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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and IDACORP INC (IDA). Click either name above to swap in a different company.
IDACORP INC is the larger business by last-quarter revenue ($360.1M vs $332.6M, roughly 1.1× Guidewire Software, Inc.). IDACORP INC runs the higher net margin — 12.1% vs 9.4%, a 2.7% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs -4.2%). Guidewire Software, Inc. produced more free cash flow last quarter ($-72.3M vs $-216.2M). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs -7.2%).
Guidewire Software, Inc., commonly Guidewire, is an American software company based in San Mateo, California. It offers an industry platform for property and casualty (P&C) insurance carriers in the U.S. and worldwide.
IDACORP, Inc is an electricity holding company, incorporated in Idaho with headquarters in Boise. It comprises Idaho Power Company, IDACORP Financial and Ida-West Energy. It was formed on October 1, 1998.
GWRE vs IDA — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $360.1M |
| Net Profit | $31.3M | $43.6M |
| Gross Margin | 63.0% | — |
| Operating Margin | 5.6% | 14.9% |
| Net Margin | 9.4% | 12.1% |
| Revenue YoY | 26.5% | -4.2% |
| Net Profit YoY | 242.6% | 15.1% |
| EPS (diluted) | $0.36 | $0.78 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $332.6M | $360.1M | ||
| Q3 25 | $356.6M | $526.4M | ||
| Q2 25 | $293.5M | $449.3M | ||
| Q1 25 | $289.5M | $411.1M | ||
| Q4 24 | $262.9M | $375.9M | ||
| Q3 24 | $291.5M | $532.5M | ||
| Q2 24 | $240.7M | $442.6M | ||
| Q1 24 | $240.9M | $417.9M |
| Q4 25 | $31.3M | $43.6M | ||
| Q3 25 | $52.0M | $124.4M | ||
| Q2 25 | $46.0M | $95.8M | ||
| Q1 25 | $-37.3M | $59.6M | ||
| Q4 24 | $9.1M | $37.9M | ||
| Q3 24 | $16.8M | $113.6M | ||
| Q2 24 | $-5.5M | $89.5M | ||
| Q1 24 | $9.7M | $48.2M |
| Q4 25 | 63.0% | — | ||
| Q3 25 | 65.0% | — | ||
| Q2 25 | 62.2% | — | ||
| Q1 25 | 61.9% | — | ||
| Q4 24 | 60.2% | — | ||
| Q3 24 | 64.0% | — | ||
| Q2 24 | 59.1% | — | ||
| Q1 24 | 59.1% | — |
| Q4 25 | 5.6% | 14.9% | ||
| Q3 25 | 8.3% | 27.5% | ||
| Q2 25 | 1.5% | 22.4% | ||
| Q1 25 | 4.0% | 13.4% | ||
| Q4 24 | -1.8% | 11.0% | ||
| Q3 24 | 3.5% | 25.1% | ||
| Q2 24 | -6.9% | 23.3% | ||
| Q1 24 | -5.2% | 11.9% |
| Q4 25 | 9.4% | 12.1% | ||
| Q3 25 | 14.6% | 23.6% | ||
| Q2 25 | 15.7% | 21.3% | ||
| Q1 25 | -12.9% | 14.5% | ||
| Q4 24 | 3.5% | 10.1% | ||
| Q3 24 | 5.7% | 21.3% | ||
| Q2 24 | -2.3% | 20.2% | ||
| Q1 24 | 4.0% | 11.5% |
| Q4 25 | $0.36 | $0.78 | ||
| Q3 25 | $0.61 | $2.26 | ||
| Q2 25 | $0.54 | $1.76 | ||
| Q1 25 | $-0.45 | $1.10 | ||
| Q4 24 | $0.11 | $0.72 | ||
| Q3 24 | $0.21 | $2.12 | ||
| Q2 24 | $-0.07 | $1.71 | ||
| Q1 24 | $0.12 | $0.95 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.0B | $215.7M |
| Total DebtLower is stronger | — | $3.3B |
| Stockholders' EquityBook value | $1.5B | $3.6B |
