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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Porch Group, Inc. (PRCH). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $121.1M, roughly 1.0× Porch Group, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -3.9%, a 133.6% gap on every dollar of revenue. On growth, Porch Group, Inc. posted the faster year-over-year revenue change (100.0% vs 4.7%). Over the past eight quarters, Porch Group, Inc.'s revenue compounded faster (26.4% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Porch is a website that tries to connect homeowners with local home improvement contractors. The site features advice articles, cost guide, and online booking for over 160 home projects.
PD vs PRCH — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $121.1M |
| Net Profit | $161.6M | $-4.7M |
| Gross Margin | 85.3% | 52.7% |
| Operating Margin | 6.5% | — |
| Net Margin | 129.7% | -3.9% |
| Revenue YoY | 4.7% | 100.0% |
| Net Profit YoY | 2827.7% | 2.0% |
| EPS (diluted) | $1.69 | $-0.04 |
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 | — | $121.1M | ||
| Q4 25 | $124.5M | $112.3M | ||
| Q3 25 | $123.4M | $115.1M | ||
| Q2 25 | $119.8M | $107.0M | ||
| Q1 25 | $121.4M | $84.5M | ||
| Q4 24 | $118.9M | $75.3M | ||
| Q3 24 | $115.9M | $77.7M | ||
| Q2 24 | $111.2M | $75.9M |
| Q1 26 | — | $-4.7M | ||
| Q4 25 | $161.6M | $-3.5M | ||
| Q3 25 | $9.6M | $-10.9M | ||
| Q2 25 | $-7.2M | $2.6M | ||
| Q1 25 | $-8.8M | $8.4M | ||
| Q4 24 | $-5.9M | $30.5M | ||
| Q3 24 | $-10.9M | $14.4M | ||
| Q2 24 | $-17.1M | $-64.3M |
| Q1 26 | — | 52.7% | ||
| Q4 25 | 85.3% | 99.5% | ||
| Q3 25 | 84.6% | 75.6% | ||
| Q2 25 | 84.0% | 70.9% | ||
| Q1 25 | 83.6% | 77.4% | ||
| Q4 24 | 83.0% | — | ||
| Q3 24 | 82.7% | 79.4% | ||
| Q2 24 | 82.6% | 22.1% |
| Q1 26 | — | — | ||
| Q4 25 | 6.5% | 14.7% | ||
| Q3 25 | 2.9% | 14.2% | ||
| Q2 25 | -8.6% | 4.7% | ||
| Q1 25 | -9.6% | -1.5% | ||
| Q4 24 | -8.7% | 33.3% | ||
| Q3 24 | -13.8% | -3.2% | ||
| Q2 24 | -19.5% | -69.2% |
| Q1 26 | — | -3.9% | ||
| Q4 25 | 129.7% | -3.1% | ||
| Q3 25 | 7.8% | -9.4% | ||
| Q2 25 | -6.0% | 2.4% | ||
| Q1 25 | -7.2% | 9.9% | ||
| Q4 24 | -5.0% | 40.5% | ||
| Q3 24 | -9.4% | 18.5% | ||
| Q2 24 | -15.4% | -84.8% |
| Q1 26 | — | $-0.04 | ||
| Q4 25 | $1.69 | $0.00 | ||
| Q3 25 | $0.10 | $-0.10 | ||
| Q2 25 | $-0.07 | $0.00 | ||
| Q1 25 | $-0.12 | $0.07 | ||
| Q4 24 | $-0.07 | $0.34 | ||
| Q3 24 | $-0.14 | $0.12 | ||
| Q2 24 | $-0.26 | $-0.65 |
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 | $68.4M |
| Total DebtLower is stronger | — | $391.3M |
| Stockholders' EquityBook value | $320.5M | $26.3M |
| Total Assets | $1.0B | $806.6M |
| Debt / EquityLower = less leverage | — | 14.87× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $68.4M | ||
| Q4 25 | $547.8M | $57.3M | ||
| Q3 25 | $567.9M | $85.0M | ||
| Q2 25 | $597.1M | $79.8M | ||
| Q1 25 | $570.8M | $70.4M | ||
| Q4 24 | $542.2M | $191.7M | ||
| Q3 24 | $599.3M | $238.6M | ||
| Q2 24 | $592.8M | $308.4M |
| Q1 26 | — | $391.3M | ||
| Q4 25 | — | $392.8M | ||
| Q3 25 | — | $387.1M | ||
| Q2 25 | — | $394.1M | ||
| Q1 25 | $484.5M | $409.2M | ||
| Q4 24 | — | $403.9M | ||
| Q3 24 | — | $399.0M | ||
| Q2 24 | — | $436.8M |
| Q1 26 | — | $26.3M | ||
| Q4 25 | $320.5M | $-24.6M | ||
| Q3 25 | $180.7M | $-27.9M | ||
| Q2 25 | $145.7M | $-29.3M | ||
| Q1 25 | $129.8M | $-52.4M | ||
| Q4 24 | $111.6M | $-43.2M | ||
| Q3 24 | $164.7M | $-77.0M | ||
| Q2 24 | $174.0M | $-101.9M |
| Q1 26 | — | $806.6M | ||
| Q4 25 | $1.0B | $797.4M | ||
| Q3 25 | $891.5M | $787.7M | ||
| Q2 25 | $926.8M | $770.7M | ||
| Q1 25 | $927.3M | $802.3M | ||
| Q4 24 | $866.8M | $814.0M | ||
| Q3 24 | $916.0M | $867.3M | ||
| Q2 24 | $924.0M | $876.1M |
| Q1 26 | — | 14.87× | ||
| 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 | $24.8M | $1.2M | ||
| Q3 25 | $34.0M | $40.8M | ||
| Q2 25 | $30.7M | $35.6M | ||
| Q1 25 | $31.4M | $-11.2M | ||
| Q4 24 | $22.1M | $-26.6M | ||
| Q3 24 | $35.8M | $12.4M | ||
| Q2 24 | $28.6M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | $24.1M | $1.1M | ||
| Q3 25 | $33.1M | $40.7M | ||
| Q2 25 | $30.2M | $35.4M | ||
| Q1 25 | $30.3M | $-11.2M | ||
| Q4 24 | $21.5M | $-26.8M | ||
| Q3 24 | $35.1M | $12.2M | ||
| Q2 24 | $28.2M | $-26.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 1.0% | ||
| Q3 25 | 26.8% | 35.4% | ||
| Q2 25 | 25.2% | 33.0% | ||
| Q1 25 | 24.9% | -13.3% | ||
| Q4 24 | 18.1% | -35.6% | ||
| Q3 24 | 30.3% | 15.7% | ||
| Q2 24 | 25.4% | -34.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 0.1% | ||
| Q3 25 | 0.7% | 0.1% | ||
| Q2 25 | 0.4% | 0.2% | ||
| Q1 25 | 0.9% | 0.1% | ||
| Q4 24 | 0.5% | 0.3% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 0.4% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | 13.79× | ||
| Q1 25 | — | -1.33× | ||
| Q4 24 | — | -0.87× | ||
| Q3 24 | — | 0.86× | ||
| Q2 24 | — | — |
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% |
PRCH
Segment breakdown not available.
