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PagerDuty, Inc.（PD）与VIRTUS INVESTMENT PARTNERS, INC.（VRTS）财务数据对比。点击上方公司名可切换其他公司
VIRTUS INVESTMENT PARTNERS, INC.的季度营收约是PagerDuty, Inc.的1.6倍（$199.5M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 3.6%，领先126.2%），PagerDuty, Inc.同比增速更快（4.7% vs -4.1%），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% vs -5.7%）
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。
Virtus Investment Partners是一家美国多管理人资产管理企业，旗下汇集多家具备独立投资流程与自有品牌的关联投资管理人，同时也提供非关联子投资顾问服务，为客户提供多元化的资产管理解决方案。
PD vs VRTS — 直观对比
营收规模更大
VRTS
是对方的1.6倍
$124.5M
营收增速更快
PD
高出8.8%
-4.1%
净利率更高
PD
高出126.2%
3.6%
两年增速更快
PD
近两年复合增速
-5.7%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $199.5M |
| 净利润 | $161.6M | $7.1M |
| 毛利率 | 85.3% | — |
| 营业利润率 | 6.5% | 7.7% |
| 净利率 | 129.7% | 3.6% |
| 营收同比 | 4.7% | -4.1% |
| 净利润同比 | 2827.7% | -78.1% |
| 每股收益（稀释后） | $1.69 | $1.05 |
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PDVRTS
| Q1 26 | — | $199.5M | ||
| Q4 25 | $124.5M | $208.0M | ||
| Q3 25 | $123.4M | $216.4M | ||
| Q2 25 | $119.8M | $210.5M | ||
| Q1 25 | $121.4M | $217.9M | ||
| Q4 24 | $118.9M | $233.5M | ||
| Q3 24 | $115.9M | $227.0M | ||
| Q2 24 | $111.2M | $224.4M |
净利润PDVRTS
| Q1 26 | — | $7.1M | ||
| Q4 25 | $161.6M | $33.9M | ||
| Q3 25 | $9.6M | $31.3M | ||
| Q2 25 | $-7.2M | $42.7M | ||
| Q1 25 | $-8.8M | $28.1M | ||
| Q4 24 | $-5.9M | $39.5M | ||
| Q3 24 | $-10.9M | $49.1M | ||
| Q2 24 | $-17.1M | $26.0M |
毛利率PDVRTS
| Q1 26 | — | — | ||
| 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% | — |
营业利润率PDVRTS
| Q1 26 | — | 7.7% | ||
| Q4 25 | 6.5% | 19.1% | ||
| Q3 25 | 2.9% | 21.7% | ||
| Q2 25 | -8.6% | 21.5% | ||
| Q1 25 | -9.6% | 16.8% | ||
| Q4 24 | -8.7% | 21.7% | ||
| Q3 24 | -13.8% | 24.3% | ||
| Q2 24 | -19.5% | 19.7% |
净利率PDVRTS
| Q1 26 | — | 3.6% | ||
| Q4 25 | 129.7% | 16.3% | ||
| Q3 25 | 7.8% | 14.5% | ||
| Q2 25 | -6.0% | 20.3% | ||
| Q1 25 | -7.2% | 12.9% | ||
| Q4 24 | -5.0% | 16.9% | ||
| Q3 24 | -9.4% | 21.6% | ||
| Q2 24 | -15.4% | 11.6% |
每股收益（稀释后）PDVRTS
| Q1 26 | — | $1.05 | ||
| Q4 25 | $1.69 | $5.15 | ||
| Q3 25 | $0.10 | $4.65 | ||
| Q2 25 | $-0.07 | $6.12 | ||
| Q1 25 | $-0.12 | $4.05 | ||
| Q4 24 | $-0.07 | $4.65 | ||
| Q3 24 | $-0.14 | $5.71 | ||
| Q2 24 | $-0.26 | $2.43 |
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 | $136.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.5M | $93.6B |
| 总资产 | $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PDVRTS
| Q1 26 | — | $136.6M | ||
| Q4 25 | $547.8M | — | ||
| Q3 25 | $567.9M | — | ||
| Q2 25 | $597.1M | — | ||
| Q1 25 | $570.8M | — | ||
| Q4 24 | $542.2M | — | ||
