vs
Side-by-side financial comparison of PagerDuty, Inc. (PD) and ServisFirst Bancshares, Inc. (SFBS). Click either name above to swap in a different company.
ServisFirst Bancshares, Inc. is the larger business by last-quarter revenue ($159.0M vs $124.5M, roughly 1.3× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 52.2%, a 77.6% gap on every dollar of revenue. Over the past eight quarters, ServisFirst Bancshares, Inc.'s revenue compounded faster (17.7% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
ServisFirst Bancshares, Inc. is a U.S.-based bank holding company operating full-service banking locations primarily across the Southeastern United States. It offers a full suite of commercial banking, consumer banking, wealth management, and mortgage lending services to small and medium-sized businesses, professional clients, and individual consumers.
PD vs SFBS — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $159.0M |
| Net Profit | $161.6M | $83.0M |
| Gross Margin | 85.3% | — |
| Operating Margin | 6.5% | — |
| Net Margin | 129.7% | 52.2% |
| Revenue YoY | 4.7% | — |
| Net Profit YoY | 2827.7% | 31.2% |
| EPS (diluted) | $1.69 | $1.52 |
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 | — | $159.0M | ||
| Q4 25 | $124.5M | $162.2M | ||
| Q3 25 | $123.4M | $136.3M | ||
| Q2 25 | $119.8M | $132.1M | ||
| Q1 25 | $121.4M | $131.8M | ||
| Q4 24 | $118.9M | $131.9M | ||
| Q3 24 | $115.9M | $123.7M | ||
| Q2 24 | $111.2M | $114.8M |
| Q1 26 | — | $83.0M | ||
| Q4 25 | $161.6M | $86.4M | ||
| Q3 25 | $9.6M | $65.6M | ||
| Q2 25 | $-7.2M | $61.4M | ||
| Q1 25 | $-8.8M | $63.2M | ||
| Q4 24 | $-5.9M | $65.2M | ||
| Q3 24 | $-10.9M | $59.9M | ||
| Q2 24 | $-17.1M | $52.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 6.5% | 66.3% | ||
| Q3 25 | 2.9% | 57.8% | ||
| Q2 25 | -8.6% | 58.0% | ||
| Q1 25 | -9.6% | 60.0% | ||
| Q4 24 | -8.7% | 60.2% | ||
| Q3 24 | -13.8% | 58.5% | ||
| Q2 24 | -19.5% | 58.0% |
| Q1 26 | — | 52.2% | ||
| Q4 25 | 129.7% | 59.0% | ||
| Q3 25 | 7.8% | 48.1% | ||
| Q2 25 | -6.0% | 46.5% | ||
| Q1 25 | -7.2% | 48.0% | ||
| Q4 24 | -5.0% | 52.9% | ||
| Q3 24 | -9.4% | 48.4% | ||
| Q2 24 | -15.4% | 45.4% |
| Q1 26 | — | $1.52 | ||
| Q4 25 | $1.69 | $1.58 | ||
| Q3 25 | $0.10 | $1.20 | ||
| Q2 25 | $-0.07 | $1.12 | ||
| Q1 25 | $-0.12 | $1.16 | ||
| Q4 24 | $-0.07 | $1.19 | ||
| Q3 24 | $-0.14 | $1.10 | ||
| Q2 24 | $-0.26 | $0.95 |
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 | $1.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $1.9B |
| Total Assets | $1.0B | $18.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.8B | ||
| Q4 25 | $547.8M | — | ||
| Q3 25 | $567.9M | — | ||
| Q2 25 | $597.1M | — | ||
| Q1 25 | $570.8M | — | ||
| Q4 24 | $542.2M | — | ||
| Q3 24 | $599.3M | — | ||
| Q2 24 | $592.8M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.9B | ||
| Q4 25 | $320.5M | $1.8B | ||
| Q3 25 | $180.7M | $1.8B | ||
| Q2 25 | $145.7M | $1.7B | ||
| Q1 25 | $129.8M | $1.7B | ||
| Q4 24 | $111.6M | $1.6B | ||
| Q3 24 | $164.7M | $1.6B | ||
| Q2 24 | $174.0M | $1.5B |
| Q1 26 | — | $18.2B | ||
| Q4 25 | $1.0B | $17.7B | ||
| Q3 25 | $891.5M | $17.6B | ||
| Q2 25 | $926.8M | $17.4B | ||
| Q1 25 | $927.3M | $18.6B | ||
| Q4 24 | $866.8M | $17.4B | ||
| Q3 24 | $916.0M | $16.4B | ||
| Q2 24 | $924.0M | $16.0B |
| Q1 26 | — | — | ||
| 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 | $355.2M | ||
| Q3 25 | $34.0M | $140.9M | ||
| Q2 25 | $30.7M | $67.6M | ||
| Q1 25 | $31.4M | $48.0M | ||
| Q4 24 | $22.1M | $252.9M | ||
| Q3 24 | $35.8M | $84.0M | ||
| Q2 24 | $28.6M | $48.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 0.15× | 4.11× | ||
| Q3 25 | 3.55× | 2.15× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 0.76× | ||
| Q4 24 | — | 3.88× | ||
| Q3 24 | — | 1.40× | ||
| Q2 24 | — | 0.93× |
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% |
SFBS
| Net Interest Income | $148.1M | 93% |
| Noninterest Income | $10.8M | 7% |
