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Side-by-side financial comparison of PagerDuty, Inc. (PD) and USANA HEALTH SCIENCES INC (USNA). Click either name above to swap in a different company.
USANA HEALTH SCIENCES INC is the larger business by last-quarter revenue ($226.2M vs $124.5M, roughly 1.8× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 0.1%, a 129.7% gap on every dollar of revenue. On growth, PagerDuty, Inc. posted the faster year-over-year revenue change (4.7% vs -10.0%). Over the past eight quarters, PagerDuty, Inc.'s revenue compounded faster (5.9% CAGR vs 3.1%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Usana Health Sciences, Inc., or USANA, is an American multi-level marketing company based in Salt Lake City, Utah. As of 2021, Usana was the 14th largest direct-selling company in the world by revenue. The company manufactures most of its nutritional products, dietary supplements, and skincare products at a Salt Lake City facility. Its products are sold in 24 countries via a network of independent distributors.
PD vs USNA — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $226.2M |
| Net Profit | $161.6M | $180.0K |
| Gross Margin | 85.3% | 78.2% |
| Operating Margin | 6.5% | 1.7% |
| Net Margin | 129.7% | 0.1% |
| Revenue YoY | 4.7% | -10.0% |
| Net Profit YoY | 2827.7% | -74.0% |
| EPS (diluted) | $1.69 | $-0.10 |
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 | $226.2M | ||
| Q3 25 | $123.4M | $213.7M | ||
| Q2 25 | $119.8M | $235.8M | ||
| Q1 25 | $121.4M | $249.5M | ||
| Q4 24 | $118.9M | $213.6M | ||
| Q3 24 | $115.9M | $200.2M | ||
| Q2 24 | $111.2M | $212.9M | ||
| Q1 24 | $111.1M | — |
| Q4 25 | $161.6M | $180.0K | ||
| Q3 25 | $9.6M | $-6.5M | ||
| Q2 25 | $-7.2M | $9.7M | ||
| Q1 25 | $-8.8M | $9.4M | ||
| Q4 24 | $-5.9M | $4.5M | ||
| Q3 24 | $-10.9M | $10.6M | ||
| Q2 24 | $-17.1M | $10.4M | ||
| Q1 24 | $-28.2M | — |
| Q4 25 | 85.3% | 78.2% | ||
| Q3 25 | 84.6% | 77.2% | ||
| Q2 25 | 84.0% | 78.7% | ||
| Q1 25 | 83.6% | 79.0% | ||
| Q4 24 | 83.0% | 82.0% | ||
| Q3 24 | 82.7% | 80.4% | ||
| Q2 24 | 82.6% | 81.1% | ||
| Q1 24 | 81.7% | — |
| Q4 25 | 6.5% | 1.7% | ||
| Q3 25 | 2.9% | 0.6% | ||
| Q2 25 | -8.6% | 7.1% | ||
| Q1 25 | -9.6% | 6.3% | ||
| Q4 24 | -8.7% | 3.8% | ||
| Q3 24 | -13.8% | 7.8% | ||
| Q2 24 | -19.5% | 8.4% | ||
| Q1 24 | -30.1% | — |
| Q4 25 | 129.7% | 0.1% | ||
| Q3 25 | 7.8% | -3.1% | ||
| Q2 25 | -6.0% | 4.1% | ||
| Q1 25 | -7.2% | 3.8% | ||
| Q4 24 | -5.0% | 2.1% | ||
| Q3 24 | -9.4% | 5.3% | ||
| Q2 24 | -15.4% | 4.9% | ||
| Q1 24 | -25.3% | — |
| Q4 25 | $1.69 | $-0.10 | ||
| Q3 25 | $0.10 | $-0.36 | ||
| Q2 25 | $-0.07 | $0.52 | ||
| Q1 25 | $-0.12 | $0.49 | ||
| Q4 24 | $-0.07 | $0.23 | ||
| Q3 24 | $-0.14 | $0.56 | ||
| Q2 24 | $-0.26 | $0.54 | ||
| Q1 24 | $-0.34 | — |
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 | $158.4M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | — |
| Total Assets | $1.0B | $742.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $158.4M | ||
| Q3 25 | $567.9M | $145.3M | ||
| Q2 25 | $597.1M | $151.3M | ||
| Q1 25 | $570.8M | $179.6M | ||
| Q4 24 | $542.2M | $181.8M | ||
| Q3 24 | $599.3M | $364.9M | ||
| Q2 24 | $592.8M | $332.4M | ||
| Q1 24 | $571.2M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | — | ||
| Q3 25 | $180.7M | $528.1M | ||
| Q2 25 | $145.7M | $531.1M | ||
| Q1 25 | $129.8M | $529.8M | ||
| Q4 24 | $111.6M | $532.1M | ||
| Q3 24 | $164.7M | $533.1M | ||
| Q2 24 | $174.0M | $512.2M | ||
| Q1 24 | $171.6M | — |
| Q4 25 | $1.0B | $742.9M | ||
| Q3 25 | $891.5M | $726.6M | ||
| Q2 25 | $926.8M | $734.5M | ||
| Q1 25 | $927.3M | $746.6M | ||
| Q4 24 | $866.8M | $748.2M | ||
| Q3 24 | $916.0M | $671.3M | ||
| Q2 24 | $924.0M | $631.4M | ||
| Q1 24 | $925.3M | — |
| 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 | — |
| 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 | — | ||
| Q3 25 | $34.0M | $-2.0M | ||
| Q2 25 | $30.7M | $12.2M | ||
| Q1 25 | $31.4M | $15.5M | ||
| Q4 24 | $22.1M | $5.8M | ||
| Q3 24 | $35.8M | $29.5M | ||
| Q2 24 | $28.6M | $8.0M | ||
| Q1 24 | $22.2M | — |
| Q4 25 | $24.1M | — | ||
| Q3 25 | $33.1M | $-5.2M | ||
| Q2 25 | $30.2M | $7.2M | ||
| Q1 25 | $30.3M | $12.7M | ||
| Q4 24 | $21.5M | $4.0M | ||
| Q3 24 | $35.1M | $27.1M | ||
| Q2 24 | $28.2M | $5.3M | ||
| Q1 24 | $21.2M | — |
| Q4 25 | 19.3% | — | ||
| Q3 25 | 26.8% | -2.4% | ||
| Q2 25 | 25.2% | 3.0% | ||
| Q1 25 | 24.9% | 5.1% | ||
| Q4 24 | 18.1% | 1.9% | ||
| Q3 24 | 30.3% | 13.6% | ||
| Q2 24 | 25.4% | 2.5% | ||
| Q1 24 | 19.1% | — |
| Q4 25 | 0.6% | — | ||
| Q3 25 | 0.7% | 1.5% | ||
| Q2 25 | 0.4% | 2.1% | ||
| Q1 25 | 0.9% | 1.1% | ||
| Q4 24 | 0.5% | 0.8% | ||
| Q3 24 | 0.5% | 1.2% | ||
| Q2 24 | 0.4% | 1.3% | ||
| Q1 24 | 0.9% | — |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | 1.27× | ||
| Q1 25 | — | 1.65× | ||
| Q4 24 | — | 1.29× | ||
| Q3 24 | — | 2.78× | ||
| Q2 24 | — | 0.77× | ||
| 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% |
USNA
Segment breakdown not available.
