Aurora Mobile (NASDAQ:JG – Get Free Report) and Guidewire Software (NYSE:GWRE – Get Free Report) are both computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, valuation, risk, earnings, analyst recommendations and profitability.
Volatility & Risk
Aurora Mobile has a beta of 0.62, suggesting that its stock price is 38% less volatile than the S&P 500. Comparatively, Guidewire Software has a beta of 0.91, suggesting that its stock price is 9% less volatile than the S&P 500.
Institutional and Insider Ownership
85.5% of Aurora Mobile shares are owned by institutional investors. 31.2% of Aurora Mobile shares are owned by insiders. Comparatively, 0.5% of Guidewire Software shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.
Analyst Ratings
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Aurora Mobile | 0 | 1 | 0 | 0 | 2.00 |
| Guidewire Software | 1 | 3 | 11 | 1 | 2.75 |
Guidewire Software has a consensus price target of $249.85, suggesting a potential upside of 90.10%. Given Guidewire Software’s stronger consensus rating and higher probable upside, analysts clearly believe Guidewire Software is more favorable than Aurora Mobile.
Earnings and Valuation
This table compares Aurora Mobile and Guidewire Software”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Aurora Mobile | $53.60 million | 0.73 | $60,000.00 | $0.03 | 218.33 |
| Guidewire Software | $1.20 billion | 9.25 | $69.80 million | $2.20 | 59.74 |
Guidewire Software has higher revenue and earnings than Aurora Mobile. Guidewire Software is trading at a lower price-to-earnings ratio than Aurora Mobile, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares Aurora Mobile and Guidewire Software’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Aurora Mobile | 0.14% | 0.53% | 0.13% |
| Guidewire Software | 14.11% | 13.44% | 7.48% |
Summary
Guidewire Software beats Aurora Mobile on 12 of the 15 factors compared between the two stocks.
About Aurora Mobile
Aurora Mobile Limited, through its subsidiaries, provides a range of developer services in China. The company provides push notification, instant messaging, analytics, sharing and short message service, one-click verification, and other services. The company offers real-time market intelligence solutions, such as product iApp, which provides analysis and statistical results on the usage and trends of mobile apps to investment funds and corporations. It also provides financial risk management solutions to assist financial institutions, licensed lenders, and credit card companies in making informed lending and credit decisions; and location-based intelligence services. In addition, the company offers application programming interfaces that create connectivity and automate the process of message exchange between the mobile apps and its backend network; an interactive web-based service dashboard that allows app developers to utilize and monitor its services through controls on an ongoing basis; and value added services, such as Advertisement SAAS, a data management platform service, which provides tagged and de-identified population data package; JG Alliance, an integrated marketing campaign services to advertising customers; and AD Mediation Platform to help mobile app developers access other mainstream advertising platforms. It primarily serves mobile app developers in a range of industries, such as media, entertainment, gaming, financial services, tourism, ecommerce, education, and healthcare. Aurora Mobile Limited was founded in 2011 and is headquartered in Shenzhen, the People's Republic of China.
About Guidewire Software
Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers worldwide. The company offers Guidewire InsuranceSuite Cloud, such as PolicyCenter Cloud, BillingCenter Cloud, and ClaimCenter Cloud applications. It also provides Guidewire InsuranceNow, a cloud-based platform that offers policy, billing, and claims management functionality to insurers; and Guidewire InsuranceSuite for Self-Managed. In addition, the company offers Guidewire Rating Management to manage the pricing of insurance products; and Guidewire Reinsurance Management to use rules-based logic to execute reinsurance strategy through underwriting and claims processes. Further, it provides Guidewire Underwriting Management, a cloud-based integrated business application; 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; Guidewire Digital Engagement Applications, which enable insurers to provide digital experiences to customers, agents, vendors, and field personnel through their device of choice; and Guidewire for Salesforce to provide customer information regarding policies and claims. Additionally, the company offers Guidewire Predict, a P&C-specific machine-learning platform; Guidewire HazardHub that allows insurers to understand, assess, price, and manage property risk; Guidewire Canvas, Guidewire Compare, and Guidewire Explore cloud-native applications; and Guidewire Cyence, a cyber-risk economic modeling product. The company was incorporated in 2001 and is headquartered in San Mateo, California.
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