vs
Side-by-side financial comparison of PagerDuty, Inc. (PD) and TOMPKINS FINANCIAL CORP (TMP). Click either name above to swap in a different company.
TOMPKINS FINANCIAL CORP is the larger business by last-quarter revenue ($194.8M vs $124.5M, roughly 1.6× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 49.4%, a 80.3% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs 4.7%). TOMPKINS FINANCIAL CORP produced more free cash flow last quarter ($31.9M vs $24.1M). Over the past eight quarters, TOMPKINS FINANCIAL CORP's revenue compounded faster (63.6% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
PD vs TMP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $194.8M |
| Net Profit | $161.6M | $96.2M |
| Gross Margin | 85.3% | — |
| Operating Margin | 6.5% | 71.7% |
| Net Margin | 129.7% | 49.4% |
| Revenue YoY | 4.7% | 152.7% |
| Net Profit YoY | 2827.7% | 388.9% |
| EPS (diluted) | $1.69 | $6.72 |
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 | $194.8M | ||
| Q3 25 | $123.4M | $87.4M | ||
| Q2 25 | $119.8M | $82.6M | ||
| Q1 25 | $121.4M | $81.7M | ||
| Q4 24 | $118.9M | $77.1M | ||
| Q3 24 | $115.9M | $76.6M | ||
| Q2 24 | $111.2M | $72.7M | ||
| Q1 24 | $111.1M | $72.8M |
| Q4 25 | $161.6M | $96.2M | ||
| Q3 25 | $9.6M | $23.7M | ||
| Q2 25 | $-7.2M | $21.5M | ||
| Q1 25 | $-8.8M | $19.7M | ||
| Q4 24 | $-5.9M | $19.7M | ||
| Q3 24 | $-10.9M | $18.6M | ||
| Q2 24 | $-17.1M | $15.7M | ||
| Q1 24 | $-28.2M | $16.9M |
| 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 24 | 81.7% | — |
| Q4 25 | 6.5% | 71.7% | ||
| Q3 25 | 2.9% | 35.6% | ||
| Q2 25 | -8.6% | 34.2% | ||
| Q1 25 | -9.6% | 31.6% | ||
| Q4 24 | -8.7% | 33.4% | ||
| Q3 24 | -13.8% | 32.0% | ||
| Q2 24 | -19.5% | 28.3% | ||
| Q1 24 | -30.1% | 30.4% |
| Q4 25 | 129.7% | 49.4% | ||
| Q3 25 | 7.8% | 27.1% | ||
| Q2 25 | -6.0% | 26.0% | ||
| Q1 25 | -7.2% | 24.1% | ||
| Q4 24 | -5.0% | 25.5% | ||
| Q3 24 | -9.4% | 24.3% | ||
| Q2 24 | -15.4% | 21.6% | ||
| Q1 24 | -25.3% | 23.2% |
| Q4 25 | $1.69 | $6.72 | ||
| Q3 25 | $0.10 | $1.65 | ||
| Q2 25 | $-0.07 | $1.50 | ||
| Q1 25 | $-0.12 | $1.37 | ||
| Q4 24 | $-0.07 | $1.39 | ||
| Q3 24 | $-0.14 | $1.30 | ||
| Q2 24 | $-0.26 | $1.10 | ||
| Q1 24 | $-0.34 | $1.18 |
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 | $132.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $938.4M |
| Total Assets | $1.0B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $132.8M | ||
| Q3 25 | $567.9M | $193.5M | ||
| Q2 25 | $597.1M | $212.6M | ||
| Q1 25 | $570.8M | $193.1M | ||
| Q4 24 | $542.2M | $134.4M | ||
| Q3 24 | $599.3M | $132.3M | ||
| Q2 24 | $592.8M | $70.9M | ||
| Q1 24 | $571.2M | $57.1M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $938.4M | ||
| Q3 25 | $180.7M | $788.8M | ||
| Q2 25 | $145.7M | $761.8M | ||
| Q1 25 | $129.8M | $741.4M | ||
| Q4 24 | $111.6M | $713.4M | ||
| Q3 24 | $164.7M | $719.9M | ||
| Q2 24 | $174.0M | $674.6M | ||
| Q1 24 | $171.6M | $667.9M |
| Q4 25 | $1.0B | $8.7B | ||
| Q3 25 | $891.5M | $8.5B | ||
| Q2 25 | $926.8M | $8.4B | ||
| Q1 25 | $927.3M | $8.2B | ||
| Q4 24 | $866.8M | $8.1B | ||
| Q3 24 | $916.0M | $8.0B | ||
| Q2 24 | $924.0M | $7.9B | ||
| Q1 24 | $925.3M | $7.8B |
| 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 | $38.9M |
| Free Cash FlowOCF − Capex | $24.1M | $31.9M |
| FCF MarginFCF / Revenue | 19.3% | 16.4% |
| Capex IntensityCapex / Revenue | 0.6% | 3.6% |
| Cash ConversionOCF / Net Profit | 0.15× | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $38.9M | ||
| Q3 25 | $34.0M | $34.9M | ||
| Q2 25 | $30.7M | $18.9M | ||
| Q1 25 | $31.4M | $22.2M | ||
| Q4 24 | $22.1M | $95.0M | ||
| Q3 24 | $35.8M | $21.2M | ||
| Q2 24 | $28.6M | $27.3M | ||
| Q1 24 | $22.2M | $23.2M |
| Q4 25 | $24.1M | $31.9M | ||
| Q3 25 | $33.1M | $33.9M | ||
| Q2 25 | $30.2M | $18.3M | ||
| Q1 25 | $30.3M | $20.9M | ||
| Q4 24 | $21.5M | $88.8M | ||
| Q3 24 | $35.1M | $18.9M | ||
| Q2 24 | $28.2M | $26.3M | ||
| Q1 24 | $21.2M | $21.9M |
| Q4 25 | 19.3% | 16.4% | ||
| Q3 25 | 26.8% | 38.8% | ||
| Q2 25 | 25.2% | 22.1% | ||
| Q1 25 | 24.9% | 25.5% | ||
| Q4 24 | 18.1% | 115.1% | ||
| Q3 24 | 30.3% | 24.7% | ||
| Q2 24 | 25.4% | 36.2% | ||
| Q1 24 | 19.1% | 30.0% |
| Q4 25 | 0.6% | 3.6% | ||
| Q3 25 | 0.7% | 1.1% | ||
| Q2 25 | 0.4% | 0.8% | ||
| Q1 25 | 0.9% | 1.7% | ||
| Q4 24 | 0.5% | 8.1% | ||
| Q3 24 | 0.5% | 2.9% | ||
| Q2 24 | 0.4% | 1.3% | ||
| Q1 24 | 0.9% | 1.9% |
| Q4 25 | 0.15× | 0.40× | ||
| Q3 25 | 3.55× | 1.47× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
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% |
TMP
Segment breakdown not available.
