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Side-by-side financial comparison of PagerDuty, Inc. (PD) and Xometry, Inc. (XMTR). Click either name above to swap in a different company.
Xometry, Inc. is the larger business by last-quarter revenue ($192.4M vs $124.5M, roughly 1.5× PagerDuty, Inc.). PagerDuty, Inc. runs the higher net margin — 129.7% vs -4.5%, a 134.2% gap on every dollar of revenue. On growth, Xometry, Inc. posted the faster year-over-year revenue change (29.5% vs 4.7%). PagerDuty, Inc. produced more free cash flow last quarter ($24.1M vs $-5.9M). Over the past eight quarters, Xometry, Inc.'s revenue compounded faster (25.2% CAGR vs 5.9%).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Xometry is an online marketplace for sourcing on-demand manufactured parts for prototyping and large-scale production.
PD vs XMTR — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $124.5M | $192.4M |
| Net Profit | $161.6M | $-8.6M |
| Gross Margin | 85.3% | 39.1% |
| Operating Margin | 6.5% | -4.6% |
| Net Margin | 129.7% | -4.5% |
| Revenue YoY | 4.7% | 29.5% |
| Net Profit YoY | 2827.7% | 12.7% |
| 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.
| Q4 25 | $124.5M | $192.4M | ||
| Q3 25 | $123.4M | $180.7M | ||
| Q2 25 | $119.8M | $162.5M | ||
| Q1 25 | $121.4M | $151.0M | ||
| Q4 24 | $118.9M | $148.5M | ||
| Q3 24 | $115.9M | $141.7M | ||
| Q2 24 | $111.2M | $132.6M | ||
| Q1 24 | $111.1M | $122.7M |
| Q4 25 | $161.6M | $-8.6M | ||
| Q3 25 | $9.6M | $-11.6M | ||
| Q2 25 | $-7.2M | $-26.4M | ||
| Q1 25 | $-8.8M | $-15.1M | ||
| Q4 24 | $-5.9M | $-9.9M | ||
| Q3 24 | $-10.9M | $-10.2M | ||
| Q2 24 | $-17.1M | $-13.7M | ||
| Q1 24 | $-28.2M | $-16.6M |
| Q4 25 | 85.3% | 39.1% | ||
| Q3 25 | 84.6% | 39.9% | ||
| Q2 25 | 84.0% | 40.1% | ||
| Q1 25 | 83.6% | 37.3% | ||
| Q4 24 | 83.0% | 39.7% | ||
| Q3 24 | 82.7% | 39.4% | ||
| Q2 24 | 82.6% | 39.9% | ||
| Q1 24 | 81.7% | 39.0% |
| Q4 25 | 6.5% | -4.6% | ||
| Q3 25 | 2.9% | -6.1% | ||
| Q2 25 | -8.6% | -6.3% | ||
| Q1 25 | -9.6% | -10.2% | ||
| Q4 24 | -8.7% | -7.8% | ||
| Q3 24 | -13.8% | -8.1% | ||
| Q2 24 | -19.5% | -11.5% | ||
| Q1 24 | -30.1% | -14.6% |
| Q4 25 | 129.7% | -4.5% | ||
| Q3 25 | 7.8% | -6.4% | ||
| Q2 25 | -6.0% | -16.3% | ||
| Q1 25 | -7.2% | -10.0% | ||
| Q4 24 | -5.0% | -6.7% | ||
| Q3 24 | -9.4% | -7.2% | ||
| Q2 24 | -15.4% | -10.3% | ||
| Q1 24 | -25.3% | -13.5% |
| Q4 25 | $1.69 | — | ||
| Q3 25 | $0.10 | — | ||
| Q2 25 | $-0.07 | — | ||
| Q1 25 | $-0.12 | — | ||
| Q4 24 | $-0.07 | — | ||
| Q3 24 | $-0.14 | — | ||
| Q2 24 | $-0.26 | — | ||
| 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 | $219.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $320.5M | $275.6M |
| Total Assets | $1.0B | $703.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $547.8M | $219.1M | ||
| Q3 25 | $567.9M | $224.5M | ||
| Q2 25 | $597.1M | $225.8M | ||
| Q1 25 | $570.8M | $231.4M | ||
| Q4 24 | $542.2M | $239.8M | ||
| Q3 24 | $599.3M | $234.0M | ||
| Q2 24 | $592.8M | $240.9M | ||
| Q1 24 | $571.2M | $253.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
| Q4 25 | $320.5M | $275.6M | ||
| Q3 25 | $180.7M | $272.0M | ||
| Q2 25 | $145.7M | $270.4M | ||
| Q1 25 | $129.8M | $309.9M | ||
| Q4 24 | $111.6M | $314.5M | ||
| Q3 24 | $164.7M | $315.2M | ||
| Q2 24 | $174.0M | $315.8M | ||
| Q1 24 | $171.6M | $320.4M |
| Q4 25 | $1.0B | $703.7M | ||
| Q3 25 | $891.5M | $698.9M | ||
| Q2 25 | $926.8M | $687.0M | ||
| Q1 25 | $927.3M | $690.1M | ||
| Q4 24 | $866.8M | $680.1M | ||
| Q3 24 | $916.0M | $678.2M | ||
| Q2 24 | $924.0M | $678.6M | ||
| Q1 24 | $925.3M | $692.5M |
| 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 | $4.4M |
| Free Cash FlowOCF − Capex | $24.1M | $-5.9M |
| FCF MarginFCF / Revenue | 19.3% | -3.0% |
| Capex IntensityCapex / Revenue | 0.6% | 5.3% |
| Cash ConversionOCF / Net Profit | 0.15× | — |
| TTM Free Cash FlowTrailing 4 quarters | $117.6M | $-24.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $24.8M | $4.4M | ||
| Q3 25 | $34.0M | $5.8M | ||
| Q2 25 | $30.7M | $-427.0K | ||
| Q1 25 | $31.4M | $-3.7M | ||
| Q4 24 | $22.1M | $9.1M | ||
| Q3 24 | $35.8M | $-3.6M | ||
| Q2 24 | $28.6M | $-9.1M | ||
| Q1 24 | $22.2M | $-11.7M |
| Q4 25 | $24.1M | $-5.9M | ||
| Q3 25 | $33.1M | $-1.7M | ||
| Q2 25 | $30.2M | $-7.4M | ||
| Q1 25 | $30.3M | $-9.2M | ||
| Q4 24 | $21.5M | $4.5M | ||
| Q3 24 | $35.1M | $-8.4M | ||
| Q2 24 | $28.2M | $-13.5M | ||
| Q1 24 | $21.2M | $-16.1M |
| Q4 25 | 19.3% | -3.0% | ||
| Q3 25 | 26.8% | -0.9% | ||
| Q2 25 | 25.2% | -4.5% | ||
| Q1 25 | 24.9% | -6.1% | ||
| Q4 24 | 18.1% | 3.1% | ||
| Q3 24 | 30.3% | -6.0% | ||
| Q2 24 | 25.4% | -10.2% | ||
| Q1 24 | 19.1% | -13.1% |
| Q4 25 | 0.6% | 5.3% | ||
| Q3 25 | 0.7% | 4.1% | ||
| Q2 25 | 0.4% | 4.3% | ||
| Q1 25 | 0.9% | 3.6% | ||
| Q4 24 | 0.5% | 3.1% | ||
| Q3 24 | 0.5% | 3.4% | ||
| Q2 24 | 0.4% | 3.3% | ||
| Q1 24 | 0.9% | 3.5% |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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% |
XMTR
| US | $159.1M | 83% |
| Non Us | $33.3M | 17% |
