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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Vital Farms, Inc. (VITL). Click either name above to swap in a different company.
Vital Farms, Inc. is the larger business by last-quarter revenue ($213.6M vs $124.5M, roughly 1.7× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 7.6%, a 122.1% gap on every dollar of revenue. On growth, Vital Farms, Inc. posted the faster year-over-year revenue change (28.7% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-32.1M). Over the past eight quarters, Vital Farms, Inc.'s revenue compounded faster (20.2% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Vital Tomosi Dairy Limited is a dairy processing company in Uganda. The company is a joint venture between Vital Capital Fund, "an impact investing fund primarily focused on Sub-Saharan Africa", and "Tomosi Dairy Farms, a Ugandan producer of dairy products".
PD vs VITL — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $213.6M |
| Net Profit | $161.6M | $16.3M |
| Gross Margin | 85.3% | 35.8% |
| Operating Margin | 6.5% | 10.0% |
| Net Margin | 129.7% | 7.6% |
| Revenue YoY | 4.7% | 28.7% |
| Net Profit YoY | 2827.7% | 54.3% |
| EPS (diluted) | $1.69 | $0.35 |
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 | $213.6M | ||
| Q3 25 | $123.4M | $198.9M | ||
| Q2 25 | $119.8M | $184.8M | ||
| Q1 25 | $121.4M | $162.2M | ||
| Q4 24 | $118.9M | $166.0M | ||
| Q3 24 | $115.9M | $145.0M | ||
| Q2 24 | $111.2M | $147.4M | ||
| Q1 24 | $111.1M | $147.9M |
| Q4 25 | $161.6M | $16.3M | ||
| Q3 25 | $9.6M | $16.4M | ||
| Q2 25 | $-7.2M | $16.6M | ||
| Q1 25 | $-8.8M | $16.9M | ||
| Q4 24 | $-5.9M | $10.6M | ||
| Q3 24 | $-10.9M | $7.4M | ||
| Q2 24 | $-17.1M | $16.3M | ||
| Q1 24 | $-28.2M | $19.0M |
| Q4 25 | 85.3% | 35.8% | ||
| Q3 25 | 84.6% | 37.7% | ||
| Q2 25 | 84.0% | 38.9% | ||
| Q1 25 | 83.6% | 38.5% | ||
| Q4 24 | 83.0% | 36.1% | ||
| Q3 24 | 82.7% | 36.9% | ||
| Q2 24 | 82.6% | 39.1% | ||
| Q1 24 | 81.7% | 39.8% |
| Q4 25 | 6.5% | 10.0% | ||
| Q3 25 | 2.9% | 10.8% | ||
| Q2 25 | -8.6% | 12.9% | ||
| Q1 25 | -9.6% | 13.4% | ||
| Q4 24 | -8.7% | 7.8% | ||
| Q3 24 | -13.8% | 6.4% | ||
| Q2 24 | -19.5% | 11.6% | ||
| Q1 24 | -30.1% | 16.3% |
| Q4 25 | 129.7% | 7.6% | ||
| Q3 25 | 7.8% | 8.3% | ||
| Q2 25 | -6.0% | 9.0% | ||
| Q1 25 | -7.2% | 10.4% | ||
| Q4 24 | -5.0% | 6.4% | ||
| Q3 24 | -9.4% | 5.1% | ||
| Q2 24 | -15.4% | 11.1% | ||
| Q1 24 | -25.3% | 12.9% |
| Q4 25 | $1.69 | $0.35 | ||
| Q3 25 | $0.10 | $0.36 | ||
| Q2 25 | $-0.07 | $0.36 | ||
| Q1 25 | $-0.12 | $0.37 | ||
| Q4 24 | $-0.07 | $0.23 | ||
| Q3 24 | $-0.14 | $0.16 | ||
| Q2 24 | $-0.26 | $0.36 | ||
