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Side-by-side financial comparison of Employers Holdings, Inc. (EIG) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Employers Holdings, Inc. is the larger business by last-quarter revenue ($170.5M vs $124.5M, roughly 1.4× PagerDuty, Inc.). On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -21.3%). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -11.4%).
Employers Holdings, Inc. is a U.S.-headquartered insurance holding company that specializes in offering workers' compensation insurance and customized risk management services primarily for small and medium-sized enterprises across the United States. It mainly serves clients in low-to-medium hazard industries, helping them mitigate workplace safety risks and meet relevant regulatory requirements for employee protection.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
EIG vs PD — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $170.5M | $124.5M |
| Net Profit | — | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | — | 6.5% |
| Net Margin | — | 129.7% |
| Revenue YoY | -21.3% | 4.7% |
| Net Profit YoY | — | 2827.7% |
| EPS (diluted) | — | $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 | $170.5M | — | ||
| Q4 25 | $188.5M | $124.5M | ||
| Q3 25 | $239.3M | $123.4M | ||
| Q2 25 | $246.3M | $119.8M | ||
| Q1 25 | $202.6M | $121.4M | ||
| Q4 24 | $216.6M | $118.9M | ||
| Q3 24 | $224.0M | $115.9M | ||
| Q2 24 | $217.0M | $111.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $161.6M | ||
| Q3 25 | $-8.3M | $9.6M | ||
| Q2 25 | $29.7M | $-7.2M | ||
| Q1 25 | $12.8M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $30.3M | $-10.9M | ||
| Q2 24 | $31.7M | $-17.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | -4.7% | 2.9% | ||
| Q2 25 | 15.0% | -8.6% | ||
| Q1 25 | 7.8% | -9.6% | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | 16.4% | -13.8% | ||
| Q2 24 | 18.4% | -19.5% |
| Q1 26 | — | — | ||
| Q4 25 | — | 129.7% | ||
| Q3 25 | -3.5% | 7.8% | ||
| Q2 25 | 12.1% | -6.0% | ||
| Q1 25 | 6.3% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | 13.5% | -9.4% | ||
| Q2 24 | 14.6% | -15.4% |
| Q1 26 | — | — | ||
| Q4 25 | $-0.93 | $1.69 | ||
| Q3 25 | $-0.36 | $0.10 | ||
| Q2 25 | $1.23 | $-0.07 | ||
| Q1 25 | $0.52 | $-0.12 | ||
| Q4 24 | $1.14 | $-0.07 | ||
| Q3 24 | $1.21 | $-0.14 | ||
| Q2 24 | $1.25 | $-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 | $169.9M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $955.7M | $320.5M |
| Total Assets | $3.4B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $169.9M | — | ||
| Q4 25 | $169.9M | $547.8M | ||
| Q3 25 | $172.4M | $567.9M | ||
| Q2 25 | $78.1M | $597.1M | ||
| Q1 25 | $100.4M | $570.8M | ||
| Q4 24 | $68.4M | $542.2M | ||
| Q3 24 | $173.9M | $599.3M | ||
| Q2 24 | $126.4M | $592.8M |
| Q1 26 | — | — | ||
| Q4 25 | $19.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | $0 | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $955.7M | — | ||
| Q4 25 | $955.7M | $320.5M | ||
| Q3 25 | $1.0B | $180.7M | ||
| Q2 25 | $1.1B | $145.7M | ||
| Q1 25 | $1.1B | $129.8M | ||
| Q4 24 | $1.1B | $111.6M | ||
| Q3 24 | $1.1B | $164.7M | ||
| Q2 24 | $1.0B | $174.0M |
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.4B | $1.0B | ||
| Q3 25 | $3.5B | $891.5M | ||
| Q2 25 | $3.5B | $926.8M | ||
| Q1 25 | $3.6B | $927.3M | ||
| Q4 24 | $3.5B | $866.8M | ||
| Q3 24 | $3.6B | $916.0M | ||
| Q2 24 | $3.5B | $924.0M |
| Q1 26 | — | — | ||
| Q4 25 | 0.02× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | 0.00× | — | ||
| 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 | $44.7M | $24.8M | ||
| Q3 25 | $29.4M | $34.0M | ||
| Q2 25 | $0 | $30.7M | ||
| Q1 25 | $14.6M | $31.4M | ||
| Q4 24 | $76.4M | $22.1M | ||
| Q3 24 | $51.0M | $35.8M | ||
| Q2 24 | $11.7M | $28.6M |
| Q1 26 | — | — | ||
| Q4 25 | $44.6M | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | $76.3M | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | — | $28.2M |
| Q1 26 | — | — | ||
| Q4 25 | 23.7% | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | 35.2% | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 25.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.1% | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | 0.00× | — | ||
| Q1 25 | 1.14× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.68× | — | ||
| Q2 24 | 0.37× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EIG
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
