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Side-by-side financial comparison of PagerDuty, Inc. (PD) and VINCE HOLDING CORP. (VNCE). Click either name above to swap in a different company.
PagerDuty, Inc. is the larger business by last-quarter revenue ($124.5M vs $85.1M, roughly 1.5× VINCE HOLDING CORP.). PagerDuty, Inc. runs the higher net margin — 129.7% vs 3.2%, a 126.5% gap on every dollar of revenue. On growth, VINCE HOLDING CORP. posted the faster year-over-year revenue change (6.2% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-5.7M). Over the past eight quarters, VINCE HOLDING CORP.'s revenue compounded faster (6.3% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
VINCE. is a contemporary clothing fashion brand founded in 2002. In 2023 Authentic Brands Group purchased its intellectual property in a $76.5 million deal.
PD vs VNCE — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $85.1M |
| Net Profit | $161.6M | $2.7M |
| Gross Margin | 85.3% | 49.2% |
| Operating Margin | 6.5% | 6.4% |
| Net Margin | 129.7% | 3.2% |
| Revenue YoY | 4.7% | 6.2% |
| Net Profit YoY | 2827.7% | -37.3% |
| EPS (diluted) | $1.69 | $0.21 |
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 | $85.1M | ||
| Q3 25 | $123.4M | $73.2M | ||
| Q2 25 | $119.8M | $57.9M | ||
| Q1 25 | $121.4M | $80.0M | ||
| Q4 24 | $118.9M | $80.2M | ||
| Q3 24 | $115.9M | $74.2M | ||
| Q2 24 | $111.2M | $59.2M | ||
| Q1 24 | $111.1M | $75.3M |
| Q4 25 | $161.6M | $2.7M | ||
| Q3 25 | $9.6M | $12.1M | ||
| Q2 25 | $-7.2M | $-4.8M | ||
| Q1 25 | $-8.8M | $-28.3M | ||
| Q4 24 | $-5.9M | $4.3M | ||
| Q3 24 | $-10.9M | $569.0K | ||
| Q2 24 | $-17.1M | $4.4M | ||
| Q1 24 | $-28.2M | $-4.7M |
| Q4 25 | 85.3% | 49.2% | ||
| Q3 25 | 84.6% | 50.4% | ||
| Q2 25 | 84.0% | 50.3% | ||
| Q1 25 | 83.6% | 50.1% | ||
| Q4 24 | 83.0% | 50.0% | ||
| Q3 24 | 82.7% | 47.4% | ||
| Q2 24 | 82.6% | 50.6% | ||
| Q1 24 | 81.7% | 45.4% |
| Q4 25 | 6.5% | 6.4% | ||
| Q3 25 | 2.9% | 15.2% | ||
| Q2 25 | -8.6% | -7.7% | ||
| Q1 25 | -9.6% | -37.1% | ||
| Q4 24 | -8.7% | 7.2% | ||
| Q3 24 | -13.8% | 1.5% | ||
| Q2 24 | -19.5% | 9.5% | ||
| Q1 24 | -30.1% | -2.2% |
| Q4 25 | 129.7% | 3.2% | ||
| Q3 25 | 7.8% | 16.5% | ||
| Q2 25 | -6.0% | -8.3% | ||
| Q1 25 | -7.2% | -35.5% | ||
| Q4 24 | -5.0% | 5.4% | ||
| Q3 24 | -9.4% | 0.8% | ||
| Q2 24 | -15.4% | 7.4% | ||
| Q1 24 | -25.3% | -6.2% |
| Q4 25 | $1.69 | $0.21 | ||
| Q3 25 | $0.10 | $0.93 | ||
| Q2 25 | $-0.07 | $-0.37 | ||
| Q1 25 | $-0.12 | $-2.25 | ||
| Q4 24 | $-0.07 | $0.34 | ||
| Q3 24 | $-0.14 | $0.05 | ||
| Q2 24 | $-0.26 | $0.35 | ||
