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Side-by-side financial comparison of Kennedy-Wilson Holdings, Inc. (KW) 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 $120.6M, roughly 1.0× Kennedy-Wilson Holdings, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 48.1%, a 81.6% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -11.0%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-55.2M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -6.0%).
Kennedy Wilson is a real estate investment company headquartered in Beverly Hills, California, United States.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
KW vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $120.6M | $124.5M |
| Net Profit | $58.0M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 57.3% | 6.5% |
| Net Margin | 48.1% | 129.7% |
| Revenue YoY | -11.0% | 4.7% |
| Net Profit YoY | 32.7% | 2827.7% |
| EPS (diluted) | $0.22 | $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 | $120.6M | $124.5M | ||
| Q3 25 | $116.4M | $123.4M | ||
| Q2 25 | $135.7M | $119.8M | ||
| Q1 25 | $128.3M | $121.4M | ||
| Q4 24 | $135.5M | $118.9M | ||
| Q3 24 | $127.5M | $115.9M | ||
| Q2 24 | $132.0M | $111.2M | ||
| Q1 24 | $136.4M | $111.1M |
| Q4 25 | $58.0M | $161.6M | ||
| Q3 25 | $-10.2M | $9.6M | ||
| Q2 25 | $5.6M | $-7.2M | ||
| Q1 25 | $-29.6M | $-8.8M | ||
| Q4 24 | $43.7M | $-5.9M | ||
| Q3 24 | $-66.8M | $-10.9M | ||
| Q2 24 | $-48.3M | $-17.1M | ||
| Q1 24 | $37.7M | $-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 | 57.3% | 6.5% | ||
| Q3 25 | -6.2% | 2.9% | ||
| Q2 25 | 7.4% | -8.6% | ||
| Q1 25 | -26.9% | -9.6% | ||
| Q4 24 | 36.7% | -8.7% | ||
| Q3 24 | -60.8% | -13.8% | ||
| Q2 24 | -45.5% | -19.5% | ||
| Q1 24 | 47.2% | -30.1% |
| Q4 25 | 48.1% | 129.7% | ||
| Q3 25 | -8.8% | 7.8% | ||
| Q2 25 | 4.1% | -6.0% | ||
| Q1 25 | -23.1% | -7.2% | ||
| Q4 24 | 32.3% | -5.0% | ||
| Q3 24 | -52.4% | -9.4% | ||
| Q2 24 | -36.6% | -15.4% | ||
| Q1 24 | 27.6% | -25.3% |
| Q4 25 | $0.22 | $1.69 | ||
| Q3 25 | $-0.15 | $0.10 | ||
| Q2 25 | $-0.05 | $-0.07 | ||
| Q1 25 | $-0.30 | $-0.12 | ||
| Q4 24 | $0.24 | $-0.07 | ||
| Q3 24 | $-0.56 | $-0.14 | ||
| Q2 24 | $-0.43 | $-0.26 | ||
| Q1 24 | $0.19 | $-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 | $184.5M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $1.5B | $320.5M |
| Total Assets | $6.6B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $184.5M | $547.8M | ||
| Q3 25 | $382.6M | $567.9M | ||
| Q2 25 | $309.1M | $597.1M | ||
| Q1 25 | $356.6M | $570.8M | ||
| Q4 24 | $217.5M | $542.2M | ||
| Q3 24 | $367.1M | $599.3M | ||
| Q2 24 | $366.5M | $592.8M | ||
| Q1 24 | $541.9M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $1.5B | $320.5M | ||
| Q3 25 | $1.5B | $180.7M | ||
| Q2 25 | $1.6B | $145.7M | ||
| Q1 25 | $1.6B | $129.8M | ||
| Q4 24 | $1.6B | $111.6M | ||
| Q3 24 | $1.6B | $164.7M | ||
| Q2 24 | $1.7B | $174.0M | ||
| Q1 24 | $1.7B | $171.6M |
| Q4 25 | $6.6B | $1.0B | ||
| Q3 25 | $6.7B | $891.5M | ||
| Q2 25 | $6.8B | $926.8M | ||
| Q1 25 | $7.2B | $927.3M | ||
| Q4 24 | $7.0B | $866.8M | ||
| Q3 24 | $7.4B | $916.0M | ||
| Q2 24 | $7.5B | $924.0M | ||
| Q1 24 | $7.7B | $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 | $11.4M | $24.8M |
| Free Cash FlowOCF − Capex | $-55.2M | $24.1M |
| FCF MarginFCF / Revenue | -45.8% | 19.3% |
| Capex IntensityCapex / Revenue | 55.2% | 0.6% |
| Cash ConversionOCF / Net Profit | 0.20× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $-103.5M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $24.8M | ||
| Q3 25 | $-7.6M | $34.0M | ||
| Q2 25 | $42.0M | $30.7M | ||
| Q1 25 | $-51.9M | $31.4M | ||
| Q4 24 | $55.1M | $22.1M | ||
| Q3 24 | $-5.6M | $35.8M | ||
| Q2 24 | $36.7M | $28.6M | ||
| Q1 24 | $-5.6M | $22.2M |
| Q4 25 | $-55.2M | $24.1M | ||
| Q3 25 | $-18.0M | $33.1M | ||
| Q2 25 | $29.4M | $30.2M | ||
| Q1 25 | $-59.7M | $30.3M | ||
| Q4 24 | $-76.5M | $21.5M | ||
| Q3 24 | $-27.7M | $35.1M | ||
| Q2 24 | $-500.0K | $28.2M | ||
| Q1 24 | $-57.1M | $21.2M |
| Q4 25 | -45.8% | 19.3% | ||
| Q3 25 | -15.5% | 26.8% | ||
| Q2 25 | 21.7% | 25.2% | ||
| Q1 25 | -46.5% | 24.9% | ||
| Q4 24 | -56.5% | 18.1% | ||
| Q3 24 | -21.7% | 30.3% | ||
| Q2 24 | -0.4% | 25.4% | ||
| Q1 24 | -41.9% | 19.1% |
| Q4 25 | 55.2% | 0.6% | ||
| Q3 25 | 8.9% | 0.7% | ||
| Q2 25 | 9.3% | 0.4% | ||
| Q1 25 | 6.1% | 0.9% | ||
| Q4 24 | 97.1% | 0.5% | ||
| Q3 24 | 17.3% | 0.5% | ||
| Q2 24 | 28.2% | 0.4% | ||
| Q1 24 | 37.8% | 0.9% |
| Q4 25 | 0.20× | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | 7.50× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 1.26× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | -0.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KW
| Consolidated Portfolio Segment | $84.9M | 70% |
| Investment Management Fees | $30.4M | 25% |
| Real Estate | $5.1M | 4% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
