vs
Side-by-side financial comparison of ONESPAWORLD HOLDINGS Ltd (OSW) and PagerDuty, Inc. (PD). Click either name above to swap in a different company.
ONESPAWORLD HOLDINGS Ltd is the larger business by last-quarter revenue ($242.1M vs $124.5M, roughly 1.9× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 5.0%, a 124.8% gap on every dollar of revenue. On growth, ONESPAWORLD HOLDINGS Ltd posted the faster year-over-year revenue change (11.5% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $14.9M). Over the past eight quarters, ONESPAWORLD HOLDINGS Ltd's revenue compounded faster (7.1% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
OSW vs PD — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $242.1M | $124.5M |
| Net Profit | $12.1M | $161.6M |
| Gross Margin | — | 85.3% |
| Operating Margin | 6.8% | 6.5% |
| Net Margin | 5.0% | 129.7% |
| Revenue YoY | 11.5% | 4.7% |
| Net Profit YoY | -16.2% | 2827.7% |
| EPS (diluted) | $0.12 | $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 | $242.1M | $124.5M | ||
| Q3 25 | $258.5M | $123.4M | ||
| Q2 25 | $240.7M | $119.8M | ||
| Q1 25 | $219.6M | $121.4M | ||
| Q4 24 | $217.2M | $118.9M | ||
| Q3 24 | $241.7M | $115.9M | ||
| Q2 24 | $224.9M | $111.2M | ||
| Q1 24 | $211.2M | $111.1M |
| Q4 25 | $12.1M | $161.6M | ||
| Q3 25 | $24.3M | $9.6M | ||
| Q2 25 | $19.9M | $-7.2M | ||
| Q1 25 | $15.3M | $-8.8M | ||
| Q4 24 | $14.4M | $-5.9M | ||
| Q3 24 | $21.6M | $-10.9M | ||
| Q2 24 | $15.8M | $-17.1M | ||
| Q1 24 | $21.2M | $-28.2M |
| 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 24 | — | 81.7% |
| Q4 25 | 6.8% | 6.5% | ||
| Q3 25 | 10.2% | 2.9% | ||
| Q2 25 | 9.2% | -8.6% | ||
| Q1 25 | 7.7% | -9.6% | ||
| Q4 24 | 7.9% | -8.7% | ||
| Q3 24 | 10.3% | -13.8% | ||
| Q2 24 | 8.4% | -19.5% | ||
| Q1 24 | 8.0% | -30.1% |
| Q4 25 | 5.0% | 129.7% | ||
| Q3 25 | 9.4% | 7.8% | ||
| Q2 25 | 8.3% | -6.0% | ||
| Q1 25 | 7.0% | -7.2% | ||
| Q4 24 | 6.6% | -5.0% | ||
| Q3 24 | 8.9% | -9.4% | ||
| Q2 24 | 7.0% | -15.4% | ||
| Q1 24 | 10.0% | -25.3% |
| Q4 25 | $0.12 | $1.69 | ||
| Q3 25 | $0.23 | $0.10 | ||
| Q2 25 | $0.19 | $-0.07 | ||
| Q1 25 | $0.15 | $-0.12 | ||
| Q4 24 | $0.13 | $-0.07 | ||
| Q3 24 | $0.20 | $-0.14 | ||
| Q2 24 | $0.15 | $-0.26 | ||
| Q1 24 | $0.21 | $-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 | $16.3M | $547.8M |
| Total DebtLower is stronger | $84.0M | — |
| Stockholders' EquityBook value | $542.6M | $320.5M |
| Total Assets | $707.1M | $1.0B |
| Debt / EquityLower = less leverage | 0.15× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $16.3M | $547.8M | ||
| Q3 25 | $29.6M | $567.9M | ||
| Q2 25 | $35.0M | $597.1M | ||
| Q1 25 | $22.6M | $570.8M | ||
| Q4 24 | $57.4M | $542.2M | ||
