Obermatt

Flags

Earnings warning

PagerDuty

NYQ:PD · US69553P1003
SoftwareMedium

360

79
EV / EBIT95
Price / Owner Earnings67
Owner Earnings Yield100
Dividend Yield1
Price/Sales72
EV / Gross Profit92
Price/Book57
Return on Capital39
Cash Return on Capital98
Return on Equity98
EBIT Margin39
Gross Profitability69
Cash Conversion14
Accruals18
Owner Earnings Margin96
Sales growth12
Profit Growth43
Long-Term EPS Growth79
Owner Earnings Growth100
Reinvestment55
Price momentum34
Debt load24
Refinancing11
Debt Payback100
Liquidity62
Analyst ratings20
Opinion Changes50
Price Target Upside10
Market mood60
Value Creation18/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

PagerDuty generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeMedium
TypePublic Company
ExchangeNYSE
Founded2010
Employees1,159
ISINUS69553P1003
Last UpdateApr 2, 2026
Index & Theme
Process AutomationPredictive AnalyticsArtificial IntelligenceCustomer Relationship ManagementMachine LearningSoftware DevelopmentCloud ComputingInformation TechnologyIT ManagementSaaS

Description

PagerDuty, Inc. (PagerDuty) provides a digital operations management platform that manages urgent and mission-critical work for a modern, digital business (the PagerDuty Platform). The PagerDuty Platform collects data and digital signals from virtua…

Analysis

Bargain bin

PagerDuty, Inc. is priced cheaply, and that invites the natural question of why, since the underlying business scores below average. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is attractive. The owner-earnings multiple stands at 3.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around -19% a year, against analyst forecasts of 7%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 18/20 on our value-creation score: strong value creator.

Flags to be aware of: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
31
2023202420252026

All-time high

75

Jan 2023

All-time low

11

Mar 2026

Average rank

42

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
72
61
37
43
Price/Earnings
73
59
59
18
Price/Book
57
16
27
34
Dividend Yield
1
1
1
1
Value (overall)
67
38
23
37

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →