Pagerduty Inc (PD)vsSAP SE ADR (SAP)
PD
Pagerduty Inc
$14.09
+2.47%
TECHNOLOGY · Cap: $1.07B
SAP
SAP SE ADR
$206.36
+0.20%
TECHNOLOGY · Cap: $248.28B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 7620% more annual revenue ($38.19B vs $494.73M). PD leads profitability with a 37.5% profit margin vs 20.4%. PD trades at a lower P/E of 6.7x. SAP earns a higher WallStSmart Score of 64/100 (C+).
PD
Hold48
out of 100
Grade: D+
SAP
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.2%
Fair Value
$37.79
Current Price
$14.09
$23.70 discount
Margin of Safety
-30.1%
Fair Value
$151.01
Current Price
$206.36
$55.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 86 in profit
Keeps 38 of every $100 in revenue as profit
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 27.6%
Earnings expanding 30.6% YoY
Areas to Watch
0.8% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Earnings declined 40.0%
Expensive relative to growth rate
Moderate valuation
Trading at 64.9x book value
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 37.5% and operating margin at 8.2%.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 27.6%.
Bear Case : PD
The primary concerns for PD are Revenue Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.78 is elevated, increasing financial risk.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
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 0.96 — expect wider price swings.
SAP is growing revenue faster at 9.4% — sustainability is the question.
SAP generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
SAP scores higher overall (64/100 vs 48/100), backed by strong 20.4% margins. PD offers better value entry with a 81.2% margin of safety. Both earn "Buy" and "Hold" 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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