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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
Guidewire Software, Inc. is the larger business by last-quarter revenue ($332.6M vs $184.5M, roughly 1.8× DOUGLAS DYNAMICS, INC). Guidewire Software, Inc. runs the higher net margin — 9.4% vs 7.0%, a 2.5% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 26.5%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $-72.3M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 17.5%).
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.
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
GWRE vs PLOW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $184.5M |
| Net Profit | $31.3M | $12.8M |
| Gross Margin | 63.0% | 26.1% |
| Operating Margin | 5.6% | 10.5% |
| Net Margin | 9.4% | 7.0% |
| Revenue YoY | 26.5% | 28.6% |
| Net Profit YoY | 242.6% | 62.3% |
| EPS (diluted) | $0.36 | $0.54 |
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 | $184.5M | ||
| Q3 25 | $356.6M | $162.1M | ||
| Q2 25 | $293.5M | $194.3M | ||
| Q1 25 | $289.5M | $115.1M | ||
| Q4 24 | $262.9M | $143.5M | ||
| Q3 24 | $291.5M | $129.4M | ||
| Q2 24 | $240.7M | $199.9M | ||
| Q1 24 | $240.9M | $95.7M |
| Q4 25 | $31.3M | $12.8M | ||
| Q3 25 | $52.0M | $8.0M | ||
| Q2 25 | $46.0M | $26.0M | ||
| Q1 25 | $-37.3M | $148.0K | ||
| Q4 24 | $9.1M | $7.9M | ||
| Q3 24 | $16.8M | $32.3M | ||
| Q2 24 | $-5.5M | $24.3M | ||
| Q1 24 | $9.7M | $-8.4M |
| Q4 25 | 63.0% | 26.1% | ||
| Q3 25 | 65.0% | 23.5% | ||
| Q2 25 | 62.2% | 31.0% | ||
| Q1 25 | 61.9% | 24.5% | ||
| Q4 24 | 60.2% | 24.9% | ||
| Q3 24 | 64.0% | 23.9% | ||
| Q2 24 | 59.1% | 30.7% | ||
| Q1 24 | 59.1% | 19.8% |
| Q4 25 | 5.6% | 10.5% | ||
| Q3 25 | 8.3% | 8.7% | ||
| Q2 25 | 1.5% | 19.0% | ||
| Q1 25 | 4.0% | 2.8% | ||
| Q4 24 | -1.8% | 9.0% | ||
| Q3 24 | 3.5% | 35.4% | ||
| Q2 24 | -6.9% | 18.2% | ||
| Q1 24 | -5.2% | -6.7% |
| Q4 25 | 9.4% | 7.0% | ||
| Q3 25 | 14.6% | 4.9% | ||
| Q2 25 | 15.7% | 13.4% | ||
| Q1 25 | -12.9% | 0.1% | ||
| Q4 24 | 3.5% | 5.5% | ||
| Q3 24 | 5.7% | 24.9% | ||
| Q2 24 | -2.3% | 12.2% | ||
| Q1 24 | 4.0% | -8.7% |
| Q4 25 | $0.36 | $0.54 | ||
| Q3 25 | $0.61 | $0.33 | ||
| Q2 25 | $0.54 | $1.09 | ||
| Q1 25 | $-0.45 | $0.00 | ||
| Q4 24 | $0.11 | $0.35 | ||
| Q3 24 | $0.21 | $1.36 | ||
| Q2 24 | $-0.07 | $1.02 | ||
| Q1 24 | $0.12 | $-0.37 |
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 | — |
| Total DebtLower is stronger | — | $144.0M |
| Stockholders' EquityBook value | $1.5B | $281.4M |
| Total Assets | $2.6B | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | — | ||
| Q2 25 | $920.4M | — | ||
| Q1 25 | $1.2B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $782.3M | — | ||
| Q1 24 | $777.6M | — |
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $281.4M | ||
| Q3 25 | $1.5B | $275.3M | ||
| Q2 25 | $1.4B | $273.3M | ||
| Q1 25 | $1.3B | $258.9M | ||
| Q4 24 | $1.3B | $264.2M | ||
| Q3 24 | $1.3B | $260.8M | ||
| Q2 24 | $1.3B | $236.7M | ||
| Q1 24 | $1.3B | $217.2M |
| Q4 25 | $2.6B | $626.7M | ||
| Q3 25 | $2.7B | $694.9M | ||
| Q2 25 | $2.5B | $671.5M | ||
| Q1 25 | $2.5B | $621.0M | ||
| Q4 24 | $2.6B | $590.0M | ||
| Q3 24 | $2.2B | $665.6M | ||
| Q2 24 | $2.0B | $617.0M | ||
| Q1 24 | $2.0B | $577.1M |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| 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 | $95.9M |
| Free Cash FlowOCF − Capex | $-72.3M | $92.8M |
| FCF MarginFCF / Revenue | -21.7% | 50.3% |
| Capex IntensityCapex / Revenue | 1.5% | 1.7% |
| Cash ConversionOCF / Net Profit | -2.15× | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $95.9M | ||
| Q3 25 | $244.8M | $-8.5M | ||
| Q2 25 | $32.4M | $-11.4M | ||
| Q1 25 | $86.0M | $-1.3M | ||
| Q4 24 | $-62.3M | $74.4M | ||
| Q3 24 | $193.8M | $-14.2M | ||
| Q2 24 | $4.8M | $2.5M | ||
| Q1 24 | $69.3M | $-21.6M |
| Q4 25 | $-72.3M | $92.8M | ||
| Q3 25 | $241.4M | $-11.4M | ||
| Q2 25 | $31.6M | $-14.3M | ||
| Q1 25 | $85.2M | $-3.5M | ||
| Q4 24 | $-63.1M | $70.2M | ||
| Q3 24 | $192.1M | $-15.2M | ||
| Q2 24 | $4.1M | $836.0K | ||
| Q1 24 | $66.3M | $-22.4M |
| Q4 25 | -21.7% | 50.3% | ||
| Q3 25 | 67.7% | -7.1% | ||
| Q2 25 | 10.8% | -7.4% | ||
| Q1 25 | 29.4% | -3.0% | ||
| Q4 24 | -24.0% | 48.9% | ||
| Q3 24 | 65.9% | -11.8% | ||
| Q2 24 | 1.7% | 0.4% | ||
| Q1 24 | 27.5% | -23.4% |
| Q4 25 | 1.5% | 1.7% | ||
| Q3 25 | 1.0% | 1.8% | ||
| Q2 25 | 0.2% | 1.5% | ||
| Q1 25 | 0.3% | 1.9% | ||
| Q4 24 | 0.3% | 2.9% | ||
| Q3 24 | 0.6% | 0.8% | ||
| Q2 24 | 0.3% | 0.8% | ||
| Q1 24 | 1.2% | 0.8% |
| Q4 25 | -2.15× | 7.47× | ||
| Q3 25 | 4.71× | -1.07× | ||
| Q2 25 | 0.70× | -0.44× | ||
| Q1 25 | — | -9.03× | ||
| Q4 24 | -6.82× | 9.41× | ||
| Q3 24 | 11.56× | -0.44× | ||
| Q2 24 | — | 0.10× | ||
| 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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
