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PD vs WDAY
Which Stock Would AI Choose? PagerDuty (PD) vs. Workday (WDAY) Stock Comparison
1) Key Takeaways
- PD is a small-cap digital operations and incident-management software provider, while WDAY is a large-cap enterprise cloud applications leader in human capital management (HCM) and financial management.
- Both stocks have lagged the broader market in recent months, reflecting a broader reset in software valuations.
- WDAY delivers materially higher revenue growth and scale, while PD is stabilizing around roughly flat revenue growth.
- Both companies are pivoting toward usage-based and AI-driven monetization, but WDAY has demonstrated more visible early AI traction.
- Each company recently underwent a CEO transition, adding an element of execution uncertainty to both narratives.
- Investors comparing the two are weighing a higher-growth, more profitable large-cap against a leaner, margin-focused turnaround story.
2) Introduction
PagerDuty and Workday occupy different corners of the enterprise software market, yet both have drawn renewed attention from traders and investors for the same underlying reason: how effectively they can convert artificial intelligence into durable revenue growth. This stock comparison is relevant for growth-oriented investors seeking exposure to cloud software, as well as for traders evaluating relative performance and market positioning across two names with sharply different scales and growth profiles. Understanding the contrasts in business model, momentum, and sentiment between PD and WDAY can help clarify which profile better matches an individual's investment objectives and risk tolerance.
3) PD Overview and Recent Performance
PagerDuty is a global leader in AI-first operations management, serving more than 35,000 organizations with its Operations Cloud platform, which automates the incident-management lifecycle from detection through resolution. The company is trusted by roughly half of the Fortune 500 and about two-thirds of the Fortune 100, positioning it at the center of the enterprise technology stack. In recent weeks, sentiment around PD has been shaped by a leadership transition, with John DiLullo succeeding Jennifer Tejada as chief executive officer, and by an ongoing shift from seat-based licensing toward usage-based pricing.
Recent market activity has reflected a mixed picture. Quarterly revenue has held roughly flat on a year-over-year basis, while the company has expanded its non-GAAP (non-Generally Accepted Accounting Principles) operating margin and posted several consecutive quarters of GAAP profitability. Annual recurring revenue (ARR) has been essentially stable, and dollar-based net retention has moderated below prior-year levels, signaling a focus on retention and efficiency rather than top-line expansion. These dynamics, combined with a sizable decline in the share price earlier in the year, have framed PD as a turnaround-oriented, margin-driven story.
4) WDAY Overview and Recent Performance
Workday is a leading provider of enterprise cloud applications for human capital management and financial management, founded in 2005 and headquartered in Pleasanton, California. The company serves large enterprises, educational institutions, and government agencies through a single unified data model. In recent months, WDAY has also navigated a CEO transition, with co-founder Aneel Bhusri returning to lead the company, alongside a strategic realignment that included a modest workforce reduction.
Relative performance has been mixed. The company has reported solid double-digit revenue growth, driven primarily by subscription revenue, and has sustained a non-GAAP operating margin above 30%. Notably, AI-related products have contributed an increasingly meaningful share of new business, with a growing base of customers adopting AI agents. At the same time, the shares have underperformed the broader market over the trailing year, and growth has decelerated from prior levels, prompting a broad reset in analyst expectations. This combination of strong profitability and moderating growth has defined recent sentiment around WDAY.
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6) Head-to-Head Comparison
The most striking contrast between these two companies is scale. WDAY generates quarterly revenue in the billions and carries a market capitalization in the tens of billions of dollars, while PD operates at a far smaller scale with quarterly revenue near $120 million and a sub-billion-dollar market capitalization. This difference in size translates into different growth drivers: WDAY is expanding through AI agents and consumption-based products layered onto a large installed base, whereas PD is pursuing a usage-based pricing transition intended to unlock deeper platform adoption.
Risk profiles also diverge. WDAY benefits from entrenched enterprise relationships and recurring subscription revenue, though its larger footprint exposes it to slower-growth expectations and competitive pressure across HCM and finance. PD, by contrast, faces the execution risk of converting its customer base to a new pricing model while defending its position in a competitive operations-management market. Sector exposure is similar—both are application software companies—but their market sentiment reflects very different investor expectations around growth, profitability, and turnaround potential.
7) Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor WDAY in the current environment, given its more consistent double-digit revenue growth, stronger profitability, larger recurring-revenue base, and clearer early evidence of AI monetization. While PD offers an improving margin profile and a leaner cost structure, its near-flat top-line growth and lower net retention introduce greater uncertainty into the trend. The AI's assessment would lean toward the stability and catalyst visibility of WDAY, though this reflects a probabilistic weighting of trend consistency and positioning rather than a definitive outcome.
8) Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PD is a Hold and WDAY is a StrongBuy.
Aroon Indicator for PD shows an upward move is likely
PD's Aroon Indicator triggered a bullish signal on October 16, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 100 similar instances where the Aroon Indicator showed a similar pattern. In 79 of the 100 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at 79%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on September 29, 2026. You may want to consider a long position or call options on PD as a result. In 74 of 99 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 75%.
The Moving Average Convergence Divergence (MACD) for PD just turned positive on October 09, 2026. Looking at past instances where PD's MACD turned positive, the stock continued to rise in 32 of 51 cases over the following month. The odds of a continued upward trend are 63%.
Following a +2.22% 3-day Advance, the price is estimated to grow further. Considering data from situations where PD advanced for three days, in 195 of 275 cases, the price rose further within the following month. The odds of a continued upward trend are 71%.
