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Side-by-side financial comparison of NPK International Inc. (NPKI) 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 $75.2M, roughly 1.7× NPK International Inc.). On growth, NPK International Inc. posted the faster year-over-year revenue change (30.7% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $5.8M). Over the past eight quarters, NPK International Inc.'s revenue compounded faster (23.9% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
NPKI vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $75.2M | $124.5M |
| Net Profit | — | $161.6M |
| Gross Margin | 37.7% | 85.3% |
| Operating Margin | 16.7% | 6.5% |
| Net Margin | — | 129.7% |
| Revenue YoY | 30.7% | 4.7% |
| Net Profit YoY | — | 2827.7% |
| EPS (diluted) | $0.17 | $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 | $75.2M | $124.5M | ||
| Q3 25 | $68.8M | $123.4M | ||
| Q2 25 | $68.2M | $119.8M | ||
| Q1 25 | $64.8M | $121.4M | ||
| Q4 24 | $57.5M | $118.9M | ||
| Q3 24 | $44.2M | $115.9M | ||
| Q2 24 | $66.8M | $111.2M | ||
| Q1 24 | $49.0M | $111.1M |
| Q4 25 | — | $161.6M | ||
| Q3 25 | $5.7M | $9.6M | ||
| Q2 25 | $8.7M | $-7.2M | ||
| Q1 25 | $10.0M | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | $-174.3M | $-10.9M | ||
| Q2 24 | $8.0M | $-17.1M | ||
| Q1 24 | $7.3M | $-28.2M |
| Q4 25 | 37.7% | 85.3% | ||
| Q3 25 | 31.9% | 84.6% | ||
| Q2 25 | 36.9% | 84.0% | ||
| Q1 25 | 39.0% | 83.6% | ||
| Q4 24 | 39.2% | 83.0% | ||
| Q3 24 | 27.5% | 82.7% | ||
| Q2 24 | 37.2% | 82.6% | ||
| Q1 24 | 36.0% | 81.7% |
| Q4 25 | 16.7% | 6.5% | ||
| Q3 25 | 13.2% | 2.9% | ||
| Q2 25 | 17.0% | -8.6% | ||
| Q1 25 | 20.9% | -9.6% | ||
| Q4 24 | 20.2% | -8.7% | ||
| Q3 24 | 2.8% | -13.8% | ||
| Q2 24 | 18.7% | -19.5% | ||
| Q1 24 | 14.2% | -30.1% |
| Q4 25 | — | 129.7% | ||
| Q3 25 | 8.2% | 7.8% | ||
| Q2 25 | 12.7% | -6.0% | ||
| Q1 25 | 15.4% | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | -394.3% | -9.4% | ||
| Q2 24 | 12.0% | -15.4% | ||
| Q1 24 | 14.9% | -25.3% |
| Q4 25 | $0.17 | $1.69 | ||
| Q3 25 | $0.07 | $0.10 | ||
| Q2 25 | $0.10 | $-0.07 | ||
| Q1 25 | $0.11 | $-0.12 | ||
| Q4 24 | $0.10 | $-0.07 | ||
| Q3 24 | $-1.99 | $-0.14 | ||
| Q2 24 | $0.09 | $-0.26 | ||
| Q1 24 | $0.08 | $-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 | $5.1M | $547.8M |
| Total DebtLower is stronger | $16.9M | — |
| Stockholders' EquityBook value | $351.2M | $320.5M |
| Total Assets | $441.8M | $1.0B |
| Debt / EquityLower = less leverage | 0.05× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $5.1M | $547.8M | ||
| Q3 25 | $35.6M | $567.9M | ||
| Q2 25 | $26.0M | $597.1M | ||
| Q1 25 | $20.8M | $570.8M | ||
| Q4 24 | $17.8M | $542.2M | ||
