Pagerduty Inc (PD)vsSAP SE ADR (SAP)
PD
Pagerduty Inc
$6.33
-2.47%
TECHNOLOGY · Cap: $635.10M
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 7371% more annual revenue ($36.80B vs $492.55M). PD leads profitability with a 35.3% profit margin vs 19.5%. PD trades at a lower P/E of 3.7x. SAP earns a higher WallStSmart Score of 58/100 (C).
PD
Buy54
out of 100
Grade: C-
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+44.1%
Fair Value
$12.72
Current Price
$6.33
$6.39 discount
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
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
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
2.7% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 3.6%
Moderate valuation
3.3% revenue growth
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 : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : PD
The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
PD carries more volatility with a beta of 0.75 — expect wider price swings.
SAP is growing revenue faster at 3.3% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAP scores higher overall (58/100 vs 54/100), backed by strong 19.5% margins. PD offers better value entry with a 44.1% margin of safety. Both earn "Buy" and "Buy" 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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