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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Smart Sand, Inc. (SND). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $86.0M, roughly 1.4× Smart Sand, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 1.4%, a 128.4% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -5.8%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $20.4M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 1.8%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Sand 9 is a fabless Micro-electromechanical system (MEMS) company based in Cambridge, Massachusetts. Sand 9 developed a piezoelectric MEMS resonator to serve as an alternative for quartz timing devices in applications such as smart phones, low-power wireless devices, and communications infrastructure equipment.
PD vs SND — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $86.0M |
| Net Profit | $161.6M | $1.2M |
| Gross Margin | 85.3% | 13.0% |
| Operating Margin | 6.5% | -3.1% |
| Net Margin | 129.7% | 1.4% |
| Revenue YoY | 4.7% | -5.8% |
| Net Profit YoY | 2827.7% | -68.5% |
| EPS (diluted) | $1.69 | $0.03 |
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 | $86.0M | ||
| Q3 25 | $123.4M | $92.8M | ||
| Q2 25 | $119.8M | $85.8M | ||
| Q1 25 | $121.4M | $65.6M | ||
| Q4 24 | $118.9M | $91.4M | ||
| Q3 24 | $115.9M | $63.2M | ||
| Q2 24 | $111.2M | $73.8M | ||
| Q1 24 | $111.1M | $83.1M |
| Q4 25 | $161.6M | $1.2M | ||
| Q3 25 | $9.6M | $3.0M | ||
| Q2 25 | $-7.2M | $21.4M | ||
| Q1 25 | $-8.8M | $-24.2M | ||
| Q4 24 | $-5.9M | $3.7M | ||
| Q3 24 | $-10.9M | $-98.0K | ||
| Q2 24 | $-17.1M | $-430.0K | ||
| Q1 24 | $-28.2M | $-216.0K |
| Q4 25 | 85.3% | 13.0% | ||
| Q3 25 | 84.6% | 16.1% | ||
| Q2 25 | 84.0% | 10.4% | ||
| Q1 25 | 83.6% | 4.2% | ||
| Q4 24 | 83.0% | 14.7% | ||
| Q3 24 | 82.7% | 10.3% | ||
| Q2 24 | 82.6% | 17.7% | ||
| Q1 24 | 81.7% | 14.2% |
| Q4 25 | 6.5% | -3.1% | ||
| Q3 25 | 2.9% | 5.8% | ||
| Q2 25 | -8.6% | -0.1% | ||
| Q1 25 | -9.6% | -10.8% | ||
| Q4 24 | -8.7% | 3.9% | ||
| Q3 24 | -13.8% | -7.8% | ||
| Q2 24 | -19.5% | 4.8% | ||
| Q1 24 | -30.1% | 0.9% |
| Q4 25 | 129.7% | 1.4% | ||
| Q3 25 | 7.8% | 3.2% | ||
| Q2 25 | -6.0% | 24.9% | ||
| Q1 25 | -7.2% | -37.0% | ||
| Q4 24 | -5.0% | 4.1% | ||
| Q3 24 | -9.4% | -0.2% | ||
| Q2 24 | -15.4% | -0.6% | ||
| Q1 24 | -25.3% | -0.3% |
| Q4 25 | $1.69 | $0.03 | ||
| Q3 25 | $0.10 | $0.08 | ||
| Q2 25 | $-0.07 | $0.54 | ||
| Q1 25 | $-0.12 | $-0.62 | ||
| Q4 24 | $-0.07 | $0.10 | ||
| Q3 24 | $-0.14 | $0.00 | ||
| Q2 24 | $-0.26 | $-0.01 | ||
| Q1 24 | $-0.34 | $-0.01 |
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 | $22.6M |
| Total DebtLower is stronger | — | $15.0M |
| Stockholders' EquityBook value | $320.5M | $239.7M |
| Total Assets | $1.0B | $340.0M |
