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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
Royalty Pharma plc is the larger business by last-quarter revenue ($622.0M vs $332.6M, roughly 1.9× Guidewire Software, Inc.). Royalty Pharma plc runs the higher net margin — 34.4% vs 9.4%, a 25.0% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs 4.8%). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs 4.6%).
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.
Acceleron Pharma, Inc. is an American clinical stage biopharmaceutical company based in Cambridge, Massachusetts with a broad focus on developing medicines that regulate the transforming growth factor beta (TGF-β) superfamily of proteins, which play fundamental roles in the growth and repair of cells and tissues such as red blood cells, muscle, bone, and blood vessels.
GWRE vs RPRX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $622.0M |
| Net Profit | $31.3M | $214.2M |
| Gross Margin | 63.0% | — |
| Operating Margin | 5.6% | 62.4% |
| Net Margin | 9.4% | 34.4% |
| Revenue YoY | 26.5% | 4.8% |
| Net Profit YoY | 242.6% | 2.9% |
| EPS (diluted) | $0.36 | $0.49 |
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 | $622.0M | ||
| Q3 25 | $356.6M | $609.3M | ||
| Q2 25 | $293.5M | $578.7M | ||
| Q1 25 | $289.5M | $568.2M | ||
| Q4 24 | $262.9M | $593.6M | ||
| Q3 24 | $291.5M | $564.7M | ||
| Q2 24 | $240.7M | $537.3M | ||
| Q1 24 | $240.9M | $568.0M |
| Q4 25 | $31.3M | $214.2M | ||
| Q3 25 | $52.0M | $288.2M | ||
| Q2 25 | $46.0M | $30.2M | ||
| Q1 25 | $-37.3M | $238.3M | ||
| Q4 24 | $9.1M | $208.2M | ||
| Q3 24 | $16.8M | $544.0M | ||
| Q2 24 | $-5.5M | $102.0M | ||
| Q1 24 | $9.7M | $4.8M |
| 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% | 62.4% | ||
| Q3 25 | 8.3% | 70.1% | ||
| Q2 25 | 1.5% | 36.3% | ||
| Q1 25 | 4.0% | 94.0% | ||
| Q4 24 | -1.8% | 60.9% | ||
| Q3 24 | 3.5% | — | ||
| Q2 24 | -6.9% | 50.2% | ||
| Q1 24 | -5.2% | -13.0% |
| Q4 25 | 9.4% | 34.4% | ||
| Q3 25 | 14.6% | 47.3% | ||
| Q2 25 | 15.7% | 5.2% | ||
| Q1 25 | -12.9% | 41.9% | ||
| Q4 24 | 3.5% | 35.1% | ||
| Q3 24 | 5.7% | 96.3% | ||
| Q2 24 | -2.3% | 19.0% | ||
| Q1 24 | 4.0% | 0.8% |
| Q4 25 | $0.36 | $0.49 | ||
| Q3 25 | $0.61 | $0.67 | ||
| Q2 25 | $0.54 | $0.07 | ||
| Q1 25 | $-0.45 | $0.55 | ||
| Q4 24 | $0.11 | $0.46 | ||
| Q3 24 | $0.21 | $1.21 | ||
| Q2 24 | $-0.07 | $0.23 | ||
| Q1 24 | $0.12 | $0.01 |
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 | $618.7M |
| Total DebtLower is stronger | — | $9.0B |
| Stockholders' EquityBook value | $1.5B | $9.7B |
| Total Assets | $2.6B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $618.7M | ||
| Q3 25 | $1.1B | $938.9M | ||
| Q2 25 | $920.4M | $631.9M | ||
| Q1 25 | $1.2B | $1.1B | ||
| Q4 24 | $1.3B | $929.0M | ||
| Q3 24 | $1.0B | $950.1M | ||
| Q2 24 | $782.3M | $1.8B | ||
| Q1 24 | $777.6M | $843.0M |
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | $398.9M | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
| Q4 25 | $1.5B | $9.7B | ||
| Q3 25 | $1.5B | $9.6B | ||
| Q2 25 | $1.4B | $9.5B | ||
| Q1 25 | $1.3B | $9.8B | ||
| Q4 24 | $1.3B | $10.3B | ||
| Q3 24 | $1.3B | $10.3B | ||
| Q2 24 | $1.3B | $9.8B | ||
| Q1 24 | $1.3B | $9.9B |
| Q4 25 | $2.6B | $19.6B | ||
| Q3 25 | $2.7B | $19.3B | ||
| Q2 25 | $2.5B | $18.3B | ||
| Q1 25 | $2.5B | $17.6B | ||
| Q4 24 | $2.6B | $18.2B | ||
| Q3 24 | $2.2B | $18.0B | ||
| Q2 24 | $2.0B | $17.7B | ||
| Q1 24 | $2.0B | $16.1B |
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | 0.30× | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| Free Cash FlowOCF − Capex | $-72.3M | — |
| FCF MarginFCF / Revenue | -21.7% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | -2.15× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $827.1M | ||
| Q3 25 | $244.8M | $702.6M | ||
| Q2 25 | $32.4M | $364.0M | ||
| Q1 25 | $86.0M | $596.1M | ||
| Q4 24 | $-62.3M | $742.5M | ||
| Q3 24 | $193.8M | $703.6M | ||
| Q2 24 | $4.8M | $658.2M | ||
| Q1 24 | $69.3M | $664.6M |
| Q4 25 | $-72.3M | — | ||
| Q3 25 | $241.4M | — | ||
| Q2 25 | $31.6M | — | ||
| Q1 25 | $85.2M | — | ||
| Q4 24 | $-63.1M | — | ||
| Q3 24 | $192.1M | — | ||
| Q2 24 | $4.1M | — | ||
| Q1 24 | $66.3M | — |
| Q4 25 | -21.7% | — | ||
| Q3 25 | 67.7% | — | ||
| 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% | — | ||
| 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× | 3.86× | ||
| Q3 25 | 4.71× | 2.44× | ||
| Q2 25 | 0.70× | 12.06× | ||
| Q1 25 | — | 2.50× | ||
| Q4 24 | -6.82× | 3.57× | ||
| Q3 24 | 11.56× | 1.29× | ||
| Q2 24 | — | 6.45× | ||
| Q1 24 | 7.15× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
