Guidewire Software (GWRE) vs SailPoint (SAIL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
SailPoint (SAIL) has outperformed Guidewire Software (GWRE) over the past year, losing 10.7% versus a loss of 28.6%. Guidewire Software is the larger company by market cap ($13.71 billion vs $11.82 billion), about 1.2 times the size, while SailPoint is growing revenue faster (+24.4% vs +22.7%). On valuation, Guidewire Software trades at a lower forward P/E (31.3x vs 51.4x for SailPoint).
Guidewire Software converts more of its revenue into profit, with a net margin of 9.4% versus -25.2%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | GWRE | SAIL |
|---|---|---|
| Share price | $167.19 | $20.70 |
| Market cap | $13.71B | $11.82B |
| 1-day change | +1.46% | +3.40% |
| YTD return | -18.02% | -1.04% |
| 1-year return | -28.57% | -10.74% |
| 5-year return | +35.29% | — |
| P/E ratio (TTM) | 102.57 | — |
| Forward P/E | 31.28 | 51.37 |
| EPS (TTM) | $1.63 | $-0.34 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.48B | $1.07B |
| Revenue growth (YoY) | +22.70% | +24.35% |
| Net income (latest FY) | $139.28M | $-270.05M |
| Gross margin | 64.21% | 64.47% |
| Operating margin | 10.16% | -28.70% |
| Net margin | 9.44% | -25.21% |
| 52-week high | $255.89 | $23.89 |
| 52-week low | $102.30 | $10.30 |
| Distance from 52-week high | -34.66% | -13.35% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +27.57% | +2.42% |
| Average volume | 1.36M | 4.23M |
| Shares outstanding | 81.99M | 570.91M |
| Employees | 4,174 | 3,229 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- SAIL has outperformed GWRE by 17.8 percentage points over the past year.
- Guidewire Software is more profitable, keeping 9.4 cents of every revenue dollar as net income versus -25.2 cents for SailPoint.
About Guidewire Software
GWRE stock →Guidewire Software, Inc. provides a platform for property and casualty (P&C) insurers the United States, Canada, other Americas, Europe, the Middle East, Africa, and Asia-Pacific.
Technology · Computer Software: Prepackaged Software · 4,174 employees
About SailPoint
SAIL stock →SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.
Technology · Computer Software: Prepackaged Software · 3,229 employees
GWRE vs SAIL FAQ
Which is bigger, Guidewire Software or SailPoint?
Guidewire Software (GWRE) is larger, with a market capitalization of $13.71B compared with $11.82B for SailPoint (SAIL).
Which stock has performed better over the past year, GWRE or SAIL?
SAIL returned -10.74% over the past 12 months, compared with -28.57% for GWRE (price return, excluding dividends). Past performance does not predict future results.
Are Guidewire Software and SailPoint in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.