| Q1 24 | $-0.34 | $0.43 |
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 | $48.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $351.3M |
| Total Assets | $1.0B | $518.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $48.8M | ||
| Q3 25 | $567.9M | $93.8M | ||
| Q2 25 | $597.1M | $108.2M | ||
| Q1 25 | $570.8M | $156.3M | ||
| Q4 24 | $542.2M | $150.6M | ||
| Q3 24 | $599.3M | $149.5M | ||
| Q2 24 | $592.8M | $133.2M | ||
| Q1 24 | $571.2M | $113.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $351.3M | ||
| Q3 25 | $180.7M | $331.2M | ||
| Q2 25 | $145.7M | $309.8M | ||
| Q1 25 | $129.8M | $288.9M | ||
| Q4 24 | $111.6M | $269.3M | ||
| Q3 24 | $164.7M | $253.4M | ||
| Q2 24 | $174.0M | $238.4M | ||
| Q1 24 | $171.6M | $213.3M |
| Q4 25 | $1.0B | $518.7M | ||
| Q3 25 | $891.5M | $481.5M | ||
| Q2 25 | $926.8M | $430.8M | ||
| Q1 25 | $927.3M | $376.9M | ||
| Q4 24 | $866.8M | $359.3M | ||
| Q3 24 | $916.0M | $344.7M | ||
| Q2 24 | $924.0M | $320.5M | ||
| Q1 24 | $925.3M | $300.2M |
| 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 | $5.8M |
| Free Cash FlowOCF − Capex | $24.1M | $-32.1M |
| FCF MarginFCF / Revenue | 19.3% | -15.1% |
| Capex IntensityCapex / Revenue | 0.6% | 17.8% |
| Cash ConversionOCF / Net Profit | 0.15× | 0.35× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $-48.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $5.8M | ||
| Q3 25 | $34.0M | $23.4M | ||
| Q2 25 | $30.7M | $-761.0K | ||
| Q1 25 | $31.4M | $5.3M | ||
| Q4 24 | $22.1M | $14.8M | ||
| Q3 24 | $35.8M | $10.0M | ||
| Q2 24 | $28.6M | $16.1M | ||
| Q1 24 | $22.2M | $23.9M |
| Q4 25 | $24.1M | $-32.1M | ||
| Q3 25 | $33.1M | $-10.6M | ||
| Q2 25 | $30.2M | $-7.6M | ||
| Q1 25 | $30.3M | $2.1M | ||
| Q4 24 | $21.5M | $-3.4M | ||
| Q3 24 | $35.1M | $6.4M | ||
| Q2 24 | $28.2M | $10.5M | ||
| Q1 24 | $21.2M | $22.6M |
| Q4 25 | 19.3% | -15.1% | ||
| Q3 25 | 26.8% | -5.3% | ||
| Q2 25 | 25.2% | -4.1% | ||
| Q1 25 | 24.9% | 1.3% | ||
| Q4 24 | 18.1% | -2.0% | ||
| Q3 24 | 30.3% | 4.4% | ||
| Q2 24 | 25.4% | 7.2% | ||
| Q1 24 | 19.1% | 15.3% |
| Q4 25 | 0.6% | 17.8% | ||
| Q3 25 | 0.7% | 17.1% | ||
| Q2 25 | 0.4% | 3.7% | ||
| Q1 25 | 0.9% | 1.9% | ||
| Q4 24 | 0.5% | 10.9% | ||
| Q3 24 | 0.5% | 2.5% | ||
| Q2 24 | 0.4% | 3.8% | ||
| Q1 24 | 0.9% | 0.9% |
| Q4 25 | 0.15× | 0.35× | ||
| Q3 25 | 3.55× | 1.43× | ||
| Q2 25 | — | -0.05× | ||
| Q1 25 | — | 0.31× | ||
| Q4 24 | — | 1.40× | ||
| Q3 24 | — | 1.34× | ||
| Q2 24 | — | 0.99× | ||
| Q1 24 | — | 1.26× |
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% |
VITL
| Eggs And Egg Related Products | $205.8M | 96% |
| Butter And Butter Related Products | $7.7M | 4% |
