GWRE vs. OKTA: Guidewire Software vs. Okta Stock Comparison
How do Guidewire Software (GWRE) and Okta (OKTA) 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
Guidewire Software (GWRE) and Okta (OKTA) both fall under the Software & Services industry group, but GWRE is classified in Software while OKTA is classified in IT Services.
| Profile Item | GWRE | OKTA |
|---|---|---|
| Name | Guidewire Software Inc. | Okta Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Application Software | Internet Services & Infrastructure |
| Market Capitalization | 13.34 billion USD | 29.49 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | January 25, 2012 | April 7, 2017 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| Total Return (1Y) | -25.97% | 108.64% |
| Total Return (3Y, Annualized) | 21.68% | 38.93% |
| Total Return (5Y, Annualized) | 4.78% | -7.90% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| Volatility (1Y, Annualized) | 62.03% | 70.25% |
| Beta (5Y) | 0.99 | 0.76 |
| Max Drawdown (5Y) | -60.79% | -83.22% |
| Avg. Volume (3M) | 1.29M | 4.23M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | 1.49 |
| Sortino Ratio (1Y) | -0.68 | 2.65 |
Profitability
ROE (TTM)
Both Guidewire Software (GWRE) at 10.51% and Okta (OKTA) at 4.31% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
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%
OKTA
Software & Services industry group
4.31%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- OKTA
- 4.31%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both Guidewire Software (GWRE) at 9.44% and Okta (OKTA) at 9.63% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
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%
OKTA
Software & Services industry group
9.63%
- Max
- 41.17%
- Q3
- 15.28%
- OKTA
- 9.63%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Guidewire Software (GWRE) at 15.16% and Okta (OKTA) at 13.29% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
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%
OKTA
Software & Services industry group
13.29%
- Max
- 46.89%
- Q3
- 17.64%
- OKTA
- 13.29%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| ROE (TTM) | 10.51% | 4.31% |
| ROA (TTM) | 3.54% | 1.58% |
| Net Margin (TTM) | 9.44% | 9.63% |
| Operating Margin (TTM) | 15.16% | 13.29% |
| Gross Margin (TTM) | 64.21% | 78.13% |
Growth
Revenue Growth
Both Guidewire Software (GWRE) at 22.70% and Okta (OKTA) at 11.84% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both companies show strong earnings momentum, but Okta (OKTA) at 2,083.33% is the standout with EPS growth above its industry range; Guidewire Software (GWRE) at 101.23% also sits in the top quartile.
Growth Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| Revenue Growth (YoY) | 22.70% | 11.84% |
| Revenue Growth (3Y CAGR) | 17.68% | 16.25% |
| EPS Growth (YoY) | 101.23% | 2,083.33% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both Guidewire Software (GWRE) at 1.79 and Okta (OKTA) at 1.53 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
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
OKTA
Software & Services industry group
1.53
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- OKTA
- 1.53
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Okta (OKTA) at 0.01 keeps leverage in the lower industry quartile, while Guidewire Software (GWRE) at 0.60 runs a more typical debt-to-equity mix.
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
OKTA
Software & Services industry group
0.01
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- OKTA
- 0.01
- Min
- 0.00
Financial Strength Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| Current Ratio (MRQ) | 1.79 | 1.53 |
| Debt / Equity (MRQ) | 0.60 | 0.01 |
| Net Debt / EBITDA | -0.38 | -7.00 |
Dividends
Dividend Yield (TTM)
Neither Guidewire Software (GWRE) nor Okta (OKTA) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
OKTA
Software & Services industry group
0.00%
- OKTA
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Guidewire Software (GWRE) nor Okta (OKTA) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
OKTA
Software & Services industry group
0.00%
- OKTA
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both Guidewire Software (GWRE) at 99.02 and Okta (OKTA) at 101.62 sit in the richer earnings-multiple quartile for P/E ratio, so investors are paying more for TTM earnings than they pay for typical peers.
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
OKTA
Software & Services industry group
101.62
- Max
- 112.94
- OKTA
- 101.62
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both Guidewire Software (GWRE) at 9.04 and Okta (OKTA) at 9.60 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
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
OKTA
Software & Services industry group
9.60
- Max
- 17.91
- OKTA
- 9.60
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Okta (OKTA) at 4.23 is valued about in line with its industry on P/B ratio, while Guidewire Software (GWRE) at 11.09 carries an above-peer premium to book — GWRE is pricier on assets.
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
OKTA
Software & Services industry group
4.23
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- OKTA
- 4.23
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | GWRE | OKTA |
|---|---|---|
| P/E Ratio (TTM) | 99.02 | 101.62 |
| P/S Ratio (TTM) | 9.04 | 9.60 |
| P/B Ratio (MRQ) | 11.09 | 4.23 |
| Free Cash Flow Yield (TTM) | 2.57% | 3.52% |