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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Repay Holdings Corp (RPAY). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $78.6M, roughly 1.6× Repay Holdings Corp). PagerDuty, Inc. runs the higher net margin — 129.7% vs -178.3%, a 308.0% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs 0.4%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $23.2M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -1.3%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Repay Holdings Corp is a leading payment technology provider delivering integrated end-to-end payment processing solutions for businesses across North America. Its offerings include credit/debit card processing, ACH transfer services, POS system integrations and digital payment tools, serving retail, healthcare, automotive and e-commerce segments to help clients streamline transaction workflows and boost operational efficiency.
PD vs RPAY — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $78.6M |
| Net Profit | $161.6M | $-140.1M |
| Gross Margin | 85.3% | 74.2% |
| Operating Margin | 6.5% | -182.2% |
| Net Margin | 129.7% | -178.3% |
| Revenue YoY | 4.7% | 0.4% |
| Net Profit YoY | 2827.7% | -3304.1% |
| EPS (diluted) | $1.69 | $-1.68 |
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 | $78.6M | ||
| Q3 25 | $123.4M | $77.7M | ||
| Q2 25 | $119.8M | $75.6M | ||
| Q1 25 | $121.4M | $77.3M | ||
| Q4 24 | $118.9M | $78.3M | ||
| Q3 24 | $115.9M | $79.1M | ||
| Q2 24 | $111.2M | $74.9M | ||
| Q1 24 | $111.1M | $80.7M |
| Q4 25 | $161.6M | $-140.1M | ||
| Q3 25 | $9.6M | $-6.4M | ||
| Q2 25 | $-7.2M | $-102.3M | ||
| Q1 25 | $-8.8M | $-7.9M | ||
| Q4 24 | $-5.9M | $-4.1M | ||
| Q3 24 | $-10.9M | $3.2M | ||
| Q2 24 | $-17.1M | $-4.1M | ||
| Q1 24 | $-28.2M | $-5.2M |
| Q4 25 | 85.3% | 74.2% | ||
| Q3 25 | 84.6% | 74.4% | ||
| Q2 25 | 84.0% | 75.7% | ||
| Q1 25 | 83.6% | 75.9% | ||
| Q4 24 | 83.0% | 76.3% | ||
| Q3 24 | 82.7% | 77.8% | ||
| Q2 24 | 82.6% | 78.2% | ||
| Q1 24 | 81.7% | 76.2% |
| Q4 25 | 6.5% | -182.2% | ||
| Q3 25 | 2.9% | -3.9% | ||
| Q2 25 | -8.6% | -138.7% | ||
| Q1 25 | -9.6% | -4.7% | ||
| Q4 24 | -8.7% | -1.5% | ||
| Q3 24 | -13.8% | -0.9% | ||
| Q2 24 | -19.5% | -4.6% | ||
| Q1 24 | -30.1% | -3.1% |
| Q4 25 | 129.7% | -178.3% | ||
| Q3 25 | 7.8% | -8.3% | ||
| Q2 25 | -6.0% | -135.2% | ||
| Q1 25 | -7.2% | -10.3% | ||
| Q4 24 | -5.0% | -5.3% | ||
| Q3 24 | -9.4% | 4.1% | ||
| Q2 24 | -15.4% | -5.4% | ||
| Q1 24 | -25.3% | -6.5% |
| Q4 25 | $1.69 | $-1.68 | ||
| Q3 25 | $0.10 | $-0.08 | ||
| Q2 25 | $-0.07 | $-1.15 | ||
| Q1 25 | $-0.12 | $-0.09 | ||
| Q4 24 | $-0.07 | $-0.04 | ||
| Q3 24 | $-0.14 | $0.03 | ||
| Q2 24 | $-0.26 | $-0.04 | ||
| Q1 24 | $-0.34 | $-0.06 |
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 | $115.7M |
