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Side-by-side financial comparison of PagerDuty, Inc. (PD) and BRC Group Holdings, Inc. (RILY). Click either name above to swap in a different company.
BRC Group Holdings, Inc. is the larger business by last-quarter revenue ($188.3M vs $124.5M, roughly 1.5× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 47.9%, a 81.8% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -21.9%). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -15.4%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
PD vs RILY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $188.3M |
| Net Profit | $161.6M | $90.3M |
| Gross Margin | 85.3% | 79.5% |
| Operating Margin | 6.5% | 32.3% |
| Net Margin | 129.7% | 47.9% |
| Revenue YoY | 4.7% | -21.9% |
| Net Profit YoY | 2827.7% | 1710.8% |
| EPS (diluted) | $1.69 | $2.78 |
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 | $188.3M | ||
| Q3 25 | $123.4M | $215.3M | ||
| Q2 25 | $119.8M | $188.2M | ||
| Q1 25 | $121.4M | $197.2M | ||
| Q4 24 | $118.9M | $241.0M | ||
| Q3 24 | $115.9M | $225.5M | ||
| Q2 24 | $111.2M | $256.0M | ||
| Q1 24 | $111.1M | $263.4M |
| Q4 25 | $161.6M | $90.3M | ||
| Q3 25 | $9.6M | $91.1M | ||
| Q2 25 | $-7.2M | $139.5M | ||
| Q1 25 | $-8.8M | $-10.0M | ||
| Q4 24 | $-5.9M | $-5.6M | ||
| Q3 24 | $-10.9M | $-284.4M | ||
| Q2 24 | $-17.1M | $-433.6M | ||
| Q1 24 | $-28.2M | $-49.2M |
| Q4 25 | 85.3% | 79.5% | ||
| Q3 25 | 84.6% | 83.7% | ||
| Q2 25 | 84.0% | 81.3% | ||
| Q1 25 | 83.6% | 81.4% | ||
| Q4 24 | 83.0% | 79.8% | ||
| Q3 24 | 82.7% | 82.1% | ||
| Q2 24 | 82.6% | 84.5% | ||
| Q1 24 | 81.7% | 85.3% |
| Q4 25 | 6.5% | 32.3% | ||
| Q3 25 | 2.9% | 30.4% | ||
| Q2 25 | -8.6% | 5.7% | ||
| Q1 25 | -9.6% | -31.2% | ||
| Q4 24 | -8.7% | -69.2% | ||
| Q3 24 | -13.8% | -36.4% | ||
| Q2 24 | -19.5% | -90.8% | ||
| Q1 24 | -30.1% | -6.1% |
| Q4 25 | 129.7% | 47.9% | ||
| Q3 25 | 7.8% | 42.3% | ||
| Q2 25 | -6.0% | 74.1% | ||
| Q1 25 | -7.2% | -5.1% | ||
| Q4 24 | -5.0% | -2.3% | ||
| Q3 24 | -9.4% | -126.1% | ||
| Q2 24 | -15.4% | -169.4% | ||
| Q1 24 | -25.3% | -18.7% |
| Q4 25 | $1.69 | $2.78 | ||
| Q3 25 | $0.10 | $2.91 | ||
| Q2 25 | $-0.07 | $4.50 | ||
| Q1 25 | $-0.12 | $-0.39 | ||
| Q4 24 | $-0.07 | $-0.01 | ||
| Q3 24 | $-0.14 | $-9.39 | ||
| Q2 24 | $-0.26 | $-14.35 | ||
| Q1 24 | $-0.34 | $-1.71 |
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 | $226.6M |
| Total DebtLower is stronger | — | $1.4B |
| Stockholders' EquityBook value | $320.5M | $-171.5M |
| Total Assets | $1.0B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $226.6M | ||
| Q3 25 | $567.9M | $184.2M | ||
| Q2 25 | $597.1M | $267.4M | ||
| Q1 25 | $570.8M | $138.3M | ||
| Q4 24 | $542.2M | $146.9M | ||
| Q3 24 | $599.3M | $159.2M | ||
| Q2 24 | $592.8M | $236.9M | ||
| Q1 24 | $571.2M | $190.7M |
| Q4 25 | — | $1.4B | ||
| Q3 25 | — | $1.3B | ||
| Q2 25 | — | $1.3B | ||
| Q1 25 | $484.5M | $1.4B | ||
| Q4 24 | — | $1.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $-171.5M | ||
| Q3 25 | $180.7M | $-260.5M | ||
| Q2 25 | $145.7M | $-351.7M | ||
| Q1 25 | $129.8M | $-496.8M | ||
| Q4 24 | $111.6M | $-488.2M | ||
| Q3 24 | $164.7M | $-497.6M | ||
| Q2 24 | $174.0M | $-218.3M | ||
| Q1 24 | $171.6M | $228.4M |
| Q4 25 | $1.0B | $1.7B | ||
| Q3 25 | $891.5M | $1.7B | ||
| Q2 25 | $926.8M | $1.5B | ||
| Q1 25 | $927.3M | $1.5B | ||
| Q4 24 | $866.8M | $1.8B | ||
| Q3 24 | $916.0M | $2.2B | ||
| Q2 24 | $924.0M | $3.2B | ||
| Q1 24 | $925.3M | $5.0B |
| 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 | $26.2M |
| Free Cash FlowOCF − Capex | $24.1M | — |
| FCF MarginFCF / Revenue | 19.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | — |
| Cash ConversionOCF / Net Profit | 0.15× | 0.29× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $26.2M | ||
| Q3 25 | $34.0M | $-60.6M | ||
| Q2 25 | $30.7M | $-25.6M | ||
| Q1 25 | $31.4M | $184.0K | ||
| Q4 24 | $22.1M | $-2.7M | ||
| Q3 24 | $35.8M | $19.5M | ||
| Q2 24 | $28.6M | $111.5M | ||
| Q1 24 | $22.2M | $135.4M |
| 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× | 0.29× | ||
| Q3 25 | 3.55× | -0.66× | ||
| Q2 25 | — | -0.18× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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% |
RILY
| Transferred At Point In Time | $101.4M | 54% |
| Wealth Management Segment | $30.7M | 16% |
| Corporate Finance Consulting And Investment Banking Fees | $27.1M | 14% |
| Services And Fees | $24.8M | 13% |
| Commissions Fees And Reimbursed Expenses | $4.8M | 3% |
