Sprinklr, Inc. (CXM) vs PagerDuty (PD)

Sprinklr, Inc. and PagerDuty are both Software Application companies. Sprinklr, Inc. and PagerDuty are of similar size ($1.2B and $1.2B). PagerDuty trades at the lower P/E: 7.0× against 50.7×. Sprinklr, Inc. grew revenue faster over the last twelve months: 6.35% against 2.30%. PagerDuty has the higher net margin (37.5% vs 2.65%) and the lower return on invested capital (12.6% vs 43.5%). Across the 21 metrics below, PagerDuty leads on 13 and Sprinklr, Inc. on 8.

Valuation

Metric CXM PD Software Application median
P/E 50.70 7.05 24.79
P/S 1.37 2.25 2.67
P/B 2.30 4.79 3.01
Price to free cash flow 10.90 9.47 16.59
EV/EBITDA 11.75 16.12 14.40
EV/Sales 0.88 2.22 2.62
Earnings yield 1.97% 14.19% 0.00%
Free cash flow yield 9.18% 10.56% 1.91%

Profitability

Metric CXM PD Software Application median
Gross margin 65.59% 84.84% 67.03%
Operating margin 5.30% 6.47% 0.00%
Net margin 2.65% 37.50% 0.00%
Free cash flow margin 12.65% 23.74% 4.32%
Return on equity 4.36% 89.92% 0.00%
Return on assets 2.17% 20.06% 0.00%
Return on invested capital 43.46% 12.60% 0.00%

Growth

Metric CXM PD Software Application median
Revenue growth (TTM) 6.35% 2.30% 12.40%
EPS growth (last fiscal year) (79.55%) 416.95% —
Revenue growth, 5-year CAGR 17.24% 18.19% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CXM PD Software Application median
Debt to equity 0.00 1.71 0.02
Current ratio 1.56 2.02 1.55
Net debt to EBITDA (8.47) (1.69) 0.06

Dividend

Metric CXM PD Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric CXM PD Software Application median
Market cap 1.23b 1.19b 396.11m

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