NYSE:PD

Stock Analysis Report

Executive Summary

PagerDuty, Inc. operates an On-Call Management platform.

Snowflake

Fundamentals

Flawless balance sheet with limited growth.

Risks

  • PagerDuty has significant price volatility in the past 3 months.

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


Market Performance


7 Day Return

0.5%

NYSE:PD

-1.0%

US Software

-1.6%

US Market


1 Year Return

n/a

NYSE:PD

13.9%

US Software

-3.0%

US Market

No trading data on PD.

No trading data on PD.


Share holder returns

PDIndustryMarket
7 Day0.5%-1.0%-1.6%
30 Day-23.7%-6.8%-5.7%
90 Day-34.5%1.6%0.2%
1 Yearn/a15.5%13.9%-0.8%-3.0%
3 Yearn/a111.0%102.7%38.1%29.1%
5 Yearn/a156.4%137.9%50.8%34.1%

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 based on future cash flows and its price relative to the stock market?

8.45x

Price to Book (PB) ratio


Intrinsic Value Based on Future Cash Flows

Unable to calculate intrinsic value for PagerDuty to establish if it is available at moderate discount.

Unable to calculate intrinsic value for PagerDuty to establish if it is available at substantial discount.


Price Based on Earnings

PagerDuty is loss making, we can't compare its value to the US Software industry average.

PagerDuty is loss making, we can't compare the value of its earnings to the United States of America market.


Price Based on Expected Growth

Unable to calculate PEG ratio for PagerDuty, we can't assess if its growth is good value.


Price Based on Value of Assets

PagerDuty is overvalued based on assets compared to the US Software industry average.


Next Steps

Future Growth

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

6.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

PagerDuty's revenue is expected to grow significantly at over 20% yearly.

PagerDuty is not considered high growth as it is expected to be loss making for the next 1-3 years.

PagerDuty's revenue growth is expected to exceed the United States of America market average.

Unable to compare PagerDuty's earnings growth to the United States of America market average as it is expected to be loss making during the next 1-3 years.

Unable to compare PagerDuty's earnings growth to the low risk savings rate as it is expected to be loss making during the next 1-3 years.


Earnings per Share Growth Estimates


Future Return on Equity

Unable to establish if PagerDuty will efficiently use shareholders’ funds in the future (Return on Equity greater than 20%) as it is not expected to be profitable.


Next Steps

Past Performance

How has PagerDuty performed over the past 5 years?

-16.5%

Last years earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

PagerDuty does not make a profit and there is insufficient past data to establish if their 5 year on year earnings growth rate was positive.

Unable to compare PagerDuty's 1-year earnings growth to the 5-year average as it is not currently profitable.

Unable to compare PagerDuty's 1-year growth to the US Software industry average as it is not currently profitable.


Return on Equity

It is difficult to establish if PagerDuty has efficiently used shareholders’ funds last year (Return on Equity greater than 20%) as it is loss-making.


Return on Assets

It is difficult to establish if PagerDuty has efficiently used its assets last year compared to the US Software industry average (Return on Assets) as it is loss-making.


Return on Capital Employed

It is difficult to establish if PagerDuty improved its use of capital last year versus 3 years ago (Return on Capital Employed) as it is currently loss-making.


Next Steps

Financial Health

How is PagerDuty's financial position?


Financial Position Analysis

PagerDuty is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

PagerDuty's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

PagerDuty has no debt.

PagerDuty has not taken on any debt in the past 5 years.


Balance Sheet

Low level of unsold assets.

PagerDuty has no debt, it does not need to be covered by short term assets.


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.

PagerDuty has sufficient cash runway for more than 3 years based on current free cash flow.

PagerDuty has sufficient cash runway for more than 3 years if free cash flow continues to reduce at historical rates of -1.7% each year.


Next Steps

Dividend

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


Dividend Yield and Payments Analysis

Unable to evaluate PagerDuty's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.

Unable to evaluate PagerDuty's dividend against the top 25% market benchmark as the company has not reported any payouts.

Unable to perform a dividend volatility check as PagerDuty has not reported any payouts.

Unable to verify if PagerDuty's dividend has been increasing as the company has not reported any payouts.


