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Side-by-side financial comparison of PagerDuty, Inc. (PD) and BRAND HOUSE COLLECTIVE, INC. (TBHC). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $103.5M, roughly 1.2× BRAND HOUSE COLLECTIVE, INC.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -3.6%, a 133.3% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -9.6%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-26.8M). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs -21.0%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Soho House is an international private members’ club with a focus on the media, arts and fashion industries.
PD vs TBHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $103.5M |
| Net Profit | $161.6M | $-3.7M |
| Gross Margin | 85.3% | 20.4% |
| Operating Margin | 6.5% | -1.9% |
| Net Margin | 129.7% | -3.6% |
| Revenue YoY | 4.7% | -9.6% |
| Net Profit YoY | 2827.7% | 51.8% |
| EPS (diluted) | $1.69 | $-0.16 |
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 | $103.5M | ||
| Q3 25 | $123.4M | $75.8M | ||
| Q2 25 | $119.8M | $81.5M | ||
| Q1 25 | $121.4M | $148.9M | ||
| Q4 24 | $118.9M | $114.4M | ||
| Q3 24 | $115.9M | $86.3M | ||
| Q2 24 | $111.2M | $91.8M | ||
| Q1 24 | $111.1M | $165.9M |
| Q4 25 | $161.6M | $-3.7M | ||
| Q3 25 | $9.6M | $-20.2M | ||
| Q2 25 | $-7.2M | $-11.8M | ||
| Q1 25 | $-8.8M | $7.9M | ||
| Q4 24 | $-5.9M | $-7.7M | ||
| Q3 24 | $-10.9M | $-14.5M | ||
| Q2 24 | $-17.1M | $-8.8M | ||
| Q1 24 | $-28.2M | $10.1M |
| Q4 25 | 85.3% | 20.4% | ||
| Q3 25 | 84.6% | 16.3% | ||
| Q2 25 | 84.0% | 24.9% | ||
| Q1 25 | 83.6% | 30.3% | ||
| Q4 24 | 83.0% | 28.1% | ||
| Q3 24 | 82.7% | 20.5% | ||
| Q2 24 | 82.6% | 29.5% | ||
| Q1 24 | 81.7% | 32.0% |
| Q4 25 | 6.5% | -1.9% | ||
| Q3 25 | 2.9% | -24.7% | ||
| Q2 25 | -8.6% | -12.9% | ||
| Q1 25 | -9.6% | 6.2% | ||
| Q4 24 | -8.7% | -2.1% | ||
| Q3 24 | -13.8% | -15.4% | ||
| Q2 24 | -19.5% | -8.2% | ||
| Q1 24 | -30.1% | 6.4% |
| Q4 25 | 129.7% | -3.6% | ||
| Q3 25 | 7.8% | -26.6% | ||
| Q2 25 | -6.0% | -14.5% | ||
| Q1 25 | -7.2% | 5.3% | ||
| Q4 24 | -5.0% | -6.7% | ||
| Q3 24 | -9.4% | -16.8% | ||
| Q2 24 | -15.4% | -9.6% | ||
| Q1 24 | -25.3% | 6.1% |
| Q4 25 | $1.69 | $-0.16 | ||
| Q3 25 | $0.10 | $-0.90 | ||
| Q2 25 | $-0.07 | $-0.54 | ||
| Q1 25 | $-0.12 | $0.61 | ||
| Q4 24 | $-0.07 | $-0.59 | ||
| Q3 24 | $-0.14 | $-1.11 | ||
| Q2 24 | $-0.26 | $-0.68 | ||
| Q1 24 | $-0.34 | $0.80 |
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 | $6.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $-44.0M |
| Total Assets | $1.0B | $229.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $6.5M | ||
| Q3 25 | $567.9M | $3.6M | ||
| Q2 25 | $597.1M | $3.5M | ||
| Q1 25 | $570.8M | $3.8M | ||
| Q4 24 | $542.2M | $6.8M | ||
| Q3 24 | $599.3M | $4.5M | ||
| Q2 24 | $592.8M | $3.8M | ||
| Q1 24 | $571.2M | $3.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | $64.0M | ||
| Q4 24 | — | $85.8M | ||
| Q3 24 | — | $61.4M | ||
| Q2 24 | — | $47.5M | ||
| Q1 24 | $489.5M | $34.0M |
| Q4 25 | $320.5M | $-44.0M | ||
| Q3 25 | $180.7M | $-35.2M | ||
| Q2 25 | $145.7M | $-16.2M | ||
| Q1 25 | $129.8M | $-19.0M | ||
| Q4 24 | $111.6M | $-27.1M | ||
| Q3 24 | $164.7M | $-19.7M | ||
| Q2 24 | $174.0M | $-5.5M | ||
| Q1 24 | $171.6M | $3.1M |
| Q4 25 | $1.0B | $229.2M | ||
| Q3 25 | $891.5M | $221.9M | ||
| Q2 25 | $926.8M | $225.4M | ||
| Q1 25 | $927.3M | $242.2M | ||
| Q4 24 | $866.8M | $279.8M | ||
| Q3 24 | $916.0M | $266.2M | ||
| Q2 24 | $924.0M | $242.6M | ||
| Q1 24 | $925.3M | $250.6M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | 2.85× | 10.88× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | $24.1M | $-26.8M |
| FCF MarginFCF / Revenue | 19.3% | -25.9% |
| Capex IntensityCapex / Revenue | 0.6% | 0.9% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $-18.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $-25.9M | ||
| Q3 25 | $34.0M | $-7.0M | ||
| Q2 25 | $30.7M | $-3.1M | ||
| Q1 25 | $31.4M | $19.8M | ||
| Q4 24 | $22.1M | $-12.6M | ||
| Q3 24 | $35.8M | $-12.7M | ||
| Q2 24 | $28.6M | $-13.7M | ||
| Q1 24 | $22.2M | $28.2M |
| Q4 25 | $24.1M | $-26.8M | ||
| Q3 25 | $33.1M | $-7.4M | ||
| Q2 25 | $30.2M | $-3.6M | ||
| Q1 25 | $30.3M | $19.0M | ||
| Q4 24 | $21.5M | $-13.1M | ||
| Q3 24 | $35.1M | $-13.2M | ||
| Q2 24 | $28.2M | $-14.4M | ||
| Q1 24 | $21.2M | $26.7M |
| Q4 25 | 19.3% | -25.9% | ||
| Q3 25 | 26.8% | -9.8% | ||
| Q2 25 | 25.2% | -4.5% | ||
| Q1 25 | 24.9% | 12.8% | ||
| Q4 24 | 18.1% | -11.5% | ||
| Q3 24 | 30.3% | -15.2% | ||
| Q2 24 | 25.4% | -15.7% | ||
| Q1 24 | 19.1% | 16.1% |
| Q4 25 | 0.6% | 0.9% | ||
| Q3 25 | 0.7% | 0.6% | ||
| Q2 25 | 0.4% | 0.7% | ||
| Q1 25 | 0.9% | 0.5% | ||
| Q4 24 | 0.5% | 0.4% | ||
| Q3 24 | 0.5% | 0.5% | ||
| Q2 24 | 0.4% | 0.8% | ||
| Q1 24 | 0.9% | 0.9% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.51× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.79× |
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% |
TBHC
Segment breakdown not available.
