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PD vs WDAY
Which Stock Would AI Choose? PagerDuty (PD) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- PD and WDAY operate in adjacent enterprise software segments, with PD focused on AI-driven operations management and WDAY emphasizing human capital and financial management platforms.
- Both stocks have shown strong momentum in recent market activity, though WDAY experienced sharper gains amid acquisition speculation while PD benefited from analyst target increases and a share repurchase program.
- PD trades at a lower valuation multiple with higher reported profitability margins compared to WDAY, reflecting differences in scale and business maturity.
- Sector exposure for both centers on cloud software, where AI adoption serves as a key growth driver amid broader enterprise efficiency demands.
- Analyst sentiment remains mixed for PD (consensus hold) and more positive for WDAY, with recent price target revisions highlighting relative positioning in the current environment.
- Risk factors include execution on AI initiatives for both, alongside WDAY's exposure to large-deal volatility and PD's smaller market capitalization.
Introduction
This comparison examines PD (PagerDuty, Inc.) and WDAY (Workday, Inc.), two publicly traded companies in the enterprise software space. The analysis highlights differences in business models, recent stock behavior, and market positioning to assist traders and investors evaluating relative opportunities within the sector. Professionals monitoring cloud infrastructure, human resources technology, or AI integration trends may find the side-by-side review useful for assessing performance contrasts and sector dynamics in the prevailing environment.
PD Overview and Recent Performance
PagerDuty, Inc. provides AI-first operations management software that helps organizations detect, respond to, and resolve incidents across IT and business systems. In recent market activity, the stock has delivered notable gains, including substantial advances over the past month and quarter, despite a weaker one-year comparison. Positive developments such as an expanded share repurchase authorization and upward adjustments to analyst price targets have supported sentiment. Upcoming earnings results are anticipated to provide further clarity on revenue trends and operational metrics amid ongoing focus on AI capabilities.
WDAY Overview and Recent Performance
Workday, Inc. delivers cloud-based human capital management and financial management applications for large enterprises. Recent market activity has featured pronounced upward moves, driven in part by reports of potential private equity interest alongside continued investment in enterprise AI features. The shares have outperformed broader benchmarks over shorter recent periods, though longer-term returns reflect prior volatility. Product expansions in AI research and learning tools have contributed to positioning, with earnings expectations centered on growth sustainability in core subscription lines.
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Head-to-Head Comparison
PD and WDAY differ markedly in scale, with WDAY commanding a significantly larger market capitalization and revenue base. Growth drivers for PD center on incident management efficiency and AI automation, while WDAY emphasizes workforce and finance platform consolidation plus agentic AI tools. Recent momentum has favored both, yet WDAY has seen more pronounced moves tied to M&A (mergers and acquisitions) speculation. Valuation contrasts show PD at lower price-to-earnings levels alongside higher net margins, presenting a trade-off versus WDAY's broader customer base and analyst support. Sector exposure remains similar in enterprise cloud software, though risk profiles vary with PD's smaller size potentially amplifying volatility and WDAY's facing larger-deal execution questions.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent market activity, stability indicators, and positioning around AI catalysts, Tickeron’s AI would currently assign a higher probabilistic preference to WDAY. The larger platform’s momentum and external interest provide relative advantages in the assessed environment, though outcomes remain subject to earnings developments and broader market conditions.
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 StrongBuy and WDAY is a Hold.
| PD | WDAY | PD / WDAY | |
| Capitalization | 1.11B | 44.8B | 2% |
| EBITDA | 60.2M | 1.76B | 3% |
| Gain YTD | 7.475 | -13.539 | -55% |
| P/E Ratio | 6.94 | 37.82 | 18% |
| Revenue | 495M | 10.2B | 5% |
| Total Cash | 470M | 3.4B | 14% |
| Total Debt | 413M | 3.77B | 11% |
PD | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 44 Fair valued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 15 | 54 | |
PRICE GROWTH RATING 1..100 | 36 | 40 | |
P/E GROWTH RATING 1..100 | 45 | 97 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
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 (44) in the Packaged Software industry is in the same range as WDAY (70) 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 (36) in the Packaged Software industry is in the same range as WDAY (40) 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 (45) in the Packaged Software industry is somewhat better than the same rating for WDAY (97) in the Information Technology Services industry. This means that PD’s stock grew somewhat faster than WDAY’s over the last 12 months.
| PD | WDAY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 90% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 84% | 2 days ago 63% |
| Momentum ODDS (%) | N/A | 2 days ago 73% |
| MACD ODDS (%) | 2 days ago 76% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 80% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 72% | 2 days ago 64% |
| Advances ODDS (%) | 2 days ago 70% | 10 days ago 58% |
| Declines ODDS (%) | 5 days ago 81% | 3 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 68% | 2 days ago 68% |
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 1 FA rating(s) are green while WDAY’s FA Score has 0 green FA rating(s).
- PD’s FA Score: 1 green, 4 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 3 TA indicator(s) are bullish while WDAY’s TA Score has 5 bullish TA indicator(s).
- PD’s TA Score: 3 bullish, 5 bearish.
- WDAY’s TA Score: 5 bullish, 4 bearish.
Price Growth
PD (@Packaged Software) experienced а +3.45% price change this week, while WDAY (@Packaged Software) price change was -5.15% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.16%. For the same industry, the average monthly price growth was -6.20%, and the average quarterly price growth was +3.48%.
Reported Earning Dates
PD is expected to report earnings on Nov 26, 2026.
WDAY is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Packaged Software (-4.16% 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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WDAY and
Correlation & Price change
A.I.dvisor indicates that over the last year, WDAY has been closely correlated with CRM. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDAY jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To WDAY | 1D Price Change % | ||
|---|---|---|---|---|
| WDAY | 100% | +0.33% | ||
| CRM - WDAY | 77% Closely correlated | +1.94% | ||
| ADBE - WDAY | 75% Closely correlated | +1.37% | ||
| FRSH - WDAY | 73% Closely correlated | +0.17% | ||
| INTU - WDAY | 73% Closely correlated | +2.81% | ||
| PCTY - WDAY | 71% Closely correlated | -0.84% | ||
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