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Side-by-side financial comparison of PagerDuty, Inc. (PD) and PennyMac Mortgage Investment Trust (PMT). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $93.6M, roughly 1.3× PennyMac Mortgage Investment Trust). PagerDuty, Inc. runs the higher net margin — 129.7% vs 56.0%, a 73.8% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -13.3%). Over the past eight quarters, PennyMac Mortgage Investment Trust's revenue compounded faster (12.3% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
PennyMac Mortgage Investment Trust is a U.S.-headquartered real estate investment trust specializing in residential mortgage assets. It invests in performing and non-performing mortgage loans, mortgage-backed securities, and credit risk transfer instruments, operating across investment management and mortgage servicing segments in the U.S. housing market.
PD vs PMT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $93.6M |
| Net Profit | $161.6M | $52.4M |
| Gross Margin | 85.3% | — |
| Operating Margin | 6.5% | 38.6% |
| Net Margin | 129.7% | 56.0% |
| Revenue YoY | 4.7% | -13.3% |
| Net Profit YoY | 2827.7% | 12.5% |
| EPS (diluted) | $1.69 | $0.49 |
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 | $124.5M | $93.6M | ||
| Q3 25 | $123.4M | $99.2M | ||
| Q2 25 | $119.8M | $70.2M | ||
| Q1 25 | $121.4M | $44.5M | ||
| Q4 24 | $118.9M | $107.9M | ||
| Q3 24 | $115.9M | $80.9M | ||
| Q2 24 | $111.2M | $71.2M | ||
| Q1 24 | $111.1M | $74.2M |
| Q4 25 | $161.6M | $52.4M | ||
| Q3 25 | $9.6M | $58.3M | ||
| Q2 25 | $-7.2M | $7.5M | ||
| Q1 25 | $-8.8M | $9.7M | ||
| Q4 24 | $-5.9M | $46.5M | ||
| Q3 24 | $-10.9M | $41.4M | ||
| Q2 24 | $-17.1M | $25.4M | ||
| Q1 24 | $-28.2M | $47.6M |
| 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 | 6.5% | 38.6% | ||
| Q3 25 | 2.9% | 47.4% | ||
| Q2 25 | -8.6% | 24.2% | ||
| Q1 25 | -9.6% | -14.2% | ||
| Q4 24 | -8.7% | 51.1% | ||
| Q3 24 | -13.8% | 32.8% | ||
| Q2 24 | -19.5% | 40.2% | ||
| Q1 24 | -30.1% | 43.6% |
| Q4 25 | 129.7% | 56.0% | ||
| Q3 25 | 7.8% | 58.7% | ||
| Q2 25 | -6.0% | 10.7% | ||
| Q1 25 | -7.2% | 21.8% | ||
| Q4 24 | -5.0% | 43.1% | ||
| Q3 24 | -9.4% | 51.2% | ||
| Q2 24 | -15.4% | 35.7% | ||
| Q1 24 | -25.3% | 64.2% |
| Q4 25 | $1.69 | $0.49 | ||
| Q3 25 | $0.10 | $0.55 | ||
| Q2 25 | $-0.07 | $-0.04 | ||
| Q1 25 | $-0.12 | $-0.01 | ||
| Q4 24 | $-0.07 | $0.45 | ||
| Q3 24 | $-0.14 | $0.36 | ||
| Q2 24 | $-0.26 | $0.17 | ||
| Q1 24 | $-0.34 | $0.39 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $547.8M | $190.5M |
| Total DebtLower is stronger | — | $1.1B |
| Stockholders' EquityBook value | $320.5M | $1.9B |
| Total Assets | $1.0B | $21.3B |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $190.5M | ||
| Q3 25 | $567.9M | $181.0M | ||
| Q2 25 | $597.1M | $108.6M | ||
| Q1 25 | $570.8M | $204.2M | ||
| Q4 24 | $542.2M | $103.2M | ||
| Q3 24 | $599.3M | $102.8M | ||
| Q2 24 | $592.8M | $336.3M | ||
| Q1 24 | $571.2M | $343.3M |
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $299.0M | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | $484.5M | $968.4M | ||
| Q4 24 | — | $1.0B | ||
| Q3 24 | — | $5.2B | ||
| Q2 24 | — | $5.4B | ||
| Q1 24 | $489.5M | $5.1B |
| Q4 25 | $320.5M | $1.9B | ||
| Q3 25 | $180.7M | $1.9B | ||
| Q2 25 | $145.7M | $1.9B | ||
| Q1 25 | $129.8M | $1.9B | ||
| Q4 24 | $111.6M | $1.9B | ||
| Q3 24 | $164.7M | $1.9B | ||
| Q2 24 | $174.0M | $1.9B | ||
| Q1 24 | $171.6M | $2.0B |
| Q4 25 | $1.0B | $21.3B | ||
| Q3 25 | $891.5M | $18.5B | ||
| Q2 25 | $926.8M | $16.8B | ||
| Q1 25 | $927.3M | $14.9B | ||
| Q4 24 | $866.8M | $14.4B | ||
| Q3 24 | $916.0M | $13.1B | ||
| Q2 24 | $924.0M | $12.1B | ||
| Q1 24 | $925.3M | $12.3B |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.16× | ||
| Q2 25 | — | 0.65× | ||
| Q1 25 | 3.73× | 0.51× | ||
| Q4 24 | — | 0.52× | ||
| Q3 24 | — | 2.70× | ||
| Q2 24 | — | 2.76× | ||
| Q1 24 | 2.85× | 2.60× |
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 | $-7.2B |
| Free Cash FlowOCF − Capex | $24.1M | — |
| FCF MarginFCF / Revenue | 19.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 0.15× | -137.76× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $-7.2B | ||
| Q3 25 | $34.0M | $-1.3B | ||
| Q2 25 | $30.7M | $-2.0B | ||
| Q1 25 | $31.4M | $-594.3M | ||
| Q4 24 | $22.1M | $-2.7B | ||
| Q3 24 | $35.8M | $-983.8M | ||
| Q2 24 | $28.6M | $243.8M | ||
| Q1 24 | $22.2M | $-342.4M |
| 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× | -137.76× | ||
| Q3 25 | 3.55× | -22.26× | ||
| Q2 25 | — | -267.53× | ||
| Q1 25 | — | -61.39× | ||
| Q4 24 | — | -58.08× | ||
| Q3 24 | — | -23.76× | ||
| Q2 24 | — | 9.59× | ||
| Q1 24 | — | -7.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
PMT
| Other | $55.0M | 59% |
| Interest Rate Sensitive Strategies | $31.4M | 34% |
| Correspondent Production | $7.2M | 8% |