| Total Assets | $2.6B | $10.2B |
| Debt / EquityLower = less leverage | — | 0.93× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $215.7M | ||
| Q3 25 | $1.1B | $333.2M | ||
| Q2 25 | $920.4M | $474.5M | ||
| Q1 25 | $1.2B | $634.5M | ||
| Q4 24 | $1.3B | $368.9M | ||
| Q3 24 | $1.0B | $427.9M | ||
| Q2 24 | $782.3M | $169.6M | ||
| Q1 24 | $777.6M | $157.6M |
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.1B | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $3.6B | ||
| Q3 25 | $1.5B | $3.5B | ||
| Q2 25 | $1.4B | $3.4B | ||
| Q1 25 | $1.3B | $3.3B | ||
| Q4 24 | $1.3B | $3.3B | ||
| Q3 24 | $1.3B | $3.3B | ||
| Q2 24 | $1.3B | $3.2B | ||
| Q1 24 | $1.3B | $2.9B |
| Q4 25 | $2.6B | $10.2B | ||
| Q3 25 | $2.7B | $10.1B | ||
| Q2 25 | $2.5B | $9.9B | ||
| Q1 25 | $2.5B | $9.6B | ||
| Q4 24 | $2.6B | $9.2B | ||
| Q3 24 | $2.2B | $9.1B | ||
| Q2 24 | $2.0B | $8.7B | ||
| Q1 24 | $2.0B | $8.3B |
| Q4 25 | — | 0.93× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.92× | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-67.4M | $137.8M |
| Free Cash FlowOCF − Capex | $-72.3M | $-216.2M |
| FCF MarginFCF / Revenue | -21.7% | -60.0% |
| Capex IntensityCapex / Revenue | 1.5% | 98.3% |
| Cash ConversionOCF / Net Profit | -2.15× | 3.16× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $-577.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $137.8M | ||
| Q3 25 | $244.8M | $162.8M | ||
| Q2 25 | $32.4M | $176.9M | ||
| Q1 25 | $86.0M | $124.3M | ||
| Q4 24 | $-62.3M | $136.4M | ||
| Q3 24 | $193.8M | $201.9M | ||
| Q2 24 | $4.8M | $146.4M | ||
| Q1 24 | $69.3M | $109.7M |
| Q4 25 | $-72.3M | $-216.2M | ||
| Q3 25 | $241.4M | $-127.9M | ||
| Q2 25 | $31.6M | $-156.4M | ||
| Q1 25 | $85.2M | $-77.0M | ||
| Q4 24 | $-63.1M | $-48.9M | ||
| Q3 24 | $192.1M | $-16.1M | ||
| Q2 24 | $4.1M | $-199.6M | ||
| Q1 24 | $66.3M | $-150.3M |
| Q4 25 | -21.7% | -60.0% | ||
| Q3 25 | 67.7% | -24.3% | ||
| Q2 25 | 10.8% | -34.8% | ||
| Q1 25 | 29.4% | -18.7% | ||
| Q4 24 | -24.0% | -13.0% | ||
| Q3 24 | 65.9% | -3.0% | ||
| Q2 24 | 1.7% | -45.1% | ||
| Q1 24 | 27.5% | -36.0% |
| Q4 25 | 1.5% | 98.3% | ||
| Q3 25 | 1.0% | 55.2% | ||
| Q2 25 | 0.2% | 74.2% | ||
| Q1 25 | 0.3% | 49.0% | ||
| Q4 24 | 0.3% | 49.3% | ||
| Q3 24 | 0.6% | 41.0% | ||
| Q2 24 | 0.3% | 78.2% | ||
| Q1 24 | 1.2% | 62.2% |
| Q4 25 | -2.15× | 3.16× | ||
| Q3 25 | 4.71× | 1.31× | ||
| Q2 25 | 0.70× | 1.85× | ||
| Q1 25 | — | 2.08× | ||
| Q4 24 | -6.82× | 3.60× | ||
| Q3 24 | 11.56× | 1.78× | ||
| Q2 24 | — | 1.63× | ||
| Q1 24 | 7.15× | 2.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GWRE
| Subscription | $222.7M | 67% |
| Services | $62.4M | 19% |
| Other | $33.1M | 10% |
| Support | $14.5M | 4% |
IDA
| Retailrevenues | $323.0M | 90% |
| Transmissionserviceswheeling | $18.6M | 5% |
| Energyefficiencyprogramrevenues | $11.7M | 3% |
| Wholesaleenergysales | $10.5M | 3% |
| Otherrevenues | $9.5M | 3% |
