Pagerduty Inc (PD)vsSonos Inc (SONO)
PD
Pagerduty Inc
$6.65
0.00%
TECHNOLOGY · Cap: $562.70M
SONO
Sonos Inc
$14.67
+1.31%
TECHNOLOGY · Cap: $1.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sonos Inc generates 192% more annual revenue ($1.44B vs $492.55M). PD leads profitability with a 35.3% profit margin vs -1.2%. PD earns a higher WallStSmart Score of 54/100 (C-).
PD
Buy54
out of 100
Grade: C-
SONO
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.5%
Fair Value
$45.79
Current Price
$6.65
$39.14 discount
Margin of Safety
+42.1%
Fair Value
$28.49
Current Price
$14.67
$13.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 83 in profit
Keeps 35 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 87.5% YoY
Areas to Watch
2.7% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 3.6%
Smaller company, higher risk/reward
ROE of -3.9% — below average capital efficiency
Revenue declined 0.9%
Currently unprofitable
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 35.3% and operating margin at 3.6%.
Bull Case : SONO
The strongest argument for SONO centers on EPS Growth.
Bear Case : PD
The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap.
Bear Case : SONO
The primary concerns for SONO are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
PD profiles as a value stock while SONO is a turnaround play — different risk/reward profiles.
SONO carries more volatility with a beta of 2.00 — expect wider price swings.
PD is growing revenue faster at 2.7% — sustainability is the question.
SONO generates stronger free cash flow (157M), providing more financial flexibility.
Bottom Line
PD scores higher overall (54/100 vs 42/100), backed by strong 35.3% margins. SONO offers better value entry with a 42.1% 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 →Sonos Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sonos, Inc. designs, develops, manufactures, and sells multi-room audio products in the Americas, Europe, the Middle East, Africa, and Asia Pacific. The company is headquartered in Santa Barbara, California.
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