WallStSmart

Pagerduty Inc (PD)vsSynopsys Inc (SNPS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Synopsys Inc generates 1526% more annual revenue ($8.01B vs $492.55M). PD leads profitability with a 35.3% profit margin vs 13.8%. PD trades at a lower P/E of 3.6x. PD earns a higher WallStSmart Score of 54/100 (C-).

PD

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 7.0Value: 8.3Quality: 5.5
Piotroski: 6/9Altman Z: 0.19

SNPS

Hold

47

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 3.0Quality: 4.5
Piotroski: 1/9Altman Z: 1.48
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PDUndervalued (+84.5%)

Margin of Safety

+84.5%

Fair Value

$45.79

Current Price

$6.65

$39.14 discount

UndervaluedFair: $45.79Overvalued

Intrinsic value data unavailable for SNPS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PD4 strengths · Avg: 9.5/10
P/E RatioValuation
3.6x10/10

Attractively priced relative to earnings

Return on EquityProfitability
82.5%10/10

Every $100 of equity generates 83 in profit

Profit MarginProfitability
35.3%10/10

Keeps 35 of every $100 in revenue as profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

SNPS2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
65.5%10/10

Revenue surging 65.5% year-over-year

Market CapQuality
$92.45B9/10

Large-cap with strong market position

Areas to Watch

PD4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$562.70M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
3.6%3/10

Operating margin of 3.6%

SNPS4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.5%3/10

ROE of 5.5% — below average capital efficiency

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
3.172/10

Expensive relative to growth rate

P/E RatioValuation
74.3x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : PD

The strongest argument for PD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 35.3% and operating margin at 3.6%.

Bull Case : SNPS

The strongest argument for SNPS centers on Revenue Growth, Market Cap. Revenue growth of 65.5% demonstrates continued momentum.

Bear Case : PD

The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap.

Bear Case : SNPS

The primary concerns for SNPS are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 74.3x leaves little room for execution misses.

Key Dynamics to Monitor

PD profiles as a value stock while SNPS is a growth play — different risk/reward profiles.

SNPS carries more volatility with a beta of 1.15 — expect wider price swings.

SNPS is growing revenue faster at 65.5% — sustainability is the question.

SNPS generates stronger free cash flow (822M), providing more financial flexibility.

Bottom Line

PD scores higher overall (54/100 vs 47/100), backed by strong 35.3% margins. 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.

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Synopsys Inc

TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA

Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.

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