PagerDuty Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 2/6
PagerDuty verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 35.8%, während die Gewinne der Branche Software jährlich um gewachsen und zwar um 22.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 15.5%. Die Eigenkapitalrendite von PagerDuty beträgt 63.8% und die Nettomargen betragen 35.3%.
Wichtige Informationen
35.85%
Wachstumsrate der Gewinne
37.31%
EPS-Wachstumsrate
| Software Wachstum der Industrie | 17.33% |
| Wachstumsrate der Einnahmen | 15.53% |
| Eigenkapitalrendite | 63.81% |
| Netto-Marge | 35.30% |
| Nächste Ertragsaktualisierung | 28 May 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-Update • May 17
PD: AI Expansion And Buybacks Will Still Face Margin Pressure
Analysts have modestly raised their price target on PagerDuty, tying the change to updated assumptions that keep fair value at $6, with slightly higher expected revenue growth, a lower profit margin, and a higher future P/E multiple. What's in the News Leadership transition announced, with John DiLullo appointed Chief Executive Officer effective May 11, 2026.Seeking Alpha • May 07
The Bottom Fishing Club: PagerDuty - Time To Rebound?
Summary PagerDuty trades at extremely depressed valuations from SaaS sector panic selling and weak company growth expectations for 2026. I am projecting the potential for +50% or greater upside in PD over 6–12 months if subscriber growth or positive news emerges, driven by short covering and mean reversion. The company's leadership in cloud monitoring, AI-driven alerting, and Fortune 100 penetration underpin its long-term value proposition. PagerDuty achieved its first operating profit last year, with the current valuation far below peers and historical norms. Read the full article on Seeking AlphaNarrativ-Update • Apr 28
PD: AI Progress And Buybacks Will Still Face Margin Headwinds
Analysts have revised their fair value estimate for PagerDuty from $12.00 to $6.00. This change reflects updated views on required discount rates, revenue growth, profit margins, and future P/E assumptions.
Narrativ-Update • Apr 14
PD: Aggressive Share Repurchases Will Support Future Upside Potential
Analysts have cut their price target on PagerDuty to $8.00 from $16.14, citing updated assumptions around growth, profitability, discount rate, and future P/E that support a more cautious valuation framework. What's in the News PagerDuty updated its share repurchase activity, completing the buyback of 10,073,731 shares, or 10.96% of its stock, for a total of US$136.85 million under the program announced on March 13, 2025 (Key Developments).
Narrativ-Update • Mar 31
PD: Expanded AI And Operations Cloud Adoption Will Support Future Upside
Analysts have made modest adjustments to their fair value view on PagerDuty, maintaining the headline valuation at $10.00, but using slightly different assumptions around discount rate, revenue growth, profit margin, and future P/E that refine how that $10.00 target is supported. What's in the News PagerDuty completed a share repurchase program, buying back 10,073,731 shares, representing 10.96% of shares, for a total of US$136.85 million.Narrativ-Update • Mar 17
PD: Expanded AI Partnerships And Operations Platform Will Drive Future Upside
Analysts have cut their PagerDuty fair value estimate from $20.00 to $10.00 as they now apply slightly higher discount rates, more cautious revenue growth, slimmer profit margins, and a lower future P/E assumption. What's in the News PagerDuty issued earnings guidance for the first quarter, targeting total revenue in a range of $118.0m to $120.0m.Narrativ-Update • Mar 03
PD: Stable Leadership Transition And Higher Margins Will Support Future Upside
Analysts have maintained their $20.00 price target for PagerDuty, citing only minor adjustments to assumptions about discount rate, revenue growth, profit margin, and future P/E that do not materially change their overall view. What's in the News PagerDuty entered into a Transition Agreement with Chief Financial Officer and principal financial officer Owen Howard Wilson on February 1, 2026, in connection with his previously disclosed retirement plan.Narrativ-Update • Feb 16
