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PagerDuty, Inc.（PD）与Tarsus Pharmaceuticals, Inc.（TARS）财务数据对比。点击上方公司名可切换其他公司
Tarsus Pharmaceuticals, Inc.的季度营收约是PagerDuty, Inc.的1.2倍（$151.7M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs -5.5%，领先135.3%），Tarsus Pharmaceuticals, Inc.同比增速更快（128.4% vs 4.7%），PagerDuty, Inc.自由现金流更多（$24.1M vs $13.0M），过去两年Tarsus Pharmaceuticals, Inc.的营收复合增速更高（134.4% vs 5.9%）
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。
Tarsus Pharmaceuticals是一家处于后期临床阶段的生物制药公司，专注于眼科、皮肤科等专科领域创新疗法的研发和商业化，主打产品针对蠕形螨睑缘炎、玫瑰痤疮等未被充分诊断的常见病症，核心市场为美国。
PD vs TARS — 直观对比
营收规模更大
TARS
是对方的1.2倍
$124.5M
营收增速更快
TARS
高出123.7%
4.7%
净利率更高
PD
高出135.3%
-5.5%
自由现金流更多
PD
多$11.1M
$13.0M
两年增速更快
TARS
近两年复合增速
5.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $151.7M |
| 净利润 | $161.6M | $-8.4M |
| 毛利率 | 85.3% | — |
| 营业利润率 | 6.5% | -5.3% |
| 净利率 | 129.7% | -5.5% |
| 营收同比 | 4.7% | 128.4% |
| 净利润同比 | 2827.7% | 63.8% |
| 每股收益（稀释后） | $1.69 | $-0.17 |
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PDTARS
| Q4 25 | $124.5M | $151.7M | ||
| Q3 25 | $123.4M | $118.7M | ||
| Q2 25 | $119.8M | $102.7M | ||
| Q1 25 | $121.4M | $78.3M | ||
| Q4 24 | $118.9M | $66.4M | ||
| Q3 24 | $115.9M | $48.1M | ||
| Q2 24 | $111.2M | $40.8M | ||
| Q1 24 | $111.1M | $27.6M |
净利润PDTARS
| Q4 25 | $161.6M | $-8.4M | ||
| Q3 25 | $9.6M | $-12.6M | ||
| Q2 25 | $-7.2M | $-20.3M | ||
| Q1 25 | $-8.8M | $-25.1M | ||
| Q4 24 | $-5.9M | $-23.1M | ||
| Q3 24 | $-10.9M | $-23.4M | ||
| Q2 24 | $-17.1M | $-33.3M | ||
| Q1 24 | $-28.2M | $-35.7M |
毛利率PDTARS
| 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PDTARS
| Q4 25 | 6.5% | -5.3% | ||
| Q3 25 | 2.9% | -12.2% | ||
| Q2 25 | -8.6% | -21.6% | ||
| Q1 25 | -9.6% | -33.5% | ||
| Q4 24 | -8.7% | -36.8% | ||
| Q3 24 | -13.8% | -52.3% | ||
| Q2 24 | -19.5% | -81.6% | ||
| Q1 24 | -30.1% | -136.5% |
净利率PDTARS
| Q4 25 | 129.7% | -5.5% | ||
| Q3 25 | 7.8% | -10.6% | ||
| Q2 25 | -6.0% | -19.8% | ||
| Q1 25 | -7.2% | -32.1% | ||
| Q4 24 | -5.0% | -34.8% | ||
| Q3 24 | -9.4% | -48.7% | ||
| Q2 24 | -15.4% | -81.6% | ||
| Q1 24 | -25.3% | -129.4% |
每股收益（稀释后）PDTARS
| Q4 25 | $1.69 | $-0.17 | ||
| Q3 25 | $0.10 | $-0.30 | ||
| Q2 25 | $-0.07 | $-0.48 | ||
| Q1 25 | $-0.12 | $-0.64 | ||
| Q4 24 | $-0.07 | $-0.57 | ||
| Q3 24 | $-0.14 | $-0.61 | ||
| Q2 24 | $-0.26 | $-0.88 | ||
| Q1 24 | $-0.34 | $-1.01 |
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 | $547.8M | $417.3M |
| 总债务越低越好 | — | $72.4M |
| 股东权益账面价值 | $320.5M | $343.4M |
| 总资产 | $1.0B | $562.2M |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资PDTARS
| Q4 25 | $547.8M | $417.3M | ||
| Q3 25 | $567.9M | $401.8M | ||
