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Side-by-side financial comparison of Guidewire Software, Inc. (GWRE) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $332.6M, roughly 1.8× Guidewire Software, Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs 9.4%, a 5.6% gap on every dollar of revenue. On growth, Guidewire Software, Inc. posted the faster year-over-year revenue change (26.5% vs 9.1%). Over the past eight quarters, Guidewire Software, Inc.'s revenue compounded faster (17.5% CAGR vs -0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
GWRE vs SSD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $332.6M | $588.0M |
| Net Profit | $31.3M | $88.2M |
| Gross Margin | 63.0% | 45.2% |
| Operating Margin | 5.6% | 19.5% |
| Net Margin | 9.4% | 15.0% |
| Revenue YoY | 26.5% | 9.1% |
| Net Profit YoY | 242.6% | 13.3% |
| EPS (diluted) | $0.36 | $2.13 |
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.
| Q1 26 | — | $588.0M | ||
| Q4 25 | $332.6M | $539.3M | ||
| Q3 25 | $356.6M | $623.5M | ||
| Q2 25 | $293.5M | $631.1M | ||
| Q1 25 | $289.5M | $538.9M | ||
| Q4 24 | $262.9M | $517.4M | ||
| Q3 24 | $291.5M | $587.2M | ||
| Q2 24 | $240.7M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $31.3M | $56.2M | ||
| Q3 25 | $52.0M | $107.4M | ||
| Q2 25 | $46.0M | $103.5M | ||
| Q1 25 | $-37.3M | $77.9M | ||
| Q4 24 | $9.1M | $55.4M | ||
| Q3 24 | $16.8M | $93.5M | ||
| Q2 24 | $-5.5M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 63.0% | 43.4% | ||
| Q3 25 | 65.0% | 46.4% | ||
| Q2 25 | 62.2% | 46.7% | ||
| Q1 25 | 61.9% | 46.8% | ||
| Q4 24 | 60.2% | 44.0% | ||
| Q3 24 | 64.0% | 46.8% | ||
| Q2 24 | 59.1% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 5.6% | 13.9% | ||
| Q3 25 | 8.3% | 22.6% | ||
| Q2 25 | 1.5% | 22.2% | ||
| Q1 25 | 4.0% | 19.0% | ||
| Q4 24 | -1.8% | 14.8% | ||
| Q3 24 | 3.5% | 21.3% | ||
| Q2 24 | -6.9% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 9.4% | 10.4% | ||
| Q3 25 | 14.6% | 17.2% | ||
| Q2 25 | 15.7% | 16.4% | ||
| Q1 25 | -12.9% | 14.5% | ||
| Q4 24 | 3.5% | 10.7% | ||
| Q3 24 | 5.7% | 15.9% | ||
| Q2 24 | -2.3% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.36 | $1.34 | ||
| Q3 25 | $0.61 | $2.58 | ||
| Q2 25 | $0.54 | $2.47 | ||
| Q1 25 | $-0.45 | $1.85 | ||
| Q4 24 | $0.11 | $1.31 | ||
| Q3 24 | $0.21 | $2.21 | ||
| Q2 24 | $-0.07 | $2.31 |
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 | $341.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $2.1B |
| Total Assets | $2.6B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $1.0B | $384.1M | ||
| Q3 25 | $1.1B | $297.3M | ||
| Q2 25 | $920.4M | $190.4M | ||
| Q1 25 | $1.2B | $150.3M | ||
| Q4 24 | $1.3B | $239.4M | ||
| Q3 24 | $1.0B | $339.4M | ||
| Q2 24 | $782.3M | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | $398.9M | $393.8M | ||
| Q2 24 | — | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.5B | $2.0B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.4B | $1.9B | ||
| Q1 25 | $1.3B | $1.9B | ||
| Q4 24 | $1.3B | $1.8B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $1.3B | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.6B | $3.1B | ||
| Q3 25 | $2.7B | $3.0B | ||
| Q2 25 | $2.5B | $3.0B | ||
| Q1 25 | $2.5B | $2.8B | ||
| Q4 24 | $2.6B | $2.7B | ||
| Q3 24 | $2.2B | $2.9B | ||
| Q2 24 | $2.0B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | 0.30× | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | — |
| Free Cash FlowOCF − Capex | $-72.3M | — |
| FCF MarginFCF / Revenue | -21.7% | — |
| Capex IntensityCapex / Revenue | 1.5% | — |
| Cash ConversionOCF / Net Profit | -2.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $286.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-67.4M | $155.7M | ||
| Q3 25 | $244.8M | $170.2M | ||
| Q2 25 | $32.4M | $125.2M | ||
| Q1 25 | $86.0M | $7.6M | ||
| Q4 24 | $-62.3M | $115.8M | ||
| Q3 24 | $193.8M | $103.3M | ||
| Q2 24 | $4.8M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $-72.3M | $119.0M | ||
| Q3 25 | $241.4M | $133.9M | ||
| Q2 25 | $31.6M | $87.3M | ||
| Q1 25 | $85.2M | $-42.6M | ||
| Q4 24 | $-63.1M | $60.3M | ||
| Q3 24 | $192.1M | $58.1M | ||
| Q2 24 | $4.1M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | -21.7% | 22.1% | ||
| Q3 25 | 67.7% | 21.5% | ||
| Q2 25 | 10.8% | 13.8% | ||
| Q1 25 | 29.4% | -7.9% | ||
| Q4 24 | -24.0% | 11.7% | ||
| Q3 24 | 65.9% | 9.9% | ||
| Q2 24 | 1.7% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 6.8% | ||
| Q3 25 | 1.0% | 5.8% | ||
| Q2 25 | 0.2% | 6.0% | ||
| Q1 25 | 0.3% | 9.3% | ||
| Q4 24 | 0.3% | 10.7% | ||
| Q3 24 | 0.6% | 7.7% | ||
| Q2 24 | 0.3% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | -2.15× | 2.77× | ||
| Q3 25 | 4.71× | 1.58× | ||
| Q2 25 | 0.70× | 1.21× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | -6.82× | 2.09× | ||
| Q3 24 | 11.56× | 1.10× | ||
| Q2 24 | — | 1.14× |
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% |
SSD
Segment breakdown not available.
