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Side-by-side financial comparison of Four Corners Property Trust, Inc. (FCPT) 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× Four Corners Property Trust, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 38.8%, a 90.9% gap on every dollar of revenue. On growth, Four Corners Property Trust, Inc. posted the faster year-over-year revenue change (9.4% vs 4.7%). Over the past eight quarters, Four Corners Property Trust, Inc.'s revenue compounded faster (8.4% CAGR vs 5.9%).
Four Corners Property Trust, Inc. is a publicly traded real estate investment trust that acquires, owns, and manages a portfolio of high-quality net-leased commercial properties. Its assets are primarily restaurant and retail locations across the United States, with tenants largely operating in stable consumer-facing industry segments with proven operational performance.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
FCPT vs PD — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $78.2M | $124.5M |
| Net Profit | $30.4M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 55.3% | 6.5% |
| Net Margin | 38.8% | 129.7% |
| Revenue YoY | 9.4% | 4.7% |
| Net Profit YoY | 16.0% | 2827.7% |
| EPS (diluted) | $0.28 | $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 | $78.2M | — | ||
| Q4 25 | $75.7M | $124.5M | ||
| Q3 25 | $74.1M | $123.4M | ||
| Q2 25 | $72.8M | $119.8M | ||
| Q1 25 | $71.5M | $121.4M | ||
| Q4 24 | $68.3M | $118.9M | ||
| Q3 24 | $66.8M | $115.9M | ||
| Q2 24 | $66.5M | $111.2M |
| Q1 26 | $30.4M | — | ||
| Q4 25 | $29.4M | $161.6M | ||
| Q3 25 | $28.8M | $9.6M | ||
| Q2 25 | $27.9M | $-7.2M | ||
| Q1 25 | $26.2M | $-8.8M | ||
| Q4 24 | $26.2M | $-5.9M | ||
| Q3 24 | $25.6M | $-10.9M | ||
| Q2 24 | $24.7M | $-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 | 55.3% | — | ||
| Q4 25 | — | 6.5% | ||
| Q3 25 | — | 2.9% | ||
| Q2 25 | — | -8.6% | ||
| Q1 25 | — | -9.6% | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | — | -13.8% | ||
| Q2 24 | — | -19.5% |
| Q1 26 | 38.8% | — | ||
| Q4 25 | 38.9% | 129.7% | ||
| Q3 25 | 38.9% | 7.8% | ||
| Q2 25 | 38.3% | -6.0% | ||
| Q1 25 | 36.6% | -7.2% | ||
| Q4 24 | 38.3% | -5.0% | ||
| Q3 24 | 38.3% | -9.4% | ||
| Q2 24 | 37.1% | -15.4% |
| Q1 26 | $0.28 | — | ||
| Q4 25 | $0.27 | $1.69 | ||
| Q3 25 | $0.28 | $0.10 | ||
| Q2 25 | $0.28 | $-0.07 | ||
| Q1 25 | $0.26 | $-0.12 | ||
| Q4 24 | $0.27 | $-0.07 | ||
| Q3 24 | $0.27 | $-0.14 | ||
| Q2 24 | $0.27 | $-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 | $29.6M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.7B | $320.5M |
| Total Assets | $3.0B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $29.6M | — | ||
| Q4 25 | $12.1M | $547.8M | ||
| Q3 25 | $6.7M | $567.9M | ||
| Q2 25 | $6.0M | $597.1M | ||
| Q1 25 | $22.3M | $570.8M | ||
| Q4 24 | $4.1M | $542.2M | ||
| Q3 24 | $44.5M | $599.3M | ||
| Q2 24 | $17.2M | $592.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.2B | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $1.2B | $484.5M | ||
| Q4 24 | $1.1B | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.2B | — |
| Q1 26 | $1.7B | — | ||
| Q4 25 | $1.6B | $320.5M | ||
| Q3 25 | $1.5B | $180.7M | ||
| Q2 25 | $1.5B | $145.7M | ||
| Q1 25 | $1.4B | $129.8M | ||
| Q4 24 | $1.5B | $111.6M | ||
| Q3 24 | $1.4B | $164.7M | ||
| Q2 24 | $1.3B | $174.0M |
| Q1 26 | $3.0B | — | ||
| Q4 25 | $2.9B | $1.0B | ||
| Q3 25 | $2.8B | $891.5M | ||
| Q2 25 | $2.8B | $926.8M | ||
| Q1 25 | $2.7B | $927.3M | ||
| Q4 24 | $2.7B | $866.8M | ||
| Q3 24 | $2.6B | $916.0M | ||
| Q2 24 | $2.5B | $924.0M |
| Q1 26 | — | — | ||
| Q4 25 | 0.74× | — | ||
| Q3 25 | 0.79× | — | ||
| Q2 25 | 0.81× | — | ||
| Q1 25 | 0.84× | 3.73× | ||
| Q4 24 | 0.78× | — | ||
| Q3 24 | 0.84× | — | ||
| Q2 24 | 0.92× | — |
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 | $192.3M | $24.8M | ||
| Q3 25 | $48.9M | $34.0M | ||
| Q2 25 | $43.8M | $30.7M | ||
| Q1 25 | $51.6M | $31.4M | ||
| Q4 24 | $144.1M | $22.1M | ||
| Q3 24 | $43.4M | $35.8M | ||
| Q2 24 | $39.7M | $28.6M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 6.53× | 0.15× | ||
| Q3 25 | 1.70× | 3.55× | ||
| Q2 25 | 1.57× | — | ||
| Q1 25 | 1.97× | — | ||
| Q4 24 | 5.51× | — | ||
| Q3 24 | 1.70× | — | ||
| Q2 24 | 1.61× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FCPT
| Rental revenue | $69.8M | 89% |
| Restaurant revenue | $8.4M | 11% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