PD: Buyback And Higher Margins Will Support Future Upside Potential
Analysts have lowered their price target on PagerDuty from $23.00 to $20.00, citing updated assumptions for the discount rate, revenue growth, profit margins, and a significantly higher future P/E multiple in their models. What's in the News PagerDuty outlined a CFO transition, with current CFO Owen Howard Wilson planning to retire after a successor is appointed, while remaining in the role until that date is set (Executive Changes).Analyseartikel • Feb 04
Why Investors Shouldn't Be Surprised By PagerDuty, Inc.'s (NYSE:PD) 28% Share Price Plunge
Unfortunately for some shareholders, the PagerDuty, Inc. ( NYSE:PD ) share price has dived 28% in the last thirty days...Narrativ-Update • Feb 02
PD: AWS Resilience Milestone And Margin Progress Will Support Future Upside
Analysts maintained their overall fair value estimate for PagerDuty at approximately $16.14, making only slight adjustments to inputs such as the discount rate and future P/E. These changes reflect model fine tuning rather than a change in conviction.Narrativ-Update • Jan 19
PD: AWS Resilience Competency And Margin Outlook Will Support Future Upside
Analysts have trimmed their fair value estimate for PagerDuty from US$16.75 to about US$16.14, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News PagerDuty achieved the Amazon Web Services Resilience Services Competency in the software category, becoming one of the first AWS Software Partners with this designation.Narrativ-Update • Jan 05
PD: AI And Efficiency Gains Will Support Returns Despite Modest Margin Outlook
Analysts have held their fair value estimate for PagerDuty steady at US$12.00, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin, and a higher future P/E expectation as the key drivers behind the unchanged target. What's in the News PagerDuty reported earnings guidance for the fourth quarter of fiscal 2026, with expected revenue between US$122 million and US$124 million, and projected net income per diluted share between US$0.24 and US$0.25.Narrativ-Update • Dec 18
PD: AI And Efficiency Gains Will Offset Slower Profit Outlook
Analysts have cut their price target on PagerDuty from approximately 16 dollars to 12 dollars. This reflects more cautious assumptions for revenue growth, profitability and valuation multiples.Narrativ-Update • Dec 04
PD: AI Agent Suite And AWS Resilience Win Will Drive Future Upside
Analysts reduced their price target on PagerDuty from approximately $18.50 to $16.75, reflecting more conservative assumptions around revenue growth, profit margins, and a higher future price-to-earnings multiple. What's in the News PagerDuty achieved the Amazon Web Services Resilience Services Competency in the software category, becoming one of the first AWS Software Partners to earn this designation and validating its ability to support mission-critical, always-on workloads (Key Developments).Analyseartikel • Nov 30
PagerDuty, Inc. (NYSE:PD) Not Doing Enough For Some Investors As Its Shares Slump 25%
The PagerDuty, Inc. ( NYSE:PD ) share price has fared very poorly over the last month, falling by a substantial 25...Narrativ-Update • Nov 20
PD: Accelerated AI Suite Rollout Will Drive Faster Incident Resolution Outcomes
Narrative Update on PagerDuty: Analyst Price Target Change Analysts have lowered their price target for PagerDuty from $19.14 to $18.50. This change reflects a more cautious outlook on margins and future growth expectations.Analyseartikel • Jul 26
PagerDuty, Inc.'s (NYSE:PD) Intrinsic Value Is Potentially 76% Above Its Share Price
Key Insights PagerDuty's estimated fair value is US$27.61 based on 2 Stage Free Cash Flow to Equity PagerDuty is...Analyseartikel • Jun 29
Is PagerDuty (NYSE:PD) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • May 06
PagerDuty, Inc.'s (NYSE:PD) Shares Lagging The Industry But So Is The Business
With a price-to-sales (or "P/S") ratio of 2.9x PagerDuty, Inc. ( NYSE:PD ) may be sending bullish signals at the...Analyseartikel • Apr 10
Is There An Opportunity With PagerDuty, Inc.'s (NYSE:PD) 40% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, PagerDuty fair value estimate is US$27.57 Current share price...
