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Side-by-side financial comparison of PagerDuty, Inc. (PD) and SIMMONS FIRST NATIONAL CORP (SFNC). Click either name above to swap in a different company.
SIMMONS FIRST NATIONAL CORP is the larger business by last-quarter revenue ($197.3M vs $124.5M, roughly 1.6× PagerDuty, Inc.). On growth, SIMMONS FIRST NATIONAL CORP posted the faster year-over-year revenue change (19.6% vs 4.7%). SIMMONS FIRST NATIONAL CORP produced more free cash flow last quarter ($411.4M vs $24.1M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 0.6%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Simmons Bank is a bank with operations in Arkansas, Kansas, Missouri, Oklahoma, Tennessee, and Texas. It is the primary subsidiary of Simmons First National Corporation, a bank holding company.
PD vs SFNC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $197.3M |
| Net Profit | $161.6M | — |
| Gross Margin | 85.3% | — |
| Operating Margin | 6.5% | — |
| Net Margin | 129.7% | — |
| Revenue YoY | 4.7% | 19.6% |
| Net Profit YoY | 2827.7% | — |
| EPS (diluted) | $1.69 | $0.36 |
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 | $197.3M | ||
| Q3 25 | $123.4M | $186.7M | ||
| Q2 25 | $119.8M | $214.2M | ||
| Q1 25 | $121.4M | $209.6M | ||
| Q4 24 | $118.9M | $208.5M | ||
| Q3 24 | $115.9M | $174.8M | ||
| Q2 24 | $111.2M | $197.2M | ||
| Q1 24 | $111.1M | $195.1M |
| Q4 25 | $161.6M | — | ||
| Q3 25 | $9.6M | $-562.8M | ||
| Q2 25 | $-7.2M | $54.8M | ||
| Q1 25 | $-8.8M | $32.4M | ||
| Q4 24 | $-5.9M | — | ||
| Q3 24 | $-10.9M | $24.7M | ||
| Q2 24 | $-17.1M | $40.8M | ||
| Q1 24 | $-28.2M | $38.9M |
| 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 24 | 81.7% | — |
| Q4 25 | 6.5% | — | ||
| Q3 25 | 2.9% | — | ||
| Q2 25 | -8.6% | — | ||
| Q1 25 | -9.6% | — | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | -13.8% | — | ||
| Q2 24 | -19.5% | — | ||
| Q1 24 | -30.1% | — |
| Q4 25 | 129.7% | — | ||
| Q3 25 | 7.8% | -301.5% | ||
| Q2 25 | -6.0% | 25.6% | ||
| Q1 25 | -7.2% | 15.5% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -9.4% | 14.1% | ||
| Q2 24 | -15.4% | 20.7% | ||
| Q1 24 | -25.3% | 19.9% |
| Q4 25 | $1.69 | $0.36 | ||
| Q3 25 | $0.10 | $-4.00 | ||
| Q2 25 | $-0.07 | $0.43 | ||
| Q1 25 | $-0.12 | $0.26 | ||
| Q4 24 | $-0.07 | $0.38 | ||
| Q3 24 | $-0.14 | $0.20 | ||
| Q2 24 | $-0.26 | $0.32 | ||
| Q1 24 | $-0.34 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $620.0M |
| Stockholders' EquityBook value | $320.5M | $3.4B |
| Total Assets | $1.0B | $24.5B |
| Debt / EquityLower = less leverage | — | 0.18× |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | $571.2M | — |
| Q4 25 | — | $620.0M | ||
| Q3 25 | — | $667.8M | ||
| Q2 25 | — | $1.0B | ||
| Q1 25 | $484.5M | $1.3B | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.4B | ||
| Q2 24 | — | $1.7B | ||
| Q1 24 | $489.5M | $1.2B |
| Q4 25 | $320.5M | $3.4B | ||
| Q3 25 | $180.7M | $3.4B | ||
| Q2 25 | $145.7M | $3.5B | ||
| Q1 25 | $129.8M | $3.5B | ||
| Q4 24 | $111.6M | $3.5B | ||
| Q3 24 | $164.7M | $3.5B | ||
| Q2 24 | $174.0M | $3.5B | ||
| Q1 24 | $171.6M | $3.4B |
| Q4 25 | $1.0B | $24.5B | ||
| Q3 25 | $891.5M | $24.2B | ||
| Q2 25 | $926.8M | $26.7B | ||
| Q1 25 | $927.3M | $26.8B | ||
| Q4 24 | $866.8M | $26.9B | ||
| Q3 24 | $916.0M | $27.3B | ||
| Q2 24 | $924.0M | $27.4B | ||
| Q1 24 | $925.3M | $27.4B |
| Q4 25 | — | 0.18× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | 3.73× | 0.35× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.40× | ||
| Q2 24 | — | 0.50× | ||
| Q1 24 | 2.85× | 0.36× |
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 | $449.5M |
| Free Cash FlowOCF − Capex | $24.1M | $411.4M |
| FCF MarginFCF / Revenue | 19.3% | 208.5% |
| Capex IntensityCapex / Revenue | 0.6% | 19.3% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $717.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $449.5M | ||
| Q3 25 | $34.0M | $223.4M | ||
| Q2 25 | $30.7M | $77.6M | ||
| Q1 25 | $31.4M | $32.8M | ||
| Q4 24 | $22.1M | $425.9M | ||
| Q3 24 | $35.8M | $199.4M | ||
| Q2 24 | $28.6M | $86.1M | ||
| Q1 24 | $22.2M | $57.6M |
| Q4 25 | $24.1M | $411.4M | ||
| Q3 25 | $33.1M | $216.7M | ||
| Q2 25 | $30.2M | $66.3M | ||
| Q1 25 | $30.3M | $22.6M | ||
| Q4 24 | $21.5M | $380.4M | ||
| Q3 24 | $35.1M | $187.7M | ||
| Q2 24 | $28.2M | $72.7M | ||
| Q1 24 | $21.2M | $47.7M |
| Q4 25 | 19.3% | 208.5% | ||
| Q3 25 | 26.8% | 116.1% | ||
| Q2 25 | 25.2% | 31.0% | ||
| Q1 25 | 24.9% | 10.8% | ||
| Q4 24 | 18.1% | 182.5% | ||
| Q3 24 | 30.3% | 107.4% | ||
| Q2 24 | 25.4% | 36.9% | ||
| Q1 24 | 19.1% | 24.5% |
| Q4 25 | 0.6% | 19.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.4% | 5.3% | ||
| Q1 25 | 0.9% | 4.8% | ||
| Q4 24 | 0.5% | 21.8% | ||
| Q3 24 | 0.5% | 6.7% | ||
| Q2 24 | 0.4% | 6.8% | ||
| Q1 24 | 0.9% | 5.0% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | 1.42× | ||
| Q1 25 | — | 1.01× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 8.06× | ||
| Q2 24 | — | 2.11× | ||
| Q1 24 | — | 1.48× |
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% |
SFNC
Segment breakdown not available.
