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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Sprout Social, Inc. (SPT). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $120.9M, roughly 1.0× Sprout Social, Inc.). On growth, Sprout Social, Inc. posted the faster year-over-year revenue change (12.9% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $9.9M). Over the past eight quarters, Sprout Social, Inc.'s revenue compounded faster (11.8% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Sprout Social, Inc. is a technology company that runs a social media management platform. A public company headquartered in Chicago, it was founded in 2010 by Justyn Howard, Aaron Rankin, Gil Lara, and Peter Soung.
PD vs SPT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $120.9M |
| Net Profit | $161.6M | — |
| Gross Margin | 85.3% | 77.6% |
| Operating Margin | 6.5% | -9.0% |
| Net Margin | 129.7% | — |
| Revenue YoY | 4.7% | 12.9% |
| Net Profit YoY | 2827.7% | — |
| EPS (diluted) | $1.69 | $-0.18 |
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 | $120.9M | ||
| Q3 25 | $123.4M | $115.6M | ||
| Q2 25 | $119.8M | $111.8M | ||
| Q1 25 | $121.4M | $109.3M | ||
| Q4 24 | $118.9M | $107.1M | ||
| Q3 24 | $115.9M | $102.6M | ||
| Q2 24 | $111.2M | $99.4M | ||
| Q1 24 | $111.1M | $96.8M |
| Q4 25 | $161.6M | — | ||
| Q3 25 | $9.6M | $-9.4M | ||
| Q2 25 | $-7.2M | $-12.0M | ||
| Q1 25 | $-8.8M | $-11.2M | ||
| Q4 24 | $-5.9M | — | ||
| Q3 24 | $-10.9M | $-17.1M | ||
| Q2 24 | $-17.1M | $-16.9M | ||
| Q1 24 | $-28.2M | $-13.6M |
| Q4 25 | 85.3% | 77.6% | ||
| Q3 25 | 84.6% | 77.7% | ||
| Q2 25 | 84.0% | 77.7% | ||
| Q1 25 | 83.6% | 77.3% | ||
| Q4 24 | 83.0% | 78.1% | ||
| Q3 24 | 82.7% | 77.4% | ||
| Q2 24 | 82.6% | 77.5% | ||
| Q1 24 | 81.7% | 76.8% |
| Q4 25 | 6.5% | -9.0% | ||
| Q3 25 | 2.9% | -7.9% | ||
| Q2 25 | -8.6% | -11.0% | ||
| Q1 25 | -9.6% | -10.2% | ||
| Q4 24 | -8.7% | -12.8% | ||
| Q3 24 | -13.8% | -16.4% | ||
| Q2 24 | -19.5% | -16.6% | ||
| Q1 24 | -30.1% | -13.7% |
| Q4 25 | 129.7% | — | ||
| Q3 25 | 7.8% | -8.1% | ||
| Q2 25 | -6.0% | -10.7% | ||
| Q1 25 | -7.2% | -10.3% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -9.4% | -16.6% | ||
| Q2 24 | -15.4% | -17.0% | ||
| Q1 24 | -25.3% | -14.0% |
| Q4 25 | $1.69 | $-0.18 | ||
| Q3 25 | $0.10 | $-0.16 | ||
| Q2 25 | $-0.07 | $-0.21 | ||
| Q1 25 | $-0.12 | $-0.19 | ||
| Q4 24 | $-0.07 | $-0.25 | ||
| Q3 24 | $-0.14 | $-0.30 | ||
| Q2 24 | $-0.26 | $-0.30 | ||
| Q1 24 | $-0.34 | $-0.24 |
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 | $95.3M |
| Total DebtLower is stronger | — | $40.0M |
| Stockholders' EquityBook value | $320.5M | $203.4M |
| Total Assets | $1.0B | $523.1M |
| Debt / EquityLower = less leverage | — | 0.20× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $95.3M | ||
| Q3 25 | $567.9M | $90.6M | ||
| Q2 25 | $597.1M | $101.5M | ||
| Q1 25 | $570.8M | $100.9M | ||
| Q4 24 | $542.2M | $86.4M | ||
| Q3 24 | $599.3M | $82.9M | ||
| Q2 24 | $592.8M | $80.9M | ||
| Q1 24 | $571.2M | $69.2M |
| Q4 25 | — | $40.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | $25.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $203.4M | ||
| Q3 25 | $180.7M | $194.1M | ||
| Q2 25 | $145.7M | $184.6M | ||
| Q1 25 | $129.8M | $175.3M | ||
| Q4 24 | $111.6M | $166.6M | ||
| Q3 24 | $164.7M | $158.1M | ||
| Q2 24 | $174.0M | $152.1M | ||
| Q1 24 | $171.6M | $147.3M |
| Q4 25 | $1.0B | $523.1M | ||
| Q3 25 | $891.5M | $481.4M | ||
| Q2 25 | $926.8M | $422.9M | ||
| Q1 25 | $927.3M | $424.7M | ||
| Q4 24 | $866.8M | $428.3M | ||
| Q3 24 | $916.0M | $388.8M | ||
| Q2 24 | $924.0M | $393.6M | ||
| Q1 24 | $925.3M | $389.9M |
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | 0.15× | ||
| 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 | $10.9M |
| Free Cash FlowOCF − Capex | $24.1M | $9.9M |
| FCF MarginFCF / Revenue | 19.3% | 8.2% |
| Capex IntensityCapex / Revenue | 0.6% | 0.9% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $39.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $10.9M | ||
| Q3 25 | $34.0M | $9.3M | ||
| Q2 25 | $30.7M | $5.1M | ||
| Q1 25 | $31.4M | $18.1M | ||
| Q4 24 | $22.1M | $4.1M | ||
| Q3 24 | $35.8M | $9.0M | ||
| Q2 24 | $28.6M | $2.1M | ||
| Q1 24 | $22.2M | $11.2M |
| Q4 25 | $24.1M | $9.9M | ||
| Q3 25 | $33.1M | $8.5M | ||
| Q2 25 | $30.2M | $4.2M | ||
| Q1 25 | $30.3M | $16.7M | ||
| Q4 24 | $21.5M | $3.3M | ||
| Q3 24 | $35.1M | $8.5M | ||
| Q2 24 | $28.2M | $1.6M | ||
| Q1 24 | $21.2M | $10.1M |
| Q4 25 | 19.3% | 8.2% | ||
| Q3 25 | 26.8% | 7.4% | ||
| Q2 25 | 25.2% | 3.7% | ||
| Q1 25 | 24.9% | 15.3% | ||
| Q4 24 | 18.1% | 3.0% | ||
| Q3 24 | 30.3% | 8.3% | ||
| Q2 24 | 25.4% | 1.6% | ||
| Q1 24 | 19.1% | 10.4% |
| Q4 25 | 0.6% | 0.9% | ||
| Q3 25 | 0.7% | 0.7% | ||
| Q2 25 | 0.4% | 0.8% | ||
| Q1 25 | 0.9% | 1.2% | ||
| Q4 24 | 0.5% | 0.8% | ||
| Q3 24 | 0.5% | 0.5% | ||
| Q2 24 | 0.4% | 0.5% | ||
| Q1 24 | 0.9% | 1.1% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| 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% |
SPT
Segment breakdown not available.
