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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and IDEAYA Biosciences, Inc. (IDYA). Click either name above to swap in a different company.
Guidewire Software, Inc. is the larger business by last-quarter revenue ($332.6M vs $207.8M, roughly 1.6× IDEAYA Biosciences, Inc.). IDEAYA Biosciences, Inc. runs the higher net margin — 57.4% vs 9.4%, a 48.0% gap on every dollar of revenue. IDEAYA Biosciences, Inc. produced more free cash flow last quarter ($142.2M vs $-72.3M).
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.
IDEAYA Biosciences, Inc. is a clinical-stage biotechnology company focused on oncology, developing targeted therapies and synthetic lethality treatments for patients with genetically defined cancers. It advances a pipeline of candidates across multiple tumor types, partnering with industry stakeholders to accelerate global access to innovative cancer care solutions.
GWRE vs IDYA — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $207.8M |
| Net Profit | $31.3M | $119.2M |
| Gross Margin | 63.0% | — |
| Operating Margin | 5.6% | 52.2% |
| Net Margin | 9.4% | 57.4% |
| Revenue YoY | 26.5% | — |
| Net Profit YoY | 242.6% | 330.1% |
| EPS (diluted) | $0.36 | $1.33 |
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 | — | ||
| Q3 25 | $356.6M | $207.8M | ||
| Q2 25 | $293.5M | — | ||
| Q1 25 | $289.5M | — | ||
| Q4 24 | $262.9M | — | ||
| Q3 24 | $291.5M | $0 | ||
| Q2 24 | $240.7M | $0 | ||
| Q1 24 | $240.9M | $0 |
| Q4 25 | $31.3M | — | ||
| Q3 25 | $52.0M | $119.2M | ||
| Q2 25 | $46.0M | — | ||
| Q1 25 | $-37.3M | — | ||
| Q4 24 | $9.1M | — | ||
| Q3 24 | $16.8M | $-51.8M | ||
| Q2 24 | $-5.5M | $-52.8M | ||
| Q1 24 | $9.7M | $-39.6M |
| 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% | — | ||
| Q3 25 | 8.3% | 52.2% | ||
| Q2 25 | 1.5% | — | ||
| Q1 25 | 4.0% | — | ||
| Q4 24 | -1.8% | — | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | -6.9% | — | ||
| Q1 24 | -5.2% | — |
| Q4 25 | 9.4% | — | ||
| Q3 25 | 14.6% | 57.4% | ||
| Q2 25 | 15.7% | — | ||
| Q1 25 | -12.9% | — | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 5.7% | — | ||
| Q2 24 | -2.3% | — | ||
| Q1 24 | 4.0% | — |
| Q4 25 | $0.36 | — | ||
| Q3 25 | $0.61 | $1.33 | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $-0.45 | — | ||
| Q4 24 | $0.11 | — | ||
| Q3 24 | $0.21 | $-0.60 | ||
| Q2 24 | $-0.07 | $-0.68 | ||
| Q1 24 | $0.12 | $-0.53 |
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 | $786.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $1.1B |
| Total Assets | $2.6B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | $786.9M | ||
| Q2 25 | $920.4M | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.0B | $920.0M | ||
| Q2 24 | $782.3M | $701.7M | ||
| Q1 24 | $777.6M | $698.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $1.1B | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.3B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.3B | $931.7M | ||
| Q1 24 | $1.3B | $935.3M |
| Q4 25 | $2.6B | — | ||
| Q3 25 | $2.7B | $1.2B | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.2B | $1.2B | ||
| Q2 24 | $2.0B | $973.7M | ||
| Q1 24 | $2.0B | $961.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| 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 | $142.2M |
| Free Cash FlowOCF − Capex | $-72.3M | $142.2M |
| FCF MarginFCF / Revenue | -21.7% | 68.4% |
| Capex IntensityCapex / Revenue | 1.5% | 0.0% |
| Cash ConversionOCF / Net Profit | -2.15× | 1.19× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $13.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | — | ||
| Q3 25 | $244.8M | $142.2M | ||
| Q2 25 | $32.4M | — | ||
| Q1 25 | $86.0M | — | ||
| Q4 24 | $-62.3M | — | ||
| Q3 24 | $193.8M | $-49.2M | ||
| Q2 24 | $4.8M | $-32.9M | ||
| Q1 24 | $69.3M | $-43.8M |
| Q4 25 | $-72.3M | — | ||
| Q3 25 | $241.4M | $142.2M | ||
| Q2 25 | $31.6M | — | ||
| Q1 25 | $85.2M | — | ||
| Q4 24 | $-63.1M | — | ||
| Q3 24 | $192.1M | $-49.7M | ||
| Q2 24 | $4.1M | $-33.9M | ||
| Q1 24 | $66.3M | $-45.1M |
| Q4 25 | -21.7% | — | ||
| Q3 25 | 67.7% | 68.4% | ||
| Q2 25 | 10.8% | — | ||
| Q1 25 | 29.4% | — | ||
| Q4 24 | -24.0% | — | ||
| Q3 24 | 65.9% | — | ||
| Q2 24 | 1.7% | — | ||
| Q1 24 | 27.5% | — |
| Q4 25 | 1.5% | — | ||
| Q3 25 | 1.0% | 0.0% | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 1.2% | — |
| Q4 25 | -2.15× | — | ||
| Q3 25 | 4.71× | 1.19× | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -6.82× | — | ||
| Q3 24 | 11.56× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 7.15× | — |
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% |
IDYA
Segment breakdown not available.