Current Payout to Shareholders

Unable to calculate sustainability of dividends as PagerDuty has not reported any payouts.


Future Payout to Shareholders

Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.


Next Steps

Management

What is the CEO of PagerDuty's salary, the management and board of directors tenure and is there insider trading?

3.1yrs

Average management tenure


CEO

Jennifer Tejada (48yo)

3.1yrs

Tenure

US$4,471,559

Compensation

Ms. Jennifer G. Tejada has been Chief Executive Officer at PagerDuty, Inc. since July 21, 2016 and serves as Chief Operating officer of Merivale and Head of Marketing at Telecom New Zealand/AAPT. Ms. Tejad ...


CEO Compensation Analysis

Jennifer's remuneration is about average for companies of similar size in United States of America.

Jennifer's compensation has increased whilst company is loss making.


Management Age and Tenure

3.1yrs

Average Tenure

51yo

Average Age

The tenure for the PagerDuty management team is about average.


Board Age and Tenure

1.8yrs

Average Tenure

51yo

Average Age

The average tenure for the PagerDuty board of directors is less than 3 years, this suggests a new board.


Insider Trading

No 3 month open market individual insider trading information.


Recent Insider Transactions

SellUS$7,633,44016 Apr 19
Dan Solomon
EntityIndividual
Role
Member of the Board of Directors
Co-Founder
Shares342,000
Max PriceUS$22.32
BuyUS$7,200,00015 Apr 19
Bessemer Venture Partners
EntityCompany
Shares300,000
Max PriceUS$24.00

Ownership Breakdown


Management Team

  • Stacey Giamalis (54yo)

    Senior VP of Legal

    • Tenure: 1.3yrs
    • Compensation: US$1.79m
  • Jennifer Tejada (48yo)

    CEO & Chair of the Baord

    • Tenure: 3.1yrs
    • Compensation: US$4.47m
  • Tim Armandpour (42yo)

    Senior Vice President of Engineering

    • Tenure: 3.2yrs
  • David Wall

    MD & Country Manager

    • Tenure: 2.1yrs
  • Steven Chung (51yo)

    Senior Vice President of Worldwide Sales & Services

    • Tenure: 2.7yrs
  • Howard Wilson (54yo)

    Chief Financial Officer

    • Tenure: 0.9yrs
    • Compensation: US$1.73m
  • Julie Herendeen (53yo)

    Chief Marketing Officer

    • Tenure: 0.0yrs
  • Richard Steinhart

    Vice President of Worldwide Sales

    • Tenure: 4.0yrs
  • Alex Solomon (36yo)

    Co-Founder

    • Tenure: 8.8yrs
    • Compensation: US$742.34k
  • Baskar Puvanathasan

    Co-Founder

    • Tenure: 10.6yrs

Board Members

  • Zach Nelson (57yo)

    Director

    • Tenure: 1.2yrs
    • Compensation: US$1.41m
  • John O'Farrell (60yo)

    Presiding Director

    • Tenure: 0.0yrs
  • Joe Sexton (60yo)

    Member of Executive Advisory Board

    • Tenure: 2.5yrs
  • Jennifer Tejada (48yo)

    CEO & Chair of the Baord

    • Tenure: 3.1yrs
    • Compensation: US$4.47m
  • Ethan Kurzweil (39yo)

    Director

    • Tenure: 2.7yrs
  • Alex Solomon (36yo)

    Co-Founder

    • Tenure: 8.8yrs
    • Compensation: US$742.34k
  • Elena Gomez (49yo)

    Director

    • Tenure: 0.8yrs
    • Compensation: US$1.32m
  • Rathi Murthy (53yo)

    Director

    • Tenure: 0.4yrs
    • Compensation: US$216.17k

Company Information

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


Key Information

  • Name: PagerDuty, Inc.
  • Ticker: PD
  • Exchange: NYSE
  • Founded: 2010
  • Industry: Application Software
  • Sector: Software
  • Market Cap: US$2.652b
  • Shares outstanding: 76.09m
  • 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 an On-Call Management platform. The company’s platform collects signals from software-enabled system or device, correlates and interprets signals to identify events, and engages te ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/08/25 00:58
End of Day Share Price2019/08/23 00:00
Earnings2019/04/30
Annual Earnings2019/01/31


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.