Compare · GWRE vs NET
GWRE vs NET
Side-by-side comparison of Guidewire Software Inc. (GWRE) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both GWRE and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $98.14B, about 7.9x GWRE ($12.49B).
- Over the past year, GWRE is down 32.4% and NET is up 40.7% - NET leads by 73.1 points.
- NET has been more active in the news (31 items in the past 4 weeks vs 8 for GWRE).
- NET has more recent analyst coverage (25 ratings vs 20 for GWRE).
- Company
- Guidewire Software Inc.
- Cloudflare Inc.
- Price
- $149.98+0.79%
- $277.63+1.93%
- Market cap
- $12.49B
- $98.14B
- 1M return
- +27.65%
- +20.23%
- 1Y return
- -32.37%
- +40.72%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2012
- 2019
- News (4w)
- 8
- 31
- Recent ratings
- 20
- 25
Guidewire Software Inc.
Guidewire Software, Inc. provides software products for property and casualty insurers worldwide. The company offers Guidewire InsuranceSuite comprising Guidewire PolicyCenter, BillingCenter, and ClaimCenter applications. It also provides Guidewire InsuranceNow, a cloud-based platform, which offers policy, billing, and claims management functionality to insurers. In addition, the company offers Guidewire Underwriting Management, a cloud-based integrated business application; Guidewire Rating Management to manage the pricing of insurance products; Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes; and Guidewire Client Data Management to enable customer information management. Further, it provides Guidewire Product Content Management that offers software tools and standards-based line-of-business templates to introduce and modify products; Guidewire AppReader, a submission intake management solution; Guidewire ClaimCenter Package for the London market supports the claims workflow used by London Market insurers and brokers; and Guidewire for Salesforce to provide customer information regarding policies and claims. Additionally, the company offers analytics and artificial intelligence products, such as Guidewire DataHub, an operational data store; Guidewire InfoCenter, a business intelligence warehouse; Guidewire Risk Insights, that allows insurers to assess new and evolving risks; Guidewire Predictive Analytics, a set of cloud-native applications; and Guidewire Business Intelligence that allows insurers to measure business performance, as well as Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences to customers, agents, vendors, and field personnel through their device of choice. It also provides implementation and integration, and professional services. The company was founded in 2001 and is headquartered in San Mateo, California.
Cloudflare Inc.
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Latest GWRE
- Germania Mutual Deploys Guidewire AI to Put Institutional Knowledge at the Fingertips of Underwriting and Claims Teams
- Chief Executive Officer Rosenbaum Michael George sold $166,164 worth of shares (1,200 units at $138.47) as part of a pre-agreed trading plan, decreasing direct ownership by 0.61% to 194,976 units (SEC Form 4)
- Chief Admin Officer, Gen Couns King James Winston sold $219,998 worth of shares (1,684 units at $130.64) as part of a pre-agreed trading plan, decreasing direct ownership by 5% to 30,018 units (SEC Form 4)
- Chief Executive Officer Rosenbaum Michael George sold $157,956 worth of shares (1,200 units at $131.63) as part of a pre-agreed trading plan, decreasing direct ownership by 0.61% to 196,176 units (SEC Form 4)
- Amendment: SEC Form SCHEDULE 13G/A filed by Guidewire Software Inc.
- Chief Executive Officer Rosenbaum Michael George sold $149,148 worth of shares (1,200 units at $124.29) as part of a pre-agreed trading plan, decreasing direct ownership by 0.60% to 197,376 units (SEC Form 4)
- Chief Financial Officer Cooper Jeffrey Elliott sold $142,443 worth of shares (1,348 units at $105.67) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 62,119 units (SEC Form 4)
- Chief Executive Officer Rosenbaum Michael George sold $126,804 worth of shares (1,200 units at $105.67) as part of a pre-agreed trading plan, decreasing direct ownership by 0.60% to 198,576 units (SEC Form 4)
- Chief Executive Officer Rosenbaum Michael George sold $840,892 worth of shares (7,030 units at $119.61) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 199,776 units (SEC Form 4)
- Chief Financial Officer Cooper Jeffrey Elliott sold $308,019 worth of shares (2,594 units at $118.74), decreasing direct ownership by 4% to 63,467 units (SEC Form 4)
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)