Pagerduty Inc (PD)vsUber Technologies Inc (UBER)
PD
Pagerduty Inc
$6.33
-2.47%
TECHNOLOGY · Cap: $635.10M
UBER
Uber Technologies Inc
$73.08
+1.02%
TECHNOLOGY · Cap: $150.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 10461% more annual revenue ($52.02B vs $492.55M). PD leads profitability with a 35.3% profit margin vs 19.3%. PD trades at a lower P/E of 3.7x. UBER earns a higher WallStSmart Score of 56/100 (C).
PD
Buy54
out of 100
Grade: C-
UBER
Buy56
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
-122.0%
Fair Value
$32.16
Current Price
$73.08
$40.92 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
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B 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%
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : PD
The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
PD profiles as a value stock while UBER is a growth play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (56/100 vs 54/100), backed by strong 19.3% margins and 20.1% revenue growth. 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 →Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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