CoverageForm 410-K10-Q8-K13D13G13F

PD · Pagerduty, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · PD

Income Statement

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Revenue$119.81M$124.55M$123.41M$111.17M$118.95M$115.94M$103.25M$108.72M$107.62M$85.37M
Cost of Revenue$19.18M$18.36M$19.00M$19.34M$20.27M$20.08M$17.94M$19.70M$19.83M$15.72M
Gross Profit$100.62M$106.19M$104.41M$91.83M$98.68M$95.86M$85.31M$89.02M$87.78M$69.66M
R&D$34.05M$29.42M$30.90M$37.52M$34.27M$35.09M$33.51M$34.27M$36.44M$31.29M
SG&A$26.86M$24.37M$25.49M$27.54M$25.43M$25.83M$23.80M$25.95M$27.79M$25.27M
Total Operating Expenses$110.95M$98.11M$100.84M$113.56M$108.97M$111.88M$101.11M$109.86M$113.96M$102.11M
D&A$3.96M$1.90M$1.80M$5.29M$2.20M$2.10M$4.72M$2.10M$2.40M$3.59M
Operating Income($10.33M)$8.08M$3.57M($21.73M)($10.29M)($16.03M)($15.80M)($20.84M)($26.17M)($32.46M)
Interest Expense$2.15M$2.10M$2.29M$2.15M$2.38M$2.36M$1.33M$1.45M$1.40M$1.32M
Income Tax$813.0K($149.67M)($1.86M)$193.0K$715.0K$427.0K($106.0K)($41.0K)($50.0K)($1.20M)
Net Income($7.16M)$161.59M$9.57M($17.14M)($5.92M)($10.91M)($12.22M)($12.77M)($22.05M)($32.82M)
EPS - Basic($0.07)$1.72$0.11($0.26)($0.07)($0.14)($0.13)($0.16)($0.26)($0.38)
EPS - Diluted($0.07)$1.69$0.10($0.26)($0.07)($0.14)($0.13)($0.16)($0.26)($0.27)

Balance Sheet

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Cash & Equivalents$237.40M$324.26M$339.71M$346.46M$326.44M$385.67M$363.01M$380.31M$298.56M$274.02M
Accounts Receivable$108.43M$78.88M$70.40M$107.35M$75.18M$66.80M$100.41M$71.11M$65.63M$91.34M
Inventory----------
Accounts Payable$6.72M$6.70M$7.05M$7.33M$7.12M$6.94M$6.24M$6.76M$7.14M$7.40M
Current Assets$612.24M$658.90M$671.75M$711.72M$654.13M$700.48M$703.20M$681.05M$602.89M$600.34M
Total Assets$990.51M$1.03B$891.53M$927.27M$866.75M$916.01M$925.31M$886.73M$811.90M$817.87M
Current Liabilities$303.89M$278.07M$281.14M$369.16M$332.33M$328.93M$281.65M$247.93M$239.57M$271.08M
Long-term Debt$420.61M--$484.51M--$489.52M--$296.49M
Total Liabilities$719.85M$688.45M$693.85M$779.22M$738.66M$735.26M$746.41M$712.14M$542.58M$575.79M
Stockholders' Equity$253.59M$320.50M$180.71M$129.83M$111.60M$164.68M$171.60M$169.12M$265.89M$240.98M
Retained Earnings($421.80M)($431.17M)($592.76M)($595.17M)($586.41M)($580.49M)($552.43M)($524.28M)($511.52M)($477.25M)

Cash Flow

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Operating Cash Flow$30.67M--$28.65M--$22.15M--($2.98M)
Investing Cash Flow($1.68M)--($2.82M)--$8.56M--($70.36M)
Financing Cash Flow($3.96M)--($6.26M)--($4.07M)--($2.58M)
CapEx$441.0K--$457.0K--$235.0K--$2.08M
Free Cash Flow$30.23M--$28.19M--$21.92M--($5.06M)

