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Rubrik vs Guidewire Software: RBRK and GWRE compared
Rubrik is the larger company: $427M of revenue in its latest quarter (Q2 FY27) against $411M for Guidewire Software (Q4 FY26). Rubrik is growing faster (+38% against +15% a year earlier). Guidewire Software is more profitable, with an operating margin of 15.2% against -16.8%.
Where the money goes: RBRK and GWRE
Rubrik (RBRK) · Q2 FY27
Rubrik, Q2 FY27: revenue $427M (+38% year over year), operating margin -16.8%, net loss $61.8M, operating cash flow $76.8M. The chart follows the revenue to costs, profit and cash.
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.
| Rubrik (RBRK) | Guidewire Software (GWRE) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q4 FY26 |
| Revenue | $427M | $411M |
| Revenue growth, Y/Y | +38% | +15% |
| Gross margin | — | 65.6% |
| Operating margin | -16.8% | 15.2% |
| Net earnings | −$61.8M | $31.4M |
| Net margin | -14.5% | 7.6% |
| Operating cash flow | $76.8M | $284M |
| Free cash flow | $65.7M | $282M |
| Market value | $21.8B | $13.7B |
| P/E | — | 98.6× |
| Analysts’ mean target | $122.46 | $213.64 |
Where the revenue comes from
Rubrik
- Subscription: $407M (95%)
- Other: $20.1M (5%)
Guidewire Software
- Subscription and support: $267M (65%)
- License: $77.1M (19%)
- Services: $67.3M (16%)
Questions
Which is bigger, Rubrik or Guidewire Software?
Rubrik is the larger company: $427M of revenue in its latest quarter (Q2 FY27) against $411M for Guidewire Software (Q4 FY26).
Is Rubrik or Guidewire Software growing faster?
Rubrik is growing faster (+38% against +15% a year earlier).
Which is more profitable, Rubrik or Guidewire Software?
Guidewire Software is more profitable, with an operating margin of 15.2% against -16.8%.
More: Rubrik earnings · how Rubrik makes money · Guidewire Software earnings · how Guidewire Software makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Sep 1, 2026; 10-K filed Sep 11, 2026). Fiscal quarters can end on different dates. Not investment advice.