GWRE vs ORCL
GWRE: Guidewire is the leading cloud platform that enables property and casualty insurers to modernize their core operations, improve customer engagement, and leverage AI to drive business innovation. ORCL: Oracle is a major enterprise technology powerhouse shifting its massive software footprint to a high-growth, AI-driven cloud infrastructure and applications platform.
Side-by-side fundamentals
| Metric | GWRE | ORCL | Edge |
|---|---|---|---|
| Price as of 2026-10-20 close | $183.58 | $131.14 | |
| Market cap | $15.1B | $396.5B | |
| P/E as of 2026-10-20 | 112.63 | 20.55 | ORCL lower |
| PEG as of 2026-10-20, 3-year EPS CAGR to FY2026 | n/a | 0.86 | |
| Net margin FY2026, SEC XBRL | +9.4% | +25.4% | ORCL higher |
| Gross margin FY2026, SEC XBRL | +64.2% | n/a | |
| Operating margin FY2026, SEC XBRL | +10.2% | +30.6% | ORCL higher |
| ROE FY2026, SEC XBRL | +11.7% | +39.7% | ORCL higher |
| ROA FY2026, SEC XBRL | +5.4% | +6.5% | ORCL higher |
| Revenue growth (YoY) FY2026, SEC XBRL | +22.7% | +17.4% | GWRE higher |
| Revenue CAGR (3y) SEC XBRL | +17.7% | +10.5% | GWRE higher |
| Dividend yield as of 2026-09-02 | n/a | +1.4% | |
| Dividend streak (yrs) SEC XBRL | 0 | 18 | ORCL higher |
| Beta as of 2026-09-03 | 0.81 | 1.72 | |
| 1-year return as of 2026-10-20 close | -27.7% | -52.7% | GWRE higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-20.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.