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Ategrity Specialty Insurance Co Holdings（ASIC）与PagerDuty, Inc.（PD）财务数据对比。点击上方公司名可切换其他公司
PagerDuty, Inc.的季度营收约是Ategrity Specialty Insurance Co Holdings的1.1倍（$124.5M vs $116.1M），PagerDuty, Inc.净利率更高（129.7% vs 19.5%，领先110.2%）
Ategrity Specialty Insurance Co Holdings是一家特种保险控股企业，提供商业财产及意外伤害保险解决方案，主营超额与盈余线保险业务，服务美国本土建筑、医疗、小型企业等细分领域，为标准保险公司通常不承接的特殊风险提供定制化保单。
PagerDuty是一家美国云计算企业，主打面向IT运维部门的SaaS事件管理平台，可帮助企业实时响应运维异常、快速定位并处理故障，保障业务系统稳定运行，目前已成为全球IT运维领域广受认可的数字化解决方案服务商。
ASIC vs PD — 直观对比
营收规模更大
PD
是对方的1.1倍
$116.1M
净利率更高
PD
高出110.2%
19.5%
损益表 — Q3 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $116.1M | $124.5M |
| 净利润 | $22.7M | $161.6M |
| 毛利率 | — | 85.3% |
| 营业利润率 | 25.6% | 6.5% |
| 净利率 | 19.5% | 129.7% |
| 营收同比 | — | 4.7% |
| 净利润同比 | — | 2827.7% |
| 每股收益（稀释后） | $0.45 | $1.69 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收ASICPD
| Q4 25 | — | $124.5M | ||
| Q3 25 | $116.1M | $123.4M | ||
| Q2 25 | $101.8M | $119.8M | ||
| Q1 25 | — | $121.4M | ||
| Q4 24 | — | $118.9M | ||
| Q3 24 | — | $115.9M | ||
| Q2 24 | — | $111.2M | ||
| Q1 24 | — | $111.1M |
净利润ASICPD
| Q4 25 | — | $161.6M | ||
| Q3 25 | $22.7M | $9.6M | ||
| Q2 25 | $17.6M | $-7.2M | ||
| Q1 25 | — | $-8.8M | ||
| Q4 24 | — | $-5.9M | ||
| Q3 24 | — | $-10.9M | ||
| Q2 24 | — | $-17.1M | ||
| Q1 24 | — | $-28.2M |
毛利率ASICPD
| 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 24 | — | 81.7% |
营业利润率ASICPD
| Q4 25 | — | 6.5% | ||
| Q3 25 | 25.6% | 2.9% | ||
| Q2 25 | 21.9% | -8.6% | ||
| Q1 25 | — | -9.6% | ||
| Q4 24 | — | -8.7% | ||
| Q3 24 | — | -13.8% | ||
| Q2 24 | — | -19.5% | ||
| Q1 24 | — | -30.1% |
净利率ASICPD
| Q4 25 | — | 129.7% | ||
| Q3 25 | 19.5% | 7.8% | ||
| Q2 25 | 17.3% | -6.0% | ||
| Q1 25 | — | -7.2% | ||
| Q4 24 | — | -5.0% | ||
| Q3 24 | — | -9.4% | ||
| Q2 24 | — | -15.4% | ||
| Q1 24 | — | -25.3% |
每股收益（稀释后）ASICPD
| Q4 25 | — | $1.69 | ||
| Q3 25 | $0.45 | $0.10 | ||
| Q2 25 | $0.39 | $-0.07 | ||
| Q1 25 | — | $-0.12 | ||
| Q4 24 | — | $-0.07 | ||
| Q3 24 | — | $-0.14 | ||
| Q2 24 | — | $-0.26 | ||
| Q1 24 | — | $-0.34 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $34.3M | $547.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $588.6M | $320.5M |
| 总资产 | $1.4B | $1.0B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASICPD
| Q4 25 | — | $547.8M | ||
| Q3 25 | $34.3M | $567.9M | ||
| Q2 25 | $23.5M | $597.1M | ||
| Q1 25 | — | $570.8M | ||
| Q4 24 | — | $542.2M | ||
| Q3 24 | — | $599.3M | ||
| Q2 24 | — | $592.8M | ||
| Q1 24 | — | $571.2M |
总债务ASICPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $484.5M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $489.5M |
股东权益ASICPD
| Q4 25 | — | $320.5M | ||
| Q3 25 | $588.6M | $180.7M | ||
| Q2 25 | $559.7M | $145.7M | ||
| Q1 25 | — | $129.8M | ||
| Q4 24 | — | $111.6M | ||
| Q3 24 | — | $164.7M | ||
| Q2 24 | — | $174.0M | ||
| Q1 24 | — | $171.6M |
总资产ASICPD
| Q4 25 | — | $1.0B | ||
| Q3 25 | $1.4B | $891.5M | ||
| Q2 25 | $1.4B | $926.8M | ||
| Q1 25 | — | $927.3M | ||
| Q4 24 | — | $866.8M | ||
| Q3 24 | — | $916.0M | ||
| Q2 24 | — | $924.0M | ||
| Q1 24 | — | $925.3M |
负债/权益比ASICPD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.73× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.85× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $41.1M | $24.8M |
| 自由现金流经营现金流 - 资本支出 | — | $24.1M |
| 自由现金流率自由现金流/营收 | — | 19.3% |
| 资本支出强度资本支出/营收 | — | 0.6% |
| 现金转化率经营现金流/净利润 | 1.81× | 0.15× |
| 过去12个月自由现金流最近4个季度 | — | $117.6M |
8季度趋势，按日历期对齐
经营现金流ASICPD
| Q4 25 | — | $24.8M | ||
| Q3 25 | $41.1M | $34.0M | ||
| Q2 25 | $50.8M | $30.7M | ||
| Q1 25 | — | $31.4M | ||
| Q4 24 | — | $22.1M | ||
| Q3 24 | — | $35.8M | ||
| Q2 24 | — | $28.6M | ||
| Q1 24 | — | $22.2M |
自由现金流ASICPD
| Q4 25 | — | $24.1M | ||
| Q3 25 | — | $33.1M | ||
| Q2 25 | — | $30.2M | ||
| Q1 25 | — | $30.3M | ||
| Q4 24 | — | $21.5M | ||
| Q3 24 | — | $35.1M | ||
| Q2 24 | — | $28.2M | ||
| Q1 24 | — | $21.2M |
自由现金流率ASICPD
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 25.2% | ||
| Q1 25 | — | 24.9% | ||
| Q4 24 | — | 18.1% | ||
| Q3 24 | — | 30.3% | ||
| Q2 24 | — | 25.4% | ||
| Q1 24 | — | 19.1% |
资本支出强度ASICPD
| Q4 25 | — | 0.6% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 0.9% |
现金转化率ASICPD
| Q4 25 | — | 0.15× | ||
| Q3 25 | 1.81× | 3.55× | ||
| Q2 25 | 2.88× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ASIC
暂无分部数据
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
