Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
PEGA 
Pegasystems Inc (PEGA)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: PEGA (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 32.65% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.06B USD | Price to earnings Ratio 63.58 | 1Y Target Price 105.36 |
Price to earnings Ratio 63.58 | 1Y Target Price 105.36 | ||
Volume (30-day avg) 886194 | Beta 1.25 | 52 Weeks Range 54.50 - 113.65 | Updated Date 04/1/2025 |
52 Weeks Range 54.50 - 113.65 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 0.17% | Basic EPS (TTM) 1.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 6.63% | Operating Margin (TTM) 29.39% |
Management Effectiveness
Return on Assets (TTM) 6.13% | Return on Equity (TTM) 21.12% |
Valuation
Trailing PE 63.58 | Forward PE 22.78 | Enterprise Value 5871578820 | Price to Sales(TTM) 4.05 |
Enterprise Value 5871578820 | Price to Sales(TTM) 4.05 | ||
Enterprise Value to Revenue 3.92 | Enterprise Value to EBITDA 31.76 | Shares Outstanding 85898896 | Shares Floating 45582240 |
Shares Outstanding 85898896 | Shares Floating 45582240 | ||
Percent Insiders 47.06 | Percent Institutions 52.37 |
Analyst Ratings
Rating 4.18 | Target Price 101.1 | Buy 3 | Strong Buy 5 |
Buy 3 | Strong Buy 5 | ||
Hold 3 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Pegasystems Inc
Company Overview
History and Background
Pegasystems Inc. (Pega) was founded in 1983 by Alan Trefler. Initially focused on rules-based systems, Pega evolved into a leading provider of business process management (BPM) and customer relationship management (CRM) software. Significant milestones include developing the PegaRULES Engine and expanding into cloud-based solutions.
Core Business Areas
- Software: Pega provides a unified platform for BPM, CRM, and AI-powered decisioning. Their software helps organizations automate processes, personalize customer experiences, and make data-driven decisions. This encompasses software licenses, cloud subscriptions, and maintenance services.
- Services: Pega offers consulting, implementation, and training services to help clients deploy and optimize their Pega platform. These services ensure successful integration and maximize the value derived from Pega solutions.
Leadership and Structure
Alan Trefler serves as the Founder and CEO. The organizational structure includes departments for product development, sales, marketing, services, and finance. There is also a board of directors that oversees the company's strategic direction.
Top Products and Market Share
Key Offerings
- Pega Platform: Pega Platform is a unified platform for BPM, CRM, and AI-powered decisioning. It provides a low-code development environment for building and deploying applications. Competitors include Salesforce, SAP, and Microsoft Dynamics 365. Market share information is difficult to pinpoint to an exact number, though the general CRM market is led by Salesforce
- Pega Customer Decision Hub: Pega Customer Decision Hub is an AI-powered solution that enables organizations to personalize customer interactions across all channels. It uses real-time data and predictive analytics to deliver relevant offers and recommendations. Competitors include Adobe and Salesforce. Market share information is difficult to pinpoint to an exact number, though the general CRM market is led by Salesforce
Market Dynamics
Industry Overview
The BPM and CRM software market is experiencing strong growth driven by the increasing need for digital transformation and personalized customer experiences. Cloud-based solutions and AI-powered automation are key trends in the industry.
Positioning
Pegasystems Inc. is positioned as a leading provider of BPM and CRM software, offering a unified platform for automating processes and personalizing customer interactions. Their competitive advantages include their low-code development environment, AI-powered decisioning capabilities, and focus on complex business processes.
Total Addressable Market (TAM)
The total addressable market is estimated to be hundreds of billions of dollars across BPM, CRM, and related software and services. Pega is positioned to capture a portion of this market through its platform and focus on large enterprises.
Upturn SWOT Analysis
Strengths
- Unified platform for BPM, CRM, and AI
- Low-code development environment
- AI-powered decisioning capabilities
- Strong focus on complex business processes
- Solid customer base among large enterprises
Weaknesses
- Higher price point compared to some competitors
- Implementation can be complex
- Reliance on professional services revenue
- Smaller overall market share compared to CRM market leader.
