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Side-by-side financial comparison of BrightSpire Capital, Inc. (BRSP) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $83.2M, roughly 1.5× BrightSpire Capital, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -17.3%, a 147.0% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -0.4%). BrightSpire Capital, Inc. produced more free cash flow last quarter ($55.1M vs $24.1M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -6.8%).
Oakley Capital Investments, is a large British investment trust focused on investments in mid-market companies in the business services, consumer, education and technology sectors. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
BRSP vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $83.2M | $124.5M |
| Net Profit | $-14.4M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | — | 6.5% |
| Net Margin | -17.3% | 129.7% |
| Revenue YoY | -0.4% | 4.7% |
| Net Profit YoY | 27.3% | 2827.7% |
| EPS (diluted) | $-0.11 | $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 | $83.2M | $124.5M | ||
| Q3 25 | $83.9M | $123.4M | ||
| Q2 25 | $85.9M | $119.8M | ||
| Q1 25 | $77.6M | $121.4M | ||
| Q4 24 | $83.5M | $118.9M | ||
| Q3 24 | $88.2M | $115.9M | ||
| Q2 24 | $91.4M | $111.2M | ||
| Q1 24 | $95.8M | $111.1M |
| Q4 25 | $-14.4M | $161.6M | ||
| Q3 25 | $984.0K | $9.6M | ||
| Q2 25 | $-23.1M | $-7.2M | ||
| Q1 25 | $5.3M | $-8.8M | ||
| Q4 24 | $-19.7M | $-5.9M | ||
| Q3 24 | $12.7M | $-10.9M | ||
| Q2 24 | $-67.9M | $-17.1M | ||
| Q1 24 | $-57.1M | $-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 | — | 6.5% | ||
| Q3 25 | -1.7% | 2.9% | ||
| Q2 25 | -54.5% | -8.6% | ||
| Q1 25 | 5.1% | -9.6% | ||
| Q4 24 | -24.9% | -8.7% | ||
| Q3 24 | 13.2% | -13.8% | ||
| Q2 24 | -74.9% | -19.5% | ||
| Q1 24 | -59.4% | -30.1% |
| Q4 25 | -17.3% | 129.7% | ||
| Q3 25 | 1.2% | 7.8% | ||
| Q2 25 | -26.9% | -6.0% | ||
| Q1 25 | 6.9% | -7.2% | ||
| Q4 24 | -23.7% | -5.0% | ||
| Q3 24 | 14.4% | -9.4% | ||
| Q2 24 | -74.2% | -15.4% | ||
| Q1 24 | -59.6% | -25.3% |
| Q4 25 | $-0.11 | $1.69 | ||
| Q3 25 | $0.00 | $0.10 | ||
| Q2 25 | $-0.19 | $-0.07 | ||
| Q1 25 | $0.04 | $-0.12 | ||
| Q4 24 | $-0.16 | $-0.07 | ||
| Q3 24 | $0.09 | $-0.14 | ||
| Q2 24 | $-0.53 | $-0.26 | ||
| Q1 24 | $-0.45 | $-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 | $66.8M | $547.8M |
| Total DebtLower is stronger | $2.5B | — |
| Stockholders' EquityBook value | $938.4M | $320.5M |
| Total Assets | $3.6B | $1.0B |
| Debt / EquityLower = less leverage | 2.63× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $66.8M | $547.8M | ||
| Q3 25 | $113.4M | $567.9M | ||
| Q2 25 | $154.3M | $597.1M | ||
| Q1 25 | $200.9M | $570.8M | ||
| Q4 24 | $302.2M | $542.2M | ||
| Q3 24 | $263.8M | $599.3M | ||
| Q2 24 | $203.3M | $592.8M | ||
| Q1 24 | $221.5M | $571.2M |
| Q4 25 | $2.5B | — | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.3B | — | ||
| Q1 25 | $2.3B | $484.5M | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.6B | $489.5M |
| Q4 25 | $938.4M | $320.5M | ||
| Q3 25 | $976.4M | $180.7M | ||
| Q2 25 | $994.4M | $145.7M | ||
| Q1 25 | $1.0B | $129.8M | ||
| Q4 24 | $1.0B | $111.6M | ||
| Q3 24 | $1.1B | $164.7M | ||
| Q2 24 | $1.1B | $174.0M | ||
| Q1 24 | $1.2B | $171.6M |
| Q4 25 | $3.6B | $1.0B | ||
| Q3 25 | $3.3B | $891.5M | ||
| Q2 25 | $3.4B | $926.8M | ||
| Q1 25 | $3.6B | $927.3M | ||
| Q4 24 | $3.7B | $866.8M | ||
| Q3 24 | $3.8B | $916.0M | ||
| Q2 24 | $3.8B | $924.0M | ||
| Q1 24 | $3.9B | $925.3M |
| Q4 25 | 2.63× | — | ||
| Q3 25 | 2.22× | — | ||
| Q2 25 | 2.27× | — | ||
| Q1 25 | 2.27× | 3.73× | ||
| Q4 24 | 2.38× | — | ||
| Q3 24 | 2.36× | — | ||
| Q2 24 | 2.28× | — | ||
| Q1 24 | 2.17× | 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 | $73.0M | $24.8M |
| Free Cash FlowOCF − Capex | $55.1M | $24.1M |
| FCF MarginFCF / Revenue | 66.2% | 19.3% |
| Capex IntensityCapex / Revenue | 21.6% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $102.0M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $73.0M | $24.8M | ||
| Q3 25 | $29.9M | $34.0M | ||
| Q2 25 | $17.4M | $30.7M | ||
| Q1 25 | $10.5M | $31.4M | ||
| Q4 24 | $103.4M | $22.1M | ||
| Q3 24 | $31.3M | $35.8M | ||
| Q2 24 | $22.9M | $28.6M | ||
| Q1 24 | $24.6M | $22.2M |
| Q4 25 | $55.1M | $24.1M | ||
| Q3 25 | $27.4M | $33.1M | ||
| Q2 25 | $11.6M | $30.2M | ||
| Q1 25 | $8.0M | $30.3M | ||
| Q4 24 | $97.3M | $21.5M | ||
| Q3 24 | $28.3M | $35.1M | ||
| Q2 24 | $22.7M | $28.2M | ||
| Q1 24 | $22.2M | $21.2M |
| Q4 25 | 66.2% | 19.3% | ||
| Q3 25 | 32.7% | 26.8% | ||
| Q2 25 | 13.4% | 25.2% | ||
| Q1 25 | 10.3% | 24.9% | ||
| Q4 24 | 116.6% | 18.1% | ||
| Q3 24 | 32.1% | 30.3% | ||
| Q2 24 | 24.9% | 25.4% | ||
| Q1 24 | 23.2% | 19.1% |
| Q4 25 | 21.6% | 0.6% | ||
| Q3 25 | 2.9% | 0.7% | ||
| Q2 25 | 6.8% | 0.4% | ||
| Q1 25 | 3.2% | 0.9% | ||
| Q4 24 | 7.3% | 0.5% | ||
| Q3 24 | 3.4% | 0.5% | ||
| Q2 24 | 0.1% | 0.4% | ||
| Q1 24 | 2.5% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | 30.36× | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.46× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BRSP
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