Neues Narrativ • Mar 23
AI And Automation Expansion Will Drive Future Adoption And Efficiency
Strategic shifts towards multiyear platform partnerships and enhanced sales models are expected to drive revenue growth and improve margins.Seeking Alpha • Mar 17
PagerDuty: Focusing On Multi-Year And Multi-Product Deals; Initiating With 'Buy'
Summary Initiating a 'Buy' rating for PagerDuty with a one-year target price of $28 per share, due to strategic multi-year and multi-product deals. The company is partnering with Amazon AWS to integrate PagerDuty Advance with Amazon Q Business and Bedrock, enhancing AI capabilities and customer base expansion. Recent results show 9.3% revenue growth and 102% adjusted operating income growth, with a stabilized net dollar retention rate at 106%. Despite competition and high stock-based compensation, PagerDuty's focus on multi-product adoption and strategic partnerships positions it for future growth. Read the full article on Seeking AlphaAnalyseartikel • Mar 13
Health Check: How Prudently Does PagerDuty (NYSE:PD) Use Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analyseartikel • Feb 20
Should You Investigate PagerDuty, Inc. (NYSE:PD) At US$18.46?
PagerDuty, Inc. ( NYSE:PD ), might not be a large cap stock, but it received a lot of attention from a substantial...Seeking Alpha • Feb 13
PagerDuty Trades Growth For Profits And Gets Little In Return
Summary PagerDuty's stock price continues to decline as revenue growth slows, and the company continues to focus on reducing operating losses. The incident response market is growing, but PD's single-digit revenue growth and high stock-based compensation make it less attractive. Financial metrics show reduced negative operating income but negative net free cash flow due to excessive stock-based compensation. My outlook is to sell PD due to revenue growth challenges and its transformation into a slow-growing IT utility. Read the full article on Seeking AlphaAnalyseartikel • Jan 29
Investors Aren't Buying PagerDuty, Inc.'s (NYSE:PD) Revenues
PagerDuty, Inc.'s ( NYSE:PD ) price-to-sales (or "P/S") ratio of 3.9x might make it look like a buy right now compared...Analyseartikel • Jan 08
Is PagerDuty, Inc. (NYSE:PD) Trading At A 29% Discount?
Key Insights The projected fair value for PagerDuty is US$24.73 based on 2 Stage Free Cash Flow to Equity Current share...Seeking Alpha • Dec 11
PagerDuty Could Be A Winner In 2025 (Rating Upgrade)
Summary PagerDuty's stock has underperformed, losing 11% over five years, but recent trends suggest potential gains in 2025 if plans align. Q3 results showed 9.4% growth and a revenue beat, marking the best performance compared to street estimates in five fiscal periods. Key customer metrics are finally stabilizing, with the chance for growth in annual recurring revenues (ARR) to accelerate in fiscal 2026. The valuation here remains slightly depressed, offering room for upside as the company aims for GAAP profitability and revenue acceleration. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
PagerDuty: Huge Upside Potential For This Underrated Stock
Summary Cybersecurity is set to become a crucial industry, with PagerDuty playing a key role in digital operations management and incident response. PagerDuty's generative AI offering, partnerships with NVIDIA and Infosys, and market recognition highlight its competitive edge and growth potential. Despite GAAP losses, non-GAAP earnings are positive, supported by strong revenue growth and significant market penetration. PagerDuty is undervalued with a market cap of $1.9 billion, offering a significant buying opportunity due to its operational cash flow and industry leadership. Read the full article on Seeking AlphaAnalyseartikel • Nov 21
Is PagerDuty, Inc. (NYSE:PD) Potentially Undervalued?
