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PagerDuty, Inc. ( PagerDuty, we, us or our ) transforms critical work for modern business by building operational resilience, reducing risk, improving customer experience, and driving operational efficiency across digital operations. As a global leader in digital operations management since 2009, PagerDuty helps enterprises manage the complex web of infrastructure, applications, and systems tha…
$7.19
+$0.00 (+0.00%)
Price from 7 days ago
Operating margin is thin at 1.19%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 5.4%, steady but not accelerating.
Even for strong businesses, today's 3x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
3.5x earnings, 4.6x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$494M
▲ +5.4% YoY
Net Income (TTM)
$186M
▲ +505.7% YoY
Op. Margin
5.13%
▲ +14.0pp YoY
ROIC
3.04%
▲ +8.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$125M
▼ -2.8% YoY
Op. Cash Flow (TTM)
$128M
▼ -2.6% YoY
Net Debt
-$31M
Net Cash Position
Cash & Equiv.
$444M
5Y CAGR: +18.2%
5Y CAGR: +79.2%
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