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PagerDuty, Inc.（PD）与WAFD INC（WAFD）财务数据对比。点击上方公司名可切换其他公司
WAFD INC的季度营收约是PagerDuty, Inc.的1.5倍（$191.4M vs $124.5M），PagerDuty, Inc.净利率更高（129.7% vs 33.5%，领先96.2%），WAFD INC同比增速更快（11.8% vs 4.7%），WAFD INC自由现金流更多（$50.0M vs $24.1M），过去两年PagerDuty, Inc.的营收复合增速更高（5.9% vs 5.5%）
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。
WAFD银行总部位于美国华盛顿州西雅图市，是美国头部银行之一，业务覆盖华盛顿州、俄勒冈州、爱达荷州、内华达州、犹他州、亚利桑那州、新墨西哥州、加利福尼亚州及得克萨斯州，共设有210家实体营业网点，为多州客户提供专业金融服务。
PD vs WAFD — 直观对比
营收规模更大
WAFD
是对方的1.5倍
$124.5M
营收增速更快
WAFD
高出7.1%
4.7%
净利率更高
PD
高出96.2%
33.5%
自由现金流更多
WAFD
多$26.0M
$24.1M
两年增速更快
PD
近两年复合增速
5.5%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $124.5M | $191.4M |
| 净利润 | $161.6M | $64.2M |
| 毛利率 | 85.3% | — |
| 营业利润率 | 6.5% | 43.0% |
| 净利率 | 129.7% | 33.5% |
| 营收同比 | 4.7% | 11.8% |
| 净利润同比 | 2827.7% | 35.8% |
| 每股收益（稀释后） | $1.69 | $0.79 |
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PDWAFD
| Q4 25 | $124.5M | $191.4M | ||
| Q3 25 | $123.4M | $188.3M | ||
| Q2 25 | $119.8M | $186.3M | ||
| Q1 25 | $121.4M | $179.8M | ||
| Q4 24 | $118.9M | $171.1M | ||
| Q3 24 | $115.9M | $188.7M | ||
| Q2 24 | $111.2M | $194.4M | ||
| Q1 24 | $111.1M | $172.0M |
净利润PDWAFD
| Q4 25 | $161.6M | $64.2M | ||
| Q3 25 | $9.6M | $60.6M | ||
| Q2 25 | $-7.2M | $62.0M | ||
| Q1 25 | $-8.8M | $56.3M | ||
| Q4 24 | $-5.9M | $47.3M | ||
| Q3 24 | $-10.9M | $61.1M | ||
| Q2 24 | $-17.1M | $64.6M | ||
| Q1 24 | $-28.2M | $15.9M |
毛利率PDWAFD
| 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PDWAFD
| Q4 25 | 6.5% | 43.0% | ||
| Q3 25 | 2.9% | 41.2% | ||
| Q2 25 | -8.6% | 42.8% | ||
| Q1 25 | -9.6% | 40.1% | ||
| Q4 24 | -8.7% | 35.2% | ||
| Q3 24 | -13.8% | 42.8% | ||
| Q2 24 | -19.5% | 42.6% | ||
| Q1 24 | -30.1% | 12.2% |
净利率PDWAFD
| Q4 25 | 129.7% | 33.5% | ||
| Q3 25 | 7.8% | 32.2% | ||
| Q2 25 | -6.0% | 33.3% | ||
| Q1 25 | -7.2% | 31.3% | ||
| Q4 24 | -5.0% | 27.6% | ||
| Q3 24 | -9.4% | 32.4% | ||
| Q2 24 | -15.4% | 33.2% | ||
| Q1 24 | -25.3% | 9.2% |
每股收益（稀释后）PDWAFD
| Q4 25 | $1.69 | $0.79 | ||
| Q3 25 | $0.10 | $0.71 | ||
| Q2 25 | $-0.07 | $0.73 | ||
| Q1 25 | $-0.12 | $0.65 | ||
| Q4 24 | $-0.07 | $0.54 | ||
| Q3 24 | $-0.14 | $0.73 | ||
| Q2 24 | $-0.26 | $0.75 | ||
| Q1 24 | $-0.34 | $0.17 |
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 | $734.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $320.5M | $3.0B |
| 总资产 | $1.0B | $27.3B |
| 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PDWAFD
