PagerDuty, Inc. · Software

PD

Low riskNext report: Around Nov 24 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Profitable, keeps 35% of sales as profit
Brings in more cash than it spends
High return on equity: 90%

Money moves

Insiders sold $2.6M in the last 30 days, all through pre-planned sales
Institutions added 1.8% to their holdings in the quarter ending June 2026 (137 bought, 120 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$17.83+1.9% that day

Company value: $1.4B; Share price times all shares
Price vs profit (P/E): 8.8x; You pay about $9 for each $1 of yearly profit
Price vs sales: 2.8x; Company value is 2.8 times a year of sales
Cash vs value: 17%; Cash as a share of company value
Debt vs value: 30%; Debt as a share of company value

From PD's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$124.4M+0.8% vs a year earlier

Oct '23Tap a barJul '26

Last 12 months: $494.7M, up 2.3% from the 12 months before. Over 5 years, sales grew about 18% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of PD. Starting points are the company's recent numbers.

Sales growth+2% a yearRecently: +2.3% a yearProfit margin37%Last 12 months: 37.1%P/E at the end9xToday: 8.8x. Many steady companies trade at 12x to 25xShare count change+2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$546M

Profit in 5 years$202M

Price these guesses point to$20.95+17% vs $17.83 todayAbout +3.3% a year, before dividends

What today's price needs: with a 37% margin and a 9x P/E, sales could shrink about 1.2% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.90.1%
MissDebt under half of equityNot relying on borrowed money.1.66x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.35.1%
MissProfitable every yearSteady profits, not one good year.1 of 9 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$111.9M
MissShare count not growingNot diluting owners. Falling means buybacks.+4.8% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.84.9%

Revenue: $492.5M; +5.4% vs prior year
5-year growth: +18.2%/yr; revenue, per year
Total debt: $420.6M; 1.66x equity
Current ratio: 2.01x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jul 31, 2026

Reported Aug 27

Revenue: $124.4M; +0.8% YoY
EPS: $0.06; vs $0.10
Op. margin: 8.2%; +5.3 pts
Gross margin: 83.9%; -0.7 pts
Free cash flow: $34.7M
Share count: -16.0%; vs a year ago

Insider rating

Last 90 days

44Mixed

Pre-planned sales of $2.7M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.6
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+1.8%

Institutions added 1.8% to their holdings. 137 bought, 120 sold.

Shares held by institutions73.1M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-5.6%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.7x · $396.9M debt

Shares outstandingLatest reported

79M

Earnings reports

Last 12

Next reportAround Nov 24 (est.)Estimated from the same quarter last year

Results filedAug 27
Results filedMay 28
Results filedMar 12
Results filedNov 25, 2025
Results filedSep 3, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Jul 31 · View filing ↗Big holder 5%+ holder update (passive)Jul 31 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$2.7M1 insider, 3 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Jennifer TejadaExecutive Chair	Sell	58K	$17.17	$987K	1M	Oct 15Filing ↗
-3.9% of their holdings Pre-planned sale (10b5-1) Also Director Filed 4 days after
Jennifer TejadaExecutive Chair	Sell	107K	$15.11	$1.6M	2M	Sep 30Filing ↗
-6.4% of their holdings Pre-planned sale (10b5-1) Also Director Filed 2 days after
Jennifer TejadaExecutive Chair	Sell	8K	$15.00	$120K	2M	Sep 24Filing ↗
-0.5% of their holdings Pre-planned sale (10b5-1) Also Director Filed 4 days after