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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and Stitch Fix, Inc. (SFIX). Click either name above to swap in a different company.
Stitch Fix, Inc. is the larger business by last-quarter revenue ($342.1M vs $332.6M, roughly 1.0× Guidewire Software, Inc.). Guidewire Software, Inc. runs the higher net margin — 9.4% vs -1.9%, a 11.3% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs 7.3%). Stitch Fix, Inc. produced more free cash flow last quarter ($5.6M vs $-72.3M). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs 1.8%).
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.
Stitch Fix, Inc. is an online personal styling service in the United States. It uses recommendation algorithms and data science to personalize clothing items based on size, budget and style. The company was founded in 2011 and had an initial public offering in 2017 with a valuation of $1.6 billion. Stitch Fix generated $1.6 billion in net revenue in its fiscal year 2023, a decrease of 21% year-over-year and reported 3,297,000 active clients in September 2023. It is headquartered in San Franci...
GWRE vs SFIX — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $342.1M |
| Net Profit | $31.3M | $-6.4M |
| Gross Margin | 63.0% | 43.6% |
| Operating Margin | 5.6% | -2.5% |
| Net Margin | 9.4% | -1.9% |
| Revenue YoY | 26.5% | 7.3% |
| Net Profit YoY | 242.6% | -1.7% |
| EPS (diluted) | $0.36 | $-0.05 |
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 | $342.1M | ||
| Q3 25 | $356.6M | $311.2M | ||
| Q2 25 | $293.5M | $325.0M | ||
| Q1 25 | $289.5M | $312.1M | ||
| Q4 24 | $262.9M | $318.8M | ||
| Q3 24 | $291.5M | $319.6M | ||
| Q2 24 | $240.7M | $322.7M | ||
| Q1 24 | $240.9M | $330.4M |
| Q4 25 | $31.3M | $-6.4M | ||
| Q3 25 | $52.0M | $-8.6M | ||
| Q2 25 | $46.0M | $-7.4M | ||
| Q1 25 | $-37.3M | $-6.5M | ||
| Q4 24 | $9.1M | $-6.3M | ||
| Q3 24 | $16.8M | $-36.5M | ||
| Q2 24 | $-5.5M | $-21.3M | ||
| Q1 24 | $9.7M | $-35.5M |
| Q4 25 | 63.0% | 43.6% | ||
| Q3 25 | 65.0% | 43.6% | ||
| Q2 25 | 62.2% | 44.2% | ||
| Q1 25 | 61.9% | 44.5% | ||
| Q4 24 | 60.2% | 45.4% | ||
| Q3 24 | 64.0% | 44.6% | ||
| Q2 24 | 59.1% | 45.5% | ||
| Q1 24 | 59.1% | 43.4% |
| Q4 25 | 5.6% | -2.5% | ||
| Q3 25 | 8.3% | -3.6% | ||
| Q2 25 | 1.5% | -3.0% | ||
| Q1 25 | 4.0% | -2.9% | ||
| Q4 24 | -1.8% | -2.8% | ||
| Q3 24 | 3.5% | -13.1% | ||
| Q2 24 | -6.9% | -7.7% | ||
| Q1 24 | -5.2% | -11.5% |
| Q4 25 | 9.4% | -1.9% | ||
| Q3 25 | 14.6% | -2.8% | ||
| Q2 25 | 15.7% | -2.3% | ||
| Q1 25 | -12.9% | -2.1% | ||
| Q4 24 | 3.5% | -2.0% | ||
| Q3 24 | 5.7% | -11.4% | ||
| Q2 24 | -2.3% | -6.6% | ||
| Q1 24 | 4.0% | -10.8% |
| Q4 25 | $0.36 | $-0.05 | ||
