Guidewire Software
GWRE · Application Software
$189.00
0.3%Samsara
IOT · Application Software
$44.92
2.6%The short version
- Samsara is the larger business, with $1.6B of revenue in fiscal 2026 against $1.5B for Guidewire Software.
- Samsara grew revenue faster (29.6%, against 22.7%).
- Guidewire Software kept more of each dollar of sales as operating profit (10.2% operating margin, against −3.3% operating margin).
- Guidewire Software turned more of its sales into free cash flow (25.6% FCF margin, against 12.8% FCF margin).
| Latest fiscal year | GWRE · FY26 | IOT · FY26 |
|---|---|---|
| Size | ||
| Market cap | $16.1B | $26.5B |
| Revenue | $1.5B | $1.6B |
| Free cash flow | $378M | $207M |
| Net income | $139M | −$9.1M |
| Growth | ||
| Revenue growth | 22.7% | 29.6% |
| 5-year growth | 14.7% | 45.3% |
| Share count change | −0.6% | 3.1% |
| Profitability | ||
| Gross margin | 64.2% | 76.7% |
| Operating margin | 10.2% | −3.3% |
| Net margin | 9.4% | −0.6% |
| FCF margin | 25.6% | 12.8% |
| Return on capital | 12.1% | — |
| Return on equity | 10.5% | −0.7% |
| Balance sheet | ||
| Net debt | −$75.0M | — |
| Net debt / EBITDA | −0.4x | — |
| Dividends and buybacks | $606M | $0.0M |
| Valuation & quality | ||
| P/E | 116.0x | — |
| Piotroski F-score | 8 | — |
FY17
GWRE $510M
IOT —
FY18
GWRE $653M
IOT —
FY19
GWRE $720M
IOT —
FY20
GWRE $742M
IOT —
FY21
GWRE $743M
IOT $250M
FY22
GWRE $813M
IOT $428M
FY23
GWRE $905M
IOT $653M
FY24
GWRE $981M
IOT $937M
FY25
GWRE $1.2B
IOT $1.2B
FY26
GWRE $1.5B
IOT $1.6B
GWRE
IOT
FY17
GWRE 4.3%
IOT —
FY18
GWRE −2.4%
IOT —
FY19
GWRE 0.2%
IOT —
FY20
GWRE −3.2%
IOT —
FY21
GWRE −14.2%
IOT −83.8%
FY22
GWRE −24.5%
IOT −82.6%
FY23
GWRE −16.5%
IOT −39.8%
FY24
GWRE −5.4%
IOT −34.5%
FY25
GWRE 3.4%
IOT −15.2%
FY26
GWRE 10.2%
IOT −3.3%
GWRE
IOT
FY17
GWRE $133M
IOT —
FY18
GWRE $131M
IOT —
FY19
GWRE $71.2M
IOT —
FY20
GWRE $91.7M
IOT —
FY21
GWRE $92.6M
IOT −$204M
FY22
GWRE −$47.5M
IOT −$191M
FY23
GWRE $32.6M
IOT −$136M
FY24
GWRE $189M
IOT −$22.8M
FY25
GWRE $295M
IOT $111M
FY26
GWRE $378M
IOT $207M
GWRE
IOT
FY17
GWRE —
IOT —
FY18
GWRE —
IOT —
FY19
GWRE 0.2%
IOT —
FY20
GWRE −2.3%
IOT —
FY21
GWRE −10.3%
IOT —
FY22
GWRE −19.7%
IOT —
FY23
GWRE −14.5%
IOT —
FY24
GWRE −5.4%
IOT —
FY25
GWRE 4.8%
IOT —
FY26
GWRE 12.1%
IOT —
GWRE
IOT
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.