Guidewire Software vs Samsara
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KIRAβs take AI analyst
I put Guidewire Software and Samsara side by side, using each oneβs latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Guidewire Software
GWRE
5/8
Operating marginNet marginFCF marginReturn on equityShare count change
Samsara
IOT
3/8
Revenue growth5-year growthGross margin
Side by side
Best in the row
| 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 | 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 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.