Critical Comparison: Thryv (NASDAQ:THRY) versus PagerDuty (NYSE:PD)

Thryv (NASDAQ:THRY) and PagerDuty (NYSE:PD) are both small-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, institutional ownership, profitability, earnings, dividends and valuation.

Valuation and Earnings

This table compares Thryv and PagerDuty”s top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Thryv	$824.16 million	0.65	-$74.22 million	($2.37)	-5.14
PagerDuty	$467.50 million	3.18	-$54.46 million	($0.16)	-99.63

PagerDuty has lower revenue, but higher earnings than Thryv. PagerDuty is trading at a lower price-to-earnings ratio than Thryv, indicating that it is currently the more affordable of the two stocks.

Volatility & Risk

Thryv has a beta of 0.94, suggesting that its share price is 6% less volatile than the S&P 500. Comparatively, PagerDuty has a beta of 0.88, suggesting that its share price is 12% less volatile than the S&P 500.

Analyst Ratings

This is a breakdown of recent recommendations for Thryv and PagerDuty, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Thryv	0	1	4	0	2.80
PagerDuty	2	5	5	0	2.25

Thryv presently has a consensus target price of $21.40, suggesting a potential upside of 75.70%. PagerDuty has a consensus target price of $18.70, suggesting a potential upside of 17.31%. Given Thryv’s stronger consensus rating and higher probable upside, equities research analysts plainly believe Thryv is more favorable than PagerDuty.

Profitability

This table compares Thryv and PagerDuty’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Thryv	-11.06%	-47.96%	-12.16%
PagerDuty	-2.87%	2.81%	0.44%

Institutional and Insider Ownership

96.4% of Thryv shares are owned by institutional investors. Comparatively, 97.3% of PagerDuty shares are owned by institutional investors. 9.9% of Thryv shares are owned by insiders. Comparatively, 8.0% of PagerDuty shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Summary

PagerDuty beats Thryv on 8 of the 14 factors compared between the two stocks.

About Thryv

Thryv Holdings, Inc. provides digital marketing solutions and cloud-based tools to the small-to-medium sized businesses in the United States. It operates through four segments: Thryv U.S. Marketing Services, Thryv U.S. SaaS, Thryv International Marketing Services, and Thryv International SaaS. The company provides print yellow pages, internet yellow pages, and search engine marketing; and other digital media solutions, such as online display and social advertising, online presence and video, and search engine optimization tools. It also offers command center that enables SMBs to centralize all their communication through a modular, expandable, and customizable platform; and business center, a SMB end-to-end customer experience platform, which offers customer relationship management, appointment scheduling, estimate and invoice creation, payments, document management, social media content, and online review management. In addition, the company provides marketing center, a marketing and advertising platform for AutoID, enhanced online presence, omni-channel paid campaigns, and marketing tools; Thryv Add-ons provides AI-assisted website development, SEO tools, google business profile optimization, and Hub by Thryv; and ThryvPay, a payment solution that allows users to get paid via credit card and ACH. The company was formerly known as Dex Media Holdings, Inc. Thryv Holdings, Inc. was incorporated in 2012 and is headquartered in DFW Airport, Texas.

About PagerDuty

PagerDuty, Inc. engages in the operation of a digital operations management platform in the United States and internationally. The company’s digital operations management platform collects data and digital signals from virtually any software-enabled system or device and leverage machine learning to correlate, process, and predict opportunities and issues. Its platform includes PagerDuty Incident Management that provides a real-time view across the status of a digital service while incorporating noise reduction to remove false positives; AIOps that applies machine learning to correlate and automate the identification of incidents from billions of events; Process Automation offers centralized design time and run time environment for orchestrating automated workflows that span across departments, technologies, and networks; Customer Service Operations, which is offered to orchestrate, automate, and scale responses to customer impacting issues. It serves various industries, including software and technology, telecommunications, retail, travel and hospitality, media and entertainment, and financial services. PagerDuty, Inc. was founded in 2009 and is headquartered in San Francisco, California.