| Q2 25 | $597.1M | $381.1M | ||
| Q1 25 | $570.8M | $407.9M | ||
| Q4 24 | $542.2M | $291.4M | ||
| Q3 24 | $599.3M | $317.0M | ||
| Q2 24 | $592.8M | $323.6M | ||
| Q1 24 | $571.2M | $298.5M |
总债务PDTARS
| Q4 25 | — | $72.4M | ||
| Q3 25 | — | $72.3M | ||
| Q2 25 | — | $72.1M | ||
| Q1 25 | $484.5M | $72.0M | ||
| Q4 24 | — | $71.8M | ||
| Q3 24 | — | $71.7M | ||
| Q2 24 | — | $71.6M | ||
| Q1 24 | $489.5M | $29.9M |
股东权益PDTARS
| Q4 25 | $320.5M | $343.4M | ||
| Q3 25 | $180.7M | $335.1M | ||
| Q2 25 | $145.7M | $332.6M | ||
| Q1 25 | $129.8M | $342.5M | ||
| Q4 24 | $111.6M | $224.5M | ||
| Q3 24 | $164.7M | $237.5M | ||
| Q2 24 | $174.0M | $252.2M | ||
| Q1 24 | $171.6M | $275.2M |
总资产PDTARS
| Q4 25 | $1.0B | $562.2M | ||
| Q3 25 | $891.5M | $534.6M | ||
| Q2 25 | $926.8M | $495.0M | ||
| Q1 25 | $927.3M | $500.8M | ||
| Q4 24 | $866.8M | $377.0M | ||
| Q3 24 | $916.0M | $376.3M | ||
| Q2 24 | $924.0M | $376.8M | ||
| Q1 24 | $925.3M | $349.3M |
负债/权益比PDTARS
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | — | 0.22× | ||
| Q1 25 | 3.73× | 0.21× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.30× | ||
| Q2 24 | — | 0.28× | ||
| Q1 24 | 2.85× | 0.11× |
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 | $24.8M | $19.3M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $13.0M |
| 自由现金流率自由现金流/营收 | 19.3% | 8.6% |
| 资本支出强度资本支出/营收 | 0.6% | 4.2% |
| 现金转化率经营现金流/净利润 | 0.15× | — |
| 过去12个月自由现金流最近4个季度 | $117.6M | $-22.3M |
8季度趋势，按日历期对齐
经营现金流PDTARS
| Q4 25 | $24.8M | $19.3M | ||
| Q3 25 | $34.0M | $18.3M | ||
| Q2 25 | $30.7M | $-29.4M | ||
| Q1 25 | $31.4M | $-20.7M | ||
| Q4 24 | $22.1M | $-22.2M | ||
| Q3 24 | $35.8M | $-8.7M | ||
| Q2 24 | $28.6M | $-14.4M | ||
| Q1 24 | $22.2M | $-37.8M |
自由现金流PDTARS
| Q4 25 | $24.1M | $13.0M | ||
| Q3 25 | $33.1M | $16.3M | ||
| Q2 25 | $30.2M | $-30.4M | ||
| Q1 25 | $30.3M | $-21.2M | ||
| Q4 24 | $21.5M | $-22.3M | ||
| Q3 24 | $35.1M | $-8.9M | ||
| Q2 24 | $28.2M | $-15.4M | ||
| Q1 24 | $21.2M | $-38.0M |
自由现金流率PDTARS
| Q4 25 | 19.3% | 8.6% | ||
| Q3 25 | 26.8% | 13.8% | ||
| Q2 25 | 25.2% | -29.6% | ||
| Q1 25 | 24.9% | -27.1% | ||
| Q4 24 | 18.1% | -33.5% | ||
| Q3 24 | 30.3% | -18.6% | ||
| Q2 24 | 25.4% | -37.8% | ||
| Q1 24 | 19.1% | -137.5% |
资本支出强度PDTARS
| Q4 25 | 0.6% | 4.2% | ||
| Q3 25 | 0.7% | 1.6% | ||
| Q2 25 | 0.4% | 1.0% | ||
| Q1 25 | 0.9% | 0.8% | ||
| Q4 24 | 0.5% | 0.1% | ||
| Q3 24 | 0.5% | 0.6% | ||
| Q2 24 | 0.4% | 2.5% | ||
| Q1 24 | 0.9% | 0.6% |
现金转化率PDTARS
| Q4 25 | 0.15× | — | ||
| Q3 25 | 3.55× | — | ||
| Q2 25 | — | — | ||
| 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
PD
| US | $88.8M | 71% |
| Non Us | $35.7M | 29% |
TARS
暂无分部数据
