CRWD) at 21.71% and Guidewire Software (GWRE) at 22.70% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Guidewire Software (GWRE) reports EPS growth of 101.23%, ranked against its industry; CrowdStrike (CRWD) has no EPS growth figure this period.

Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
Revenue Growth (YoY)21.71%22.70%
Revenue Growth (3Y CAGR)29.01%17.68%
EPS Growth (YoY)--101.23%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Both CrowdStrike (CRWD) at 1.57 and Guidewire Software (GWRE) at 1.79 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

CRWD

Software & Services industry group

1.57

Max
5.11
Q3
2.77
Median
1.67
CRWD
1.57
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
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both CrowdStrike (CRWD) at 0.16 and Guidewire Software (GWRE) at 0.60 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

CRWD

Software & Services industry group

0.16

Max
2.52
Q3
1.13
Median
0.40
CRWD
0.16
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
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
Current Ratio (MRQ)1.571.79
Debt / Equity (MRQ)0.160.60
Net Debt / EBITDA-39.24-0.38

Dividends

Dividend Yield (TTM)

Neither CrowdStrike (CRWD) nor Guidewire Software (GWRE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

CRWD

Software & Services industry group

0.00%

CRWD
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%
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither CrowdStrike (CRWD) nor Guidewire Software (GWRE) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

CRWD

Software & Services industry group

0.00%

CRWD
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%
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Both look expensive on trailing earnings: Guidewire Software (GWRE) at 99.02 sits in the richer P/E ratio quartile, and CrowdStrike (CRWD) at 3,615.00 is richer still, above its industry range.

CRWD

Software & Services industry group

3,615.00

CRWD
3,615.00
Max
112.94
Q3
60.32
Median
32.91
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
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Guidewire Software (GWRE) at 9.04 sits in the upper P/S ratio quartile, and CrowdStrike (CRWD) at 41.16 prices even higher, above its industry range.

CRWD

Software & Services industry group

41.16

CRWD
41.16
Max
17.91
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
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: Guidewire Software (GWRE) at 11.09 sits in the upper P/B ratio quartile, and CrowdStrike (CRWD) at 43.53 prices even higher, above its industry range.

CRWD

Software & Services industry group

43.53

CRWD
43.53
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
Loading chart…
CrowdStrike (CRWD) vs. Guidewire Software (GWRE): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for CrowdStrike (CRWD) and Guidewire Software (GWRE)
MetricCRWDGWRE
P/E Ratio (TTM)3,615.0099.02
P/S Ratio (TTM)41.169.04
P/B Ratio (MRQ)43.5311.09
Free Cash Flow Yield (TTM)0.90%2.57%