| Q3 24 | $599.3M | — | ||
| Q2 24 | $592.8M | — |
总债务PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | $390.0M | ||
| Q3 25 | — | $390.6M | ||
| Q2 25 | — | $231.3M | ||
| Q1 25 | $484.5M | $231.7M | ||
| Q4 24 | — | $232.1M | ||
| Q3 24 | — | $237.5M | ||
| Q2 24 | — | $247.6M |
股东权益PDVRTS
| Q1 26 | — | $93.6B | ||
| Q4 25 | $320.5M | $934.0M | ||
| Q3 25 | $180.7M | $918.7M | ||
| Q2 25 | $145.7M | $896.4M | ||
| Q1 25 | $129.8M | $893.7M | ||
| Q4 24 | $111.6M | $897.5M | ||
| Q3 24 | $164.7M | $889.0M | ||
| Q2 24 | $174.0M | $868.7M |
总资产PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $4.3B | ||
| Q3 25 | $891.5M | $3.9B | ||
| Q2 25 | $926.8M | $3.7B | ||
| Q1 25 | $927.3M | $3.7B | ||
| Q4 24 | $866.8M | $4.0B | ||
| Q3 24 | $916.0M | $3.6B | ||
| Q2 24 | $924.0M | $3.6B |
负债/权益比PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.42× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | 3.73× | 0.26× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.27× | ||
| Q2 24 | — | 0.29× |
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 | — |
| 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 | 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PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | $24.8M | $-67.2M | ||
| Q3 25 | $34.0M | $108.3M | ||
| Q2 25 | $30.7M | $75.8M | ||
| Q1 25 | $31.4M | $-3.8M | ||
| Q4 24 | $22.1M | $1.8M | ||
| Q3 24 | $35.8M | $69.1M | ||
| Q2 24 | $28.6M | $70.0M |
自由现金流PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | $24.1M | $-74.1M | ||
| Q3 25 | $33.1M | $106.9M | ||
| Q2 25 | $30.2M | $74.2M | ||
| Q1 25 | $30.3M | $-6.8M | ||
| Q4 24 | $21.5M | $-3.8M | ||
| Q3 24 | $35.1M | $68.7M | ||
| Q2 24 | $28.2M | $68.6M |
自由现金流率PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | -35.6% | ||
| Q3 25 | 26.8% | 49.4% | ||
| Q2 25 | 25.2% | 35.2% | ||
| Q1 25 | 24.9% | -3.1% | ||
| Q4 24 | 18.1% | -1.6% | ||
| Q3 24 | 30.3% | 30.3% | ||
| Q2 24 | 25.4% | 30.6% |
资本支出强度PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.6% | 3.3% | ||
| Q3 25 | 0.7% | 0.7% | ||
| Q2 25 | 0.4% | 0.7% | ||
| Q1 25 | 0.9% | 1.4% | ||
| Q4 24 | 0.5% | 2.4% | ||
| Q3 24 | 0.5% | 0.2% | ||
| Q2 24 | 0.4% | 0.6% |
现金转化率PDVRTS
| Q1 26 | — | — | ||
| Q4 25 | 0.15× | -1.99× | ||
| Q3 25 | 3.55× | 3.45× | ||
| Q2 25 | — | 1.77× | ||
| Q1 25 | — | -0.13× | ||
| Q4 24 | — | 0.04× | ||
| Q3 24 | — | 1.41× | ||
| Q2 24 | — | 2.69× |
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% |
VRTS
| Investment management fees | $169.1M | 85% |
| Administration and shareholder service fees | $17.3M | 9% |
| Distribution and service fees | $11.6M | 6% |
