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Side-by-side financial comparison of PagerDuty, Inc. (PD) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $124.5M, roughly 1.6× PagerDuty, Inc.). On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -6.0%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $2.6M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -7.4%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
PD vs SRI — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $205.2M |
| Net Profit | $161.6M | — |
| Gross Margin | 85.3% | 16.2% |
| Operating Margin | 6.5% | -14.4% |
| Net Margin | 129.7% | — |
| Revenue YoY | 4.7% | -6.0% |
| Net Profit YoY | 2827.7% | — |
| EPS (diluted) | $1.69 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $123.4M | $210.3M | ||
| Q2 25 | $119.8M | $228.0M | ||
| Q1 25 | $121.4M | $217.9M | ||
| Q4 24 | $118.9M | $218.2M | ||
| Q3 24 | $115.9M | $213.8M | ||
| Q2 24 | $111.2M | $237.1M | ||
| Q1 24 | $111.1M | $239.2M |
| Q4 25 | $161.6M | — | ||
| Q3 25 | $9.6M | $-9.4M | ||
| Q2 25 | $-7.2M | $-9.4M | ||
| Q1 25 | $-8.8M | $-7.2M | ||
| Q4 24 | $-5.9M | — | ||
| Q3 24 | $-10.9M | $-7.1M | ||
| Q2 24 | $-17.1M | $2.8M | ||
| Q1 24 | $-28.2M | $-6.1M |
| Q4 25 | 85.3% | 16.2% | ||
| Q3 25 | 84.6% | 20.3% | ||
| Q2 25 | 84.0% | 21.5% | ||
| Q1 25 | 83.6% | 21.2% | ||
| Q4 24 | 83.0% | 19.5% | ||
| Q3 24 | 82.7% | 20.8% | ||
| Q2 24 | 82.6% | 22.7% | ||
| Q1 24 | 81.7% | 20.2% |
| Q4 25 | 6.5% | -14.4% | ||
| Q3 25 | 2.9% | -1.6% | ||
| Q2 25 | -8.6% | -1.1% | ||
| Q1 25 | -9.6% | -1.5% | ||
| Q4 24 | -8.7% | -2.0% | ||
| Q3 24 | -13.8% | 0.1% | ||
| Q2 24 | -19.5% | 1.4% | ||
| Q1 24 | -30.1% | 0.1% |
| Q4 25 | 129.7% | — | ||
| Q3 25 | 7.8% | -4.5% | ||
| Q2 25 | -6.0% | -4.1% | ||
| Q1 25 | -7.2% | -3.3% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -9.4% | -3.3% | ||
| Q2 24 | -15.4% | 1.2% | ||
| Q1 24 | -25.3% | -2.6% |
| Q4 25 | $1.69 | $-2.76 | ||
| Q3 25 | $0.10 | $-0.34 | ||
| Q2 25 | $-0.07 | $-0.34 | ||
| Q1 25 | $-0.12 | $-0.26 | ||
| Q4 24 | $-0.07 | $-0.22 | ||
| Q3 24 | $-0.14 | $-0.26 | ||
| Q2 24 | $-0.26 | $0.10 | ||
| Q1 24 | $-0.34 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $320.5M | $179.8M |
| Total Assets | $1.0B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $66.3M | ||
| Q3 25 | $567.9M | $54.0M | ||
| Q2 25 | $597.1M | $49.8M | ||
| Q1 25 | $570.8M | $79.1M | ||
| Q4 24 | $542.2M | $71.8M | ||
| Q3 24 | $599.3M | $54.1M | ||
| Q2 24 | $592.8M | $42.1M | ||
| Q1 24 | $571.2M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $179.8M | ||
| Q3 25 | $180.7M | $251.2M | ||
| Q2 25 | $145.7M | $260.5M | ||
| Q1 25 | $129.8M | $253.1M | ||
| Q4 24 | $111.6M | $245.3M | ||
| Q3 24 | $164.7M | $271.4M | ||
| Q2 24 | $174.0M | $270.5M | ||
| Q1 24 | $171.6M | $277.3M |
| Q4 25 | $1.0B | $551.2M | ||
| Q3 25 | $891.5M | $632.1M | ||
| Q2 25 | $926.8M | $639.4M | ||
| Q1 25 | $927.3M | $657.4M | ||
| Q4 24 | $866.8M | $621.6M | ||
| Q3 24 | $916.0M | $662.5M | ||
| Q2 24 | $924.0M | $666.7M | ||
| Q1 24 | $925.3M | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | $24.1M | $2.6M |
| FCF MarginFCF / Revenue | 19.3% | 1.3% |
| Capex IntensityCapex / Revenue | 0.6% | 3.0% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $8.8M | ||
| Q3 25 | $34.0M | $3.6M | ||
| Q2 25 | $30.7M | $10.7M | ||
| Q1 25 | $31.4M | $10.9M | ||
| Q4 24 | $22.1M | $19.2M | ||
| Q3 24 | $35.8M | $10.8M | ||
| Q2 24 | $28.6M | $8.7M | ||
| Q1 24 | $22.2M | $9.1M |
| Q4 25 | $24.1M | $2.6M | ||
| Q3 25 | $33.1M | $-2.7M | ||
| Q2 25 | $30.2M | $7.4M | ||
| Q1 25 | $30.3M | $4.8M | ||
| Q4 24 | $21.5M | $14.0M | ||
| Q3 24 | $35.1M | $4.6M | ||
| Q2 24 | $28.2M | $1.5M | ||
| Q1 24 | $21.2M | $3.3M |
| Q4 25 | 19.3% | 1.3% | ||
| Q3 25 | 26.8% | -1.3% | ||
| Q2 25 | 25.2% | 3.3% | ||
| Q1 25 | 24.9% | 2.2% | ||
| Q4 24 | 18.1% | 6.4% | ||
| Q3 24 | 30.3% | 2.2% | ||
| Q2 24 | 25.4% | 0.6% | ||
| Q1 24 | 19.1% | 1.4% |
| Q4 25 | 0.6% | 3.0% | ||
| Q3 25 | 0.7% | 3.0% | ||
| Q2 25 | 0.4% | 1.4% | ||
| Q1 25 | 0.9% | 2.8% | ||
| Q4 24 | 0.5% | 2.4% | ||
| Q3 24 | 0.5% | 2.9% | ||
| Q2 24 | 0.4% | 3.0% | ||
| Q1 24 | 0.9% | 2.4% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
