Guidewire Software leads structurally, with profitability as the clearest single gap between the two profiles. Natera still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, Natera carries the stronger setup — intact trend against Guidewire Software's broken trend. That leaves a split case: the structural lead stays with Guidewire Software, but the market is not currently confirming it.
The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.
The comparison is mainly decided in profitability, with the rest of the profile carrying less weight. Guidewire Software, Inc. leads by 12 points on the overall comparison score.
These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.
A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.
The strongest overlap appears in investment intensity and recent revenue growth.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The clearest separation appears in profitability.
Left means cheaper relative valuation. Higher means stronger structure.
Guidewire Software, Inc. looks stronger, but the price setup still looks more supportive for Natera, Inc..
Valuation position uses peer-relative PE percentile (idx_pct_pe) and peer-relative valuation score where available.
Where GWRE and NTRA each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The profitability lead is mainly driven by a 23.1-point operating margin advantage.
On the market side, Natera carries the stronger trend while Guidewire Software's trend has broken — the market setup does not confirm the structural advantage.
The profitability lead is clear, but pricing and growth still pull in the other direction — the result holds, but not without friction.
Break down the GWRE vs NTRA comparison across all dimensions with the full interactive tool.
Explore how GWRE and NTRA each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.