PagerDuty vs PDF Solutions
PD and PDFS side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How PD and PDFS compare
PDF Solutions is the larger company, worth 1.4 times as much as PagerDuty ($1.8B against $1.2B).
On earnings, PagerDuty is cheaper: it trades at 7.8× trailing earnings, against 110× for PDF Solutions.
PDF Solutions grew revenue faster over the last twelve months (22.1% versus 2.3% for PagerDuty).
PagerDuty keeps more of each dollar of sales as profit, with a net margin of 37.2% compared with 6.3% at PDF Solutions.
PDF Solutions scores higher on the StockData Score (12 against 7 for PagerDuty), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | PD | PDFS |
|---|---|---|
| Size and price | ||
| Market cap | $1.2B | $1.8B |
| Share price | $15.68 | $41.79 |
| Change, 1 year | −0.19% | 54.1% |
| Change, 5 years | −59.8% | 27.3% |
| Beta (5Y) | 1.66 | 1.54 |
| Employees | 1,155 | 600 |
| StockData Score | ||
| Total score | 7 | 12 (better) |
| Valuation score | 1 | 1 |
| Growth score | 2 | 3 (better) |
| Performance score | 3 | 3 |
| Health score | 1 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 7.8× (better) | 110× |
| P/S | 2.5× (better) | 7.0× |
| P/B | 5.3× | 4.6× (better) |
| EV/EBITDA | 17.3× (better) | 56.6× |
| P/FCF | 9.7× | – |
| FCF yield | 10.3% (better) | −0.00% |
| Fair value | $14.41 | $18.71 |
| Margin of safety | −8.8% (better) | −123% |
| Growth | ||
| Revenue growth (TTM) | 2.3% | 22.1% (better) |
| Revenue growth, 5Y average | 18.2% | 20.0% (better) |
| Profitability | ||
| Gross margin | 84.8% (better) | 71.6% |
| Operating margin | 6.5% | 9.2% (better) |
| Net margin | 37.2% (better) | 6.3% |
| FCF margin | 25.6% (better) | −0.01% |
| Return on equity | 89.2% (better) | 4.9% |
| Return on invested capital | – | 5.4% |
| Financial health | ||
| Debt / equity | – | 0.17 |
| Net debt / EBITDA | – | −1.37 |
| Interest coverage | 3.8× | 5.2× (better) |
| Current ratio | 2.02 | 3.29 (better) |
| Altman Z-score | 1.44 | 7.50 (better) |
| Piotroski F-score | 7 (better) | 4 |
| Dividends and buybacks | ||
| Buyback yield | 16.9% | – |
| Shareholder yield | 16.9% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 92.9% | 92.2% |
| Held by insiders | 9.4% | 14.1% |
| Insider net buying, 12 months | −$13.9M | −$228K (better) |
| Short interest, % of float | 10.5% | 9.7% |
Go deeper
- PD stock overview
- PD income statement
- PD valuation and score
- PDFS stock overview
- PDFS income statement
- PDFS valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.