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Side-by-side financial comparison of Lovesac Co (LOVE) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
Lovesac Co is the larger business by last-quarter revenue ($150.2M vs $124.5M, roughly 1.2× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -7.0%, a 136.8% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs 0.2%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-10.2M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -22.6%).
The Lovesac Company is an American furniture retailer, specializing in a patented modular furniture system called Sactionals. Sactionals consist of two combinable pieces, “Seats” and “Sides,” as well as custom-fit covers and associated accessories. Lovesac also sells Sacs, a bag seat filled with a proprietary foam mixture.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
LOVE vs PD — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $150.2M | $124.5M |
| Net Profit | $-10.6M | $161.6M |
| Gross Margin | 56.1% | 85.3% |
| Operating Margin | -10.5% | 6.5% |
| Net Margin | -7.0% | 129.7% |
| Revenue YoY | 0.2% | 4.7% |
| Net Profit YoY | -114.0% | 2827.7% |
| EPS (diluted) | $-0.72 | $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 | $150.2M | $124.5M | ||
| Q3 25 | $160.5M | $123.4M | ||
| Q2 25 | $138.4M | $119.8M | ||
| Q1 25 | $241.5M | $121.4M | ||
| Q4 24 | $149.9M | $118.9M | ||
| Q3 24 | $156.6M | $115.9M | ||
| Q2 24 | $132.6M | $111.2M | ||
| Q1 24 | $250.5M | $111.1M |
| Q4 25 | $-10.6M | $161.6M | ||
| Q3 25 | $-6.7M | $9.6M | ||
| Q2 25 | $-10.8M | $-7.2M | ||
| Q1 25 | $35.3M | $-8.8M | ||
| Q4 24 | $-4.9M | $-5.9M | ||
| Q3 24 | $-5.9M | $-10.9M | ||
| Q2 24 | $-13.0M | $-17.1M | ||
| Q1 24 | $31.0M | $-28.2M |
| Q4 25 | 56.1% | 85.3% | ||
| Q3 25 | 56.4% | 84.6% | ||
| Q2 25 | 53.7% | 84.0% | ||
| Q1 25 | 60.4% | 83.6% | ||
| Q4 24 | 58.5% | 83.0% | ||
| Q3 24 | 59.0% | 82.7% | ||
| Q2 24 | 54.3% | 82.6% | ||
| Q1 24 | 59.7% | 81.7% |
| Q4 25 | -10.5% | 6.5% | ||
| Q3 25 | -5.5% | 2.9% | ||
| Q2 25 | -10.8% | -8.6% | ||
| Q1 25 | 19.7% | -9.6% | ||
| Q4 24 | -5.2% | -8.7% | ||
| Q3 24 | -5.3% | -13.8% | ||
| Q2 24 | -13.5% | -19.5% | ||
| Q1 24 | 16.1% | -30.1% |
| Q4 25 | -7.0% | 129.7% | ||
| Q3 25 | -4.1% | 7.8% | ||
| Q2 25 | -7.8% | -6.0% | ||
| Q1 25 | 14.6% | -7.2% | ||
| Q4 24 | -3.3% | -5.0% | ||
| Q3 24 | -3.7% | -9.4% | ||
| Q2 24 | -9.8% | -15.4% | ||
| Q1 24 | 12.4% | -25.3% |
| Q4 25 | $-0.72 | $1.69 | ||
| Q3 25 | $-0.45 | $0.10 | ||
| Q2 25 | $-0.73 | $-0.07 | ||
| Q1 25 | $2.22 | $-0.12 | ||
| Q4 24 | $-0.32 | $-0.07 | ||
| Q3 24 | $-0.38 | $-0.14 | ||
| Q2 24 | $-0.83 | $-0.26 | ||
| Q1 24 | $1.91 | $-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 | $23.7M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $189.3M | $320.5M |
| Total Assets | $495.5M | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $23.7M | $547.8M | ||
| Q3 25 | $34.2M | $567.9M | ||
| Q2 25 | $26.9M | $597.1M | ||
| Q1 25 | $83.7M | $570.8M | ||
| Q4 24 | $61.7M | $542.2M | ||
| Q3 24 | $72.1M | $599.3M | ||
| Q2 24 | $72.4M | $592.8M | ||
| Q1 24 | $87.0M | $571.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
| Q4 25 | $189.3M | $320.5M | ||
| Q3 25 | $197.5M | $180.7M | ||
| Q2 25 | $201.2M | $145.7M | ||
| Q1 25 | $216.4M | $129.8M | ||
| Q4 24 | $196.5M | $111.6M | ||
| Q3 24 | $202.1M | $164.7M | ||
| Q2 24 | $205.3M | $174.0M | ||
| Q1 24 | $217.5M | $171.6M |
| Q4 25 | $495.5M | $1.0B | ||
| Q3 25 | $493.7M | $891.5M | ||
| Q2 25 | $483.7M | $926.8M | ||
| Q1 25 | $532.3M | $927.3M | ||
| Q4 24 | $499.7M | $866.8M | ||
| Q3 24 | $481.1M | $916.0M | ||
| Q2 24 | $477.2M | $924.0M | ||
| Q1 24 | $482.2M | $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 | $-4.9M | $24.8M |
| Free Cash FlowOCF − Capex | $-10.2M | $24.1M |
| FCF MarginFCF / Revenue | -6.8% | 19.3% |
| Capex IntensityCapex / Revenue | 3.5% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $-13.6M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-4.9M | $24.8M | ||
| Q3 25 | $12.2M | $34.0M | ||
| Q2 25 | $-41.4M | $30.7M | ||
| Q1 25 | $44.0M | $31.4M | ||
| Q4 24 | $-4.2M | $22.1M | ||
| Q3 24 | $6.2M | $35.8M | ||
| Q2 24 | $-7.0M | $28.6M | ||
| Q1 24 | $56.3M | $22.2M |
| Q4 25 | $-10.2M | $24.1M | ||
| Q3 25 | $7.8M | $33.1M | ||
| Q2 25 | $-50.0M | $30.2M | ||
| Q1 25 | $38.7M | $30.3M | ||
| Q4 24 | $-6.6M | $21.5M | ||
| Q3 24 | $119.0K | $35.1M | ||
| Q2 24 | $-14.3M | $28.2M | ||
| Q1 24 | $49.5M | $21.2M |
| Q4 25 | -6.8% | 19.3% | ||
| Q3 25 | 4.9% | 26.8% | ||
| Q2 25 | -36.1% | 25.2% | ||
| Q1 25 | 16.0% | 24.9% | ||
| Q4 24 | -4.4% | 18.1% | ||
| Q3 24 | 0.1% | 30.3% | ||
| Q2 24 | -10.8% | 25.4% | ||
| Q1 24 | 19.8% | 19.1% |
| Q4 25 | 3.5% | 0.6% | ||
| Q3 25 | 2.7% | 0.7% | ||
| Q2 25 | 6.2% | 0.4% | ||
| Q1 25 | 2.2% | 0.9% | ||
| Q4 24 | 1.6% | 0.5% | ||
| Q3 24 | 3.9% | 0.5% | ||
| Q2 24 | 5.5% | 0.4% | ||
| Q1 24 | 2.7% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | 1.25× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 1.82× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LOVE
| Showrooms | $102.7M | 68% |
| Internet | $37.3M | 25% |
| Other | $10.2M | 7% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
