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Side-by-side financial comparison of N-able, Inc. (NABL) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
N-able, Inc. is the larger business by last-quarter revenue ($130.3M vs $124.5M, roughly 1.0× PagerDuty, Inc.). On growth, N-able, Inc. posted the faster year-over-year revenue change (11.8% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $20.9M). Over the past eight quarters, N-able, Inc.'s revenue compounded faster (7.0% CAGR vs 5.9%).
Able UK is a British industrial services company specialising in decommissioning of ships and offshore installations.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
NABL vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $130.3M | $124.5M |
| Net Profit | — | $161.6M |
| Gross Margin | 76.2% | 85.3% |
| Operating Margin | 10.2% | 6.5% |
| Net Margin | — | 129.7% |
| Revenue YoY | 11.8% | 4.7% |
| Net Profit YoY | — | 2827.7% |
| EPS (diluted) | $-0.04 | $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 | $130.3M | $124.5M | ||
| Q3 25 | $131.7M | $123.4M | ||
| Q2 25 | $131.2M | $119.8M | ||
| Q1 25 | $118.2M | $121.4M | ||
| Q4 24 | $116.5M | $118.9M | ||
| Q3 24 | $116.4M | $115.9M | ||
| Q2 24 | $119.4M | $111.2M | ||
| Q1 24 | $113.7M | $111.1M |
| Q4 25 | — | $161.6M | ||
| Q3 25 | $1.4M | $9.6M | ||
| Q2 25 | $-4.0M | $-7.2M | ||
| Q1 25 | $-7.2M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $10.8M | $-10.9M | ||
| Q2 24 | $9.5M | $-17.1M | ||
| Q1 24 | $7.5M | $-28.2M |
| Q4 25 | 76.2% | 85.3% | ||
| Q3 25 | 77.5% | 84.6% | ||
| Q2 25 | 78.1% | 84.0% | ||
| Q1 25 | 76.6% | 83.6% | ||
| Q4 24 | 80.0% | 83.0% | ||
| Q3 24 | 82.9% | 82.7% | ||
| Q2 24 | 84.0% | 82.6% | ||
| Q1 24 | 83.9% | 81.7% |
| Q4 25 | 10.2% | 6.5% | ||
| Q3 25 | 8.8% | 2.9% | ||
| Q2 25 | 7.7% | -8.6% | ||
| Q1 25 | 1.5% | -9.6% | ||
| Q4 24 | 13.7% | -8.7% | ||
| Q3 24 | 20.5% | -13.8% | ||
| Q2 24 | 18.4% | -19.5% | ||
| Q1 24 | 18.0% | -30.1% |
| Q4 25 | — | 129.7% | ||
| Q3 25 | 1.1% | 7.8% | ||
| Q2 25 | -3.1% | -6.0% | ||
| Q1 25 | -6.1% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | 9.2% | -9.4% | ||
| Q2 24 | 7.9% | -15.4% | ||
| Q1 24 | 6.6% | -25.3% |
| Q4 25 | $-0.04 | $1.69 | ||
| Q3 25 | $0.01 | $0.10 | ||
| Q2 25 | $-0.02 | $-0.07 | ||
| Q1 25 | $-0.04 | $-0.12 | ||
| Q4 24 | $0.01 | $-0.07 | ||
| Q3 24 | $0.06 | $-0.14 | ||
| Q2 24 | $0.05 | $-0.26 | ||
| Q1 24 | $0.04 | $-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 | $111.8M | $547.8M |
| Total DebtLower is stronger | $393.9M | — |
| Stockholders' EquityBook value | $804.7M | $320.5M |
| Total Assets | $1.4B | $1.0B |
| Debt / EquityLower = less leverage | 0.49× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $111.8M | $547.8M | ||
