MetaCap

Guidewire Software (GWRE) vs Unity Software (U)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Unity Software (U) has outperformed Guidewire Software (GWRE) over the past year, gaining 24.8% versus a loss of 27.7%. Over five years, GWRE leads with a +34.7% price change compared with -67.8% for U. Unity Software is the larger company by market cap ($20.28 billion vs $13.29 billion), about 1.5 times the size, while Guidewire Software is growing revenue faster (+22.7% vs +2.0%).

On valuation, Unity Software trades at a lower forward P/E (26.5x vs 30.3x for Guidewire Software). Guidewire Software converts more of its revenue into profit, with a net margin of 9.4% versus -21.8%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

GWRE-27.71%U+24.84%
+40%-9%-59%
Oct 7, 20251 yearOct 7, 2026
GWRE+38.17%U-66.64%
+130%+15%-99%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

GWRE versus U key metrics
MetricGWREU
Share price$162.10$46.09
Market cap$13.29B$20.28B
1-day change-1.15%+1.43%
YTD return-18.36%+2.88%
1-year return-27.71%+24.84%
5-year return+34.73%-67.77%
P/E ratio (TTM)99.45—
Forward P/E30.3326.47
EPS (TTM)$1.63$-1.36
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$1.48B$1.85B
Revenue growth (YoY)+22.70%+2.01%
Net income (latest FY)$139.28M$-402.76M
Gross margin64.21%74.17%
Operating margin10.16%-25.90%
Net margin9.44%-21.78%
52-week high$255.89$52.15
52-week low$102.30$16.78
Distance from 52-week high-36.65%-11.62%
Analyst consensusbuystrong_buy
Avg. price target upside+31.58%+7.16%
Average volume1.37M10.38M
Shares outstanding81.99M440.09M
Employees4,1744,412
SectorTechnologyTechnology
IndustryComputer Software: Prepackaged SoftwareComputer 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

  • U has outperformed GWRE by 52.5 percentage points over the past year.
  • Guidewire Software is more profitable, keeping 9.4 cents of every revenue dollar as net income versus -21.8 cents for Unity Software.
  • Guidewire Software grew revenue faster in its latest fiscal year (+22.70% vs +2.01%).

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 Unity Software

U stock →

Unity Software Inc. operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

Technology · Computer Software: Prepackaged Software · 4,412 employees

GWRE vs U FAQ

Which is bigger, Guidewire Software or Unity Software?

Unity Software (U) is larger, with a market capitalization of $20.28B compared with $13.29B for Guidewire Software (GWRE).

Which stock has performed better over the past year, GWRE or U?

U returned +24.84% over the past 12 months, compared with -27.71% for GWRE (price return, excluding dividends). Past performance does not predict future results.

Are Guidewire Software and Unity Software in the same industry?

Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.

More comparisons