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Side-by-side financial comparison of El Pollo Loco Holdings, Inc. (LOCO) 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 $123.5M, roughly 1.0× El Pollo Loco Holdings, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 5.3%, a 124.4% gap on every dollar of revenue. On growth, El Pollo Loco Holdings, Inc. posted the faster year-over-year revenue change (8.1% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $5.1M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 3.1%).
El Pollo Loco, Inc., is a restaurant chain based in the United States, specializing in Mexican-style grilled chicken. Restaurant service consists of dine-in and take-out, with some locations offering drive-through options. The company is headquartered in Costa Mesa, California, and operates about 500 company-owned and franchised restaurants in the Southwestern United States.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
LOCO vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $123.5M | $124.5M |
| Net Profit | $6.5M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 8.3% | 6.5% |
| Net Margin | 5.3% | 129.7% |
| Revenue YoY | 8.1% | 4.7% |
| Net Profit YoY | 9.9% | 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 | $123.5M | $124.5M | ||
| Q3 25 | $121.5M | $123.4M | ||
| Q2 25 | $125.8M | $119.8M | ||
| Q1 25 | $119.2M | $121.4M | ||
| Q4 24 | $114.3M | $118.9M | ||
| Q3 24 | $120.4M | $115.9M | ||
| Q2 24 | $122.2M | $111.2M | ||
| Q1 24 | $116.2M | $111.1M |
| Q4 25 | $6.5M | $161.6M | ||
| Q3 25 | $7.4M | $9.6M | ||
| Q2 25 | $7.1M | $-7.2M | ||
| Q1 25 | $5.5M | $-8.8M | ||
| Q4 24 | $6.0M | $-5.9M | ||
| Q3 24 | $6.2M | $-10.9M | ||
| Q2 24 | $7.6M | $-17.1M | ||
| Q1 24 | $5.9M | $-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 | 8.3% | 6.5% | ||
| Q3 25 | 9.4% | 2.9% | ||
| Q2 25 | 9.0% | -8.6% | ||
| Q1 25 | 7.5% | -9.6% | ||
| Q4 24 | 7.9% | -8.7% | ||
| Q3 24 | 8.4% | -13.8% | ||
| Q2 24 | 10.1% | -19.5% | ||
| Q1 24 | 8.3% | -30.1% |
| Q4 25 | 5.3% | 129.7% | ||
| Q3 25 | 6.1% | 7.8% | ||
| Q2 25 | 5.6% | -6.0% | ||
| Q1 25 | 4.6% | -7.2% | ||
| Q4 24 | 5.2% | -5.0% | ||
| Q3 24 | 5.1% | -9.4% | ||
| Q2 24 | 6.2% | -15.4% | ||
| Q1 24 | 5.1% | -25.3% |
| Q4 25 | $0.22 | $1.69 | ||
| Q3 25 | $0.25 | $0.10 | ||
| Q2 25 | $0.24 | $-0.07 | ||
| Q1 25 | $0.19 | $-0.12 | ||
| Q4 24 | $0.21 | $-0.07 | ||
| Q3 24 | $0.21 | $-0.14 | ||
| Q2 24 | $0.25 | $-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 | $6.2M | $547.8M |
| Total DebtLower is stronger | $51.0M | — |
| Stockholders' EquityBook value | $291.1M | $320.5M |
| Total Assets | $606.6M | $1.0B |
| Debt / EquityLower = less leverage | 0.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $6.2M | $547.8M | ||
| Q3 25 | $10.9M | $567.9M | ||