| Q3 24 | $48.8M | $599.3M | ||
| Q2 24 | $62.5M | $592.8M | ||
| Q1 24 | $65.4M | $571.2M |
| Q4 25 | $84.0M | — | ||
| Q3 25 | $85.2M | — | ||
| Q2 25 | $96.2M | — | ||
| Q1 25 | $97.4M | $484.5M | ||
| Q4 24 | $98.6M | — | ||
| Q3 24 | $98.7M | — | ||
| Q2 24 | $123.8M | — | ||
| Q1 24 | $138.6M | $489.5M |
| Q4 25 | $542.6M | $320.5M | ||
| Q3 25 | $552.8M | $180.7M | ||
| Q2 25 | $548.3M | $145.7M | ||
| Q1 25 | $530.6M | $129.8M | ||
| Q4 24 | $554.5M | $111.6M | ||
| Q3 24 | $540.1M | $164.7M | ||
| Q2 24 | $532.7M | $174.0M | ||
| Q1 24 | $515.5M | $171.6M |
| Q4 25 | $707.1M | $1.0B | ||
| Q3 25 | $732.6M | $891.5M | ||
| Q2 25 | $731.8M | $926.8M | ||
| Q1 25 | $708.7M | $927.3M | ||
| Q4 24 | $746.4M | $866.8M | ||
| Q3 24 | $734.0M | $916.0M | ||
| Q2 24 | $756.8M | $924.0M | ||
| Q1 24 | $763.6M | $925.3M |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.15× | — | ||
| Q2 25 | 0.18× | — | ||
| Q1 25 | 0.18× | 3.73× | ||
| Q4 24 | 0.18× | — | ||
| Q3 24 | 0.18× | — | ||
| Q2 24 | 0.23× | — | ||
| Q1 24 | 0.27× | 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 | $20.0M | $24.8M |
| Free Cash FlowOCF − Capex | $14.9M | $24.1M |
| FCF MarginFCF / Revenue | 6.2% | 19.3% |
| Capex IntensityCapex / Revenue | 2.1% | 0.6% |
| Cash ConversionOCF / Net Profit | 1.65× | 0.15× |
| TTM Free Cash FlowTrailing 4 quarters | $68.4M | $117.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $20.0M | $24.8M | ||
| Q3 25 | $33.2M | $34.0M | ||
| Q2 25 | $20.3M | $30.7M | ||
| Q1 25 | $10.1M | $31.4M | ||
| Q4 24 | $16.6M | $22.1M | ||
| Q3 24 | $28.6M | $35.8M | ||
| Q2 24 | $18.7M | $28.6M | ||
| Q1 24 | $15.0M | $22.2M |
| Q4 25 | $14.9M | $24.1M | ||
| Q3 25 | $27.6M | $33.1M | ||
| Q2 25 | $17.6M | $30.2M | ||
| Q1 25 | $8.4M | $30.3M | ||
| Q4 24 | $13.2M | $21.5M | ||
| Q3 24 | $27.5M | $35.1M | ||
| Q2 24 | $17.6M | $28.2M | ||
| Q1 24 | $13.7M | $21.2M |
| Q4 25 | 6.2% | 19.3% | ||
| Q3 25 | 10.7% | 26.8% | ||
| Q2 25 | 7.3% | 25.2% | ||
| Q1 25 | 3.8% | 24.9% | ||
| Q4 24 | 6.1% | 18.1% | ||
| Q3 24 | 11.4% | 30.3% | ||
| Q2 24 | 7.8% | 25.4% | ||
| Q1 24 | 6.5% | 19.1% |
| Q4 25 | 2.1% | 0.6% | ||
| Q3 25 | 2.2% | 0.7% | ||
| Q2 25 | 1.1% | 0.4% | ||
| Q1 25 | 0.8% | 0.9% | ||
| Q4 24 | 1.5% | 0.5% | ||
| Q3 24 | 0.5% | 0.5% | ||
| Q2 24 | 0.5% | 0.4% | ||
| Q1 24 | 0.6% | 0.9% |
| Q4 25 | 1.65× | 0.15× | ||
| Q3 25 | 1.36× | 3.55× | ||
| Q2 25 | 1.02× | — | ||
| Q1 25 | 0.66× | — | ||
| Q4 24 | 1.15× | — | ||
| Q3 24 | 1.33× | — | ||
| Q2 24 | 1.19× | — | ||
| Q1 24 | 0.71× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
OSW
| Services | $197.3M | 82% |
| Products | $44.8M | 18% |
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
