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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and Childrens Place, Inc. (PLCE). Click either name above to swap in a different company.
Childrens Place, Inc. is the larger business by last-quarter revenue ($339.5M vs $332.6M, roughly 1.0× Guidewire Software, Inc.). Guidewire Software, Inc. runs the higher net margin — 9.4% vs -1.3%, a 10.7% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs -13.0%). Childrens Place, Inc. produced more free cash flow last quarter ($-3.4M vs $-72.3M). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs -13.6%).
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.
The Children’s Place is a retailer of clothing for children. It sells its products primarily under its proprietary brands The Children’s Place, Gymboree, Sugar & Jade, PJ Place and Crazy 8. The company has about 525 stores in the U.S., Canada and Puerto Rico, and also sells via two online outlets and through five franchise partners in 15 countries. Its product line includes tops, skirts, dresses, jackets, shoes, bottoms, sleepwear and backpacks. The Children’s Place is headquartered in Secauc...
GWRE vs PLCE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $339.5M |
| Net Profit | $31.3M | $-4.3M |
| Gross Margin | 63.0% | 33.1% |
| Operating Margin | 5.6% | 1.1% |
| Net Margin | 9.4% | -1.3% |
| Revenue YoY | 26.5% | -13.0% |
| Net Profit YoY | 242.6% | -121.5% |
| EPS (diluted) | $0.36 | $-0.19 |
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 | $339.5M | ||
| Q3 25 | $356.6M | $298.0M | ||
| Q2 25 | $293.5M | $242.1M | ||
| Q1 25 | $289.5M | $408.6M | ||
| Q4 24 | $262.9M | $390.2M | ||
| Q3 24 | $291.5M | $319.7M | ||
| Q2 24 | $240.7M | $267.9M | ||
| Q1 24 | $240.9M | $455.0M |
| Q4 25 | $31.3M | $-4.3M | ||
| Q3 25 | $52.0M | $-5.4M | ||
| Q2 25 | $46.0M | $-34.0M | ||
| Q1 25 | $-37.3M | $-8.0M | ||
| Q4 24 | $9.1M | $20.1M | ||
| Q3 24 | $16.8M | $-32.1M | ||
| Q2 24 | $-5.5M | $-37.8M | ||
| Q1 24 | $9.7M | $-128.8M |
| Q4 25 | 63.0% | 33.1% | ||
| Q3 25 | 65.0% | 34.0% | ||
| Q2 25 | 62.2% | 29.2% | ||
| Q1 25 | 61.9% | 28.5% | ||
| Q4 24 | 60.2% | 35.5% | ||
| Q3 24 | 64.0% | 35.0% | ||
| Q2 24 | 59.1% | 34.6% | ||
| Q1 24 | 59.1% | 21.8% |
| Q4 25 | 5.6% | 1.1% | ||
| Q3 25 | 8.3% | 1.4% | ||
| Q2 25 | 1.5% | -10.0% | ||
| Q1 25 | 4.0% | 1.7% | ||
| Q4 24 | -1.8% | 7.5% | ||
| Q3 24 | 3.5% | -6.8% | ||
| Q2 24 | -6.9% | -10.4% | ||
| Q1 24 | -5.2% | -13.6% |
| Q4 25 | 9.4% | -1.3% | ||
| Q3 25 | 14.6% | -1.8% | ||
| Q2 25 | 15.7% | -14.1% | ||
| Q1 25 | -12.9% | -2.0% | ||
| Q4 24 | 3.5% | 5.1% | ||
| Q3 24 | 5.7% | -10.0% | ||
| Q2 24 | -2.3% | -14.1% | ||
| Q1 24 | 4.0% | -28.3% |
| Q4 25 | $0.36 | $-0.19 | ||
| Q3 25 | $0.61 | $-0.24 | ||
| Q2 25 | $0.54 | $-1.57 | ||
| Q1 25 | $-0.45 | $-0.60 | ||
| Q4 24 | $0.11 | $1.57 | ||
| Q3 24 | $0.21 | $-2.51 | ||
