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Side-by-side financial comparison of BANCFIRST CORP (BANF) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
BANCFIRST CORP is the larger business by last-quarter revenue ($181.0M vs $124.5M, roughly 1.5× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 32.9%, a 96.9% gap on every dollar of revenue. On growth, BANCFIRST CORP posted the faster year-over-year revenue change (11.1% vs 4.7%). BANCFIRST CORP produced more free cash flow last quarter ($237.0M vs $24.1M). Over the past eight quarters, BANCFIRST CORP's revenue compounded faster (9.5% CAGR vs 5.9%).
BancFirst Corporation is an Oklahoma-based financial services holding company. The company operates three subsidiary banks, BancFirst, an Oklahoma state-chartered bank; and Pegasus Bank and Worthington Bank, both Texas state-chartered banks.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
BANF vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $181.0M | $124.5M |
| Net Profit | $59.5M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 41.6% | 6.5% |
| Net Margin | 32.9% | 129.7% |
| Revenue YoY | 11.1% | 4.7% |
| Net Profit YoY | 5.3% | 2827.7% |
| EPS (diluted) | $1.75 | $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.
| Q4 25 | $181.0M | $124.5M | ||
| Q3 25 | $175.5M | $123.4M | ||
| Q2 25 | $169.3M | $119.8M | ||
| Q1 25 | $164.8M | $121.4M | ||
| Q4 24 | $162.9M | $118.9M | ||
| Q3 24 | $163.7M | $115.9M | ||
| Q2 24 | $153.8M | $111.2M | ||
| Q1 24 | $151.0M | $111.1M |
| Q4 25 | $59.5M | $161.6M | ||
| Q3 25 | $62.7M | $9.6M | ||
| Q2 25 | $62.3M | $-7.2M | ||
| Q1 25 | $56.1M | $-8.8M | ||
| Q4 24 | $56.5M | $-5.9M | ||
| Q3 24 | $58.9M | $-10.9M | ||
| Q2 24 | $50.6M | $-17.1M | ||
| Q1 24 | $50.3M | $-28.2M |
| 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% |
| Q4 25 | 41.6% | 6.5% | ||
| Q3 25 | 45.0% | 2.9% | ||
| Q2 25 | 47.1% | -8.6% | ||
| Q1 25 | 43.1% | -9.6% | ||
| Q4 24 | 44.2% | -8.7% | ||
| Q3 24 | 45.2% | -13.8% | ||
| Q2 24 | 42.4% | -19.5% | ||
| Q1 24 | 42.5% | -30.1% |
| Q4 25 | 32.9% | 129.7% | ||
| Q3 25 | 35.7% | 7.8% | ||
| Q2 25 | 36.8% | -6.0% | ||
| Q1 25 | 34.0% | -7.2% | ||
| Q4 24 | 34.7% | -5.0% | ||
| Q3 24 | 36.0% | -9.4% | ||
| Q2 24 | 32.9% | -15.4% | ||
| Q1 24 | 33.3% | -25.3% |
| Q4 25 | $1.75 | $1.69 | ||
| Q3 25 | $1.85 | $0.10 | ||
| Q2 25 | $1.85 | $-0.07 | ||
| Q1 25 | $1.66 | $-0.12 | ||
| Q4 24 | $1.68 | $-0.07 | ||
| Q3 24 | $1.75 | $-0.14 | ||
| Q2 24 | $1.51 | $-0.26 | ||
| Q1 24 | $1.50 | $-0.34 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.9B | $320.5M |
| Total Assets | $14.8B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| 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 |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $1.9B | $320.5M | ||
| Q3 25 | $1.8B | $180.7M | ||
| Q2 25 | $1.7B | $145.7M | ||
| Q1 25 | $1.7B | $129.8M | ||
| Q4 24 | $1.6B | $111.6M | ||
| Q3 24 | $1.6B | $164.7M | ||
| Q2 24 | $1.5B | $174.0M | ||
| Q1 24 | $1.5B | $171.6M |
| Q4 25 | $14.8B | $1.0B | ||
| Q3 25 | $14.2B | $891.5M | ||
| Q2 25 | $14.0B | $926.8M | ||
| Q1 25 | $14.0B | $927.3M | ||
| Q4 24 | $13.6B | $866.8M | ||
| Q3 24 | $13.3B | $916.0M | ||
| Q2 24 | $12.7B | $924.0M | ||
| Q1 24 | $12.6B | $925.3M |
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $285.3M | $24.8M |
| Free Cash FlowOCF − Capex | $237.0M | $24.1M |
| FCF MarginFCF / Revenue | 130.9% | 19.3% |
| Capex IntensityCapex / Revenue | 26.7% | 0.6% |
| Cash ConversionOCF / Net Profit | 4.79× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $430.7M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $285.3M | $24.8M | ||
| Q3 25 | $75.4M | $34.0M | ||
| Q2 25 | $78.1M | $30.7M | ||
| Q1 25 | $77.0M | $31.4M | ||
| Q4 24 | $261.2M | $22.1M | ||
| Q3 24 | $77.6M | $35.8M | ||
| Q2 24 | $100.2M | $28.6M | ||
| Q1 24 | $66.3M | $22.2M |
| Q4 25 | $237.0M | $24.1M | ||
| Q3 25 | $63.7M | $33.1M | ||
| Q2 25 | $64.4M | $30.2M | ||
| Q1 25 | $65.6M | $30.3M | ||
| Q4 24 | $224.5M | $21.5M | ||
| Q3 24 | $72.4M | $35.1M | ||
| Q2 24 | $94.1M | $28.2M | ||
| Q1 24 | $56.1M | $21.2M |
| Q4 25 | 130.9% | 19.3% | ||
| Q3 25 | 36.3% | 26.8% | ||
| Q2 25 | 38.0% | 25.2% | ||
| Q1 25 | 39.8% | 24.9% | ||
| Q4 24 | 137.8% | 18.1% | ||
| Q3 24 | 44.2% | 30.3% | ||
| Q2 24 | 61.2% | 25.4% | ||
| Q1 24 | 37.1% | 19.1% |
| Q4 25 | 26.7% | 0.6% | ||
| Q3 25 | 6.7% | 0.7% | ||
| Q2 25 | 8.1% | 0.4% | ||
| Q1 25 | 6.9% | 0.9% | ||
| Q4 24 | 22.5% | 0.5% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 3.9% | 0.4% | ||
| Q1 24 | 6.8% | 0.9% |
| Q4 25 | 4.79× | 0.15× | ||
| Q3 25 | 1.20× | 3.55× | ||
| Q2 25 | 1.25× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | 4.62× | — | ||
| Q3 24 | 1.32× | — | ||
| Q2 24 | 1.98× | — | ||
| Q1 24 | 1.32× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BANF
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
