CoverageForm 410-K10-Q8-K13D13G13F

PEGA · Pegasystems Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · PEGA

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Revenue$1.75B$1.50B$1.43B$1.32B$1.21B$1.02B
Cost of Revenue$421.38M$390.67M$378.48M$368.63M$336.36M$310.91M
Gross Profit$1.32B$1.11B$1.05B$949.21M$875.29M$706.60M
R&D$312.68M$298.07M$295.51M$294.35M$260.63M$236.99M
SG&A$148.72M$112.85M$96.74M$117.73M$83.51M$67.45M
Total Operating Expenses$1.06B$982.63M$973.18M$1.06B$970.02M$850.13M
D&A$13.70M$17.59M$18.75M$18.78M$28.59M$21.35M
Operating Income$263.10M$123.88M$80.95M($109.41M)($94.73M)($143.53M)
Interest Expense$1.28M$6.83M$6.88M$7.79M$7.96M$19.36M
Income Tax($112.81M)$43.45M$27.63M$183.78M($68.95M)($63.52M)
Net Income$393.44M$99.19M$67.81M($345.58M)($63.04M)($61.37M)
EPS - Basic$2.30$0.58$0.41($2.11)($0.39)($0.38)
EPS - Diluted$2.13$0.56$0.36($2.11)($0.39)($0.38)

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Cash & Equivalents$212.45M$337.10M$229.90M$145.05M$159.97M$171.90M
Accounts Receivable$264.71M$305.47M$300.17M$255.15M$182.72M$215.83M
Inventory------
Accounts Payable$12.92M$6.23M$11.29M$18.20M$15.28M$24.03M
Current Assets$978.29M$1.33B$1.03B$846.48M$840.22M$976.91M
Total Assets$1.63B$1.77B$1.51B$1.36B$1.59B$1.60B
Current Liabilities$737.78M$1.09B$577.06M$538.94M$485.40M$460.13M
Long-term Debt------
Total Liabilities$844.46M$1.18B$1.16B$1.23B$1.18B$1.06B
Stockholders' Equity$787.38M$585.48M$353.84M$130.84M$416.09M$542.17M
Retained Earnings$463.39M$87.90M($8.71M)($76.51M)$276.45M$339.88M

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Operating Cash Flow$505.23M$345.93M$217.78M$22.34M$39.12M($563.0K)
Investing Cash Flow$197.25M($202.58M)($50.75M)$13.07M$72.50M($321.68M)
Financing Cash Flow($834.63M)($30.21M)($81.96M)($46.99M)($121.84M)$423.45M
CapEx$14.50M$7.71M$16.78M$35.38M$10.46M$25.37M
Free Cash Flow$490.72M$338.21M$201.00M($13.04M)$28.66M($25.93M)

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020
Profitability
Gross margin75.9%73.9%73.6%72.0%72.2%69.4%
Operating margin15.1%8.3%5.7%-8.3%-7.8%-14.1%
EBITDA margin15.9%9.4%7.0%-6.9%-5.5%-12.0%
Net margin22.5%6.6%4.7%-26.2%-5.2%-6.0%
Free cash flow margin28.1%22.6%14.0%-1.0%2.4%-2.5%
FCF / Net income1.253.412.960.04-0.450.42
R&D / Revenue17.9%19.9%20.6%22.3%21.5%23.3%
SG&A / Revenue8.5%7.5%6.8%8.9%6.9%6.6%
Effective tax rate-40.2%30.5%29.0%---
Return on assets24.1%5.6%4.5%-25.5%-4.0%-3.8%
Return on equity50.0%16.9%19.2%-264.1%-15.2%-11.3%
Return on invested capital------
Liquidity
Current ratio1.331.231.781.571.732.12
Quick ratio1.331.231.781.571.732.12
Cash ratio0.290.310.400.270.330.37
Leverage
Debt / Equity------
Debt / Assets------
Debt / EBITDA------
Interest coverage204.7x18.1x11.8x-14.0x-11.9x-7.4x
Equity multiplier2.073.024.2710.383.832.96
Liabilities / Assets0.520.670.770.900.740.66
Efficiency
Asset turnover1.070.850.950.970.760.63
Inventory turnover------
Days sales outstanding55d74d76d71d55d77d
Days inventory outstanding------
Days payable outstanding11d6d11d18d17d28d
Cash conversion cycle------
Valuation
P / E28.0x84.0x66.9x---
P / B14.0x7.1x5.9x10.7x10.9x9.9x
P / S6.3x2.8x1.4x1.1x3.8x5.3x
EV / EBITDA39.1x27.1x18.5x---
Growth
Revenue growth (YoY)16.6%4.5%8.7%8.8%19.1%14.5%
Revenue CAGR (3y)9.8%7.3%12.1%14.0%-6.6%
Revenue CAGR (5y)11.4%11.0%-9.4%10.1%8.3%
Gross profit growth (YoY)19.7%5.0%11.1%8.4%23.9%17.5%
Operating income growth (YoY)112.4%53.0%--15.5%34.0%-6.4%
Net income growth (YoY)296.7%46.3%--448.2%-2.7%32.1%
EPS growth (YoY)283.8%52.1%--448.1%-1.3%66.7%
EPS CAGR (3y)------
EPS CAGR (5y)--22.9%---
FCF growth (YoY)45.1%68.3%---50.9%
FCF CAGR (5y)--48.3%-6.6%-
Book value growth (YoY)34.5%65.5%170.4%-68.6%-23.3%0.6%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$1.75B total
Reportable Segment$1.75B · 100.0%

Product / service

$4.27B total
Subscription$1.52B · 35.5%
Subscription Services$1.01B · 23.6%
Pega Cloud$695.90M · 16.3%
Subscription License$507.37M · 11.9%
Maintenance$314.59M · 7.4%
Consulting$227.95M · 5.3%

Geographic

$1.75B total
US$956.30M · 54.8%
EMEA$270.63M · 15.5%
Asia Pacific$213.63M · 12.2%
GB$189.99M · 10.9%
Other Americas$115.27M · 6.6%

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

2.31
Grey zone

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

7/9
Strong
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • -Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Services-Computer Processing & Data Preparation

CompanyRevenue (last FY)Net marginROE
TOST$6.15B5.6%16.1%
WDAY$9.55B7.3%8.9%
CARG$906.98M17.2%41.7%
RAMP$812.94M18.0%15.0%
OOMA--7.0%

Comparing PEGASYSTEMS INC against the 5 most active filers in the same SIC group.

Dividends

$0.12/share trailing 12 months · +100.0% YoY

Ex-datePer share
Apr 1, 2026$0.0300
Jan 2, 2026$0.0300
Oct 1, 2025$0.0300
Jul 1, 2025$0.0300
Apr 1, 2025$0.0150
Jan 2, 2025$0.0150
Oct 1, 2024$0.0150
Jul 1, 2024$0.0150
Mar 28, 2024$0.0150
Dec 29, 2023$0.0150
Sep 29, 2023$0.0150
Jun 30, 2023$0.0150
Mar 31, 2023$0.0150
Dec 30, 2022$0.0150
Sep 30, 2022$0.0150
Jun 30, 2022$0.0150
Mar 31, 2022$0.0150
Dec 31, 2021$0.0150
Sep 30, 2021$0.0150
Jun 30, 2021$0.0150
Mar 31, 2021$0.0150
Dec 30, 2020$0.0150
Sep 30, 2020$0.0150
Jun 30, 2020$0.0150