| Q2 24 | $-0.07 | $-2.98 | ||
| Q1 24 | $0.12 | $-10.24 |
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 | $7.3M |
| Total DebtLower is stronger | — | $107.4M |
| Stockholders' EquityBook value | $1.5B | $-8.6M |
| Total Assets | $2.6B | $762.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $7.3M | ||
| Q3 25 | $1.1B | $7.8M | ||
| Q2 25 | $920.4M | $5.7M | ||
| Q1 25 | $1.2B | $5.3M | ||
| Q4 24 | $1.3B | $5.7M | ||
| Q3 24 | $1.0B | $9.6M | ||
| Q2 24 | $782.3M | $13.0M | ||
| Q1 24 | $777.6M | $13.6M |
| Q4 25 | — | $107.4M | ||
| Q3 25 | — | $107.2M | ||
| Q2 25 | — | $107.0M | ||
| Q1 25 | — | $166.0M | ||
| Q4 24 | — | $165.7M | ||
| Q3 24 | $398.9M | $165.4M | ||
| Q2 24 | — | $166.6M | ||
| Q1 24 | — | $49.8M |
| Q4 25 | $1.5B | $-8.6M | ||
| Q3 25 | $1.5B | $-4.9M | ||
| Q2 25 | $1.4B | $1.4M | ||
| Q1 25 | $1.3B | $-59.4M | ||
| Q4 24 | $1.3B | $-49.6M | ||
| Q3 24 | $1.3B | $-68.9M | ||
| Q2 24 | $1.3B | $-34.9M | ||
| Q1 24 | $1.3B | $-9.0M |
| Q4 25 | $2.6B | $762.5M | ||
| Q3 25 | $2.7B | $805.1M | ||
| Q2 25 | $2.5B | $779.6M | ||
| Q1 25 | $2.5B | $747.6M | ||
| Q4 24 | $2.6B | $888.8M | ||
| Q3 24 | $2.2B | $921.4M | ||
| Q2 24 | $2.0B | $848.3M | ||
| Q1 24 | $2.0B | $800.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 75.63× | ||
| 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 | $6.2M |
| Free Cash FlowOCF − Capex | $-72.3M | $-3.4M |
| FCF MarginFCF / Revenue | -21.7% | -1.0% |
| Capex IntensityCapex / Revenue | 1.5% | 2.8% |
| Cash ConversionOCF / Net Profit | -2.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $39.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $6.2M | ||
| Q3 25 | $244.8M | $-30.5M | ||
| Q2 25 | $32.4M | $-43.0M | ||
| Q1 25 | $86.0M | $121.3M | ||
| Q4 24 | $-62.3M | $-44.2M | ||
| Q3 24 | $193.8M | $-83.9M | ||
| Q2 24 | $4.8M | $-110.8M | ||
| Q1 24 | $69.3M | $135.4M |
| Q4 25 | $-72.3M | $-3.4M | ||
| Q3 25 | $241.4M | $-31.9M | ||
| Q2 25 | $31.6M | $-46.4M | ||
| Q1 25 | $85.2M | $121.2M | ||
| Q4 24 | $-63.1M | $-47.7M | ||
| Q3 24 | $192.1M | $-91.7M | ||
| Q2 24 | $4.1M | $-115.5M | ||
| Q1 24 | $66.3M | $132.2M |
| Q4 25 | -21.7% | -1.0% | ||
| Q3 25 | 67.7% | -10.7% | ||
| Q2 25 | 10.8% | -19.2% | ||
| Q1 25 | 29.4% | 29.7% | ||
| Q4 24 | -24.0% | -12.2% | ||
| Q3 24 | 65.9% | -28.7% | ||
| Q2 24 | 1.7% | -43.1% | ||
| Q1 24 | 27.5% | 29.1% |
| Q4 25 | 1.5% | 2.8% | ||
| Q3 25 | 1.0% | 0.5% | ||
| Q2 25 | 0.2% | 1.4% | ||
| Q1 25 | 0.3% | 0.0% | ||
| Q4 24 | 0.3% | 0.9% | ||
| Q3 24 | 0.6% | 2.4% | ||
| Q2 24 | 0.3% | 1.8% | ||
| Q1 24 | 1.2% | 0.7% |
| Q4 25 | -2.15× | — | ||
| Q3 25 | 4.71× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | -6.82× | -2.20× | ||
| 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% |
PLCE
| The Childrens Place US | $307.4M | 91% |
| The Childrens Place International | $32.1M | 9% |
| Gift Cards | $1.7M | 1% |
