PagerDuty (PD) vs Upbound Group, Inc. (UPBD)

PagerDuty and Upbound Group, Inc. are both Software Application companies. Upbound Group, Inc. is the larger, with a market value of $1.5B against $1.3B — 1.1× the size. PagerDuty trades at the lower P/E: 7.9× against 12.9×. Upbound Group, Inc. grew revenue faster over the last twelve months: 3.23% against 2.30%. PagerDuty has the higher net margin (37.5% vs 2.36%) and the higher return on invested capital (12.6% vs 8.24%). Across the 22 metrics below, PagerDuty leads on 14 and Upbound Group, Inc. on 8.

Valuation

Metric PD UPBD Software Application median
P/E 7.94 12.87 25.90
P/S 2.53 0.31 3.04
P/B 5.40 1.93 2.60
Price to free cash flow 10.66 3.33 17.17
EV/EBITDA 18.17 1.51 15.48
EV/Sales 2.50 0.57 2.89
Earnings yield 12.60% 7.77% 0.00%
Free cash flow yield 9.38% 30.01% 1.98%

Profitability

Metric PD UPBD Software Application median
Gross margin 84.84% 49.69% 66.89%
Operating margin 6.47% 5.50% 0.00%
Net margin 37.50% 2.36% 0.00%
Free cash flow margin 23.74% 9.19% 5.77%
Return on equity 89.92% 15.50% 0.00%
Return on assets 20.06% 3.56% 0.00%
Return on invested capital 12.60% 8.24% 0.00%

Growth

Metric PD UPBD Software Application median
Revenue growth (TTM) 2.30% 3.23% 12.27%
EPS growth (last fiscal year) 416.95% (43.44%) 32.11%
Revenue growth, 5-year CAGR 18.19% 10.78% 14.34%
Net income growth, 5-year CAGR 0.00% (18.85%) 0.00%

Health

Metric PD UPBD Software Application median
Debt to equity 1.71 1.80 0.02
Current ratio 2.02 3.17 1.53
Net debt to EBITDA (1.69) 0.83 0.09

Dividend

Metric PD UPBD Software Application median
Dividend yield — 6.28% 1.10%
Payout ratio — 0.82 0.28

Size

Metric PD UPBD Software Application median
Market cap 1.28b 1.45b 487.58m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack