COMP <GO>
BSY vs GWRE // REVENUE GROWTH (YOY)
Bentley Systems Incorporated (NASDAQ) VS. Guidewire Software Inc. (NYSE) • 15-METRIC TALLY: BSY 9
— GWRE 3
▲ REVENUE GROWTH (YOY) LEADER: GWRE
LAST: $42.40 (+3.67%) • MKT CAP: $12.81B
revenue-growth
11.00%
LAST: $162.43 (-0.10%) • MKT CAP: $13.42B
revenue-growth
22.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BSY VS. GWRE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BSY | GWRE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 81.50% | 62.50% | +19.00 | BSY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 12.40% | 2.00% | +10.40 | BSY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.7x | 95.0x | -60.30 | BSY | /valuation <GO> |
| Free Cash Flow Yield | 4.34% | 2.25% | +2.09 | BSY | /fcf-yield <GO> |
| Operating Margin | 24.10% | 3.40% | +20.70 | BSY | /operating-margins <GO> |
| Net Profit Margin | 18.50% | 2.70% | +15.80 | BSY | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 11.00% | 22.60% | -11.60 | GWRE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.71% | 0.00% | +0.71 | BSY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.64 | 7.24 | -3.60 | GWRE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 74.1 | 46.2 | +27.90 | BSY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.26 | 1.19 | +0.07 | BSY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 40.1x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.81B | $13.42B | -$613.0M | GWRE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BSY REV | GWRE REV | BSY GROSS % | GWRE GROSS % | BSY FCF | GWRE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.50B | $1.20B | 81.5% | 62.5% | $520.2M | $295.1M |
| FY 2024 | $1.35B | $980.5M | 80.9% | 59.5% | $421.2M | $189.4M |
| FY 2023 | $1.23B | $905.3M | — | — | $361.4M | -$2.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BSY // BETA 1.26
GWRE // BETA 1.19