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Side-by-side financial comparison of Ellington Financial Inc. (EFC) 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 $78.2M, roughly 1.6× Ellington Financial Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 28.9%, a 100.8% gap on every dollar of revenue. On growth, Ellington Financial Inc. posted the faster year-over-year revenue change (8.7% vs 4.7%). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 1.8%).
Ellington Management Group is an American hedge fund firm. As of June 2019, the firm was reportedly managing $8.5 billion in structured products and other credit instruments.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
EFC vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $124.5M |
| Net Profit | $22.6M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 7.4% | 6.5% |
| Net Margin | 28.9% | 129.7% |
| Revenue YoY | 8.7% | 4.7% |
| Net Profit YoY | -26.2% | 2827.7% |
| EPS (diluted) | $0.10 | $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 | $78.2M | $124.5M | ||
| Q3 25 | $82.8M | $123.4M | ||
| Q2 25 | $92.5M | $119.8M | ||
| Q1 25 | $82.9M | $121.4M | ||
| Q4 24 | $72.0M | $118.9M | ||
| Q3 24 | $67.0M | $115.9M | ||
| Q2 24 | $91.2M | $111.2M | ||
| Q1 24 | $75.5M | $111.1M |
| Q4 25 | $22.6M | $161.6M | ||
| Q3 25 | $29.5M | $9.6M | ||
| Q2 25 | $42.9M | $-7.2M | ||
| Q1 25 | $31.6M | $-8.8M | ||
| Q4 24 | $30.7M | $-5.9M | ||
| Q3 24 | $16.2M | $-10.9M | ||
| Q2 24 | $52.3M | $-17.1M | ||
| Q1 24 | $26.9M | $-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 | 7.4% | 6.5% | ||
| Q3 25 | 31.1% | 2.9% | ||
| Q2 25 | 38.3% | -8.6% | ||
| Q1 25 | 37.3% | -9.6% | ||
| Q4 24 | 28.0% | -8.7% | ||
| Q3 24 | 24.0% | -13.8% | ||
| Q2 24 | 52.8% | -19.5% | ||
| Q1 24 | 42.2% | -30.1% |
| Q4 25 | 28.9% | 129.7% | ||
| Q3 25 | 35.7% | 7.8% | ||
| Q2 25 | 46.4% | -6.0% | ||
| Q1 25 | 38.2% | -7.2% | ||
| Q4 24 | 42.6% | -5.0% | ||
| Q3 24 | 24.1% | -9.4% | ||
| Q2 24 | 57.4% | -15.4% | ||
| Q1 24 | 35.6% | -25.3% |
| Q4 25 | $0.10 | $1.69 | ||
| Q3 25 | $0.29 | $0.10 | ||
| Q2 25 | $0.45 | $-0.07 | ||
| Q1 25 | $0.35 | $-0.12 | ||
| Q4 24 | $0.23 | $-0.07 | ||
| Q3 24 | $0.19 | $-0.14 | ||
| Q2 24 | $0.62 | $-0.26 | ||
| Q1 24 | $0.32 | $-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 | $201.9M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.8B | $320.5M |
| Total Assets | $19.4B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $201.9M | $547.8M | ||
| Q3 25 | $184.8M | $567.9M | ||
| Q2 25 | $211.0M | $597.1M | ||
| Q1 25 | $203.3M | $570.8M | ||
| Q4 24 | $192.4M | $542.2M | ||
| Q3 24 | $217.7M | $599.3M | ||
| Q2 24 | $198.5M | $592.8M | ||
| Q1 24 | $187.5M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $1.8B | $320.5M | ||
| Q3 25 | $1.8B | $180.7M | ||
| Q2 25 | $1.7B | $145.7M | ||
| Q1 25 | $1.6B | $129.8M | ||
| Q4 24 | $1.6B | $111.6M | ||
| Q3 24 | $1.6B | $164.7M | ||
| Q2 24 | $1.6B | $174.0M | ||
| Q1 24 | $1.5B | $171.6M |
| Q4 25 | $19.4B | $1.0B | ||
| Q3 25 | $17.8B | $891.5M | ||
| Q2 25 | $17.1B | $926.8M | ||
| Q1 25 | $16.6B | $927.3M | ||
| Q4 24 | $16.3B | $866.8M | ||
| Q3 24 | $16.0B | $916.0M | ||
| Q2 24 | $15.1B | $924.0M | ||
| Q1 24 | $15.1B | $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 | $-925.5M | $24.8M |
| Free Cash FlowOCF − Capex | — | $24.1M |
| FCF MarginFCF / Revenue | — | 19.3% |
| Capex IntensityCapex / Revenue | 0.0% | 0.6% |
| Cash ConversionOCF / Net Profit | -40.92× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-925.5M | $24.8M | ||
| Q3 25 | $-290.4M | $34.0M | ||
| Q2 25 | $-210.5M | $30.7M | ||
| Q1 25 | $-126.4M | $31.4M | ||
| Q4 24 | $-430.5M | $22.1M | ||
| Q3 24 | $-141.7M | $35.8M | ||
| Q2 24 | $-88.6M | $28.6M | ||
| Q1 24 | $-59.5M | $22.2M |
| 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 |
| 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% |
| Q4 25 | 0.0% | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 0.5% | ||
| Q2 24 | 0.0% | 0.4% | ||
| Q1 24 | 0.0% | 0.9% |
| Q4 25 | -40.92× | 0.15× | ||
| Q3 25 | -9.84× | 3.55× | ||
| Q2 25 | -4.90× | — | ||
| Q1 25 | -3.99× | — | ||
| Q4 24 | -14.04× | — | ||
| Q3 24 | -8.76× | — | ||
| Q2 24 | -1.69× | — | ||
| Q1 24 | -2.21× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EFC
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
