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Side-by-side financial comparison of PagerDuty, Inc. (PD) and ThredUp Inc. (TDUP). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $79.7M, roughly 1.6× ThredUp Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -7.0%, a 136.7% gap on every dollar of revenue. On growth, ThredUp Inc. posted the faster year-over-year revenue change (18.5% vs 4.7%). Over the past eight quarters, ThredUp Inc.'s revenue compounded faster (9.3% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
ThredUp Inc. is an American company that operates an online resale platform specializing in the sale of second-hand clothing, footwear, and accessories. Founded in 2009 and headquartered in Oakland, California, it has established itself as one of the leading resale fashion marketplaces.
PD vs TDUP — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $79.7M |
| Net Profit | $161.6M | $-5.6M |
| Gross Margin | 85.3% | 79.6% |
| Operating Margin | 6.5% | 12.0% |
| Net Margin | 129.7% | -7.0% |
| Revenue YoY | 4.7% | 18.5% |
| Net Profit YoY | 2827.7% | 72.4% |
| 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.
| Q1 26 | — | $79.7M | ||
| Q4 25 | $124.5M | $79.7M | ||
| Q3 25 | $123.4M | $82.2M | ||
| Q2 25 | $119.8M | $77.7M | ||
| Q1 25 | $121.4M | $71.3M | ||
| Q4 24 | $118.9M | $67.3M | ||
| Q3 24 | $115.9M | $61.5M | ||
| Q2 24 | $111.2M | $66.7M |
| Q1 26 | — | $-5.6M | ||
| Q4 25 | $161.6M | $-5.6M | ||
| Q3 25 | $9.6M | $-4.2M | ||
| Q2 25 | $-7.2M | $-5.2M | ||
| Q1 25 | $-8.8M | $-5.2M | ||
| Q4 24 | $-5.9M | $-21.7M | ||
| Q3 24 | $-10.9M | $-24.8M | ||
| Q2 24 | $-17.1M | $-14.0M |
| Q1 26 | — | 79.6% | ||
| Q4 25 | 85.3% | 79.6% | ||
| Q3 25 | 84.6% | 79.4% | ||
| Q2 25 | 84.0% | 79.5% | ||
| Q1 25 | 83.6% | 79.1% | ||
| Q4 24 | 83.0% | 80.4% | ||
| Q3 24 | 82.7% | 79.3% | ||
| Q2 24 | 82.6% | 78.8% |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 6.5% | -8.4% | ||
| Q3 25 | 2.9% | -5.3% | ||
| Q2 25 | -8.6% | -6.8% | ||
| Q1 25 | -9.6% | -7.6% | ||
| Q4 24 | -8.7% | -12.1% | ||
| Q3 24 | -13.8% | -17.0% | ||
| Q2 24 | -19.5% | -14.4% |
| Q1 26 | — | -7.0% | ||
| Q4 25 | 129.7% | -7.0% | ||
| Q3 25 | 7.8% | -5.2% | ||
| Q2 25 | -6.0% | -6.7% | ||
| Q1 25 | -7.2% | -7.3% | ||
| Q4 24 | -5.0% | -32.3% | ||
| Q3 24 | -9.4% | -40.3% | ||
| Q2 24 | -15.4% | -20.9% |
| Q1 26 | — | — | ||
| Q4 25 | $1.69 | $-0.06 | ||
| Q3 25 | $0.10 | $-0.03 | ||
| Q2 25 | $-0.07 | $-0.04 | ||
| Q1 25 | $-0.12 | $-0.04 | ||
| Q4 24 | $-0.07 | $-0.19 | ||
| Q3 24 | $-0.14 | $-0.22 | ||
| Q2 24 | $-0.26 | $-0.13 |
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 | $38.6M |
| Total DebtLower is stronger | — | $18.2M |
| Stockholders' EquityBook value | $320.5M | $59.2M |
| Total Assets | $1.0B | $167.2M |
| Debt / EquityLower = less leverage | — | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $38.6M | ||
| Q4 25 | $547.8M | $38.6M | ||
| Q3 25 | $567.9M | $46.2M | ||
| Q2 25 | $597.1M | $41.0M | ||
| Q1 25 | $570.8M | $41.1M | ||
| Q4 24 | $542.2M | $31.9M | ||
| Q3 24 | $599.3M | $43.7M | ||
| Q2 24 | $592.8M | $44.8M |
| Q1 26 | — | $18.2M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $59.2M | ||
| Q4 25 | $320.5M | $59.2M | ||
| Q3 25 | $180.7M | $59.1M | ||
| Q2 25 | $145.7M | $60.2M | ||
| Q1 25 | $129.8M | $56.1M | ||
| Q4 24 | $111.6M | $56.3M | ||
| Q3 24 | $164.7M | $69.3M | ||
| Q2 24 | $174.0M | $86.5M |
| Q1 26 | — | $167.2M | ||
| Q4 25 | $1.0B | $167.2M | ||
| Q3 25 | $891.5M | $172.5M | ||
| Q2 25 | $926.8M | $173.6M | ||
| Q1 25 | $927.3M | $172.5M | ||
| Q4 24 | $866.8M | $171.2M | ||
| Q3 24 | $916.0M | $214.9M | ||
| Q2 24 | $924.0M | $231.2M |
| Q1 26 | — | 0.31× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | 3.73× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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% | — |
| 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 | $-1.5M | ||
| Q3 25 | $34.0M | $6.0M | ||
| Q2 25 | $30.7M | $344.0K | ||
| Q1 25 | $31.4M | $5.7M | ||
| Q4 24 | $22.1M | $663.0K | ||
| Q3 24 | $35.8M | $3.3M | ||
| Q2 24 | $28.6M | $-5.0M |
| Q1 26 | — | — | ||
| Q4 25 | $24.1M | $-3.2M | ||
| Q3 25 | $33.1M | $2.4M | ||
| Q2 25 | $30.2M | $-2.9M | ||
| Q1 25 | $30.3M | $3.9M | ||
| Q4 24 | $21.5M | $-1.8M | ||
| Q3 24 | $35.1M | $1.2M | ||
| Q2 24 | $28.2M | $-5.8M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -4.0% | ||
| Q3 25 | 26.8% | 2.9% | ||
| Q2 25 | 25.2% | -3.8% | ||
| Q1 25 | 24.9% | 5.5% | ||
| Q4 24 | 18.1% | -2.7% | ||
| Q3 24 | 30.3% | 2.0% | ||
| Q2 24 | 25.4% | -8.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 2.2% | ||
| Q3 25 | 0.7% | 4.4% | ||
| Q2 25 | 0.4% | 4.2% | ||
| Q1 25 | 0.9% | 2.5% | ||
| Q4 24 | 0.5% | 3.7% | ||
| Q3 24 | 0.5% | 3.5% | ||
| Q2 24 | 0.4% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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% |
TDUP
Segment breakdown not available.
