Guidewire Software vs Samsara
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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 β3.3%).
- Guidewire Software turned more of its sales into free cash flow (25.6% FCF margin, against 12.8%).
| Latest fiscal year | GWRE Β· FY26 | IOT Β· FY26 |
|---|---|---|
| Size | ||
| Market cap | $16.1B | $26.5B |
| Revenue | $1.5B | $1.6B |
| Free cash flow | $378M | $207M |
| Net income | $139M | β$9.1M |
| Growth | ||
| Revenue growth | 22.7% | 29.6% |
| 5-year growth | 14.7% | 45.3% |
| Share count change | β0.6% | 3.1% |
| Profitability | ||
| Gross margin | 64.2% | 76.7% |
| Operating margin | 10.2% | β3.3% |
| Net margin | 9.4% | β0.6% |
| FCF margin | 25.6% | 12.8% |
| Return on capital | 12.1% | β |
| Return on equity | 10.5% | β0.7% |
| Balance sheet | ||
| Net debt | β$75.0M | β |
| Net debt / EBITDA | β0.4x | β |
| Dividends and buybacks | $606M | $0.0M |
| Valuation & quality | ||
| P/E | β | β |
| Piotroski F-score | 8 | β |
Revenue
FY17
GWRE $510M
IOT β
FY18
GWRE $653M
IOT β
FY19
GWRE $720M
IOT β
FY20
GWRE $742M
IOT β
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
Operating margin
FY17
GWRE 4.3%
IOT β
FY18
GWRE β2.4%
IOT β
FY19
GWRE 0.2%
IOT β
FY20
GWRE β3.2%
IOT β
FY21
GWRE β14.2%
IOT β83.8%
FY22
GWRE β24.5%
IOT β82.6%
FY23
GWRE β16.5%
IOT β39.8%
FY24
GWRE β5.4%
IOT β34.5%
FY25
GWRE 3.4%
IOT β15.2%
FY26
GWRE 10.2%
IOT β3.3%
GWRE
IOT
Free cash flow
FY17
GWRE $133M
IOT β
FY18
GWRE $131M
IOT β
FY19
GWRE $71.2M
IOT β
FY20
GWRE $91.7M
IOT β
FY21
GWRE $92.6M
IOT β$204M
FY22
GWRE β$47.5M
IOT β$191M
FY23
GWRE $32.6M
IOT β$136M
FY24
GWRE $189M
IOT β$22.8M
FY25
GWRE $295M
IOT $111M
FY26
GWRE $378M
IOT $207M
GWRE
IOT
Return on capital
FY17
GWRE β
IOT β
FY18
GWRE β
IOT β
FY19
GWRE 0.2%
IOT β
FY20
GWRE β2.3%
IOT β
FY21
GWRE β10.3%
IOT β
FY22
GWRE β19.7%
IOT β
FY23
GWRE β14.5%
IOT β
FY24
GWRE β5.4%
IOT β
FY25
GWRE 4.8%
IOT β
FY26
GWRE 12.1%
IOT β
GWRE
IOT
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.