Ratios

MetricQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Profitability
Gross margin84.0%85.3%84.6%82.6%83.0%82.7%82.6%81.9%81.6%81.6%
Operating margin-8.6%6.5%2.9%-19.5%-8.7%-13.8%-15.3%-19.2%-24.3%-38.0%
EBITDA margin-5.3%8.0%4.3%-14.8%-6.8%-12.0%-10.7%-17.2%-22.1%-33.8%
Net margin-6.0%129.7%7.8%-15.4%-5.0%-9.4%-11.8%-11.7%-20.5%-38.4%
Free cash flow margin25.2%--25.4%--21.2%---5.9%
FCF / Net income-4.22---1.64---1.79--0.15
R&D / Revenue28.4%23.6%25.0%33.8%28.8%30.3%32.5%31.5%33.9%36.7%
SG&A / Revenue22.4%19.6%20.7%24.8%21.4%22.3%23.1%23.9%25.8%29.6%
Effective tax rate--1256.4%-24.2%-------
Return on assets-0.7%15.7%1.1%-1.8%-0.7%-1.2%-1.3%-1.4%-2.7%-4.0%
Return on equity-2.8%50.4%5.3%-13.2%-5.3%-6.6%-7.1%-7.5%-8.3%-13.6%
Return on invested capital-1.2%---2.8%---1.9%---4.8%
Liquidity
Current ratio2.012.372.391.931.972.132.502.752.522.21
Quick ratio2.012.372.391.931.972.132.502.752.522.21
Cash ratio0.781.171.210.940.981.171.291.531.251.01
Leverage
Debt / Equity1.66--3.73--2.85--1.23
Debt / Assets0.42--0.52--0.53--0.36
Debt / EBITDA----------
Interest coverage-4.8x3.8x1.6x-10.1x-4.3x-6.8x-11.8x-14.3x-18.7x-24.5x
Equity multiplier3.913.214.937.147.775.565.395.243.053.39
Liabilities / Assets0.730.670.780.840.850.800.810.800.670.70
Efficiency
Asset turnover0.120.120.140.120.140.130.110.120.130.10
Inventory turnover----------
Days sales outstanding330d231d208d352d231d210d355d239d223d391d
Days inventory outstanding----------
Days payable outstanding128d133d135d138d128d126d127d125d131d172d
Cash conversion cycle----------
Valuation
P / E-9.5x161.2x-------
P / B3.8x4.7x8.4x13.2x14.8x11.9x12.6x11.1x9.0x10.3x
P / S8.1x12.2x12.3x15.5x13.9x16.8x21.0x17.3x22.3x28.9x
EV / EBITDA-119.9x219.7x-------
Growth
Revenue growth (YoY)7.8%4.7%6.4%7.7%9.4%7.7%20.9%15.4%19.2%34.3%
Revenue CAGR (3y)12.0%9.8%11.0%20.5%18.3%19.7%27.5%26.4%28.5%50.5%
Revenue CAGR (5y)19.2%18.3%19.5%34.8%22.7%33.1%----
Gross profit growth (YoY)9.6%7.6%8.9%7.6%10.9%9.2%22.5%16.8%22.1%31.0%
Operating income growth (YoY)52.5%---37.6%50.6%38.8%51.3%36.0%30.9%-52.8%
Net income growth (YoY)58.2%---40.3%53.6%50.5%62.8%60.8%42.7%-45.5%
EPS growth (YoY)73.1%---100.0%56.3%46.2%51.9%55.6%40.9%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)7.2%--28.6%------
FCF CAGR (5y)----------
Book value growth (YoY)95.3%187.2%9.7%-24.3%-34.0%-38.1%-28.8%-29.6%6.2%-9.7%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2026-01-31.

Geographic

$492.55M total
US$351.03M · 71.3%
Non Us$141.52M · 28.7%

Peer comparison

Same SIC group: Services-Prepackaged Software

CompanyRevenue (last FY)Net marginROE
TEAM$5.22B-4.9%-19.1%
CRM$37.90B16.4%10.5%
NOW$13.28B13.2%13.5%
FRSH$838.81M21.9%17.8%
DDOG$3.43B3.1%2.9%

Comparing PagerDuty against the 5 most active filers in the same SIC group.