| Q3 25 | $101.4M | $567.9M | ||
| Q2 25 | $93.9M | $597.1M | ||
| Q1 25 | $94.1M | $570.8M | ||
| Q4 24 | $85.2M | $542.2M | ||
| Q3 24 | $174.4M | $599.3M | ||
| Q2 24 | $157.5M | $592.8M | ||
| Q1 24 | $139.2M | $571.2M |
| Q4 25 | $393.9M | — | ||
| Q3 25 | $331.7M | — | ||
| Q2 25 | $332.1M | — | ||
| Q1 25 | $332.6M | $484.5M | ||
| Q4 24 | $333.1M | — | ||
| Q3 24 | $333.6M | — | ||
| Q2 24 | $334.1M | — | ||
| Q1 24 | $334.5M | $489.5M |
| Q4 25 | $804.7M | $320.5M | ||
| Q3 25 | $813.4M | $180.7M | ||
| Q2 25 | $809.4M | $145.7M | ||
| Q1 25 | $775.1M | $129.8M | ||
| Q4 24 | $759.3M | $111.6M | ||
| Q3 24 | $765.0M | $164.7M | ||
| Q2 24 | $724.4M | $174.0M | ||
| Q1 24 | $709.1M | $171.6M |
| Q4 25 | $1.4B | $1.0B | ||
| Q3 25 | $1.4B | $891.5M | ||
| Q2 25 | $1.4B | $926.8M | ||
| Q1 25 | $1.4B | $927.3M | ||
| Q4 24 | $1.3B | $866.8M | ||
| Q3 24 | $1.2B | $916.0M | ||
| Q2 24 | $1.2B | $924.0M | ||
| Q1 24 | $1.1B | $925.3M |
| Q4 25 | 0.49× | — | ||
| Q3 25 | 0.41× | — | ||
| Q2 25 | 0.41× | — | ||
| Q1 25 | 0.43× | 3.73× | ||
| Q4 24 | 0.44× | — | ||
| Q3 24 | 0.44× | — | ||
| Q2 24 | 0.46× | — | ||
| Q1 24 | 0.47× | 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 | $25.3M | $24.8M |
| Free Cash FlowOCF − Capex | $20.9M | $24.1M |
| FCF MarginFCF / Revenue | 16.0% | 19.3% |
| Capex IntensityCapex / Revenue | 3.4% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $25.3M | $24.8M | ||
| Q3 25 | $24.0M | $34.0M | ||
| Q2 25 | $24.2M | $30.7M | ||
| Q1 25 | $19.7M | $31.4M | ||
| Q4 24 | $26.0M | $22.1M | ||
| Q3 24 | $22.0M | $35.8M | ||
| Q2 24 | $27.3M | $28.6M | ||
| Q1 24 | $4.2M | $22.2M |
| Q4 25 | $20.9M | $24.1M | ||
| Q3 25 | $17.4M | $33.1M | ||
| Q2 25 | $20.4M | $30.2M | ||
| Q1 25 | $16.4M | $30.3M | ||
| Q4 24 | $18.8M | $21.5M | ||
| Q3 24 | $18.2M | $35.1M | ||
| Q2 24 | $24.0M | $28.2M | ||
| Q1 24 | $746.0K | $21.2M |
| Q4 25 | 16.0% | 19.3% | ||
| Q3 25 | 13.2% | 26.8% | ||
| Q2 25 | 15.5% | 25.2% | ||
| Q1 25 | 13.9% | 24.9% | ||
| Q4 24 | 16.2% | 18.1% | ||
| Q3 24 | 15.7% | 30.3% | ||
| Q2 24 | 20.1% | 25.4% | ||
| Q1 24 | 0.7% | 19.1% |
| Q4 25 | 3.4% | 0.6% | ||
| Q3 25 | 5.0% | 0.7% | ||
| Q2 25 | 2.9% | 0.4% | ||
| Q1 25 | 2.8% | 0.9% | ||
| Q4 24 | 6.1% | 0.5% | ||
| Q3 24 | 3.2% | 0.5% | ||
| Q2 24 | 2.7% | 0.4% | ||
| Q1 24 | 3.0% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | 17.36× | 3.55× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.04× | — | ||
| Q2 24 | 2.89× | — | ||
| Q1 24 | 0.56× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NABL
| Transferred Over Time | $121.9M | 94% |
| Transferred At Point In Time | $8.4M | 6% |
| Other Revenue | $1.3M | 1% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