| Q1 24 | $-0.34 | $-0.37 |
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 | $1.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $53.4M |
| Total Assets | $1.0B | $246.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $1.1M | ||
| Q3 25 | $567.9M | $777.0K | ||
| Q2 25 | $597.1M | $2.6M | ||
| Q1 25 | $570.8M | $607.0K | ||
| Q4 24 | $542.2M | $892.0K | ||
| Q3 24 | $599.3M | $711.0K | ||
| Q2 24 | $592.8M | $739.0K | ||
| Q1 24 | $571.2M | $357.0K |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $53.4M | ||
| Q3 25 | $180.7M | $49.3M | ||
| Q2 25 | $145.7M | $37.2M | ||
| Q1 25 | $129.8M | $41.8M | ||
| Q4 24 | $111.6M | $57.1M | ||
| Q3 24 | $164.7M | $52.4M | ||
| Q2 24 | $174.0M | $51.7M | ||
| Q1 24 | $171.6M | $47.2M |
| Q4 25 | $1.0B | $246.0M | ||
| Q3 25 | $891.5M | $239.0M | ||
| Q2 25 | $926.8M | $218.0M | ||
| Q1 25 | $927.3M | $222.7M | ||
| Q4 24 | $866.8M | $254.7M | ||
| Q3 24 | $916.0M | $253.6M | ||
| Q2 24 | $924.0M | $223.1M | ||
| Q1 24 | $925.3M | $225.1M |
| 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 | $-5.1M |
| Free Cash FlowOCF − Capex | $24.1M | $-5.7M |
| FCF MarginFCF / Revenue | 19.3% | -6.7% |
| Capex IntensityCapex / Revenue | 0.6% | 0.7% |
| Cash ConversionOCF / Net Profit | 0.15× | -1.86× |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $4.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $-5.1M | ||
| Q3 25 | $34.0M | $4.2M | ||
| Q2 25 | $30.7M | $-11.8M | ||
| Q1 25 | $31.4M | $22.7M | ||
| Q4 24 | $22.1M | $6.4M | ||
| Q3 24 | $35.8M | $-3.2M | ||
| Q2 24 | $28.6M | $-3.9M | ||
| Q1 24 | $22.2M | $14.8M |
| Q4 25 | $24.1M | $-5.7M | ||
| Q3 25 | $33.1M | $2.1M | ||
| Q2 25 | $30.2M | $-13.2M | ||
| Q1 25 | $30.3M | $21.2M | ||
| Q4 24 | $21.5M | $5.1M | ||
| Q3 24 | $35.1M | $-3.9M | ||
| Q2 24 | $28.2M | $-4.6M | ||
| Q1 24 | $21.2M | $14.2M |
| Q4 25 | 19.3% | -6.7% | ||
| Q3 25 | 26.8% | 2.9% | ||
| Q2 25 | 25.2% | -22.9% | ||
| Q1 25 | 24.9% | 26.5% | ||
| Q4 24 | 18.1% | 6.4% | ||
| Q3 24 | 30.3% | -5.2% | ||
| Q2 24 | 25.4% | -7.8% | ||
| Q1 24 | 19.1% | 18.9% |
| Q4 25 | 0.6% | 0.7% | ||
| Q3 25 | 0.7% | 2.9% | ||
| Q2 25 | 0.4% | 2.5% | ||
| Q1 25 | 0.9% | 1.9% | ||
| Q4 24 | 0.5% | 1.6% | ||
| Q3 24 | 0.5% | 0.9% | ||
| Q2 24 | 0.4% | 1.3% | ||
| Q1 24 | 0.9% | 0.7% |
| Q4 25 | 0.15× | -1.86× | ||
| Q3 25 | 3.55× | 0.35× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.48× | ||
| Q3 24 | — | -5.61× | ||
| Q2 24 | — | -0.89× | ||
| 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% |
VNCE
| Vince Wholesale | $52.0M | 61% |
| Vince Direct To Consumer | $33.1M | 39% |
