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Side-by-side financial comparison of NNN REIT, INC. (NNN) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
NNN REIT, INC. is the larger business by last-quarter revenue ($240.4M vs $124.5M, roughly 1.9× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 39.1%, a 90.7% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs 4.1%). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 5.3%).
NNN Reit, Inc. is a real estate investment trust that invests primarily in restaurant properties that are subject to long-term triple net leases, usually under leaseback arrangements. It is organized in Maryland with its principal office in Orlando, Florida.
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
NNN vs PD — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $240.4M | $124.5M |
| Net Profit | $94.0M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 61.0% | 6.5% |
| Net Margin | 39.1% | 129.7% |
| Revenue YoY | 4.1% | 4.7% |
| Net Profit YoY | -2.6% | 2827.7% |
| EPS (diluted) | $0.50 | $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.
| Q1 26 | $240.4M | — | ||
| Q4 25 | $238.4M | $124.5M | ||
| Q3 25 | $230.2M | $123.4M | ||
| Q2 25 | $226.8M | $119.8M | ||
| Q1 25 | $230.9M | $121.4M | ||
| Q4 24 | $218.5M | $118.9M | ||
| Q3 24 | $218.6M | $115.9M | ||
| Q2 24 | $216.8M | $111.2M |
| Q1 26 | $94.0M | — | ||
| Q4 25 | $96.0M | $161.6M | ||
| Q3 25 | $96.8M | $9.6M | ||
| Q2 25 | $100.5M | $-7.2M | ||
| Q1 25 | $96.5M | $-8.8M | ||
| Q4 24 | $97.9M | $-5.9M | ||
| Q3 24 | $97.9M | $-10.9M | ||
| Q2 24 | $106.7M | $-17.1M |
| Q1 26 | — | — | ||
| 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 26 | 61.0% | — | ||
| Q4 25 | 62.3% | 6.5% | ||
| Q3 25 | 64.0% | 2.9% | ||
| Q2 25 | 66.0% | -8.6% | ||
| Q1 25 | 62.3% | -9.6% | ||
| Q4 24 | 65.8% | -8.7% | ||
| Q3 24 | 65.7% | -13.8% | ||
| Q2 24 | 70.2% | -19.5% |
| Q1 26 | 39.1% | — | ||
| Q4 25 | 40.2% | 129.7% | ||
| Q3 25 | 42.1% | 7.8% | ||
| Q2 25 | 44.3% | -6.0% | ||
| Q1 25 | 41.8% | -7.2% | ||
| Q4 24 | 44.8% | -5.0% | ||
| Q3 24 | 44.8% | -9.4% | ||
| Q2 24 | 49.2% | -15.4% |
| Q1 26 | $0.50 | — | ||
| Q4 25 | $0.51 | $1.69 | ||
| Q3 25 | $0.51 | $0.10 | ||
| Q2 25 | $0.54 | $-0.07 | ||
| Q1 25 | $0.51 | $-0.12 | ||
| Q4 24 | $0.52 | $-0.07 | ||
| Q3 24 | $0.53 | $-0.14 | ||
| Q2 24 | $0.58 | $-0.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.6M | $547.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $4.4B | $320.5M |
| Total Assets | $9.4B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $4.6M | — | ||
| Q4 25 | $5.0M | $547.8M | ||
| Q3 25 | $157.9M | $567.9M | ||
| Q2 25 | $6.0M | $597.1M | ||
| Q1 25 | $5.1M | $570.8M | ||
| Q4 24 | $8.7M | $542.2M | ||
| Q3 24 | $173.5M | $599.3M | ||
| Q2 24 | $2.1M | $592.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $4.4B | — | ||
| Q4 25 | $4.4B | $320.5M | ||
| Q3 25 | $4.4B | $180.7M | ||
| Q2 25 | $4.4B | $145.7M | ||
| Q1 25 | $4.4B | $129.8M | ||
| Q4 24 | $4.4B | $111.6M | ||
| Q3 24 | $4.4B | $164.7M | ||
| Q2 24 | $4.2B | $174.0M |
| Q1 26 | $9.4B | — | ||
| Q4 25 | $9.4B | $1.0B | ||
| Q3 25 | $9.5B | $891.5M | ||
| Q2 25 | $9.1B | $926.8M | ||
| Q1 25 | $9.0B | $927.3M | ||
| Q4 24 | $8.9B | $866.8M | ||
| Q3 24 | $8.9B | $916.0M | ||
| Q2 24 | $8.7B | $924.0M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $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.
| Q1 26 | — | — | ||
| Q4 25 | $667.1M | $24.8M | ||
| Q3 25 | $218.3M | $34.0M | ||
| Q2 25 | $119.4M | $30.7M | ||
| Q1 25 | $203.3M | $31.4M | ||
| Q4 24 | $635.5M | $22.1M | ||
| Q3 24 | $206.6M | $35.8M | ||
| Q2 24 | $120.5M | $28.6M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 6.95× | 0.15× | ||
| Q3 25 | 2.25× | 3.55× | ||
| Q2 25 | 1.19× | — | ||
| Q1 25 | 2.11× | — | ||
| Q4 24 | 6.49× | — | ||
| Q3 24 | 2.11× | — | ||
| Q2 24 | 1.13× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NNN
Segment breakdown not available.
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