| Debt / EquityLower = less leverage | — | 0.06× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $22.6M | ||
| Q3 25 | $567.9M | $5.1M | ||
| Q2 25 | $597.1M | $4.3M | ||
| Q1 25 | $570.8M | $5.1M | ||
| Q4 24 | $542.2M | $1.6M | ||
| Q3 24 | $599.3M | $7.2M | ||
| Q2 24 | $592.8M | $6.3M | ||
| Q1 24 | $571.2M | $4.6M |
| Q4 25 | — | $15.0M | ||
| Q3 25 | — | $14.3M | ||
| Q2 25 | — | $23.5M | ||
| Q1 25 | $484.5M | $13.7M | ||
| Q4 24 | — | $14.7M | ||
| Q3 24 | — | $15.7M | ||
| Q2 24 | — | $17.1M | ||
| Q1 24 | $489.5M | $25.5M |
| Q4 25 | $320.5M | $239.7M | ||
| Q3 25 | $180.7M | $239.9M | ||
| Q2 25 | $145.7M | $240.5M | ||
| Q1 25 | $129.8M | $219.9M | ||
| Q4 24 | $111.6M | $243.8M | ||
| Q3 24 | $164.7M | $243.6M | ||
| Q2 24 | $174.0M | $242.9M | ||
| Q1 24 | $171.6M | $242.5M |
| Q4 25 | $1.0B | $340.0M | ||
| Q3 25 | $891.5M | $343.1M | ||
| Q2 25 | $926.8M | $345.8M | ||
| Q1 25 | $927.3M | $326.9M | ||
| Q4 24 | $866.8M | $341.5M | ||
| Q3 24 | $916.0M | $335.8M | ||
| Q2 24 | $924.0M | $341.8M | ||
| Q1 24 | $925.3M | $349.3M |
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.06× | ||
| Q2 25 | — | 0.10× | ||
| Q1 25 | 3.73× | 0.06× | ||
| Q4 24 | — | 0.06× | ||
| Q3 24 | — | 0.06× | ||
| Q2 24 | — | 0.07× | ||
| Q1 24 | 2.85× | 0.11× |
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 | $22.4M |
| Free Cash FlowOCF − Capex | $24.1M | $20.4M |
| FCF MarginFCF / Revenue | 19.3% | 23.7% |
| Capex IntensityCapex / Revenue | 0.6% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.15× | 18.99× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $32.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $22.4M | ||
| Q3 25 | $34.0M | $18.2M | ||
| Q2 25 | $30.7M | $-5.1M | ||
| Q1 25 | $31.4M | $8.7M | ||
| Q4 24 | $22.1M | $1.0M | ||
| Q3 24 | $35.8M | $5.8M | ||
| Q2 24 | $28.6M | $14.9M | ||
| Q1 24 | $22.2M | $-3.9M |
| Q4 25 | $24.1M | $20.4M | ||
| Q3 25 | $33.1M | $14.8M | ||
| Q2 25 | $30.2M | $-7.8M | ||
| Q1 25 | $30.3M | $5.2M | ||
| Q4 24 | $21.5M | $-840.0K | ||
| Q3 24 | $35.1M | $3.7M | ||
| Q2 24 | $28.2M | $13.5M | ||
| Q1 24 | $21.2M | $-5.5M |
| Q4 25 | 19.3% | 23.7% | ||
| Q3 25 | 26.8% | 15.9% | ||
| Q2 25 | 25.2% | -9.1% | ||
| Q1 25 | 24.9% | 7.9% | ||
| Q4 24 | 18.1% | -0.9% | ||
| Q3 24 | 30.3% | 5.8% | ||
| Q2 24 | 25.4% | 18.3% | ||
| Q1 24 | 19.1% | -6.6% |
| Q4 25 | 0.6% | 2.3% | ||
| Q3 25 | 0.7% | 3.6% | ||
| Q2 25 | 0.4% | 3.1% | ||
| Q1 25 | 0.9% | 5.4% | ||
| Q4 24 | 0.5% | 2.1% | ||
| Q3 24 | 0.5% | 3.4% | ||
| Q2 24 | 0.4% | 1.8% | ||
| Q1 24 | 0.9% | 2.0% |
| Q4 25 | 0.15× | 18.99× | ||
| Q3 25 | 3.55× | 6.05× | ||
| Q2 25 | — | -0.24× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.28× | ||
| 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% |
SND
| Sand | $85.1M | 99% |
| Smart Systems Segment | $980.0K | 1% |
