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Side-by-side financial comparison of PagerDuty, Inc. (PD) and CVR PARTNERS, LP (UAN). Click either name above to swap in a different company.
CVR PARTNERS, LP is the larger business by last-quarter revenue ($180.0M vs $124.5M, roughly 1.4× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 27.7%, a 102.0% gap on every dollar of revenue. On growth, CVR PARTNERS, LP posted the faster year-over-year revenue change (26.0% vs 4.7%). Over the past eight quarters, CVR PARTNERS, LP's revenue compounded faster (16.4% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
CVR Partners, LP is a leading North American producer of nitrogen-based fertilizer products, primarily urea ammonium nitrate (UAN) and ammonia. It serves agricultural, industrial and commercial markets across the U.S. and Canada, delivering cost-effective, high-quality nutrient solutions for crop production and diverse industrial use cases.
PD vs UAN — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $180.0M |
| Net Profit | $161.6M | $49.9M |
| Gross Margin | 85.3% | 37.5% |
| Operating Margin | 6.5% | 32.0% |
| Net Margin | 129.7% | 27.7% |
| Revenue YoY | 4.7% | 26.0% |
| Net Profit YoY | 2827.7% | 84.3% |
| 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 | — | $180.0M | ||
| Q4 25 | $124.5M | $131.1M | ||
| Q3 25 | $123.4M | $163.5M | ||
| Q2 25 | $119.8M | $168.6M | ||
| Q1 25 | $121.4M | $142.9M | ||
| Q4 24 | $118.9M | $139.6M | ||
| Q3 24 | $115.9M | $125.2M | ||
| Q2 24 | $111.2M | $132.9M |
| Q1 26 | — | $49.9M | ||
| Q4 25 | $161.6M | $-10.3M | ||
| Q3 25 | $9.6M | $43.1M | ||
| Q2 25 | $-7.2M | $38.8M | ||
| Q1 25 | $-8.8M | $27.1M | ||
| Q4 24 | $-5.9M | $18.3M | ||
| Q3 24 | $-10.9M | $3.8M | ||
| Q2 24 | $-17.1M | $26.2M |
| Q1 26 | — | 37.5% | ||
| Q4 25 | 85.3% | 4.4% | ||
| Q3 25 | 84.6% | 37.0% | ||
| Q2 25 | 84.0% | 32.4% | ||
| Q1 25 | 83.6% | 29.7% | ||
| Q4 24 | 83.0% | 23.8% | ||
| Q3 24 | 82.7% | 14.7% | ||
| Q2 24 | 82.6% | 30.0% |
| Q1 26 | — | 32.0% | ||
| Q4 25 | 6.5% | -2.2% | ||
| Q3 25 | 2.9% | 31.0% | ||
| Q2 25 | -8.6% | 27.5% | ||
| Q1 25 | -9.6% | 24.2% | ||
| Q4 24 | -8.7% | 18.4% | ||
| Q3 24 | -13.8% | 8.8% | ||
| Q2 24 | -19.5% | 25.3% |
| Q1 26 | — | 27.7% | ||
| Q4 25 | 129.7% | -7.8% | ||
| Q3 25 | 7.8% | 26.3% | ||
| Q2 25 | -6.0% | 23.0% | ||
| Q1 25 | -7.2% | 19.0% | ||
| Q4 24 | -5.0% | 13.1% | ||
| Q3 24 | -9.4% | 3.0% | ||
| Q2 24 | -15.4% | 19.7% |
| Q1 26 | — | — | ||
| Q4 25 | $1.69 | $-0.98 | ||
| Q3 25 | $0.10 | $4.08 | ||
| Q2 25 | $-0.07 | $3.67 | ||
| Q1 25 | $-0.12 | $2.56 | ||
| Q4 24 | $-0.07 | $1.73 | ||
| Q3 24 | $-0.14 | $0.36 | ||
| Q2 24 | $-0.26 | $2.48 |
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 | $128.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | — |
| Total Assets | $1.0B | $1.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $128.1M | ||
| Q4 25 | $547.8M | $69.2M | ||
| Q3 25 | $567.9M | $156.2M | ||
| Q2 25 | $597.1M | $114.4M | ||
| Q1 25 | $570.8M | $121.8M | ||
| Q4 24 | $542.2M | $90.9M | ||
| Q3 24 | $599.3M | $110.5M | ||
| Q2 24 | $592.8M | $47.5M |
| Q1 26 | — | — | ||
| Q4 25 | — | $569.1M | ||
| Q3 25 | — | $569.1M | ||
| Q2 25 | — | $569.2M | ||
| Q1 25 | $484.5M | $569.3M | ||
| Q4 24 | — | $568.0M | ||
| Q3 24 | — | $547.7M | ||
| Q2 24 | — | $547.6M |
| Q1 26 | — | — | ||
| Q4 25 | $320.5M | — | ||
| Q3 25 | $180.7M | — | ||
| Q2 25 | $145.7M | — | ||
| Q1 25 | $129.8M | — | ||
| Q4 24 | $111.6M | — | ||
| Q3 24 | $164.7M | — | ||
| Q2 24 | $174.0M | — |
| Q1 26 | — | $1.0B | ||
| Q4 25 | $1.0B | $969.5M | ||
| Q3 25 | $891.5M | $1.0B | ||
| Q2 25 | $926.8M | $998.0M | ||
| Q1 25 | $927.3M | $1.0B | ||
| Q4 24 | $866.8M | $1.0B | ||
| Q3 24 | $916.0M | $986.6M | ||
| Q2 24 | $924.0M | $959.4M |
| Q1 26 | — | — | ||
| 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% | 7.6% |
| 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 | $-21.6M | ||
| Q3 25 | $34.0M | $91.7M | ||
| Q2 25 | $30.7M | $24.1M | ||
| Q1 25 | $31.4M | $55.4M | ||
| Q4 24 | $22.1M | $12.8M | ||
| Q3 24 | $35.8M | $86.7M | ||
| Q2 24 | $28.6M | $8.6M |
| Q1 26 | — | — | ||
| Q4 25 | $24.1M | $-45.2M | ||
| Q3 25 | $33.1M | $80.1M | ||
| Q2 25 | $30.2M | $18.4M | ||
| Q1 25 | $30.3M | $45.5M | ||
| Q4 24 | $21.5M | $-5.6M | ||
| Q3 24 | $35.1M | $82.3M | ||
| Q2 24 | $28.2M | $2.4M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -34.5% | ||
| Q3 25 | 26.8% | 49.0% | ||
| Q2 25 | 25.2% | 10.9% | ||
| Q1 25 | 24.9% | 31.9% | ||
| Q4 24 | 18.1% | -4.0% | ||
| Q3 24 | 30.3% | 65.7% | ||
| Q2 24 | 25.4% | 1.8% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 0.6% | 18.0% | ||
| Q3 25 | 0.7% | 7.1% | ||
| Q2 25 | 0.4% | 3.4% | ||
| Q1 25 | 0.9% | 6.9% | ||
| Q4 24 | 0.5% | 13.1% | ||
| Q3 24 | 0.5% | 3.6% | ||
| Q2 24 | 0.4% | 4.6% |
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | 2.13× | ||
| Q2 25 | — | 0.62× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | 0.70× | ||
| Q3 24 | — | 22.78× | ||
| Q2 24 | — | 0.33× |
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% |
UAN
| Fertilizer sales | $166.1M | 92% |
| Other | $14.0M | 8% |