Bearish Trend Analysis
The 10-day RSI Indicator for PD moved out of overbought territory on October 16, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 20 similar instances where the indicator moved out of overbought territory. In 16 of the 20 cases, the stock moved lower in the following days. This puts the odds of a move lower at 80%.
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where PD declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 80%.
PD broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 7 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 15 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 26 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 34 (best 1 - 100 worst), indicating steady price growth. PD’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 57 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.784) is normal, around the industry mean (-1.402). P/E Ratio (8.282) is within average values for comparable stocks, (14.914). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.072) among similar stocks. P/S Ratio (2.508) is also within normal values, averaging (71.128).
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. PD’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
WDAY in upward trend: price rose above 50-day moving average on October 19, 2026
WDAY moved above its 50-day moving average on October 19, 2026 date and that indicates a change from a downward trend to an upward trend. In 29 of 40 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on WDAY as a result. In 60 of 87 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 69%.
The Moving Average Convergence Divergence (MACD) for WDAY just turned positive on October 15, 2026. Looking at past instances where WDAY's MACD turned positive, the stock continued to rise in 34 of 49 cases over the following month. The odds of a continued upward trend are 69%.
The 10-day moving average for WDAY crossed bullishly above the 50-day moving average on October 21, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 11 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 69%.
Following a +6.90% 3-day Advance, the price is estimated to grow further. Considering data from situations where WDAY advanced for three days, in 173 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 57%.
Bearish Trend Analysis
The Stochastic Oscillator has been in the overbought zone for 1 day. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WDAY declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 71%.
WDAY broke above its upper Bollinger Band on October 20, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for WDAY entered a downward trend on October 07, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 35 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 36 (best 1 - 100 worst), indicating steady price growth. WDAY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 54 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (7.572) is normal, around the industry mean (-1.402). P/E Ratio (41.252) is within average values for comparable stocks, (14.914). Projected Growth (PEG Ratio) (0.689) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.072) among similar stocks. P/S Ratio (4.773) is also within normal values, averaging (71.128).
The Tickeron PE Growth Rating for this company is 93 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. WDAY’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
PD | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 44 | 18 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 15 | 54 | |
PRICE GROWTH RATING 1..100 | 34 | 36 | |
P/E GROWTH RATING 1..100 | 26 | 93 | |
SEASONALITY SCORE 1..100 | 7 | 35 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PD's Valuation (57) in the Packaged Software industry is in the same range as WDAY (81) in the Information Technology Services industry. This means that PD’s stock grew similarly to WDAY’s over the last 12 months.
PD's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as WDAY (100) in the Information Technology Services industry. This means that PD’s stock grew similarly to WDAY’s over the last 12 months.
PD's SMR Rating (15) in the Packaged Software industry is somewhat better than the same rating for WDAY (54) in the Information Technology Services industry. This means that PD’s stock grew somewhat faster than WDAY’s over the last 12 months.
PD's Price Growth Rating (34) in the Packaged Software industry is in the same range as WDAY (36) in the Information Technology Services industry. This means that PD’s stock grew similarly to WDAY’s over the last 12 months.
PD's P/E Growth Rating (26) in the Packaged Software industry is significantly better than the same rating for WDAY (93) in the Information Technology Services industry. This means that PD’s stock grew significantly faster than WDAY’s over the last 12 months.
| PD | WDAY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 80% | N/A |
| Stochastic ODDS (%) | 2 days ago 83% | 2 days ago 85% |
| Momentum ODDS (%) | 2 days ago 75% | 2 days ago 69% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 63% |
| TrendMonth ODDS (%) | 2 days ago 75% | 2 days ago 64% |
| Advances ODDS (%) | 2 days ago 71% | 3 days ago 57% |
| Declines ODDS (%) | 16 days ago 80% | 16 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 81% | 2 days ago 66% |
| Aroon ODDS (%) | 2 days ago 79% | 2 days ago 79% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PD’s FA Score shows that 2 FA rating(s) are green while WDAY’s FA Score has 0 green FA rating(s).
- PD’s FA Score: 2 green, 3 red.
- WDAY’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PD’s TA Score shows that 4 TA indicator(s) are bullish while WDAY’s TA Score has 5 bullish TA indicator(s).
- PD’s TA Score: 4 bullish, 4 bearish.
- WDAY’s TA Score: 5 bullish, 4 bearish.
Price Growth
PD (@Packaged Software) experienced а +2.52% price change this week, while WDAY (@Packaged Software) price change was +7.52% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -0.43%. For the same industry, the average monthly price growth was -3.98%, and the average quarterly price growth was +4.31%.
Reported Earning Dates
PD is expected to report earnings on Nov 24, 2026.
WDAY is expected to report earnings on Nov 24, 2026.
Industries' Descriptions
@Packaged Software (-0.43% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
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PD and
Correlation & Price change
A.I.dvisor indicates that over the last year, PD has been closely correlated with WDAY. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if PD jumps, then WDAY could also see price increases.
WDAY and
Correlation & Price change
A.I.dvisor indicates that over the last year, WDAY has been closely correlated with ADBE. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDAY jumps, then ADBE could also see price increases.
| Ticker / NAME | Correlation To WDAY | 1D Price Change % | ||
|---|---|---|---|---|
| WDAY | 100% | -0.50% | ||
| ADBE - WDAY | 76% Closely correlated | -0.65% | ||
| ASAN - WDAY | 75% Closely correlated | +3.07% | ||
| NOW - WDAY | 75% Closely correlated | +2.39% | ||
| FRSH - WDAY | 73% Closely correlated | -0.17% | ||
| INTU - WDAY | 72% Closely correlated | +0.10% | ||
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