Pagerduty Inc (PD)vsSnowflake Inc. (SNOW)
PD
Pagerduty Inc
$14.09
+2.47%
TECHNOLOGY · Cap: $1.07B
SNOW
Snowflake Inc.
$328.99
-0.22%
TECHNOLOGY · Cap: $116.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Snowflake Inc. generates 999% more annual revenue ($5.43B vs $494.73M). PD leads profitability with a 37.5% profit margin vs -20.1%. PD earns a higher WallStSmart Score of 48/100 (D+).
PD
Hold48
out of 100
Grade: D+
SNOW
Avoid33
out of 100
Grade: F
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
+56.2%
Fair Value
$408.16
Current Price
$328.99
$79.17 discount
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
Revenue surging 35.1% year-over-year
Large-cap with strong market position
Areas to Watch
0.8% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
Earnings declined 40.0%
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
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 : SNOW
The strongest argument for SNOW centers on Revenue Growth, Market Cap. Revenue growth of 35.1% demonstrates continued momentum.
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 : SNOW
The primary concerns for SNOW are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
PD profiles as a value stock while SNOW is a hypergrowth play — different risk/reward profiles.
SNOW carries more volatility with a beta of 1.33 — expect wider price swings.
SNOW is growing revenue faster at 35.1% — sustainability is the question.
SNOW generates stronger free cash flow (84M), providing more financial flexibility.
Bottom Line
PD scores higher overall (48/100 vs 33/100), backed by strong 37.5% margins. SNOW offers better value entry with a 56.2% margin of safety. Both earn "Hold" and "Avoid" 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 →Snowflake Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Snowflake Inc. provides a cloud-based data platform in the United States and internationally. The company is headquartered in San Mateo, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?