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Side-by-side financial comparison of PagerDuty, Inc. (PD) and SMITH & WESSON BRANDS, INC. (SWBI). Click either name above to swap in a different company.
SMITH & WESSON BRANDS, INC. is the larger business by last-quarter revenue ($124.7M vs $124.5M, roughly 1.0× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 1.5%, a 128.2% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -3.9%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $16.3M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -4.8%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
PD vs SWBI — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $124.7M |
| Net Profit | $161.6M | $1.9M |
| Gross Margin | 85.3% | 24.3% |
| Operating Margin | 6.5% | 3.3% |
| Net Margin | 129.7% | 1.5% |
| Revenue YoY | 4.7% | -3.9% |
| Net Profit YoY | 2827.7% | -53.6% |
| EPS (diluted) | $1.69 | $0.04 |
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 | $124.7M | ||
| Q3 25 | $123.4M | $85.1M | ||
| Q2 25 | $119.8M | $140.8M | ||
| Q1 25 | $121.4M | $115.9M | ||
| Q4 24 | $118.9M | $129.7M | ||
| Q3 24 | $115.9M | $88.3M | ||
| Q2 24 | $111.2M | $159.1M | ||
| Q1 24 | $111.1M | $137.5M |
| Q4 25 | $161.6M | $1.9M | ||
| Q3 25 | $9.6M | $-3.4M | ||
| Q2 25 | $-7.2M | $8.6M | ||
| Q1 25 | $-8.8M | $2.1M | ||
| Q4 24 | $-5.9M | $4.5M | ||
| Q3 24 | $-10.9M | $-1.9M | ||
| Q2 24 | $-17.1M | $27.9M | ||
| Q1 24 | $-28.2M | $7.9M |
| Q4 25 | 85.3% | 24.3% | ||
| Q3 25 | 84.6% | 25.9% | ||
| Q2 25 | 84.0% | 28.8% | ||
| Q1 25 | 83.6% | 24.1% | ||
| Q4 24 | 83.0% | 26.6% | ||
| Q3 24 | 82.7% | 27.4% | ||
| Q2 24 | 82.6% | 35.5% | ||
| Q1 24 | 81.7% | 28.7% |
| Q4 25 | 6.5% | 3.3% | ||
| Q3 25 | 2.9% | -3.5% | ||
| Q2 25 | -8.6% | 9.3% | ||
| Q1 25 | -9.6% | 4.1% | ||
| Q4 24 | -8.7% | 5.8% | ||
| Q3 24 | -13.8% | -1.7% | ||
| Q2 24 | -19.5% | 17.4% | ||
| Q1 24 | -30.1% | 8.2% |
| Q4 25 | 129.7% | 1.5% | ||
| Q3 25 | 7.8% | -4.0% | ||
| Q2 25 | -6.0% | 6.1% | ||
| Q1 25 | -7.2% | 1.8% | ||
| Q4 24 | -5.0% | 3.5% | ||
| Q3 24 | -9.4% | -2.1% | ||
| Q2 24 | -15.4% | 17.5% | ||
| Q1 24 | -25.3% | 5.7% |
| Q4 25 | $1.69 | $0.04 | ||
| Q3 25 | $0.10 | $-0.08 | ||
| Q2 25 | $-0.07 | $0.19 | ||
| Q1 25 | $-0.12 | $0.05 | ||
| Q4 24 | $-0.07 | $0.10 | ||
| Q3 24 | $-0.14 | $-0.04 | ||
| Q2 24 | $-0.26 | $0.60 | ||
| Q1 24 | $-0.34 | $0.17 |
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 | $22.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $363.2M |
| Total Assets | $1.0B | $548.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $22.4M | ||
| Q3 25 | $567.9M | $18.0M | ||
| Q2 25 | $597.1M | $25.2M | ||
| Q1 25 | $570.8M | $26.7M | ||
| Q4 24 | $542.2M | $39.1M | ||
| Q3 24 | $599.3M | $35.5M | ||
| Q2 24 | $592.8M | $60.8M | ||
| Q1 24 | $571.2M | $47.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $363.2M | ||
| Q3 25 | $180.7M | $364.4M | ||
| Q2 25 | $145.7M | $372.5M | ||
| Q1 25 | $129.8M | $366.9M | ||
| Q4 24 | $111.6M | $371.5M | ||
| Q3 24 | $164.7M | $380.0M | ||
| Q2 24 | $174.0M | $399.9M | ||
| Q1 24 | $171.6M | $376.4M |
| Q4 25 | $1.0B | $548.6M | ||
| Q3 25 | $891.5M | $554.6M | ||
| Q2 25 | $926.8M | $559.6M | ||
| Q1 25 | $927.3M | $578.9M | ||
| Q4 24 | $866.8M | $587.4M | ||
| Q3 24 | $916.0M | $571.3M | ||
| Q2 24 | $924.0M | $577.4M | ||
| Q1 24 | $925.3M | $570.6M |
| 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 | $27.3M |
| Free Cash FlowOCF − Capex | $24.1M | $16.3M |
| FCF MarginFCF / Revenue | 19.3% | 13.1% |
| Capex IntensityCapex / Revenue | 0.6% | 8.8% |
| Cash ConversionOCF / Net Profit | 0.15× | 14.22× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $21.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $27.3M | ||
| Q3 25 | $34.0M | $-8.1M | ||
| Q2 25 | $30.7M | $40.8M | ||
| Q1 25 | $31.4M | $-9.8M | ||
| Q4 24 | $22.1M | $-7.4M | ||
| Q3 24 | $35.8M | $-30.8M | ||
| Q2 24 | $28.6M | $43.7M | ||
| Q1 24 | $22.2M | $25.2M |
| Q4 25 | $24.1M | $16.3M | ||
| Q3 25 | $33.1M | $-12.4M | ||
| Q2 25 | $30.2M | $33.5M | ||
| Q1 25 | $30.3M | $-16.1M | ||
| Q4 24 | $21.5M | $-10.7M | ||
| Q3 24 | $35.1M | $-35.5M | ||
| Q2 24 | $28.2M | $38.2M | ||
| Q1 24 | $21.2M | $7.0M |
| Q4 25 | 19.3% | 13.1% | ||
| Q3 25 | 26.8% | -14.6% | ||
| Q2 25 | 25.2% | 23.8% | ||
| Q1 25 | 24.9% | -13.9% | ||
| Q4 24 | 18.1% | -8.3% | ||
| Q3 24 | 30.3% | -40.2% | ||
| Q2 24 | 25.4% | 24.0% | ||
| Q1 24 | 19.1% | 5.1% |
| Q4 25 | 0.6% | 8.8% | ||
| Q3 25 | 0.7% | 5.0% | ||
| Q2 25 | 0.4% | 5.2% | ||
| Q1 25 | 0.9% | 5.4% | ||
| Q4 24 | 0.5% | 2.5% | ||
| Q3 24 | 0.5% | 5.3% | ||
| Q2 24 | 0.4% | 3.5% | ||
| Q1 24 | 0.9% | 13.2% |
| Q4 25 | 0.15× | 14.22× | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | 4.73× | ||
| Q1 25 | — | -4.68× | ||
| Q4 24 | — | -1.63× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.57× | ||
| Q1 24 | — | 3.20× |
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% |
SWBI
Segment breakdown not available.
