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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Guidewire Software, Inc. is the larger business by last-quarter revenue ($332.6M vs $324.4M, roughly 1.0× Revolve Group, Inc.). Guidewire Software, Inc. runs the higher net margin — 9.4% vs 5.7%, a 3.7% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs 10.4%). Revolve Group, Inc. produced more free cash flow last quarter ($-13.3M vs $-72.3M). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
GWRE vs RVLV — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $324.4M |
| Net Profit | $31.3M | $18.6M |
| Gross Margin | 63.0% | 53.3% |
| Operating Margin | 5.6% | 6.3% |
| Net Margin | 9.4% | 5.7% |
| Revenue YoY | 26.5% | 10.4% |
| Net Profit YoY | 242.6% | 50.4% |
| EPS (diluted) | $0.36 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $356.6M | $295.6M | ||
| Q2 25 | $293.5M | $309.0M | ||
| Q1 25 | $289.5M | $296.7M | ||
| Q4 24 | $262.9M | $293.7M | ||
| Q3 24 | $291.5M | $283.1M | ||
| Q2 24 | $240.7M | $282.5M | ||
| Q1 24 | $240.9M | $270.6M |
| Q4 25 | $31.3M | $18.6M | ||
| Q3 25 | $52.0M | $21.2M | ||
| Q2 25 | $46.0M | $10.2M | ||
| Q1 25 | $-37.3M | $11.8M | ||
| Q4 24 | $9.1M | $12.3M | ||
| Q3 24 | $16.8M | $11.0M | ||
| Q2 24 | $-5.5M | $15.4M | ||
| Q1 24 | $9.7M | $10.9M |
| Q4 25 | 63.0% | 53.3% | ||
| Q3 25 | 65.0% | 54.6% | ||
| Q2 25 | 62.2% | 54.1% | ||
| Q1 25 | 61.9% | 52.0% | ||
| Q4 24 | 60.2% | 52.5% | ||
| Q3 24 | 64.0% | 51.2% | ||
| Q2 24 | 59.1% | 54.0% | ||
| Q1 24 | 59.1% | 52.3% |
| Q4 25 | 5.6% | 6.3% | ||
| Q3 25 | 8.3% | 7.1% | ||
| Q2 25 | 1.5% | 5.8% | ||
| Q1 25 | 4.0% | 5.0% | ||
| Q4 24 | -1.8% | 3.9% | ||
| Q3 24 | 3.5% | 5.0% | ||
| Q2 24 | -6.9% | 5.8% | ||
| Q1 24 | -5.2% | 3.4% |
| Q4 25 | 9.4% | 5.7% | ||
| Q3 25 | 14.6% | 7.2% | ||
| Q2 25 | 15.7% | 3.3% | ||
| Q1 25 | -12.9% | 4.0% | ||
| Q4 24 | 3.5% | 4.2% | ||
| Q3 24 | 5.7% | 3.9% | ||
| Q2 24 | -2.3% | 5.4% | ||
| Q1 24 | 4.0% | 4.0% |
| Q4 25 | $0.36 | $0.27 | ||
| Q3 25 | $0.61 | $0.29 | ||
| Q2 25 | $0.54 | $0.14 | ||
| Q1 25 | $-0.45 | $0.16 | ||
| Q4 24 | $0.11 | $0.18 | ||
| Q3 24 | $0.21 | $0.15 | ||
| Q2 24 | $-0.07 | $0.21 | ||
| Q1 24 | $0.12 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $512.5M |
| Total Assets | $2.6B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $292.3M | ||
| Q3 25 | $1.1B | $315.4M | ||
| Q2 25 | $920.4M | $310.7M | ||
| Q1 25 | $1.2B | $300.8M | ||
| Q4 24 | $1.3B | $256.6M | ||
| Q3 24 | $1.0B | $252.8M | ||
| Q2 24 | $782.3M | $244.7M | ||
| Q1 24 | $777.6M | $273.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $512.5M | ||
| Q3 25 | $1.5B | $490.2M | ||
| Q2 25 | $1.4B | $468.6M | ||
| Q1 25 | $1.3B | $453.4M | ||
| Q4 24 | $1.3B | $437.8M | ||
| Q3 24 | $1.3B | $420.8M | ||
| Q2 24 | $1.3B | $405.8M | ||
| Q1 24 | $1.3B | $389.9M |
| Q4 25 | $2.6B | $765.0M | ||
| Q3 25 | $2.7B | $751.3M | ||
| Q2 25 | $2.5B | $722.9M | ||
| Q1 25 | $2.5B | $713.9M | ||
| Q4 24 | $2.6B | $665.5M | ||
| Q3 24 | $2.2B | $670.9M | ||
| Q2 24 | $2.0B | $657.8M | ||
| Q1 24 | $2.0B | $650.0M |
| 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 | $-10.2M |
| Free Cash FlowOCF − Capex | $-72.3M | $-13.3M |
| FCF MarginFCF / Revenue | -21.7% | -4.1% |
| Capex IntensityCapex / Revenue | 1.5% | 1.0% |
| Cash ConversionOCF / Net Profit | -2.15× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $-10.2M | ||
| Q3 25 | $244.8M | $11.8M | ||
| Q2 25 | $32.4M | $12.6M | ||
| Q1 25 | $86.0M | $45.1M | ||
| Q4 24 | $-62.3M | $3.9M | ||
| Q3 24 | $193.8M | $9.1M | ||
| Q2 24 | $4.8M | $-24.7M | ||
| Q1 24 | $69.3M | $38.4M |
| Q4 25 | $-72.3M | $-13.3M | ||
| Q3 25 | $241.4M | $7.5M | ||
| Q2 25 | $31.6M | $10.4M | ||
| Q1 25 | $85.2M | $43.4M | ||
| Q4 24 | $-63.1M | $2.1M | ||
| Q3 24 | $192.1M | $8.0M | ||
| Q2 24 | $4.1M | $-25.7M | ||
| Q1 24 | $66.3M | $36.7M |
| Q4 25 | -21.7% | -4.1% | ||
| Q3 25 | 67.7% | 2.5% | ||
| Q2 25 | 10.8% | 3.4% | ||
| Q1 25 | 29.4% | 14.6% | ||
| Q4 24 | -24.0% | 0.7% | ||
| Q3 24 | 65.9% | 2.8% | ||
| Q2 24 | 1.7% | -9.1% | ||
| Q1 24 | 27.5% | 13.5% |
| Q4 25 | 1.5% | 1.0% | ||
| Q3 25 | 1.0% | 1.5% | ||
| Q2 25 | 0.2% | 0.7% | ||
| Q1 25 | 0.3% | 0.6% | ||
| Q4 24 | 0.3% | 0.6% | ||
| Q3 24 | 0.6% | 0.4% | ||
| Q2 24 | 0.3% | 0.4% | ||
| Q1 24 | 1.2% | 0.6% |
| Q4 25 | -2.15× | -0.55× | ||
| Q3 25 | 4.71× | 0.56× | ||
| Q2 25 | 0.70× | 1.24× | ||
| Q1 25 | — | 3.82× | ||
| Q4 24 | -6.82× | 0.32× | ||
| Q3 24 | 11.56× | 0.83× | ||
| Q2 24 | — | -1.60× | ||
| Q1 24 | 7.15× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