| Q4 25 | $547.8M | $734.9M | ||
| Q3 25 | $567.9M | $657.3M | ||
| Q2 25 | $597.1M | $809.3M | ||
| Q1 25 | $570.8M | $1.2B | ||
| Q4 24 | $542.2M | $1.5B | ||
| Q3 24 | $599.3M | $2.4B | ||
| Q2 24 | $592.8M | $2.5B | ||
| Q1 24 | $571.2M | $1.5B |
总债务PDWAFD
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | $484.5M | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | $489.5M | — |
股东权益PDWAFD
| Q4 25 | $320.5M | $3.0B | ||
| Q3 25 | $180.7M | $3.0B | ||
| Q2 25 | $145.7M | $3.0B | ||
| Q1 25 | $129.8M | $3.0B | ||
| Q4 24 | $111.6M | $3.0B | ||
| Q3 24 | $164.7M | $3.0B | ||
| Q2 24 | $174.0M | $3.0B | ||
| Q1 24 | $171.6M | $2.9B |
总资产PDWAFD
| Q4 25 | $1.0B | $27.3B | ||
| Q3 25 | $891.5M | $26.7B | ||
| Q2 25 | $926.8M | $26.7B | ||
| Q1 25 | $927.3M | $27.6B | ||
| Q4 24 | $866.8M | $27.7B | ||
| Q3 24 | $916.0M | $28.1B | ||
| Q2 24 | $924.0M | $28.6B | ||
| Q1 24 | $925.3M | $30.1B |
负债/权益比PDWAFD
| 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 | $24.8M | $60.5M |
| 自由现金流经营现金流 - 资本支出 | $24.1M | $50.0M |
| 自由现金流率自由现金流/营收 | 19.3% | 26.1% |
| 资本支出强度资本支出/营收 | 0.6% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.15× | 0.94× |
| 过去12个月自由现金流最近4个季度 | $117.6M | $377.9M |
8季度趋势，按日历期对齐
经营现金流PDWAFD
| Q4 25 | $24.8M | $60.5M | ||
| Q3 25 | $34.0M | $237.0M | ||
| Q2 25 | $30.7M | $58.0M | ||
| Q1 25 | $31.4M | $72.1M | ||
| Q4 24 | $22.1M | $49.4M | ||
| Q3 24 | $35.8M | $439.2M | ||
| Q2 24 | $28.6M | $63.1M | ||
| Q1 24 | $22.2M | $169.2M |
自由现金流PDWAFD
| Q4 25 | $24.1M | $50.0M | ||
| Q3 25 | $33.1M | $208.2M | ||
| Q2 25 | $30.2M | $53.1M | ||
| Q1 25 | $30.3M | $66.6M | ||
| Q4 24 | $21.5M | $43.0M | ||
| Q3 24 | $35.1M | $414.6M | ||
| Q2 24 | $28.2M | $58.3M | ||
| Q1 24 | $21.2M | $164.8M |
自由现金流率PDWAFD
| Q4 25 | 19.3% | 26.1% | ||
| Q3 25 | 26.8% | 110.6% | ||
| Q2 25 | 25.2% | 28.5% | ||
| Q1 25 | 24.9% | 37.0% | ||
| Q4 24 | 18.1% | 25.1% | ||
| Q3 24 | 30.3% | 219.7% | ||
| Q2 24 | 25.4% | 30.0% | ||
| Q1 24 | 19.1% | 95.8% |
资本支出强度PDWAFD
| Q4 25 | 0.6% | 5.5% | ||
| Q3 25 | 0.7% | 15.2% | ||
| Q2 25 | 0.4% | 2.6% | ||
| Q1 25 | 0.9% | 3.1% | ||
| Q4 24 | 0.5% | 3.8% | ||
| Q3 24 | 0.5% | 13.1% | ||
| Q2 24 | 0.4% | 2.5% | ||
| Q1 24 | 0.9% | 2.6% |
现金转化率PDWAFD
| Q4 25 | 0.15× | 0.94× | ||
| Q3 25 | 3.55× | 3.91× | ||
| Q2 25 | — | 0.94× | ||
| Q1 25 | — | 1.28× | ||
| Q4 24 | — | 1.05× | ||
| Q3 24 | — | 7.18× | ||
| Q2 24 | — | 0.98× | ||
| Q1 24 | — | 10.65× |
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% |
WAFD
暂无分部数据
