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Side-by-side financial comparison of PagerDuty, Inc. (PD) and STAG Industrial, Inc. (STAG). Click either name above to swap in a different company.
STAG Industrial, Inc. is the larger business by last-quarter revenue ($224.2M vs $124.5M, roughly 1.8× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 27.6%, a 102.1% gap on every dollar of revenue. On growth, STAG Industrial, Inc. posted the faster year-over-year revenue change (9.1% vs 4.7%). Over the past eight quarters, STAG Industrial, Inc.'s revenue compounded faster (8.7% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Stag Arms is a firearms manufacturer founded in May 2003 and located in Cheyenne, Wyoming. Stag Arms is a manufacturer of the AR-15 type rifle, marketed as Stag-15 rifles. Stag advertises that all their weapons and accessories are made in the United States. They are best known for their left-handed AR-15 rifles, which use a mirror imaged upper receiver and have the ejection port reversed for left-handed shooters and the safety selector control on the right side of the lower receiver.
PD vs STAG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $224.2M |
| Net Profit | $161.6M | $62.0M |
| Gross Margin | 85.3% | — |
| Operating Margin | 6.5% | — |
| Net Margin | 129.7% | 27.6% |
| Revenue YoY | 4.7% | 9.1% |
| Net Profit YoY | 2827.7% | — |
| EPS (diluted) | $1.69 | $0.32 |
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.
| Q1 26 | — | $224.2M | ||
| Q4 25 | $124.5M | $220.9M | ||
| Q3 25 | $123.4M | $211.1M | ||
| Q2 25 | $119.8M | $207.6M | ||
| Q1 25 | $121.4M | $205.6M | ||
| Q4 24 | $118.9M | $199.3M | ||
| Q3 24 | $115.9M | $190.7M | ||
| Q2 24 | $111.2M | $189.8M |
| Q1 26 | — | $62.0M | ||
| Q4 25 | $161.6M | $83.5M | ||
| Q3 25 | $9.6M | $48.6M | ||
| Q2 25 | $-7.2M | $50.0M | ||
| Q1 25 | $-8.8M | $91.4M | ||
| Q4 24 | $-5.9M | $51.0M | ||
| Q3 24 | $-10.9M | $41.9M | ||
| Q2 24 | $-17.1M | $59.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | 27.6% | ||
| Q4 25 | 129.7% | 37.8% | ||
| Q3 25 | 7.8% | 23.0% | ||
| Q2 25 | -6.0% | 24.1% | ||
| Q1 25 | -7.2% | 44.5% | ||
| Q4 24 | -5.0% | 25.6% | ||
| Q3 24 | -9.4% | 21.9% | ||
| Q2 24 | -15.4% | 31.5% |
| Q1 26 | — | $0.32 | ||
| 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 | — |
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 | $8.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $3.6B |
| Total Assets | $1.0B | $7.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $8.9M | ||
| Q4 25 | $547.8M | $14.9M | ||
| Q3 25 | $567.9M | $17.3M | ||
| Q2 25 | $597.1M | $15.4M | ||
| Q1 25 | $570.8M | $9.3M | ||
| Q4 24 | $542.2M | $36.3M | ||
| Q3 24 | $599.3M | $70.0M | ||
| Q2 24 | $592.8M | $33.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.0B | ||
| Q1 25 | $484.5M | $3.0B | ||
| Q4 24 | — | $3.0B | ||
| Q3 24 | — | $2.9B | ||
| Q2 24 | — | $2.8B |
| Q1 26 | — | $3.6B | ||
| Q4 25 | $320.5M | $3.6B | ||
| Q3 25 | $180.7M | $3.4B | ||
| Q2 25 | $145.7M | $3.4B | ||
| Q1 25 | $129.8M | $3.5B | ||
| Q4 24 | $111.6M | $3.5B | ||
| Q3 24 | $164.7M | $3.3B | ||
| Q2 24 | $174.0M | $3.3B |
| Q1 26 | — | $7.2B | ||
| Q4 25 | $1.0B | $7.2B | ||
| Q3 25 | $891.5M | $6.9B | ||
| Q2 25 | $926.8M | $6.8B | ||
| Q1 25 | $927.3M | $6.8B | ||
| Q4 24 | $866.8M | $6.8B | ||
| Q3 24 | $916.0M | $6.6B | ||
| Q2 24 | $924.0M | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.91× | ||
| Q3 25 | — | 0.91× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | 3.73× | 0.87× | ||
| Q4 24 | — | 0.88× | ||
| Q3 24 | — | 0.89× | ||
| Q2 24 | — | 0.84× |
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 | — |
| Free Cash FlowOCF − Capex | $24.1M | — |
| FCF MarginFCF / Revenue | 19.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | 3.9% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $24.8M | $104.5M | ||
| Q3 25 | $34.0M | $143.5M | ||
| Q2 25 | $30.7M | $111.9M | ||
| Q1 25 | $31.4M | $103.5M | ||
| Q4 24 | $22.1M | $104.9M | ||
| Q3 24 | $35.8M | $128.0M | ||
| Q2 24 | $28.6M | $122.2M |
| Q1 26 | — | — | ||
| Q4 25 | $24.1M | $43.8M | ||
| Q3 25 | $33.1M | $95.5M | ||
| Q2 25 | $30.2M | $62.3M | ||
| Q1 25 | $30.3M | $57.2M | ||
| Q4 24 | $21.5M | $37.6M | ||
| Q3 24 | $35.1M | $86.7M | ||
| Q2 24 | $28.2M | $105.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 19.8% | ||
| Q3 25 | 26.8% | 45.2% | ||
| Q2 25 | 25.2% | 30.0% | ||
| Q1 25 | 24.9% | 27.8% | ||
| Q4 24 | 18.1% | 18.8% | ||
| Q3 24 | 30.3% | 45.5% | ||
| Q2 24 | 25.4% | 55.3% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | 0.6% | 27.4% | ||
| Q3 25 | 0.7% | 22.7% | ||
| Q2 25 | 0.4% | 23.9% | ||
| Q1 25 | 0.9% | 22.5% | ||
| Q4 24 | 0.5% | 33.8% | ||
| Q3 24 | 0.5% | 21.6% | ||
| Q2 24 | 0.4% | 9.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | 1.25× | ||
| Q3 25 | 3.55× | 2.95× | ||
| Q2 25 | — | 2.24× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 2.06× | ||
| Q3 24 | — | 3.06× | ||
| Q2 24 | — | 2.04× |
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% |
STAG
Segment breakdown not available.
