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Side-by-side financial comparison of PagerDuty, Inc. (PD) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
STURM RUGER & CO INC is the larger business by last-quarter revenue ($151.1M vs $124.5M, roughly 1.2× PagerDuty, Inc.). On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs 3.6%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $12.3M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 5.1%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
PD vs RGR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $151.1M |
| Net Profit | $161.6M | — |
| Gross Margin | 85.3% | 17.8% |
| Operating Margin | 6.5% | 2.3% |
| Net Margin | 129.7% | — |
| Revenue YoY | 4.7% | 3.6% |
| Net Profit YoY | 2827.7% | — |
| EPS (diluted) | $1.69 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $123.4M | $126.8M | ||
| Q2 25 | $119.8M | $132.5M | ||
| Q1 25 | $121.4M | $135.7M | ||
| Q4 24 | $118.9M | $145.8M | ||
| Q3 24 | $115.9M | $122.3M | ||
| Q2 24 | $111.2M | $130.8M | ||
| Q1 24 | $111.1M | $136.8M |
| Q4 25 | $161.6M | — | ||
| Q3 25 | $9.6M | $1.6M | ||
| Q2 25 | $-7.2M | $-17.2M | ||
| Q1 25 | $-8.8M | $7.8M | ||
| Q4 24 | $-5.9M | — | ||
| Q3 24 | $-10.9M | $4.7M | ||
| Q2 24 | $-17.1M | $8.3M | ||
| Q1 24 | $-28.2M | $7.1M |
| Q4 25 | 85.3% | 17.8% | ||
| Q3 25 | 84.6% | 15.1% | ||
| Q2 25 | 84.0% | 3.9% | ||
| Q1 25 | 83.6% | 22.0% | ||
| Q4 24 | 83.0% | 22.8% | ||
| Q3 24 | 82.7% | 18.5% | ||
| Q2 24 | 82.6% | 22.3% | ||
| Q1 24 | 81.7% | 21.5% |
| Q4 25 | 6.5% | 2.3% | ||
| Q3 25 | 2.9% | -2.7% | ||
| Q2 25 | -8.6% | -15.6% | ||
| Q1 25 | -9.6% | 6.2% | ||
| Q4 24 | -8.7% | 7.8% | ||
| Q3 24 | -13.8% | 3.1% | ||
| Q2 24 | -19.5% | 6.9% | ||
| Q1 24 | -30.1% | 5.5% |
| Q4 25 | 129.7% | — | ||
| Q3 25 | 7.8% | 1.2% | ||
| Q2 25 | -6.0% | -13.0% | ||
| Q1 25 | -7.2% | 5.7% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -9.4% | 3.9% | ||
| Q2 24 | -15.4% | 6.3% | ||
| Q1 24 | -25.3% | 5.2% |
| Q4 25 | $1.69 | $0.22 | ||
| Q3 25 | $0.10 | $0.10 | ||
| Q2 25 | $-0.07 | $-1.05 | ||
| Q1 25 | $-0.12 | $0.46 | ||
| Q4 24 | $-0.07 | $0.62 | ||
| Q3 24 | $-0.14 | $0.28 | ||
| Q2 24 | $-0.26 | $0.47 | ||
| Q1 24 | $-0.34 | $0.40 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $283.8M |
| Total Assets | $1.0B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $92.5M | ||
| Q3 25 | $567.9M | $80.8M | ||
| Q2 25 | $597.1M | $101.4M | ||
| Q1 25 | $570.8M | $108.3M | ||
| Q4 24 | $542.2M | $105.5M | ||
| Q3 24 | $599.3M | $96.0M | ||
| Q2 24 | $592.8M | $105.6M | ||
| Q1 24 | $571.2M | $115.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $283.8M | ||
| Q3 25 | $180.7M | $279.6M | ||
| Q2 25 | $145.7M | $289.3M | ||
| Q1 25 | $129.8M | $321.5M | ||
| Q4 24 | $111.6M | $319.6M | ||
| Q3 24 | $164.7M | $314.9M | ||
| Q2 24 | $174.0M | $321.5M | ||
| Q1 24 | $171.6M | $332.0M |
| Q4 25 | $1.0B | $342.0M | ||
| Q3 25 | $891.5M | $342.3M | ||
| Q2 25 | $926.8M | $349.5M | ||
| Q1 25 | $927.3M | $379.0M | ||
| Q4 24 | $866.8M | $384.0M | ||
| Q3 24 | $916.0M | $373.5M | ||
| Q2 24 | $924.0M | $376.7M | ||
| Q1 24 | $925.3M | $385.0M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 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 | $24.8M | $15.5M |
| Free Cash FlowOCF − Capex | $24.1M | $12.3M |
| FCF MarginFCF / Revenue | 19.3% | 8.2% |
| Capex IntensityCapex / Revenue | 0.6% | 2.1% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $15.5M | ||
| Q3 25 | $34.0M | $12.9M | ||
| Q2 25 | $30.7M | $14.7M | ||
| Q1 25 | $31.4M | $11.1M | ||
| Q4 24 | $22.1M | $20.0M | ||
| Q3 24 | $35.8M | $9.4M | ||
| Q2 24 | $28.6M | $18.7M | ||
| Q1 24 | $22.2M | $7.3M |
| Q4 25 | $24.1M | $12.3M | ||
| Q3 25 | $33.1M | $7.0M | ||
| Q2 25 | $30.2M | $9.1M | ||
| Q1 25 | $30.3M | $10.0M | ||
| Q4 24 | $21.5M | $16.4M | ||
| Q3 24 | $35.1M | $2.6M | ||
| Q2 24 | $28.2M | $10.1M | ||
| Q1 24 | $21.2M | $5.6M |
| Q4 25 | 19.3% | 8.2% | ||
| Q3 25 | 26.8% | 5.5% | ||
| Q2 25 | 25.2% | 6.9% | ||
| Q1 25 | 24.9% | 7.4% | ||
| Q4 24 | 18.1% | 11.2% | ||
| Q3 24 | 30.3% | 2.1% | ||
| Q2 24 | 25.4% | 7.7% | ||
| Q1 24 | 19.1% | 4.1% |
| Q4 25 | 0.6% | 2.1% | ||
| Q3 25 | 0.7% | 4.6% | ||
| Q2 25 | 0.4% | 4.2% | ||
| Q1 25 | 0.9% | 0.8% | ||
| Q4 24 | 0.5% | 2.5% | ||
| Q3 24 | 0.5% | 5.5% | ||
| Q2 24 | 0.4% | 6.6% | ||
| Q1 24 | 0.9% | 1.3% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | 8.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
