
Investors interested in stocks from the Internet - Software sector have probably already heard of PagerDuty (PD) and F5 Networks (FFIV). But which of these two stocks is more attractive to value investors?
PagerDuty, Inc. operates a digital operations management platform in the United States and internationally. The company is headquartered in San Francisco, California.
| Revenue (TTM) | $493.71M |
| Gross Profit (TTM) | $420.45M |
| EBITDA | $39.40M |
| Operating Margin | 7.87% |
| Return on Equity | 94.60% |
| Return on Assets | 1.82% |
| Revenue/Share (TTM) | $5.61 |
| Book Value | $2.83 |
| Price-to-Book | 3.56 |
| Price-to-Sales (TTM) | 1.55 |
| EV/Revenue | 1.496 |
| EV/EBITDA | 13.18 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 1.00% |
| Shares Outstanding | $77.12M |
| Float | $70.97M |
| % Insiders | 6.83% |
| % Institutions | 102.69% |
Volatility is currently contracting

Investors interested in stocks from the Internet - Software sector have probably already heard of PagerDuty (PD) and F5 Networks (FFIV). But which of these two stocks is more attractive to value investors?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

SAN FRANCISCO--(BUSINESS WIRE)--PagerDuty, Inc. (NYSE: PD), a leader in AI-first operations management, today published an international survey which illustrates a growing disconnect between employee AI adoption and corporate governance. Left unaddressed, that gap generates measurable risks around data security, workforce trust and talent retention. The PagerDuty Shadow AI Survey was conducted among 1,250 office professionals at organizations with annual revenue of $500 million or more, in non-.

Investors looking for stocks in the Internet - Software sector might want to consider either PagerDuty (PD) or Adyen N.V. Unsponsored ADR (ADYEY).

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Public SaaS valuations have compressed over two years while private equity dry powder and strategic acquirer balance sheets remain robust, and that gap matters.

PagerDuty, Inc. maintains a Hold rating as it transitions from seat-based to usage-based pricing amid flat revenue and slowing growth. PD's Operations Cloud ARR nearly doubled sequentially, but only a small fraction of clients have adopted the new model, creating near-term disruption. Margins and free cash flow have improved, with four consecutive GAAP-profitable quarters and a strong balance sheet supporting ongoing investment.

SAN FRANCISCO--(BUSINESS WIRE)--PagerDuty, Inc. (NYSE:PD), a leader in AI-first operations management, today announced that members of its management team will present at the Bank of America Securities 2026 Global Technology Conference on Tuesday, June 2, at 2pm ET. A live webcast and replay will be available for a limited time on PagerDuty's investor relations events page at investor.pagerduty.com. About PagerDuty, Inc. PagerDuty, Inc. (NYSE: PD) is the global leader in AI-first digital operat.

PagerDuty, Inc. (PD) Q1 2027 Earnings Call Transcript

PagerDuty delivered Q1 revenue of $121 million, narrowly beating estimates but showing less than 1% year-over-year growth. Key business metrics are deteriorating: ARR was flat, large-customer counts declined, and DBNRR fell below 100%, signaling that churn is outpacing expansion. Despite weak growth, PD announced a $100 million buyback, which could reduce the share count meaningfully, but it raises a debate over capital allocation versus growth investments.