Pagerduty Inc (PD)vsSAP SE ADR (SAP)
PD
Pagerduty Inc
$9.25
-2.63%
TECHNOLOGY · Cap: $767.37M
SAP
SAP SE ADR
$184.77
-1.27%
TECHNOLOGY · Cap: $192.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 7464% more annual revenue ($37.34B vs $493.71M). PD leads profitability with a 38.6% profit margin vs 19.6%. PD trades at a lower P/E of 4.8x. SAP earns a higher WallStSmart Score of 59/100 (C).
PD
Buy52
out of 100
Grade: C-
SAP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.3%
Fair Value
$40.27
Current Price
$9.25
$31.02 discount
Margin of Safety
-34.7%
Fair Value
$145.83
Current Price
$184.77
$38.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 87 in profit
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 30.0%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Generating 3.3B in free cash flow
Areas to Watch
1.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : PD
The strongest argument for PD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.6% and operating margin at 7.9%.
Bull Case : SAP
The strongest argument for SAP centers on Operating Margin, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.6% and operating margin at 30.0%. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bear Case : PD
The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap. Debt-to-equity of 1.91 is elevated, increasing financial risk.
Bear Case : SAP
No major red flags identified for SAP, but monitor valuation.
Key Dynamics to Monitor
PD profiles as a value stock while SAP is a mature play — different risk/reward profiles.
PD carries more volatility with a beta of 0.78 — expect wider price swings.
SAP is growing revenue faster at 6.0% — sustainability is the question.
SAP generates stronger free cash flow (3.3B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (59/100 vs 52/100), backed by strong 19.6% margins. PD offers better value entry with a 82.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Pagerduty Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PagerDuty, Inc. operates a digital operations management platform in the United States and internationally. The company is headquartered in San Francisco, California.
Visit Website →SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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