| Q2 25 | $9.0M | $597.1M | ||
| Q1 25 | $4.3M | $570.8M | ||
| Q4 24 | $2.5M | $542.2M | ||
| Q3 24 | $7.9M | $599.3M | ||
| Q2 24 | $10.5M | $592.8M | ||
| Q1 24 | $9.1M | $571.2M |
| Q4 25 | $51.0M | — | ||
| Q3 25 | $61.0M | — | ||
| Q2 25 | $69.0M | — | ||
| Q1 25 | $73.0M | $484.5M | ||
| Q4 24 | $71.0M | — | ||
| Q3 24 | $76.0M | — | ||
| Q2 24 | $87.0M | — | ||
| Q1 24 | $80.0M | $489.5M |
| Q4 25 | $291.1M | $320.5M | ||
| Q3 25 | $282.9M | $180.7M | ||
| Q2 25 | $274.2M | $145.7M | ||
| Q1 25 | $265.7M | $129.8M | ||
| Q4 24 | $260.7M | $111.6M | ||
| Q3 24 | $255.2M | $164.7M | ||
| Q2 24 | $248.6M | $174.0M | ||
| Q1 24 | $256.3M | $171.6M |
| Q4 25 | $606.6M | $1.0B | ||
| Q3 25 | $602.7M | $891.5M | ||
| Q2 25 | $596.8M | $926.8M | ||
| Q1 25 | $590.5M | $927.3M | ||
| Q4 24 | $592.0M | $866.8M | ||
| Q3 24 | $590.0M | $916.0M | ||
| Q2 24 | $593.8M | $924.0M | ||
| Q1 24 | $598.0M | $925.3M |
| Q4 25 | 0.18× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.25× | — | ||
| Q1 25 | 0.27× | 3.73× | ||
| Q4 24 | 0.27× | — | ||
| Q3 24 | 0.30× | — | ||
| Q2 24 | 0.35× | — | ||
| Q1 24 | 0.31× | 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 | $13.9M | $24.8M |
| Free Cash FlowOCF − Capex | $5.1M | $24.1M |
| FCF MarginFCF / Revenue | 4.1% | 19.3% |
| Capex IntensityCapex / Revenue | 7.1% | 0.6% |
| Cash ConversionOCF / Net Profit | 2.13× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $25.4M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $13.9M | $24.8M | ||
| Q3 25 | $15.3M | $34.0M | ||
| Q2 25 | $14.1M | $30.7M | ||
| Q1 25 | $4.7M | $31.4M | ||
| Q4 24 | $5.6M | $22.1M | ||
| Q3 24 | $13.0M | $35.8M | ||
| Q2 24 | $17.0M | $28.6M | ||
| Q1 24 | $11.2M | $22.2M |
| Q4 25 | $5.1M | $24.1M | ||
| Q3 25 | $9.9M | $33.1M | ||
| Q2 25 | $9.1M | $30.2M | ||
| Q1 25 | $1.3M | $30.3M | ||
| Q4 24 | $1.1M | $21.5M | ||
| Q3 24 | $9.1M | $35.1M | ||
| Q2 24 | $10.4M | $28.2M | ||
| Q1 24 | $7.0M | $21.2M |
| Q4 25 | 4.1% | 19.3% | ||
| Q3 25 | 8.2% | 26.8% | ||
| Q2 25 | 7.2% | 25.2% | ||
| Q1 25 | 1.1% | 24.9% | ||
| Q4 24 | 1.0% | 18.1% | ||
| Q3 24 | 7.6% | 30.3% | ||
| Q2 24 | 8.5% | 25.4% | ||
| Q1 24 | 6.0% | 19.1% |
| Q4 25 | 7.1% | 0.6% | ||
| Q3 25 | 4.4% | 0.7% | ||
| Q2 25 | 4.0% | 0.4% | ||
| Q1 25 | 2.8% | 0.9% | ||
| Q4 24 | 3.9% | 0.5% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 5.3% | 0.4% | ||
| Q1 24 | 3.6% | 0.9% |
| Q4 25 | 2.13× | 0.15× | ||
| Q3 25 | 2.08× | 3.55× | ||
| Q2 25 | 1.99× | — | ||
| Q1 25 | 0.86× | — | ||
| Q4 24 | 0.95× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 2.22× | — | ||
| Q1 24 | 1.89× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOCO
| Services | $102.4M | 83% |
| Franchise | $13.0M | 11% |
| Franchise Advertising Fee | $8.1M | 7% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
