vs
Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Vita Coco Company, Inc. is the larger business by last-quarter revenue ($179.8M vs $124.5M, roughly 1.4× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 17.0%, a 112.8% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 4.7%). Over the past eight quarters, Vita Coco Company, Inc.'s revenue compounded faster (11.7% CAGR vs 5.9%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
COCO vs PD — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $124.5M |
| Net Profit | $30.5M | $161.6M |
| Gross Margin | 39.9% | 85.3% |
| Operating Margin | 18.7% | 6.5% |
| Net Margin | 17.0% | 129.7% |
| Revenue YoY | 37.3% | 4.7% |
| Net Profit YoY | 61.4% | 2827.7% |
| EPS (diluted) | $0.50 | $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.
| Q1 26 | $179.8M | — | ||
| Q4 25 | $127.8M | $124.5M | ||
| Q3 25 | $182.3M | $123.4M | ||
| Q2 25 | $168.8M | $119.8M | ||
| Q1 25 | $130.9M | $121.4M | ||
| Q4 24 | $127.3M | $118.9M | ||
| Q3 24 | $132.9M | $115.9M | ||
| Q2 24 | $144.1M | $111.2M |
| Q1 26 | $30.5M | — | ||
| Q4 25 | $5.5M | $161.6M | ||
| Q3 25 | $24.0M | $9.6M | ||
| Q2 25 | $22.9M | $-7.2M | ||
| Q1 25 | $18.9M | $-8.8M | ||
| Q4 24 | $3.4M | $-5.9M | ||
| Q3 24 | $19.3M | $-10.9M | ||
| Q2 24 | $19.1M | $-17.1M |
| Q1 26 | 39.9% | — | ||
| Q4 25 | 34.9% | 85.3% | ||
| Q3 25 | 37.7% | 84.6% | ||
| Q2 25 | 36.3% | 84.0% | ||
| Q1 25 | 36.7% | 83.6% | ||
| Q4 24 | 32.5% | 83.0% | ||
| Q3 24 | 38.8% | 82.7% | ||
| Q2 24 | 40.8% | 82.6% |
| Q1 26 | 18.7% | — | ||
| Q4 25 | 8.0% | 6.5% | ||
| Q3 25 | 15.3% | 2.9% | ||
| Q2 25 | 14.9% | -8.6% | ||
| Q1 25 | 14.7% | -9.6% | ||
| Q4 24 | 3.4% | -8.7% | ||
| Q3 24 | 15.5% | -13.8% | ||
| Q2 24 | 20.8% | -19.5% |
| Q1 26 | 17.0% | — | ||
| Q4 25 | 4.3% | 129.7% | ||
| Q3 25 | 13.2% | 7.8% | ||
| Q2 25 | 13.6% | -6.0% | ||
| Q1 25 | 14.4% | -7.2% | ||
| Q4 24 | 2.6% | -5.0% | ||
| Q3 24 | 14.5% | -9.4% | ||
| Q2 24 | 13.2% | -15.4% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.10 | $1.69 | ||
| Q3 25 | $0.40 | $0.10 | ||
| Q2 25 | $0.38 | $-0.07 | ||
| Q1 25 | $0.31 | $-0.12 | ||
| Q4 24 | $0.06 | $-0.07 | ||
| Q3 24 | $0.32 | $-0.14 | ||
| Q2 24 | $0.32 | $-0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $201.9M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $320.5M |
| Total Assets | $488.3M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | — | ||
| Q4 25 | $196.9M | $547.8M | ||
| Q3 25 | $203.7M | $567.9M | ||
| Q2 25 | $167.0M | $597.1M | ||
| Q1 25 | $153.6M | $570.8M | ||
| Q4 24 | $164.7M | $542.2M | ||
| Q3 24 | $156.7M | $599.3M | ||
| Q2 24 | $150.1M | $592.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $352.2M | — | ||
| Q4 25 | $331.5M | $320.5M | ||
| Q3 25 | $323.7M | $180.7M | ||
| Q2 25 | $296.9M | $145.7M | ||
| Q1 25 | $277.9M | $129.8M | ||
| Q4 24 | $258.8M | $111.6M | ||
| Q3 24 | $252.1M | $164.7M | ||
| Q2 24 | $232.0M | $174.0M |
| Q1 26 | $488.3M | — | ||
| Q4 25 | $461.2M | $1.0B | ||
| Q3 25 | $461.3M | $891.5M | ||
| Q2 25 | $421.1M | $926.8M | ||
| Q1 25 | $384.0M | $927.3M | ||
| Q4 24 | $362.4M | $866.8M | ||
| Q3 24 | $353.1M | $916.0M | ||
| Q2 24 | $323.0M | $924.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $24.8M |
| Free Cash FlowOCF − Capex | — | $24.1M |
| FCF MarginFCF / Revenue | — | 19.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $-3.9M | $24.8M | ||
| Q3 25 | $39.1M | $34.0M | ||
| Q2 25 | $21.8M | $30.7M | ||
| Q1 25 | $-9.8M | $31.4M | ||
| Q4 24 | $6.9M | $22.1M | ||
| Q3 24 | $9.3M | $35.8M | ||
| Q2 24 | $26.9M | $28.6M |
| Q1 26 | — | — | ||
| Q4 25 | $-7.1M | $24.1M | ||
| Q3 25 | $35.6M | $33.1M | ||
| Q2 25 | $20.9M | $30.2M | ||
| Q1 25 | $-10.4M | $30.3M | ||
| Q4 24 | $6.8M | $21.5M | ||
| Q3 24 | $8.9M | $35.1M | ||
| Q2 24 | $26.6M | $28.2M |
| Q1 26 | — | — | ||
| Q4 25 | -5.6% | 19.3% | ||
| Q3 25 | 19.6% | 26.8% | ||
| Q2 25 | 12.4% | 25.2% | ||
| Q1 25 | -7.9% | 24.9% | ||
| Q4 24 | 5.3% | 18.1% | ||
| Q3 24 | 6.7% | 30.3% | ||
| Q2 24 | 18.5% | 25.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.5% | 0.6% | ||
| Q3 25 | 1.9% | 0.7% | ||
| Q2 25 | 0.6% | 0.4% | ||
| Q1 25 | 0.4% | 0.9% | ||
| Q4 24 | 0.1% | 0.5% | ||
| Q3 24 | 0.3% | 0.5% | ||
| Q2 24 | 0.2% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | 0.15× | ||
| Q3 25 | 1.63× | 3.55× | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | -0.52× | — | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 1.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
