GWRE vs. IOT: Guidewire Software vs. Samsara Stock Comparison
How do Guidewire Software (GWRE) and Samsara (IOT) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Guidewire Software (GWRE) and Samsara (IOT) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | GWRE | IOT |
|---|---|---|
| Name | Guidewire Software Inc. | Samsara Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Application Software |
| Market Capitalization | 13.34 billion USD | 24.00 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 25, 2012 | December 15, 2021 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | GWRE | IOT |
|---|---|---|
| Total Return (1Y) | -25.97% | 9.09% |
| Total Return (3Y, Annualized) | 21.68% | 21.60% |
| Total Return (5Y, Annualized) | 4.78% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | GWRE | IOT |
|---|---|---|
| Volatility (1Y, Annualized) | 62.03% | 59.96% |
| Beta (5Y) | 0.99 | 1.32 |
| Max Drawdown (5Y) | -60.79% | -70.38% |
| Avg. Volume (3M) | 1.29M | 5.41M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | GWRE | IOT |
|---|---|---|
| Sharpe Ratio (1Y) | -0.49 | 0.08 |
| Sortino Ratio (1Y) | -0.68 | 0.13 |
Profitability
ROE (TTM)
Both Guidewire Software (GWRE) at 10.51% and Samsara (IOT) at 6.43% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
GWRE
Software & Services industry group
10.51%
- Max
- 53.85%
- Q3
- 17.90%
- GWRE
- 10.51%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
IOT
Software & Services industry group
6.43%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- IOT
- 6.43%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both Guidewire Software (GWRE) at 9.44% and Samsara (IOT) at 4.90% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
GWRE
Software & Services industry group
9.44%
- Max
- 41.17%
- Q3
- 15.28%
- GWRE
- 9.44%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
IOT
Software & Services industry group
4.90%
- Max
- 41.17%
- Q3
- 15.28%
- IOT
- 4.90%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Guidewire Software (GWRE) at 15.16% and Samsara (IOT) at 0.96% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
GWRE
Software & Services industry group
15.16%
- Max
- 46.89%
- Q3
- 17.64%
- GWRE
- 15.16%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
IOT
Software & Services industry group
0.96%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- IOT
- 0.96%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | GWRE | IOT |
|---|---|---|
| ROE (TTM) | 10.51% | 6.43% |
| ROA (TTM) | 3.54% | 0.49% |
| Net Margin (TTM) | 9.44% | 4.90% |
| Operating Margin (TTM) | 15.16% | 0.96% |
| Gross Margin (TTM) | 64.21% | 76.43% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Guidewire Software (GWRE) at 22.70% is closer to the peer norm — faster top-line expansion for IOT.
EPS Growth
Only one side can be read here: Guidewire Software (GWRE) reports EPS growth of 101.23%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | GWRE | IOT |
|---|---|---|
| Revenue Growth (YoY) | 22.70% | 29.57% |
| Revenue Growth (3Y CAGR) | 17.68% | 35.37% |
| EPS Growth (YoY) | 101.23% | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Both Guidewire Software (GWRE) at 1.79 and Samsara (IOT) at 1.63 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
GWRE
Software & Services industry group
1.79
- Max
- 5.11
- Q3
- 2.77
- GWRE
- 1.79
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
IOT
Software & Services industry group
1.63
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- IOT
- 1.63
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Guidewire Software (GWRE) at 0.60 runs a more typical debt-to-equity mix.
GWRE
Software & Services industry group
0.60
- Max
- 2.52
- Q3
- 1.13
- GWRE
- 0.60
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
IOT
Software & Services industry group
0.04
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- IOT
- 0.04
- Min
- 0.00
Financial Strength Metrics
| Metric | GWRE | IOT |
|---|---|---|
| Current Ratio (MRQ) | 1.79 | 1.63 |
| Debt / Equity (MRQ) | 0.60 | 0.04 |
| Net Debt / EBITDA | -0.38 | -24.18 |
Dividends
Dividend Yield (TTM)
Neither Guidewire Software (GWRE) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
GWRE
Software & Services industry group
0.00%
- GWRE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
IOT
Software & Services industry group
0.00%
- IOT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Guidewire Software (GWRE) nor Samsara (IOT) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
GWRE
Software & Services industry group
0.00%
- GWRE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
IOT
Software & Services industry group
0.00%
- IOT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | GWRE | IOT |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both look expensive on trailing earnings: Guidewire Software (GWRE) at 99.02 sits in the richer P/E ratio quartile, and Samsara (IOT) at 292.71 is richer still, above its industry range.
GWRE
Software & Services industry group
99.02
- Max
- 112.94
- GWRE
- 99.02
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
IOT
Software & Services industry group
292.71
- IOT
- 292.71
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both Guidewire Software (GWRE) at 9.04 and Samsara (IOT) at 12.99 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
GWRE
Software & Services industry group
9.04
- Max
- 17.91
- GWRE
- 9.04
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
IOT
Software & Services industry group
12.99
- Max
- 17.91
- IOT
- 12.99
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both Guidewire Software (GWRE) at 11.09 and Samsara (IOT) at 14.97 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.
GWRE
Software & Services industry group
11.09
- Max
- 16.63
- GWRE
- 11.09
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
IOT
Software & Services industry group
14.97
- Max
- 16.63
- IOT
- 14.97
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | GWRE | IOT |
|---|---|---|
| P/E Ratio (TTM) | 99.02 | 292.71 |
| P/S Ratio (TTM) | 9.04 | 12.99 |
| P/B Ratio (MRQ) | 11.09 | 14.97 |
| Free Cash Flow Yield (TTM) | 2.57% | 1.09% |