PagerDuty (PD) vs Red Violet, Inc. (RDVT)

PagerDuty and Red Violet, Inc. are both Software Application companies. PagerDuty and Red Violet, Inc. are of similar size ($1.3B and $1.2B). PagerDuty trades at the lower P/E: 7.0× against 67.7×. Red Violet, Inc. grew revenue faster over the last twelve months: 20.2% against 2.30%. PagerDuty has the higher net margin (37.5% vs 16.5%) and the lower return on invested capital (12.6% vs 18.0%). Across the 21 metrics below, PagerDuty leads on 14 and Red Violet, Inc. on 7.

Valuation

Metric PD RDVT Software Application median
P/E 7.05 67.72 24.79
P/S 2.25 11.24 2.67
P/B 4.79 9.98 3.01
Price to free cash flow 9.47 52.54 16.59
EV/EBITDA 16.12 37.03 14.40
EV/Sales 2.22 10.77 2.62
Earnings yield 14.19% 1.48% 0.00%
Free cash flow yield 10.56% 1.90% 1.91%

Profitability

Metric PD RDVT Software Application median
Gross margin 84.84% 84.70% 67.03%
Operating margin 6.47% 17.89% 0.00%
Net margin 37.50% 16.54% 0.00%
Free cash flow margin 23.74% 21.40% 4.32%
Return on equity 89.92% 15.76% 0.00%
Return on assets 20.06% 14.54% 0.00%
Return on invested capital 12.60% 17.96% 0.00%

Growth

Metric PD RDVT Software Application median
Revenue growth (TTM) 2.30% 20.18% 12.40%
EPS growth (last fiscal year) 416.95% 82.00% —
Revenue growth, 5-year CAGR 18.19% 21.15% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric PD RDVT Software Application median
Debt to equity 1.71 0.00 0.02
Current ratio 2.02 10.88 1.55
Net debt to EBITDA (1.69) (1.83) 0.06

Dividend

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

Size

Metric PD RDVT Software Application median
Market cap 1.19b 1.27b 396.11m

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