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Side-by-side financial comparison of PagerDuty, Inc. (PD) and STRATASYS LTD. (SSYS). Click either name above to swap in a different company.
STRATASYS LTD. is the larger business by last-quarter revenue ($137.0M vs $124.5M, roughly 1.1× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -40.6%, a 170.4% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -2.2%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $2.5M). 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.
Stratasys, Ltd. is an American-Israeli manufacturer of 3D printers, software, and materials for polymer additive manufacturing as well as 3D-printed parts on-demand. The company is incorporated in Israel. Engineers use Stratasys systems to model complex geometries in a wide range of polymer materials, including: ABS, polyphenylsulfone (PPSF), polycarbonate (PC), polyetherimide and Nylon 12.
PD vs SSYS — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $137.0M |
| Net Profit | $161.6M | $-55.6M |
| Gross Margin | 85.3% | 41.0% |
| Operating Margin | 6.5% | -16.6% |
| Net Margin | 129.7% | -40.6% |
| Revenue YoY | 4.7% | -2.2% |
| Net Profit YoY | 2827.7% | -109.0% |
| EPS (diluted) | $1.69 | — |
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 | — | ||
| Q3 25 | $123.4M | $137.0M | ||
| Q2 25 | $119.8M | $138.1M | ||
| Q1 25 | $121.4M | $136.0M | ||
| Q4 24 | $118.9M | — | ||
| Q3 24 | $115.9M | $140.0M | ||
| Q2 24 | $111.2M | $138.0M | ||
| Q1 24 | $111.1M | $144.1M |
| Q4 25 | $161.6M | — | ||
| Q3 25 | $9.6M | $-55.6M | ||
| Q2 25 | $-7.2M | $-16.7M | ||
| Q1 25 | $-8.8M | $-13.1M | ||
| Q4 24 | $-5.9M | — | ||
| Q3 24 | $-10.9M | $-26.6M | ||
| Q2 24 | $-17.1M | $-25.7M | ||
| Q1 24 | $-28.2M | $-26.0M |
| Q4 25 | 85.3% | — | ||
| Q3 25 | 84.6% | 41.0% | ||
| Q2 25 | 84.0% | 43.1% | ||
| Q1 25 | 83.6% | 44.3% | ||
| Q4 24 | 83.0% | — | ||
| Q3 24 | 82.7% | 44.8% | ||
| Q2 24 | 82.6% | 43.8% | ||
| Q1 24 | 81.7% | 44.4% |
| Q4 25 | 6.5% | — | ||
| Q3 25 | 2.9% | -16.6% | ||
| Q2 25 | -8.6% | -12.0% | ||
| Q1 25 | -9.6% | -9.1% | ||
| Q4 24 | -8.7% | — | ||
| Q3 24 | -13.8% | -18.2% | ||
| Q2 24 | -19.5% | -18.9% | ||
| Q1 24 | -30.1% | -17.0% |
| Q4 25 | 129.7% | — | ||
| Q3 25 | 7.8% | -40.6% | ||
| Q2 25 | -6.0% | -12.1% | ||
| Q1 25 | -7.2% | -9.6% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -9.4% | -19.0% | ||
| Q2 24 | -15.4% | -18.6% | ||
| Q1 24 | -25.3% | -18.0% |
| Q4 25 | $1.69 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $-0.07 | — | ||
| Q1 25 | $-0.12 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.26 | — | ||
| Q1 24 | $-0.34 | — |
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 | $71.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $852.5M |
| Total Assets | $1.0B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | — | ||
| Q3 25 | $567.9M | $71.5M | ||
| Q2 25 | $597.1M | $71.1M | ||
| Q1 25 | $570.8M | $70.1M | ||
| Q4 24 | $542.2M | — | ||
| Q3 24 | $599.3M | $64.0M | ||
| Q2 24 | $592.8M | $70.9M | ||
| Q1 24 | $571.2M | $91.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | — | ||
| Q3 25 | $180.7M | $852.5M | ||
| Q2 25 | $145.7M | $902.4M | ||
| Q1 25 | $129.8M | $784.8M | ||
| Q4 24 | $111.6M | — | ||
| Q3 24 | $164.7M | $831.8M | ||
| Q2 24 | $174.0M | $850.5M | ||
| Q1 24 | $171.6M | $866.1M |
| Q4 25 | $1.0B | — | ||
| Q3 25 | $891.5M | $1.1B | ||
| Q2 25 | $926.8M | $1.1B | ||
| Q1 25 | $927.3M | $1.0B | ||
| Q4 24 | $866.8M | — | ||
| Q3 24 | $916.0M | $1.1B | ||
| Q2 24 | $924.0M | $1.1B | ||
| Q1 24 | $925.3M | $1.1B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | — | ||
| 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 | $6.9M |
| Free Cash FlowOCF − Capex | $24.1M | $2.5M |
| FCF MarginFCF / Revenue | 19.3% | 1.8% |
| Capex IntensityCapex / Revenue | 0.6% | 3.2% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $-11.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | — | ||
| Q3 25 | $34.0M | $6.9M | ||
| Q2 25 | $30.7M | $-1.1M | ||
| Q1 25 | $31.4M | $4.5M | ||
| Q4 24 | $22.1M | — | ||
| Q3 24 | $35.8M | $-4.5M | ||
| Q2 24 | $28.6M | $-2.4M | ||
| Q1 24 | $22.2M | $7.3M |
| Q4 25 | $24.1M | — | ||
| Q3 25 | $33.1M | $2.5M | ||
| Q2 25 | $30.2M | $-8.4M | ||
| Q1 25 | $30.3M | $789.0K | ||
| Q4 24 | $21.5M | — | ||
| Q3 24 | $35.1M | $-6.3M | ||
| Q2 24 | $28.2M | $-4.9M | ||
| Q1 24 | $21.2M | $5.0M |
| Q4 25 | 19.3% | — | ||
| Q3 25 | 26.8% | 1.8% | ||
| Q2 25 | 25.2% | -6.1% | ||
| Q1 25 | 24.9% | 0.6% | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 30.3% | -4.5% | ||
| Q2 24 | 25.4% | -3.6% | ||
| Q1 24 | 19.1% | 3.5% |
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.7% | 3.2% | ||
| Q2 25 | 0.4% | 5.3% | ||
| Q1 25 | 0.9% | 2.8% | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | 1.3% | ||
| Q2 24 | 0.4% | 1.8% | ||
| Q1 24 | 0.9% | 1.6% |
| 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% |
SSYS
Segment breakdown not available.