While PagerDuty, Inc. ( NYSE:PD ) might not have the largest market cap around , it saw significant share price...Analyseartikel • Oct 31
Is PagerDuty (NYSE:PD) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Oct 08
Estimating The Intrinsic Value Of PagerDuty, Inc. (NYSE:PD)
Key Insights The projected fair value for PagerDuty is US$21.88 based on 2 Stage Free Cash Flow to Equity PagerDuty's...Seeking Alpha • Oct 01
PagerDuty: Current Share Price Is An Attractive Entry Point
Summary The slowdown in PagerDuty's revenue growth is attributed to macroeconomic conditions, not structural issues. PD's strategic pivot to focus on enterprise accounts is promising, with strong execution evident in growing large accounts and stable ARR growth. Valuation is attractive, with potential for significant upside as revenue growth accelerates, potentially reaching a share price of ~$33, representing ~76% upside. Read the full article on Seeking AlphaAufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie PagerDuty Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 31 Jan 26 | 493 | 174 | 286 | 126 |
| 31 Oct 25 | 489 | 152 | 294 | 128 |
| 31 Jul 25 | 484 | -14 | 300 | 134 |
| 30 Apr 25 | 476 | -37 | 307 | 138 |
| 31 Jan 25 | 467 | -54 | 306 | 141 |
| 31 Oct 24 | 457 | -74 | 309 | 142 |
| 31 Jul 24 | 447 | -83 | 309 | 142 |
| 30 Apr 24 | 439 | -94 | 309 | 144 |
| 31 Jan 24 | 431 | -82 | 301 | 140 |
| 31 Oct 23 | 421 | -76 | 294 | 139 |
| 31 Jul 23 | 406 | -93 | 293 | 140 |
| 30 Apr 23 | 389 | -108 | 292 | 137 |
| 31 Jan 23 | 371 | -128 | 295 | 135 |
| 31 Oct 22 | 348 | -133 | 284 | 127 |
| 31 Jul 22 | 326 | -127 | 271 | 117 |
| 30 Apr 22 | 303 | -118 | 256 | 106 |
| 31 Jan 22 | 281 | -107 | 239 | 96 |
| 31 Oct 21 | 262 | -101 | 225 | 85 |
| 31 Jul 21 | 244 | -95 | 212 | 77 |
| 30 Apr 21 | 227 | -80 | 193 | 70 |
| 31 Jan 21 | 214 | -69 | 181 | 65 |
| 31 Oct 20 | 200 | -57 | 167 | 61 |
| 31 Jul 20 | 189 | -52 | 160 | 57 |
| 30 Apr 20 | 179 | -50 | 155 | 53 |
| 31 Jan 20 | 166 | -50 | 148 | 49 |
| 31 Oct 19 | 154 | -46 | 139 | 48 |
| 31 Jul 19 | 143 | -46 | 125 | 46 |
| 30 Apr 19 | 130 | -46 | 117 | 42 |
| 31 Jan 19 | 118 | -41 | 104 | 39 |
| 31 Oct 18 | 107 | -43 | 97 | 33 |
| 31 Jan 18 | 80 | -38 | 72 | 34 |
Qualität der Erträge: PD einen hohen Anteil an unbarem Gewinn hat.
Wachsende Gewinnspanne: PD in der Vergangenheit profitabel geworden.
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: PD ist in den letzten 5 Jahren profitabel geworden und hat seinen Gewinn um 35.8% pro Jahr gesteigert.
Beschleunigtes Wachstum: PD ist im letzten Jahr profitabel geworden, so dass die Wachstumsrate der Gewinne nur schwer mit dem 5-Jahres-Durchschnitt verglichen werden kann.
Erträge im Vergleich zur Industrie: PD ist im letzten Jahr profitabel geworden, so dass es schwierig ist, das Gewinnwachstum des letzten Jahres mit dem der Branche Software (11.7%) zu vergleichen.
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite von PD(63.81%) ist zwar hervorragend, doch ist diese Kennzahl aufgrund der hohen Verschuldung des Unternehmens verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/26 23:34 |
| Aktienkurs zum Tagesende | 2026/05/26 00:00 |
| Gewinne | 2026/01/31 |
| Jährliche Einnahmen | 2026/01/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
PagerDuty, Inc. wird von 16 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| William Kingsley Crane | Berenberg |
| Koji Ikeda | BofA Global Research |
| Joel Fishbein | BTIG |