| Q3 24 | $42.9M | $599.3M | ||
| Q2 24 | $35.1M | $592.8M | ||
| Q1 24 | $37.7M | $571.2M |
| Q4 25 | $16.9M | — | ||
| Q3 25 | $9.5M | — | ||
| Q2 25 | $9.3M | — | ||
| Q1 25 | $8.1M | $484.5M | ||
| Q4 24 | $7.7M | — | ||
| Q3 24 | $14.0M | — | ||
| Q2 24 | $58.0M | — | ||
| Q1 24 | $77.4M | $489.5M |
| Q4 25 | $351.2M | $320.5M | ||
| Q3 25 | $333.9M | $180.7M | ||
| Q2 25 | $328.8M | $145.7M | ||
| Q1 25 | $326.9M | $129.8M | ||
| Q4 24 | $326.5M | $111.6M | ||
| Q3 24 | $316.5M | $164.7M | ||
| Q2 24 | $426.6M | $174.0M | ||
| Q1 24 | $421.6M | $171.6M |
| Q4 25 | $441.8M | $1.0B | ||
| Q3 25 | $404.5M | $891.5M | ||
| Q2 25 | $393.7M | $926.8M | ||
| Q1 25 | $390.0M | $927.3M | ||
| Q4 24 | $393.7M | $866.8M | ||
| Q3 24 | $389.6M | $916.0M | ||
| Q2 24 | $624.8M | $924.0M | ||
| Q1 24 | $640.8M | $925.3M |
| Q4 25 | 0.05× | — | ||
| Q3 25 | 0.03× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.02× | 3.73× | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.04× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.18× | 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 | $18.0M | $24.8M |
| Free Cash FlowOCF − Capex | $5.8M | $24.1M |
| FCF MarginFCF / Revenue | 7.6% | 19.3% |
| Capex IntensityCapex / Revenue | 16.3% | 0.6% |
| Cash ConversionOCF / Net Profit | — | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $26.3M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $18.0M | $24.8M | ||
| Q3 25 | $24.7M | $34.0M | ||
| Q2 25 | $21.4M | $30.7M | ||
| Q1 25 | $8.8M | $31.4M | ||
| Q4 24 | $-4.1M | $22.1M | ||
| Q3 24 | $2.8M | $35.8M | ||
| Q2 24 | $27.6M | $28.6M | ||
| Q1 24 | $11.9M | $22.2M |
| Q4 25 | $5.8M | $24.1M | ||
| Q3 25 | $12.0M | $33.1M | ||
| Q2 25 | $9.7M | $30.2M | ||
| Q1 25 | $-1.2M | $30.3M | ||
| Q4 24 | $-17.7M | $21.5M | ||
| Q3 24 | $-6.7M | $35.1M | ||
| Q2 24 | $21.0M | $28.2M | ||
| Q1 24 | $-1.9M | $21.2M |
| Q4 25 | 7.6% | 19.3% | ||
| Q3 25 | 17.4% | 26.8% | ||
| Q2 25 | 14.3% | 25.2% | ||
| Q1 25 | -1.8% | 24.9% | ||
| Q4 24 | -30.8% | 18.1% | ||
| Q3 24 | -15.2% | 30.3% | ||
| Q2 24 | 31.4% | 25.4% | ||
| Q1 24 | -3.9% | 19.1% |
| Q4 25 | 16.3% | 0.6% | ||
| Q3 25 | 18.5% | 0.7% | ||
| Q2 25 | 17.1% | 0.4% | ||
| Q1 25 | 15.5% | 0.9% | ||
| Q4 24 | 23.6% | 0.5% | ||
| Q3 24 | 21.4% | 0.5% | ||
| Q2 24 | 9.9% | 0.4% | ||
| Q1 24 | 28.3% | 0.9% |
| Q4 25 | — | 0.15× | ||
| Q3 25 | 4.37× | 3.55× | ||
| Q2 25 | 2.47× | — | ||
| Q1 25 | 0.88× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 3.43× | — | ||
| Q1 24 | 1.64× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NPKI
| Rental Revenue | $34.8M | 46% |
| Products | $25.5M | 34% |
| Services | $14.9M | 20% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
