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Side-by-side financial comparison of Acadian Asset Management Inc. (AAMI) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.

Acadian Asset Management Inc. is the larger business by last-quarter revenue ($172.2M vs $124.5M, roughly 1.4× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 20.2%, a 109.6% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs 2.6%). Over the past eight quarters, Acadian Asset Management Inc.'s revenue compounded faster (27.6% CAGR vs 5.9%).

United Asset Management was an American holding company headquartered in Boston, Massachusetts.

PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.

AAMI vs PD — Head-to-Head

Bigger by revenue
AAMI
AAMI
1.4× larger
AAMI
$172.2M
$124.5M
PD
Growing faster (revenue YoY)
PD
PD
+2.1% gap
PD
4.7%
2.6%
AAMI
Higher net margin
PD
PD
109.6% more per $
PD
129.7%
20.2%
AAMI
Faster 2-yr revenue CAGR
AAMI
AAMI
Annualised
AAMI
27.6%
5.9%
PD

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
AAMI
AAMI
PD
PD
Revenue
$172.2M
$124.5M
Net Profit
$34.7M
$161.6M
Gross Margin
85.3%
Operating Margin
33.3%
6.5%
Net Margin
20.2%
129.7%
Revenue YoY
2.6%
4.7%
Net Profit YoY
-18.4%
2827.7%
EPS (diluted)
$0.97
$1.69

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AAMI
AAMI
PD
PD
Q4 25
$172.2M
$124.5M
Q3 25
$144.2M
$123.4M
Q2 25
$127.4M
$119.8M
Q1 25
$119.9M
$121.4M
Q4 24
$167.8M
$118.9M
Q3 24
$123.1M
$115.9M
Q2 24
$109.0M
$111.2M
Q1 24
$105.7M
$111.1M
Net Profit
AAMI
AAMI
PD
PD
Q4 25
$34.7M
$161.6M
Q3 25
$15.1M
$9.6M
Q2 25
$10.1M
$-7.2M
Q1 25
$20.1M
$-8.8M
Q4 24
$42.5M
$-5.9M
Q3 24
$16.9M
$-10.9M
Q2 24
$11.0M
$-17.1M
Q1 24
$14.6M
$-28.2M
Gross Margin
AAMI
AAMI
PD
PD
Q4 25
85.3%
Q3 25
84.6%
Q2 25
84.0%
Q1 25
83.6%
Q4 24
83.0%
Q3 24
82.7%
Q2 24
82.6%
Q1 24
81.7%
Operating Margin
AAMI
AAMI
PD
PD
Q4 25
33.3%
6.5%
Q3 25
18.4%
2.9%
Q2 25
12.7%
-8.6%
Q1 25
26.6%
-9.6%
Q4 24
38.7%
-8.7%
Q3 24
21.9%
-13.8%
Q2 24
18.9%
-19.5%
Q1 24
21.7%
-30.1%
Net Margin
AAMI
AAMI
PD
PD
Q4 25
20.2%
129.7%
Q3 25
10.5%
7.8%
Q2 25
7.9%
-6.0%
Q1 25
16.8%
-7.2%
Q4 24
25.3%
-5.0%
Q3 24
13.7%
-9.4%
Q2 24
10.1%
-15.4%
Q1 24
13.8%
-25.3%
EPS (diluted)
AAMI
AAMI
PD
PD
Q4 25
$0.97
$1.69
Q3 25
$0.42
$0.10
Q2 25
$0.28
$-0.07
Q1 25
$0.54
$-0.12
Q4 24
$1.11
$-0.07
Q3 24
$0.45
$-0.14
Q2 24
$0.29
$-0.26
Q1 24
$0.37
$-0.34

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AAMI
AAMI
PD
PD
Cash + ST InvestmentsLiquidity on hand
$547.8M
Total DebtLower is stronger
$200.0M
Stockholders' EquityBook value
$320.5M
Total Assets
$677.0M
$1.0B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AAMI
AAMI
PD
PD
Q4 25
$547.8M
Q3 25
$567.9M
Q2 25
$597.1M
Q1 25
$570.8M
Q4 24
$542.2M
Q3 24
$599.3M
Q2 24
$592.8M
Q1 24
$571.2M
Total Debt
AAMI
AAMI
PD
PD
Q4 25
$200.0M
Q3 25
Q2 25
Q1 25
$484.5M
Q4 24
$275.0M
Q3 24
Q2 24
Q1 24
$489.5M
Stockholders' Equity
AAMI
AAMI
PD
PD
Q4 25
$320.5M
Q3 25
$180.7M
Q2 25
$145.7M
Q1 25
$129.8M
Q4 24
$111.6M
Q3 24
$164.7M
Q2 24
$174.0M
Q1 24
$171.6M
Total Assets
AAMI
AAMI
PD
PD
Q4 25
$677.0M
$1.0B
Q3 25
$751.4M
$891.5M
Q2 25
$672.3M
$926.8M
Q1 25
$677.3M
$927.3M
Q4 24
$703.2M
$866.8M
Q3 24
$555.2M
$916.0M
Q2 24
$533.1M
$924.0M
Q1 24
$544.9M
$925.3M
Debt / Equity
AAMI
AAMI
PD
PD
Q4 25
Q3 25
Q2 25
Q1 25
3.73×
Q4 24
Q3 24
Q2 24
Q1 24
2.85×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AAMI
AAMI
PD
PD
Operating Cash FlowLast quarter
$-2.4M
$24.8M
Free Cash FlowOCF − Capex
$24.1M
FCF MarginFCF / Revenue
19.3%
Capex IntensityCapex / Revenue
0.6%
Cash ConversionOCF / Net Profit
-0.07×
0.15×
TTM Free Cash FlowTrailing 4 quarters
$117.6M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AAMI
AAMI
PD
PD
Q4 25
$-2.4M
$24.8M
Q3 25
$-23.9M
$34.0M
Q2 25
$61.6M
$30.7M
Q1 25
$-48.8M
$31.4M
Q4 24
$55.8M
$22.1M
Q3 24
$69.6M
$35.8M
Q2 24
$45.7M
$28.6M
Q1 24
$-40.4M
$22.2M
Free Cash Flow
AAMI
AAMI
PD
PD
Q4 25
$24.1M
Q3 25
$33.1M
Q2 25
$30.2M
Q1 25
$30.3M
Q4 24
$21.5M
Q3 24
$35.1M
Q2 24
$28.2M
Q1 24
$21.2M
FCF Margin
AAMI
AAMI
PD
PD
Q4 25
19.3%
Q3 25
26.8%
Q2 25
25.2%
Q1 25
24.9%
Q4 24
18.1%
Q3 24
30.3%
Q2 24
25.4%
Q1 24
19.1%
Capex Intensity
AAMI
AAMI
PD
PD
Q4 25
0.6%
Q3 25
0.7%
Q2 25
0.4%
Q1 25
0.9%
Q4 24
0.5%
Q3 24
0.5%
Q2 24
0.4%
Q1 24
0.9%
Cash Conversion
AAMI
AAMI
PD
PD
Q4 25
-0.07×
0.15×
Q3 25
-1.58×
3.55×
Q2 25
6.10×
Q1 25
-2.43×
Q4 24
1.31×
Q3 24
4.12×
Q2 24
4.15×
Q1 24
-2.77×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AAMI
AAMI

Segment breakdown not available.

PD
PD

US$88.8M71%
Non Us$35.7M29%

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