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Guidewire Software vs UiPath: GWRE and PATH compared
Guidewire Software is the larger company: $411M of revenue in its latest quarter (Q4 FY26) against $410M for UiPath (Q2 FY27). Guidewire Software is growing faster (+15% against +13% a year earlier). Guidewire Software is more profitable, with an operating margin of 15.2% against 7.7%.
Where the money goes: GWRE and PATH
Guidewire Software (GWRE) · Q4 FY26
Guidewire Software, Q4 FY26: revenue $411M (+15% year over year), operating margin 15.2%, net earnings $31.4M, operating cash flow $284M. The chart follows the revenue to costs, profit and cash.
UiPath (PATH) · Q2 FY27
UiPath, Q2 FY27: revenue $410M (+13% year over year), operating margin 7.7%, net earnings $36.1M, operating cash flow $30.7M. The chart follows the revenue to costs, profit and cash.
| Guidewire Software (GWRE) | UiPath (PATH) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q2 FY27 |
| Revenue | $411M | $410M |
| Revenue growth, Y/Y | +15% | +13% |
| Gross margin | 65.6% | 80.4% |
| Operating margin | 15.2% | 7.7% |
| Net earnings | $31.4M | $36.1M |
| Net margin | 7.6% | 8.8% |
| Operating cash flow | $284M | $30.7M |
| Free cash flow | $282M | $29.3M |
| Market value | $13.7B | $6.8B |
| P/E | 98.6× | 18.8× |
| Analysts’ mean target | $213.64 | $15.40 |
Where the revenue comes from
Guidewire Software
- Subscription and support: $267M (65%)
- License: $77.1M (19%)
- Services: $67.3M (16%)
UiPath
- Subscription services: $266M (65%)
- Licenses: $124M (30%)
- Professional services and other: $20.3M (5%)
Questions
Which is bigger, Guidewire Software or UiPath?
Guidewire Software is the larger company: $411M of revenue in its latest quarter (Q4 FY26) against $410M for UiPath (Q2 FY27).
Is Guidewire Software or UiPath growing faster?
Guidewire Software is growing faster (+15% against +13% a year earlier).
Which is more profitable, Guidewire Software or UiPath?
Guidewire Software is more profitable, with an operating margin of 15.2% against 7.7%.
More: Guidewire Software earnings · how Guidewire Software makes money · UiPath earnings · how UiPath makes money
From the companies' latest 10-Q, 10-K or earnings release (10-K filed Sep 11, 2026; 10-Q filed Sep 8, 2026). Fiscal quarters can end on different dates. Not investment advice.