PagerDuty: Undervalued With Roaring Enterprise Sales

Jul. 20, 2022 6:58 AM ETPagerDuty, Inc. (PD)2 Comments
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Deep Tech Insights


  • PagerDuty is a leader in IT incident response software, which uses AI and Machine learning to improve response efficiency.
  • The company boasts one-third of the Fortune 500 as customers and includes major enterprises such as Microsoft, Uber, and Cisco.
  • PagerDuty has a high 126% Net Dollar Retention rate which shows customers are happy with the product and spending more.
  • The stock is now undervalued intrinsically and relative to historic multiples.

IT support technician fixing a network server at an office

Hispanolistic/E+ via Getty Images

We live in a high velocity connected digital world, our expectations of digital technology have never been higher and we expect things to just "work". But what about when things go wrong? Well that is why we need fantastic IT

PagerDuty Customers

PagerDuty Customers (Investor Presentation)

PD stock price Chart
Data by YCharts

PagerDuty TAM

PagerDuty TAM (Investor presentation)

PagerDuty IT Incident Response

PagerDuty IT Incident Response (official Website)

PagerDuty Integrations

Integrations (PagerDuty website)

PagerDuty Quarterly Revenue

Quarterly Revenue (Investor Presentation)

PagerDuty High ticket customers

High ticket customers (Investor relations)

PagerDuty Dollar-based net Retention Rate

Retention Rate (Investor Presentation)

PagerDuty margins
Data by YCharts

PagerDuty Stock Valuation

PagerDuty Stock Valuation (created by author Ben at Motivation 2 invest)

PagerDuty PV

Pagerduty (Created by author Ben at Motivation 2 Invest)

PagerDuty PS ratio
Data by YCharts

PagerDuty vs peers PS ratio
Data by YCharts

PagerDuty revenue and stock-based compensation
Data by YCharts

This article was written by

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Senior Investment Analyst for Hedge Funds. Interviewed Hedge Fund Managers and CEO's. Investment Strategy: Focus on Deep Dive Valuation, G.A.R.P (Growth at a Reasonable Price). Masters in Equity Valuation, 755+ Companies Analysed.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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