| Q3 25 | $0.61 | $-0.06 | ||
| Q2 25 | $0.54 | $-0.06 | ||
| Q1 25 | $-0.45 | $-0.05 | ||
| Q4 24 | $0.11 | $-0.05 | ||
| Q3 24 | $0.21 | $-0.29 | ||
| Q2 24 | $-0.07 | $-0.18 | ||
| Q1 24 | $0.12 | $-0.30 |
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 | $244.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $204.1M |
| Total Assets | $2.6B | $530.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.0B | $244.2M | ||
| Q3 25 | $1.1B | $234.9M | ||
| Q2 25 | $920.4M | $234.2M | ||
| Q1 25 | $1.2B | $219.1M | ||
| Q4 24 | $1.3B | $253.3M | ||
| Q3 24 | $1.0B | $247.0M | ||
| Q2 24 | $782.3M | $244.5M | ||
| Q1 24 | $777.6M | $229.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $398.9M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | $204.1M | ||
| Q3 25 | $1.5B | $203.0M | ||
| Q2 25 | $1.4B | $200.4M | ||
| Q1 25 | $1.3B | $197.8M | ||
| Q4 24 | $1.3B | $190.5M | ||
| Q3 24 | $1.3B | $187.0M | ||
| Q2 24 | $1.3B | $208.9M | ||
| Q1 24 | $1.3B | $213.3M |
| Q4 25 | $2.6B | $530.7M | ||
| Q3 25 | $2.7B | $480.6M | ||
| Q2 25 | $2.5B | $484.7M | ||
| Q1 25 | $2.5B | $472.6M | ||
| Q4 24 | $2.6B | $507.1M | ||
| Q3 24 | $2.2B | $486.9M | ||
| Q2 24 | $2.0B | $537.0M | ||
| Q1 24 | $2.0B | $538.3M |
| 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 | $10.9M |
| Free Cash FlowOCF − Capex | $-72.3M | $5.6M |
| FCF MarginFCF / Revenue | -21.7% | 1.6% |
| Capex IntensityCapex / Revenue | 1.5% | 1.6% |
| Cash ConversionOCF / Net Profit | -2.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | $4.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-67.4M | $10.9M | ||
| Q3 25 | $244.8M | $7.0M | ||
| Q2 25 | $32.4M | $20.5M | ||
| Q1 25 | $86.0M | $-16.2M | ||
| Q4 24 | $-62.3M | $14.3M | ||
| Q3 24 | $193.8M | $8.2M | ||
| Q2 24 | $4.8M | $21.7M | ||
| Q1 24 | $69.3M | $-22.3M |
| Q4 25 | $-72.3M | $5.6M | ||
| Q3 25 | $241.4M | $2.8M | ||
| Q2 25 | $31.6M | $16.0M | ||
| Q1 25 | $85.2M | $-19.4M | ||
| Q4 24 | $-63.1M | $9.9M | ||
| Q3 24 | $192.1M | $4.5M | ||
| Q2 24 | $4.1M | $18.9M | ||
| Q1 24 | $66.3M | $-26.1M |
| Q4 25 | -21.7% | 1.6% | ||
| Q3 25 | 67.7% | 0.9% | ||
| Q2 25 | 10.8% | 4.9% | ||
| Q1 25 | 29.4% | -6.2% | ||
| Q4 24 | -24.0% | 3.1% | ||
| Q3 24 | 65.9% | 1.4% | ||
| Q2 24 | 1.7% | 5.9% | ||
| Q1 24 | 27.5% | -7.9% |
| Q4 25 | 1.5% | 1.6% | ||
| Q3 25 | 1.0% | 1.4% | ||
| Q2 25 | 0.2% | 1.4% | ||
| Q1 25 | 0.3% | 1.0% | ||
| Q4 24 | 0.3% | 1.4% | ||
| Q3 24 | 0.6% | 1.2% | ||
| Q2 24 | 0.3% | 0.9% | ||
| Q1 24 | 1.2% | 1.1% |
| Q4 25 | -2.15× | — | ||
| Q3 25 | 4.71× | — | ||
| Q2 25 | 0.70× | — | ||
| Q1 25 | — | — | ||
| 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% |
SFIX
Segment breakdown not available.
