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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and LifeStance Health Group, Inc. (LFST). Click either name above to swap in a different company.
LifeStance Health Group, Inc. is the larger business by last-quarter revenue ($382.2M vs $332.6M, roughly 1.1× Guidewire Software, Inc.). Guidewire Software, Inc. runs the higher net margin — 9.4% vs 3.1%, a 6.4% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs 17.4%). LifeStance Health Group, Inc. produced more free cash flow last quarter ($46.6M vs $-72.3M). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs 12.8%).
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.
Lifestance Health (Lifestance) is an American outpatient behavioral health services provider. They provide their services in person and via tele-health. Their services include therapy, psychiatry, TMS, and ketamine therapies. They have landed in lawsuits multiple times over labor violations, leaking of customer information, and misleading investors.
GWRE vs LFST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $382.2M |
| Net Profit | $31.3M | $11.7M |
| Gross Margin | 63.0% | — |
| Operating Margin | 5.6% | 4.7% |
| Net Margin | 9.4% | 3.1% |
| Revenue YoY | 26.5% | 17.4% |
| Net Profit YoY | 242.6% | 264.1% |
| EPS (diluted) | $0.36 | — |
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 | $382.2M | ||
| Q3 25 | $356.6M | $363.8M | ||
| Q2 25 | $293.5M | $345.3M | ||
| Q1 25 | $289.5M | $333.0M | ||
| Q4 24 | $262.9M | $325.5M | ||
| Q3 24 | $291.5M | $312.7M | ||
| Q2 24 | $240.7M | $312.3M | ||
| Q1 24 | $240.9M | $300.4M |
| Q4 25 | $31.3M | $11.7M | ||
| Q3 25 | $52.0M | $1.1M | ||
| Q2 25 | $46.0M | $-3.8M | ||
| Q1 25 | $-37.3M | $709.0K | ||
| Q4 24 | $9.1M | $-7.1M | ||
| Q3 24 | $16.8M | $-6.0M | ||
| Q2 24 | $-5.5M | $-23.3M | ||
| Q1 24 | $9.7M | $-21.1M |
| 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% | 4.7% | ||
| Q3 25 | 8.3% | 2.0% | ||
| Q2 25 | 1.5% | -0.9% | ||
| Q1 25 | 4.0% | 0.5% | ||
| Q4 24 | -1.8% | 0.3% | ||
| Q3 24 | 3.5% | 0.0% | ||
| Q2 24 | -6.9% | -5.1% | ||
| Q1 24 | -5.2% | -5.6% |
| Q4 25 | 9.4% | 3.1% | ||
| Q3 25 | 14.6% | 0.3% | ||
| Q2 25 | 15.7% | -1.1% | ||
| Q1 25 | -12.9% | 0.2% | ||
| Q4 24 | 3.5% | -2.2% | ||
| Q3 24 | 5.7% | -1.9% | ||
| Q2 24 | -2.3% | -7.5% | ||
| Q1 24 | 4.0% | -7.0% |
| Q4 25 | $0.36 | — | ||
| Q3 25 | $0.61 | — | ||
| Q2 25 | $0.54 | — | ||
| Q1 25 | $-0.45 | — | ||
| Q4 24 | $0.11 | — | ||
| Q3 24 | $0.21 | — | ||
| Q2 24 | $-0.07 | — | ||
| Q1 24 | $0.12 | — |
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 | $248.6M |
| Total DebtLower is stronger | — | $282.8M |
| Stockholders' EquityBook value | $1.5B | $1.5B |
| Total Assets | $2.6B | $2.2B |
| Debt / EquityLower = less leverage | — | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $248.6M | ||
| Q3 25 | $1.1B | $203.9M | ||
| Q2 25 | $920.4M | $188.9M | ||
| Q1 25 | $1.2B | $134.3M | ||
| Q4 24 | $1.3B | $154.6M | ||
| Q3 24 | $1.0B | $102.6M | ||
| Q2 24 | $782.3M | $87.0M | ||
| Q1 24 | $777.6M | $49.5M |
| Q4 25 | — | $282.8M | ||
| Q3 25 | — | $284.6M | ||
| Q2 25 | — | $286.4M | ||
| Q1 25 | — | $288.2M | ||
| Q4 24 | — | $290.0M | ||
| Q3 24 | $398.9M | $287.3M | ||
| Q2 24 | — | $288.0M | ||
| Q1 24 | — | $288.8M |
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.3B | $1.5B | ||
| Q4 24 | $1.3B | $1.4B | ||
| Q3 24 | $1.3B | $1.4B | ||
| Q2 24 | $1.3B | $1.4B | ||
| Q1 24 | $1.3B | $1.4B |
| Q4 25 | $2.6B | $2.2B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.5B | $2.1B | ||
| Q1 25 | $2.5B | $2.1B | ||
| Q4 24 | $2.6B | $2.1B | ||
| Q3 24 | $2.2B | $2.1B | ||
| Q2 24 | $2.0B | $2.1B | ||
| Q1 24 | $2.0B | $2.1B |
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.19× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | 0.30× | 0.20× | ||
| Q2 24 | — | 0.20× | ||
| Q1 24 | — | 0.20× |
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 | $57.6M |
| Free Cash FlowOCF − Capex | $-72.3M | $46.6M |
| FCF MarginFCF / Revenue | -21.7% | 12.2% |
| Capex IntensityCapex / Revenue | 1.5% | 2.9% |
| Cash ConversionOCF / Net Profit | -2.15× | 4.93× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $110.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $57.6M | ||
| Q3 25 | $244.8M | $27.3M | ||
| Q2 25 | $32.4M | $64.4M | ||
| Q1 25 | $86.0M | $-3.1M | ||
| Q4 24 | $-62.3M | $62.3M | ||
| Q3 24 | $193.8M | $22.7M | ||
| Q2 24 | $4.8M | $44.1M | ||
| Q1 24 | $69.3M | $-21.8M |
| Q4 25 | $-72.3M | $46.6M | ||
| Q3 25 | $241.4M | $17.0M | ||
| Q2 25 | $31.6M | $56.6M | ||
| Q1 25 | $85.2M | $-10.3M | ||
| Q4 24 | $-63.1M | $56.0M | ||
| Q3 24 | $192.1M | $17.7M | ||
| Q2 24 | $4.1M | $39.0M | ||
| Q1 24 | $66.3M | $-26.9M |
| Q4 25 | -21.7% | 12.2% | ||
| Q3 25 | 67.7% | 4.7% | ||
| Q2 25 | 10.8% | 16.4% | ||
| Q1 25 | 29.4% | -3.1% | ||
| Q4 24 | -24.0% | 17.2% | ||
| Q3 24 | 65.9% | 5.7% | ||
| Q2 24 | 1.7% | 12.5% | ||
| Q1 24 | 27.5% | -9.0% |
| Q4 25 | 1.5% | 2.9% | ||
| Q3 25 | 1.0% | 2.8% | ||
| Q2 25 | 0.2% | 2.2% | ||
| Q1 25 | 0.3% | 2.2% | ||
| Q4 24 | 0.3% | 1.9% | ||
| Q3 24 | 0.6% | 1.6% | ||
| Q2 24 | 0.3% | 1.6% | ||
| Q1 24 | 1.2% | 1.7% |
| Q4 25 | -2.15× | 4.93× | ||
| Q3 25 | 4.71× | 25.34× | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | — | -4.36× | ||
| 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% |
LFST
Segment breakdown not available.
