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Side-by-side financial comparison of NACCO INDUSTRIES INC (NC) 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 $66.8M, roughly 1.9× NACCO INDUSTRIES INC). PagerDuty, Inc. runs the higher net margin — 129.7% vs -5.8%, a 135.5% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -5.2%). Over the past eight quarters, NACCO INDUSTRIES INC's revenue compounded faster (11.9% CAGR vs 5.9%).
NACCO Industries, Inc. is an American publicly traded holding company, headquartered in Cleveland, Ohio. Through a portfolio of mining and natural resources businesses, the company operates under three business segments: Coal Mining, North American Mining, and Minerals Management. The Coal Mining segment operates surface coal mines under long-term contracts with power generation companies and an activated carbon producer pursuant to a service-based business model. The North American Mining se...
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
NC vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $66.8M | $124.5M |
| Net Profit | $-3.8M | $161.6M |
| Gross Margin | 18.0% | 85.3% |
| Operating Margin | 11.3% | 6.5% |
| Net Margin | -5.8% | 129.7% |
| Revenue YoY | -5.2% | 4.7% |
| Net Profit YoY | -150.8% | 2827.7% |
| EPS (diluted) | $-0.53 | $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 | $66.8M | $124.5M | ||
| Q3 25 | $76.6M | $123.4M | ||
| Q2 25 | $68.2M | $119.8M | ||
| Q1 25 | $65.6M | $121.4M | ||
| Q4 24 | $70.4M | $118.9M | ||
| Q3 24 | $61.7M | $115.9M | ||
| Q2 24 | $52.3M | $111.2M | ||
| Q1 24 | $53.3M | $111.1M |
| Q4 25 | $-3.8M | $161.6M | ||
| Q3 25 | $13.3M | $9.6M | ||
| Q2 25 | $3.3M | $-7.2M | ||
| Q1 25 | $4.9M | $-8.8M | ||
| Q4 24 | $7.6M | $-5.9M | ||
| Q3 24 | $15.6M | $-10.9M | ||
| Q2 24 | $6.0M | $-17.1M | ||
| Q1 24 | $4.6M | $-28.2M |
| Q4 25 | 18.0% | 85.3% | ||
| Q3 25 | 13.0% | 84.6% | ||
| Q2 25 | 10.0% | 84.0% | ||
| Q1 25 | 14.7% | 83.6% | ||
| Q4 24 | 12.0% | 83.0% | ||
| Q3 24 | 11.7% | 82.7% | ||
| Q2 24 | 13.4% | 82.6% | ||
| Q1 24 | 13.2% | 81.7% |
| Q4 25 | 11.3% | 6.5% | ||
| Q3 25 | 8.8% | 2.9% | ||
| Q2 25 | -0.1% | -8.6% | ||
| Q1 25 | 11.7% | -9.6% | ||
| Q4 24 | 5.5% | -8.7% | ||
| Q3 24 | 31.9% | -13.8% | ||
| Q2 24 | 14.1% | -19.5% | ||
| Q1 24 | 8.9% | -30.1% |
| Q4 25 | -5.8% | 129.7% | ||
| Q3 25 | 17.3% | 7.8% | ||
| Q2 25 | 4.8% | -6.0% | ||
| Q1 25 | 7.5% | -7.2% | ||
| Q4 24 | 10.7% | -5.0% | ||
| Q3 24 | 25.4% | -9.4% | ||
| Q2 24 | 11.4% | -15.4% | ||
| Q1 24 | 8.6% | -25.3% |
| Q4 25 | $-0.53 | $1.69 | ||
| Q3 25 | $1.78 | $0.10 | ||
| Q2 25 | $0.44 | $-0.07 | ||
| Q1 25 | $0.66 | $-0.12 | ||
| Q4 24 | $0.99 | $-0.07 | ||
| Q3 24 | $2.14 | $-0.14 | ||
| Q2 24 | $0.81 | $-0.26 | ||
| Q1 24 | $0.61 | $-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 | $49.7M | $547.8M |
| Total DebtLower is stronger | $100.8M | — |
| Stockholders' EquityBook value | $429.2M | $320.5M |
| Total Assets | $661.2M | $1.0B |
| Debt / EquityLower = less leverage | 0.23× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $49.7M | $547.8M | ||
| Q3 25 | $52.7M | $567.9M | ||
| Q2 25 | $49.4M | $597.1M | ||
| Q1 25 | $61.9M | $570.8M | ||
| Q4 24 | $72.8M | $542.2M | ||
| Q3 24 | $63.1M | $599.3M | ||
| Q2 24 | $62.4M | $592.8M | ||
| Q1 24 | $61.8M | $571.2M |
| Q4 25 | $100.8M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | $99.4M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $29.0M | — | ||
| Q1 24 | $28.4M | $489.5M |
| Q4 25 | $429.2M | $320.5M | ||
| Q3 25 | $426.4M | $180.7M | ||
| Q2 25 | $413.1M | $145.7M | ||
| Q1 25 | $409.1M | $129.8M | ||
| Q4 24 | $404.9M | $111.6M | ||
| Q3 24 | $397.3M | $164.7M | ||
| Q2 24 | $384.1M | $174.0M | ||
| Q1 24 | $381.6M | $171.6M |
| Q4 25 | $661.2M | $1.0B | ||
| Q3 25 | $637.6M | $891.5M | ||
| Q2 25 | $631.3M | $926.8M | ||
| Q1 25 | $634.2M | $927.3M | ||
| Q4 24 | $631.7M | $866.8M | ||
| Q3 24 | $597.4M | $916.0M | ||
| Q2 24 | $560.1M | $924.0M | ||
| Q1 24 | $538.0M | $925.3M |
| Q4 25 | 0.23× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.08× | — | ||
| Q1 24 | 0.07× | 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 | — | $24.1M |
| FCF MarginFCF / Revenue | — | 19.3% |
| Capex IntensityCapex / Revenue | — | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | — | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $11.4M | $24.8M | ||
| Q3 25 | $42.3M | $34.0M | ||
| Q2 25 | $-7.8M | $30.7M | ||
| Q1 25 | $5.0M | $31.4M | ||
| Q4 24 | $25.2M | $22.1M | ||
| Q3 24 | $2.8M | $35.8M | ||
| Q2 24 | $4.1M | $28.6M | ||
| Q1 24 | $-9.8M | $22.2M |
| Q4 25 | — | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | — | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $21.2M |
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 25.4% | ||
| Q1 24 | — | 19.1% |
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | 3.19× | 3.55× | ||
| Q2 25 | -2.39× | — | ||
| Q1 25 | 1.03× | — | ||
| Q4 24 | 3.33× | — | ||
| Q3 24 | 0.18× | — | ||
| Q2 24 | 0.68× | — | ||
| Q1 24 | -2.14× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NC
| Transferred Over Time | $42.7M | 64% |
| Transferred At Point In Time | $24.1M | 36% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