| Total DebtLower is stronger | — | $280.1M |
| Stockholders' EquityBook value | $320.5M | $484.4M |
| Total Assets | $1.0B | $1.2B |
| Debt / EquityLower = less leverage | — | 0.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $115.7M | ||
| Q3 25 | $567.9M | $95.7M | ||
| Q2 25 | $597.1M | $162.6M | ||
| Q1 25 | $570.8M | $165.5M | ||
| Q4 24 | $542.2M | $189.5M | ||
| Q3 24 | $599.3M | $168.7M | ||
| Q2 24 | $592.8M | $147.1M | ||
| Q1 24 | $571.2M | $128.3M |
| Q4 25 | — | $280.1M | ||
| Q3 25 | — | $279.5M | ||
| Q2 25 | — | $279.0M | ||
| Q1 25 | $484.5M | $497.6M | ||
| Q4 24 | — | $496.8M | ||
| Q3 24 | — | $496.2M | ||
| Q2 24 | — | $435.6M | ||
| Q1 24 | $489.5M | $434.9M |
| Q4 25 | $320.5M | $484.4M | ||
| Q3 25 | $180.7M | $616.9M | ||
| Q2 25 | $145.7M | $633.7M | ||
| Q1 25 | $129.8M | $755.7M | ||
| Q4 24 | $111.6M | $761.3M | ||
| Q3 24 | $164.7M | $754.7M | ||
| Q2 24 | $174.0M | $815.4M | ||
| Q1 24 | $171.6M | $813.8M |
| Q4 25 | $1.0B | $1.2B | ||
| Q3 25 | $891.5M | $1.3B | ||
| Q2 25 | $926.8M | $1.4B | ||
| Q1 25 | $927.3M | $1.5B | ||
| Q4 24 | $866.8M | $1.6B | ||
| Q3 24 | $916.0M | $1.6B | ||
| Q2 24 | $924.0M | $1.5B | ||
| Q1 24 | $925.3M | $1.5B |
| Q4 25 | — | 0.58× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | 3.73× | 0.66× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.53× | ||
| Q1 24 | 2.85× | 0.53× |
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 | $23.3M |
| Free Cash FlowOCF − Capex | $24.1M | $23.2M |
| FCF MarginFCF / Revenue | 19.3% | 29.6% |
| Capex IntensityCapex / Revenue | 0.6% | 0.1% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $90.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $23.3M | ||
| Q3 25 | $34.0M | $32.2M | ||
| Q2 25 | $30.7M | $33.1M | ||
| Q1 25 | $31.4M | $2.5M | ||
| Q4 24 | $22.1M | $34.3M | ||
| Q3 24 | $35.8M | $60.1M | ||
| Q2 24 | $28.6M | $31.0M | ||
| Q1 24 | $22.2M | $24.8M |
| Q4 25 | $24.1M | $23.2M | ||
| Q3 25 | $33.1M | $32.1M | ||
| Q2 25 | $30.2M | $33.0M | ||
| Q1 25 | $30.3M | $2.4M | ||
| Q4 24 | $21.5M | $34.0M | ||
| Q3 24 | $35.1M | $59.8M | ||
| Q2 24 | $28.2M | $30.5M | ||
| Q1 24 | $21.2M | $24.7M |
| Q4 25 | 19.3% | 29.6% | ||
| Q3 25 | 26.8% | 41.3% | ||
| Q2 25 | 25.2% | 43.6% | ||
| Q1 25 | 24.9% | 3.0% | ||
| Q4 24 | 18.1% | 43.5% | ||
| Q3 24 | 30.3% | 75.6% | ||
| Q2 24 | 25.4% | 40.7% | ||
| Q1 24 | 19.1% | 30.6% |
| Q4 25 | 0.6% | 0.1% | ||
| Q3 25 | 0.7% | 0.2% | ||
| Q2 25 | 0.4% | 0.1% | ||
| Q1 25 | 0.9% | 0.2% | ||
| Q4 24 | 0.5% | 0.3% | ||
| Q3 24 | 0.5% | 0.3% | ||
| Q2 24 | 0.4% | 0.6% | ||
| Q1 24 | 0.9% | 0.1% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 18.52× | ||
| 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% |
RPAY
| Sales Channel Directly To Consumer | $69.4M | 88% |
| Other | $6.8M | 9% |
| Sales Channel Through Intermediary | $2.3M | 3% |
