vs
Side-by-side financial comparison of PagerDuty, Inc. (PD) and Travere Therapeutics, Inc. (TVTX). Click either name above to swap in a different company.
Travere Therapeutics, Inc. is the larger business by last-quarter revenue ($129.7M vs $124.5M, roughly 1.0× PagerDuty, Inc.). On growth, Travere Therapeutics, Inc. posted the faster year-over-year revenue change (73.4% vs 4.7%). Over the past eight quarters, Travere Therapeutics, Inc.'s revenue compounded faster (77.0% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Travere Therapeutics, Inc. is a global biopharmaceutical firm developing and commercializing innovative therapies for patients with rare, serious, life-threatening diseases. Its key segments cover rare nephrology, hepatology and metabolic disorders, serving markets across North America, Europe and other global regions.
PD vs TVTX — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $129.7M |
| Net Profit | $161.6M | — |
| Gross Margin | 85.3% | 98.0% |
| Operating Margin | 6.5% | -25.0% |
| Net Margin | 129.7% | — |
| Revenue YoY | 4.7% | 73.4% |
| Net Profit YoY | 2827.7% | — |
| 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 | $129.7M | ||
| Q3 25 | $123.4M | $164.9M | ||
| Q2 25 | $119.8M | $114.4M | ||
| Q1 25 | $121.4M | $81.7M | ||
| Q4 24 | $118.9M | $74.8M | ||
| Q3 24 | $115.9M | $62.9M | ||
| Q2 24 | $111.2M | $54.1M | ||
| Q1 24 | $111.1M | $41.4M |
| Q4 25 | $161.6M | — | ||
| Q3 25 | $9.6M | $25.7M | ||
| Q2 25 | $-7.2M | $-12.8M | ||
| Q1 25 | $-8.8M | $-41.2M | ||
| Q4 24 | $-5.9M | — | ||
| Q3 24 | $-10.9M | $-54.8M | ||
| Q2 24 | $-17.1M | $-70.4M | ||
| Q1 24 | $-28.2M | $-136.1M |
| Q4 25 | 85.3% | 98.0% | ||
| Q3 25 | 84.6% | 99.0% | ||
| Q2 25 | 84.0% | 98.7% | ||
| Q1 25 | 83.6% | 94.3% | ||
| Q4 24 | 83.0% | 96.6% | ||
| Q3 24 | 82.7% | 97.4% | ||
| Q2 24 | 82.6% | 96.2% | ||
| Q1 24 | 81.7% | 96.4% |
| Q4 25 | 6.5% | -25.0% | ||
| Q3 25 | 2.9% | 15.1% | ||
| Q2 25 | -8.6% | -11.1% | ||
| Q1 25 | -9.6% | -52.2% | ||
| Q4 24 | -8.7% | -81.2% | ||
| Q3 24 | -13.8% | -89.3% | ||
| Q2 24 | -19.5% | -125.1% | ||
| Q1 24 | -30.1% | -336.5% |
| Q4 25 | 129.7% | — | ||
| Q3 25 | 7.8% | 15.6% | ||
| Q2 25 | -6.0% | -11.1% | ||
| Q1 25 | -7.2% | -50.4% | ||
| Q4 24 | -5.0% | — | ||
| Q3 24 | -9.4% | -87.1% | ||
| Q2 24 | -15.4% | -130.1% | ||
| Q1 24 | -25.3% | -328.9% |
| Q4 25 | $1.69 | $0.04 | ||
| Q3 25 | $0.10 | $0.28 | ||
| Q2 25 | $-0.07 | $-0.14 | ||
| Q1 25 | $-0.12 | $-0.47 | ||
| Q4 24 | $-0.07 | $-0.71 | ||
| Q3 24 | $-0.14 | $-0.70 | ||
| Q2 24 | $-0.26 | $-0.91 | ||
| Q1 24 | $-0.34 | $-1.76 |
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 | $93.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $114.8M |
| Total Assets | $1.0B | $605.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $93.0M | ||
| Q3 25 | $567.9M | $110.9M | ||
| Q2 25 | $597.1M | $75.2M | ||
| Q1 25 | $570.8M | $61.9M | ||
| Q4 24 | $542.2M | $58.5M | ||
| Q3 24 | $599.3M | $36.4M | ||
| Q2 24 | $592.8M | $32.3M | ||
| Q1 24 | $571.2M | $43.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $114.8M | ||
| Q3 25 | $180.7M | $73.6M | ||
| Q2 25 | $145.7M | $32.7M | ||
| Q1 25 | $129.8M | $32.8M | ||
| Q4 24 | $111.6M | $59.1M | ||
| Q3 24 | $164.7M | $-30.5M | ||
| Q2 24 | $174.0M | $15.1M | ||
| Q1 24 | $171.6M | $74.1M |
| Q4 25 | $1.0B | $605.2M | ||
| Q3 25 | $891.5M | $538.6M | ||
| Q2 25 | $926.8M | $555.3M | ||
| Q1 25 | $927.3M | $548.8M | ||
| Q4 24 | $866.8M | $594.1M | ||
| Q3 24 | $916.0M | $504.4M | ||
| Q2 24 | $924.0M | $551.1M | ||
| Q1 24 | $925.3M | $663.5M |
| 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 | $60.7M |
| 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.
| Q4 25 | $24.8M | $60.7M | ||
| Q3 25 | $34.0M | $14.3M | ||
| Q2 25 | $30.7M | $5.0M | ||
| Q1 25 | $31.4M | $-42.2M | ||
| Q4 24 | $22.1M | $-35.7M | ||
| Q3 24 | $35.8M | $-42.5M | ||
| Q2 24 | $28.6M | $-40.2M | ||
| Q1 24 | $22.2M | $-119.0M |
| Q4 25 | $24.1M | — | ||
| Q3 25 | $33.1M | $14.2M | ||
| Q2 25 | $30.2M | — | ||
| Q1 25 | $30.3M | — | ||
| Q4 24 | $21.5M | — | ||
| Q3 24 | $35.1M | — | ||
| Q2 24 | $28.2M | $-40.3M | ||
| Q1 24 | $21.2M | — |
| Q4 25 | 19.3% | — | ||
| Q3 25 | 26.8% | 8.6% | ||
| Q2 25 | 25.2% | — | ||
| Q1 25 | 24.9% | — | ||
| Q4 24 | 18.1% | — | ||
| Q3 24 | 30.3% | — | ||
| Q2 24 | 25.4% | -74.5% | ||
| Q1 24 | 19.1% | — |
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.7% | 0.1% | ||
| Q2 25 | 0.4% | — | ||
| Q1 25 | 0.9% | — | ||
| Q4 24 | 0.5% | — | ||
| Q3 24 | 0.5% | 0.0% | ||
| Q2 24 | 0.4% | 0.2% | ||
| Q1 24 | 0.9% | 0.0% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | 0.56× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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% |
TVTX
| FILSPARI | $103.3M | 80% |
| Tiopronin Products | $23.3M | 18% |
| License | $3.1M | 2% |
