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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Urban Edge Properties is the larger business by last-quarter revenue ($132.6M vs $124.5M, roughly 1.1× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 17.1%, a 112.7% gap on every dollar of revenue. On growth, Urban Edge Properties posted the faster year-over-year revenue change (12.2% vs 4.7%). Over the past eight quarters, Urban Edge Properties's revenue compounded faster (11.6% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
PD vs UE — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $132.6M |
| Net Profit | $161.6M | $22.6M |
| Gross Margin | 85.3% | — |
| Operating Margin | 6.5% | — |
| Net Margin | 129.7% | 17.1% |
| Revenue YoY | 4.7% | 12.2% |
| Net Profit YoY | 2827.7% | -6.7% |
| EPS (diluted) | $1.69 | $0.18 |
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 | — | $132.6M | ||
| Q4 25 | $124.5M | $119.6M | ||
| Q3 25 | $123.4M | $120.1M | ||
| Q2 25 | $119.8M | $114.1M | ||
| Q1 25 | $121.4M | $118.2M | ||
| Q4 24 | $118.9M | $116.4M | ||
| Q3 24 | $115.9M | $112.4M | ||
| Q2 24 | $111.2M | $106.5M |
| Q1 26 | — | $22.6M | ||
| Q4 25 | $161.6M | $12.4M | ||
| Q3 25 | $9.6M | $14.9M | ||
| Q2 25 | $-7.2M | $58.0M | ||
| Q1 25 | $-8.8M | $8.2M | ||
| Q4 24 | $-5.9M | $30.1M | ||
| Q3 24 | $-10.9M | $9.1M | ||
| Q2 24 | $-17.1M | $30.8M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 6.5% | 11.3% | ||
| Q3 25 | 2.9% | 13.4% | ||
| Q2 25 | -8.6% | 53.9% | ||
| Q1 25 | -9.6% | 7.6% | ||
| Q4 24 | -8.7% | 27.6% | ||
| Q3 24 | -13.8% | 8.9% | ||
| Q2 24 | -19.5% | 30.6% |
| Q1 26 | — | 17.1% | ||
| Q4 25 | 129.7% | 10.4% | ||
| Q3 25 | 7.8% | 12.4% | ||
| Q2 25 | -6.0% | 50.8% | ||
| Q1 25 | -7.2% | 6.9% | ||
| Q4 24 | -5.0% | 25.9% | ||
| Q3 24 | -9.4% | 8.1% | ||
| Q2 24 | -15.4% | 28.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $1.69 | $0.09 | ||
| Q3 25 | $0.10 | $0.12 | ||
| Q2 25 | $-0.07 | $0.46 | ||
| Q1 25 | $-0.12 | $0.07 | ||
| Q4 24 | $-0.07 | $0.25 | ||
| Q3 24 | $-0.14 | $0.07 | ||
| Q2 24 | $-0.26 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $1.4B |
| Total Assets | $1.0B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $50.0M | ||
| Q4 25 | $547.8M | $48.9M | ||
| Q3 25 | $567.9M | $77.8M | ||
| Q2 25 | $597.1M | $53.0M | ||
| Q1 25 | $570.8M | $48.0M | ||
| Q4 24 | $542.2M | $41.4M | ||
| Q3 24 | $599.3M | $67.9M | ||
| Q2 24 | $592.8M | $78.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $1.4B | ||
| Q4 25 | $320.5M | $1.4B | ||
| Q3 25 | $180.7M | $1.4B | ||
| Q2 25 | $145.7M | $1.4B | ||
| Q1 25 | $129.8M | $1.4B | ||
| Q4 24 | $111.6M | $1.4B | ||
| Q3 24 | $164.7M | $1.3B | ||
| Q2 24 | $174.0M | $1.3B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $1.0B | $3.3B | ||
| Q3 25 | $891.5M | $3.3B | ||
| Q2 25 | $926.8M | $3.3B | ||
| Q1 25 | $927.3M | $3.3B | ||
| Q4 24 | $866.8M | $3.3B | ||
| Q3 24 | $916.0M | $3.2B | ||
| Q2 24 | $924.0M | $3.2B |
| 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 | $39.1M |
| Free Cash FlowOCF − Capex | $24.1M | — |
| FCF MarginFCF / Revenue | 19.3% | — |
| Capex IntensityCapex / Revenue | 0.6% | 1.5% |
| Cash ConversionOCF / Net Profit | 0.15× | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.1M | ||
| Q4 25 | $24.8M | $182.7M | ||
| Q3 25 | $34.0M | $55.7M | ||
| Q2 25 | $30.7M | $43.5M | ||
| Q1 25 | $31.4M | $32.6M | ||
| Q4 24 | $22.1M | $153.2M | ||
| Q3 24 | $35.8M | $36.6M | ||
| Q2 24 | $28.6M | $41.2M |
| Q1 26 | — | — | ||
| Q4 25 | $24.1M | $81.8M | ||
| Q3 25 | $33.1M | $26.1M | ||
| Q2 25 | $30.2M | $19.6M | ||
| Q1 25 | $30.3M | $11.9M | ||
| Q4 24 | $21.5M | $42.5M | ||
| Q3 24 | $35.1M | $12.2M | ||
| Q2 24 | $28.2M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 68.4% | ||
| Q3 25 | 26.8% | 21.7% | ||
| Q2 25 | 25.2% | 17.2% | ||
| Q1 25 | 24.9% | 10.0% | ||
| Q4 24 | 18.1% | 36.6% | ||
| Q3 24 | 30.3% | 10.8% | ||
| Q2 24 | 25.4% | 18.6% |
| Q1 26 | — | 1.5% | ||
| Q4 25 | 0.6% | 84.4% | ||
| Q3 25 | 0.7% | 24.6% | ||
| Q2 25 | 0.4% | 20.9% | ||
| Q1 25 | 0.9% | 17.5% | ||
| Q4 24 | 0.5% | 95.1% | ||
| Q3 24 | 0.5% | 21.7% | ||
| Q2 24 | 0.4% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | 0.15× | 14.71× | ||
| Q3 25 | 3.55× | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
