NYSE:PD

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Executive Summary

PagerDuty, Inc. operates a platform for real-time operations in the United States and internationally. More Details


Snowflake Analysis

Adequate balance sheet with limited growth.


Similar Companies

Share Price & News

How has PagerDuty's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: PD's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

3.5%

PD

-0.04%

US Software

0.09%

US Market


1 Year Return

-16.5%

PD

43.1%

US Software

12.6%

US Market

Return vs Industry: PD underperformed the US Software industry which returned 43.1% over the past year.

Return vs Market: PD underperformed the US Market which returned 12.6% over the past year.


Shareholder returns

PDIndustryMarket
7 Day3.5%-0.04%0.09%
30 Day-14.5%-2.2%-1.6%
90 Day-19.5%7.0%7.9%
1 Year-16.5%-16.5%44.1%43.1%15.2%12.6%
3 Yearn/a141.9%133.8%38.9%29.6%
5 Yearn/a263.4%242.6%87.6%66.5%

Price Volatility Vs. Market

How volatile is PagerDuty's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is PagerDuty undervalued compared to its fair value and its price relative to the market?

5.76x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: PD ($24.83) is trading above our estimate of fair value ($9.39)

Significantly Below Fair Value: PD is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: PD is unprofitable, so we can't compare its PE Ratio to the US Software industry average.

PE vs Market: PD is unprofitable, so we can't compare its PE Ratio to the US market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate PD's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: PD is good value based on its PB Ratio (5.8x) compared to the US Software industry average (6.7x).


Next Steps

Future Growth

How is PagerDuty forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?

12.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: PD is forecast to remain unprofitable over the next 3 years.

Earnings vs Market: PD is forecast to remain unprofitable over the next 3 years.

High Growth Earnings: PD is forecast to remain unprofitable over the next 3 years.

Revenue vs Market: PD's revenue (20.6% per year) is forecast to grow faster than the US market (9.7% per year).

High Growth Revenue: PD's revenue (20.6% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: PD is forecast to be unprofitable in 3 years.


Next Steps

Past Performance

How has PagerDuty performed over the past 5 years?

-12.2%

Last years earnings growth


Earnings and Revenue History

Quality Earnings: PD is currently unprofitable.

Growing Profit Margin: PD is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: Insufficient data to determine if PD's year-on-year earnings growth rate was positive over the past 5 years.

Accelerating Growth: Unable to compare PD's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: PD is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (15.1%).


Return on Equity

High ROE: PD has a negative Return on Equity (-15.17%), as it is currently unprofitable.


Next Steps

Financial Health

How is PagerDuty's financial position?


Financial Position Analysis

Short Term Liabilities: PD's short term assets ($661.3M) exceed its short term liabilities ($129.8M).

Long Term Liabilities: PD's short term assets ($661.3M) exceed its long term liabilities ($247.5M).


Debt to Equity History and Analysis

Debt Level: PD's debt to equity ratio (61.7%) is considered high.

Reducing Debt: Insufficient data to determine if PD's debt to equity ratio has reduced over the past 5 years.


Balance Sheet


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: Whilst unprofitable PD has sufficient cash runway for more than 3 years if it maintains its current positive free cash flow level.

Forecast Cash Runway: PD is unprofitable but has sufficient cash runway for more than 3 years, due to free cash flow being positive and growing by 80.1% per year.


Next Steps

Dividend

What is PagerDuty current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

Notable Dividend: Unable to evaluate PD's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate PD's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if PD's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if PD's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of PD's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

2.2yrs

Average management tenure


CEO

Jennifer Tejada (49 yo)

4.17yrs

Tenure

US$9,065,791

Compensation

Ms. Jennifer G. Tejada has been Chief Executive Officer at PagerDuty, Inc. since July 21, 2016 and serves its Chairperson. Ms. Tejada has been Director of The Estée Lauder Companies Inc. since April 16, 20 ...


CEO Compensation Analysis

Compensation vs Market: Jennifer's total compensation ($USD9.07M) is above average for companies of similar size in the US market ($USD4.58M).

Compensation vs Earnings: Jennifer's compensation has increased whilst the company is unprofitable.


Leadership Team

NamePositionTenureCompensationOwnership
Jennifer Tejada
CEO & Chair of the Board4.17yrsUS$9.07m0.74%
$ 14.6m
Dan Solomon
Co-Founder9.83yrsUS$210.30k4.76%
$ 93.9m
Howard Wilson
Chief Financial Officer2yrsUS$2.73m0.23%
$ 4.5m
David Justice
Executive VP & Chief Revenue Officer0.75yrUS$5.95mno data
Baskar Puvanathasan
Co-Founder11.67yrsno datano data
Josh Thacker
Vice President of Strategy & Operations0.33yrno datano data
Stacey Finerman
Vice President of Investor Relationsno datano datano data
Stacey Giamalis
Senior VP of Legal2.42yrsUS$1.79m0.0091%
$ 178.5k
Frances Ward
Director of Communicationsno datano datano data
Julie Herendeen
Chief Marketing Officer1.08yrsno datano data
Joseph Militello
Chief People Officer0.67yrno datano data
Tim Armandpour
Senior Vice President of Engineering4.25yrsno datano data

2.2yrs

Average Tenure

49yo

Average Age

Experienced Management: PD's management team is considered experienced (2.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Jennifer Tejada
CEO & Chair of the Board4.17yrsUS$9.07m0.74%
$ 14.6m
Dan Solomon
Co-Founder9.83yrsUS$210.30k4.76%
$ 93.9m
Zachary Nelson
Independent Presiding Director0.25yrUS$43.53k0.38%
$ 7.5m
Sameer Dholakia
Independent Director0.75yrUS$460.37kno data
Elena Gomez
Independent Director1.92yrsUS$44.34k0%
$ 0
Rathi Murthy
Independent Director1.5yrsUS$1.86m0%
$ 0

1.7yrs

Average Tenure

49.5yo

Average Age

Experienced Board: PD's board of directors are not considered experienced ( 1.7 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: PD insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 4.1%.


Top Shareholders

Company Information

PagerDuty, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: PagerDuty, Inc.
  • Ticker: PD
  • Exchange: NYSE
  • Founded: 2009
  • Industry: Application Software
  • Sector: Software
  • Market Cap: US$1.972b
  • Shares outstanding: 79.43m
  • Website: https://www.pagerduty.com

Number of Employees


Location

  • PagerDuty, Inc.
  • 600 Townsend Street
  • Suite 200
  • San Francisco
  • California
  • 94103
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
PDNYSE (New York Stock Exchange)YesCommon StockUSUSDApr 2019
2TYDB (Deutsche Boerse AG)YesCommon StockDEEURApr 2019
2TYBST (Boerse-Stuttgart)YesCommon StockDEEURApr 2019

Biography

PagerDuty, Inc. operates a platform for real-time operations in the United States and internationally. The company’s platform harnesses digital signals from virtually any software-enabled system or device, ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/09/20 06:02
End of Day Share Price2020/09/18 00:00
Earnings2020/07/31
Annual Earnings2020/01/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.