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Side-by-side financial comparison of Janus International Group, Inc. (JBI) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Janus International Group, Inc. is the larger business by last-quarter revenue ($219.3M vs $124.5M, roughly 1.8× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 6.9%, a 122.8% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $8.3M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -8.8%).
Janus Henderson is a British-American global asset management group headquartered in the City of London, United Kingdom. It offers a range of financial products to individuals, intermediary advisors, and institutional investors globally under the trade name Janus Henderson Investors.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
JBI vs PD — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $219.3M | $124.5M |
| Net Profit | $15.2M | $161.6M |
| Gross Margin | 39.1% | 85.3% |
| Operating Margin | 13.4% | 6.5% |
| Net Margin | 6.9% | 129.7% |
| Revenue YoY | -4.7% | 4.7% |
| Net Profit YoY | 28.8% | 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 | — | $124.5M | ||
| Q3 25 | $219.3M | $123.4M | ||
| Q2 25 | $228.1M | $119.8M | ||
| Q1 25 | $210.5M | $121.4M | ||
| Q4 24 | $230.8M | $118.9M | ||
| Q3 24 | $230.1M | $115.9M | ||
| Q2 24 | $248.4M | $111.2M | ||
| Q1 24 | $254.5M | $111.1M |
| Q4 25 | — | $161.6M | ||
| Q3 25 | $15.2M | $9.6M | ||
| Q2 25 | $20.7M | $-7.2M | ||
| Q1 25 | $10.8M | $-8.8M | ||
| Q4 24 | $300.0K | $-5.9M | ||
| Q3 24 | $11.8M | $-10.9M | ||
| Q2 24 | $27.6M | $-17.1M | ||
| Q1 24 | $30.7M | $-28.2M |
| Q4 25 | — | 85.3% | ||
| Q3 25 | 39.1% | 84.6% | ||
| Q2 25 | 40.9% | 84.0% | ||
| Q1 25 | 38.9% | 83.6% | ||
| Q4 24 | 37.8% | 83.0% | ||
| Q3 24 | 39.6% | 82.7% | ||
| Q2 24 | 43.9% | 82.6% | ||
| Q1 24 | 43.4% | 81.7% |
| Q4 25 | — | 6.5% | ||
| Q3 25 | 13.4% | 2.9% | ||
| Q2 25 | 15.8% | -8.6% | ||
| Q1 25 | 12.0% | -9.6% | ||
| Q4 24 | 5.5% | -8.7% | ||
| Q3 24 | 11.6% | -13.8% | ||
| Q2 24 | 20.8% | -19.5% | ||
| Q1 24 | 21.8% | -30.1% |
| Q4 25 | — | 129.7% | ||
| Q3 25 | 6.9% | 7.8% | ||
| Q2 25 | 9.1% | -6.0% | ||
| Q1 25 | 5.1% | -7.2% | ||
| Q4 24 | 0.1% | -5.0% | ||
| Q3 24 | 5.1% | -9.4% | ||
| Q2 24 | 11.1% | -15.4% | ||
| Q1 24 | 12.1% | -25.3% |
| Q4 25 | — | $1.69 | ||
| Q3 25 | $0.11 | $0.10 | ||
| Q2 25 | $0.15 | $-0.07 | ||
| Q1 25 | $0.08 | $-0.12 | ||
| Q4 24 | $0.01 | $-0.07 | ||
| Q3 24 | $0.08 | $-0.14 | ||
| Q2 24 | $0.19 | $-0.26 | ||
| Q1 24 | $0.21 | $-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 | — | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $560.8M | $320.5M |
| Total Assets | $1.3B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $547.8M | ||
| Q3 25 | — | $567.9M | ||
| Q2 25 | — | $597.1M | ||
| Q1 25 | — | $570.8M | ||
| Q4 24 | — | $542.2M | ||
| Q3 24 | $102.1M | $599.3M | ||
| Q2 24 | $110.1M | $592.8M | ||
| Q1 24 | — | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | — | $320.5M | ||
| Q3 25 | $560.8M | $180.7M | ||
| Q2 25 | $543.8M | $145.7M | ||
| Q1 25 | $526.8M | $129.8M | ||
| Q4 24 | $518.8M | $111.6M | ||
| Q3 24 | $526.6M | $164.7M | ||
| Q2 24 | $556.3M | $174.0M | ||
| Q1 24 | $535.4M | $171.6M |
| Q4 25 | — | $1.0B | ||
| Q3 25 | $1.3B | $891.5M | ||
| Q2 25 | $1.3B | $926.8M | ||
| Q1 25 | $1.3B | $927.3M | ||
| Q4 24 | $1.3B | $866.8M | ||
| Q3 24 | $1.3B | $916.0M | ||
| Q2 24 | $1.3B | $924.0M | ||
| Q1 24 | $1.4B | $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 | $15.0M | $24.8M |
| Free Cash FlowOCF − Capex | $8.3M | $24.1M |
| FCF MarginFCF / Revenue | 3.8% | 19.3% |
| Capex IntensityCapex / Revenue | 3.1% | 0.6% |
| Cash ConversionOCF / Net Profit | 0.99× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $140.1M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $24.8M | ||
| Q3 25 | $15.0M | $34.0M | ||
| Q2 25 | $51.4M | $30.7M | ||
| Q1 25 | $48.3M | $31.4M | ||
| Q4 24 | $51.4M | $22.1M | ||
| Q3 24 | $43.0M | $35.8M | ||
| Q2 24 | $31.0M | $28.6M | ||
| Q1 24 | $28.6M | $22.2M |
| Q4 25 | — | $24.1M | ||
| Q3 25 | $8.3M | $33.1M | ||
| Q2 25 | $44.6M | $30.2M | ||
| Q1 25 | $41.9M | $30.3M | ||
| Q4 24 | $45.3M | $21.5M | ||
| Q3 24 | $39.3M | $35.1M | ||
| Q2 24 | $25.3M | $28.2M | ||
| Q1 24 | $24.0M | $21.2M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | 3.8% | 26.8% | ||
| Q2 25 | 19.6% | 25.2% | ||
| Q1 25 | 19.9% | 24.9% | ||
| Q4 24 | 19.6% | 18.1% | ||
| Q3 24 | 17.1% | 30.3% | ||
| Q2 24 | 10.2% | 25.4% | ||
| Q1 24 | 9.4% | 19.1% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | 3.1% | 0.7% | ||
| Q2 25 | 3.0% | 0.4% | ||
| Q1 25 | 3.0% | 0.9% | ||
| Q4 24 | 2.6% | 0.5% | ||
| Q3 24 | 1.6% | 0.5% | ||
| Q2 24 | 2.3% | 0.4% | ||
| Q1 24 | 1.8% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | 0.99× | 3.55× | ||
| Q2 25 | 2.48× | — | ||
| Q1 25 | 4.47× | — | ||
| Q4 24 | 171.33× | — | ||
| Q3 24 | 3.64× | — | ||
| Q2 24 | 1.12× | — | ||
| Q1 24 | 0.93× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JBI
| Self Storage New Construction | $72.3M | 33% |
| Commercial And Others | $65.5M | 30% |
| Self Storage R3 | $54.0M | 25% |
| Transferred At Point In Time | $15.5M | 7% |
| Transferred Over Time | $12.8M | 6% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