Opportunities
- Growing demand for digital transformation
- Increasing adoption of cloud-based solutions
- Expanding into new industries and geographies
- Leveraging AI to enhance platform capabilities
- Partnerships and integrations with other technology vendors
Threats
- Intense competition from larger software vendors
- Rapid technological advancements
- Economic downturns impacting IT spending
- Data privacy and security concerns
- Difficulty attracting and retaining top talent
Competitors and Market Share
Key Competitors
- CRM (CRM)
- SAP (SAP)
- MSFT (MSFT)
- ORCL (ORCL)
- ADBE (ADBE)
Competitive Landscape
Pegasystems Inc. faces intense competition from larger software vendors such as Salesforce, SAP, Microsoft, Oracle and Adobe. Pega differentiates itself through its unified platform, low-code development environment, and AI-powered decisioning capabilities, focusing on complex business processes for larger enterprise clients.
Major Acquisitions
Everflow
- Year: 2023
- Acquisition Price (USD millions):
- Strategic Rationale: To enhance Pegasystems's AI-powered workflow automation capabilities. Everflow's technology enables organizations to automatically discover, analyze, and improve their workflows, driving efficiency and productivity.
Growth Trajectory and Initiatives
Historical Growth: Pegasystems Inc. has experienced moderate growth in recent years, driven by increased demand for their BPM and CRM solutions. Revenue growth has been impacted by the shift to cloud-based subscriptions.
Future Projections: Analysts project continued growth for Pegasystems Inc. driven by the demand for digital transformation and AI-powered automation. However, growth rates may vary depending on market conditions and competitive pressures.
Recent Initiatives: Recent strategic initiatives include expanding their cloud offerings, enhancing their AI capabilities, and focusing on key industries such as financial services and healthcare.
Summary
Pegasystems (PEGA) is a niche player in the CRM/BPM market, with its unified platform and AI capabilities as competitive strengths. Challenges include its higher price point and complex implementations. Growth is expected to continue, fueled by digital transformation trends. Competitive pressures and the need for continued innovation remain key considerations. While it is not the market leader, PEGA has established itself among large companies, allowing a stronger position in the market.
Similar Companies
ACN
Accenture plc
ACN
Accenture plc
ADBE
Adobe Systems Incorporated
ADBE
Adobe Systems Incorporated
CRM
Salesforce.com Inc
CRM
Salesforce.com Inc
EPAM
EPAM Systems Inc
EPAM
EPAM Systems Inc
IBM
International Business Machines
IBM
International Business Machines
INFY
Infosys Ltd ADR
INFY
Infosys Ltd ADR
MSFT
Microsoft Corporation
MSFT
Microsoft Corporation
ORCL
Oracle Corporation
ORCL
Oracle Corporation
SAP
SAP SE ADR
SAP
SAP SE ADR
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Industry Reports (Gartner, Forrester)
- Earnings Call Transcripts
- Financial News Outlets (e.g., Yahoo Finance, Bloomberg)
- Company Website
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market share data may be estimates and subject to change. Investment decisions should be made based on individual research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Pegasystems Inc
Exchange NASDAQ | Headquaters Waltham, MA, United States | ||
IPO Launch date 1996-07-18 | Founder, CEO & Chairman of the Board Mr. Alan Trefler | ||
Sector Technology | Industry Software - Application | Full time employees 5443 | Website https://www.pega.com |
Full time employees 5443 | Website https://www.pega.com | ||
Pegasystems Inc. develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific. The company provides Pega Infinity, a software portfolio comprising of Pega Customer Decision Hub, a real-time AI-powered decision engine, which can predict a customer's behavior and recommend the next best action to take across channels in real-time; Pega Customer Service to anticipate customer needs, connect customers to people and systems, and automate customer interactions to evolve the customer service experience, as well as to allow enterprises to deliver interactions across channels and enhance employee productivity; and Pega Platform, a software for AI-powered workflow automation for increasing the efficiency of clients' processes and operational workflows. It also offers Situational Layer Cake that organizes logic into layers that map to the unique dimensions of a client's business, such as customer types, lines of business, geographies, etc.; Pega GenAI Blueprint to rapidly prototype and accelerate the development and deployment of applications; Pega Cloud that allows clients to develop, test, and deploy applications; Pega Catalyst, which helps clients to transform and prototype their customer journeys; Pega Academy, which offers enablement content for Pega product implementations, such as instructor-led and online training to its employees, clients, and partners; and global service assurance and client support services. It primarily markets its software and services to financial services, healthcare, communications and media, government, insurance, manufacturing and high tech, and consumer services markets through a direct sales force, as well as partnerships with technology providers and application developers. Pegasystems Inc. was incorporated in 1983 and is headquartered in Waltham, Massachusetts.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.