Pagerduty Inc (PD)vsTurtle Beach Corporation (TBCH)
PD
Pagerduty Inc
$9.25
-2.63%
TECHNOLOGY · Cap: $767.37M
TBCH
Turtle Beach Corporation
$12.51
0.00%
TECHNOLOGY · Cap: $265.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Pagerduty Inc generates 66% more annual revenue ($493.71M vs $298.19M). PD leads profitability with a 38.6% profit margin vs 0.4%. PD trades at a lower P/E of 4.8x. PD earns a higher WallStSmart Score of 52/100 (C-).
PD
Buy52
out of 100
Grade: C-
TBCH
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.3%
Fair Value
$40.27
Current Price
$9.25
$31.02 discount
Intrinsic value data unavailable for TBCH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 87 in profit
Keeps 39 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
1.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
0.4% margin — thin
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 38.6% and operating margin at 7.9%.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : PD
The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap. Debt-to-equity of 1.91 is elevated, increasing financial risk.
Bear Case : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 669.5x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
TBCH carries more volatility with a beta of 2.29 — expect wider price swings.
PD is growing revenue faster at 1.0% — sustainability is the question.
PD generates stronger free cash flow (43M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PD scores higher overall (52/100 vs 43/100), backed by strong 38.6% 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.
Visit Website →Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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