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 itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$429.97M-$381.35M$384.51M$475.63M-$325.05M$351.15M$330.15M-
Cost of Revenue$106.75M-$105.89M$109.57M$102.45M-$96.71M$96.95M$94.66M-
Gross Profit$323.22M-$275.46M$274.94M$373.18M-$228.34M$254.21M$235.49M-
R&D$82.05M-$78.76M$78.78M$74.29M-$74.16M$75.42M$72.11M-
SG&A$48.57M-$42.11M$31.79M$33.83M-$35.69M$25.42M$23.53M-
Total Operating Expenses$286.07M-$260.99M$257.66M$246.19M-$240.00M$241.24M$255.90M-
D&A$2.93M---$3.14M---$4.25M-
Operating Income$37.15M-$14.47M$17.28M$126.99M-($11.66M)$12.97M($20.41M)-
Interest Expense$44.0K-$144.0K$1.0K$1.75M-$1.53M$1.78M$1.75M-
Income Tax$6.94M-($19.27M)($4.83M)$40.89M-$2.77M$8.64M($3.04M)-
Net Income$32.76M-$43.36M$30.08M$85.42M-($14.39M)$6.61M($12.12M)-
EPS - Basic$0.19-$0.25$0.18$0.49-($0.09)$0.04($0.07)-
EPS - Diluted$0.18-$0.24$0.17$0.46-($0.09)$0.04($0.07)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$269.96M$212.45M$148.70M$201.56M$231.13M$337.10M$287.65M$258.26M$291.90M$229.90M
Accounts Receivable$173.86M$264.71M$160.92M$156.47M$202.87M$305.47M$173.62M$165.72M$191.99M$300.17M
Inventory----------
Accounts Payable$14.21M$12.92M$8.06M$17.10M$16.65M$6.23M$20.10M$16.68M$6.35M$11.29M
Current Assets$903.88M$978.29M$811.80M$845.62M$846.49M$1.33B$1.12B$1.07B$1.06B$1.03B
Total Assets$1.55B$1.63B$1.29B$1.32B$1.32B$1.77B$1.58B$1.54B$1.51B$1.51B
Current Liabilities$743.40M$737.78M$597.45M$599.62M$609.14M$1.09B$1.02B$1.02B$1.04B$577.06M
Long-term Debt----------
Total Liabilities$845.08M$844.46M$695.96M$699.88M$710.68M$1.18B$1.11B$1.10B$1.12B$1.16B
Stockholders' Equity$705.91M$787.38M$596.83M$624.54M$611.27M$585.48M$473.02M$435.40M$390.19M$353.84M
Retained Earnings$491.09M$463.39M$233.93M$195.68M$170.76M$87.90M($28.61M)($14.22M)($20.83M)($8.71M)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$212.25M---$204.23M---$180.15M-
Investing Cash Flow$2.76M---$261.89M---($132.40M)-
Financing Cash Flow($154.16M)---($575.99M)---$17.90M-
CapEx$5.73M---$1.88M---$604.0K-
Free Cash Flow$206.53M---$202.35M---$179.54M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin75.2%-72.2%71.5%78.5%-70.2%72.4%71.3%-
Operating margin8.6%-3.8%4.5%26.7%--3.6%3.7%-6.2%-
EBITDA margin9.3%---27.4%----4.9%-
Net margin7.6%-11.4%7.8%18.0%--4.4%1.9%-3.7%-
Free cash flow margin48.0%---42.5%---54.4%-
FCF / Net income6.30---2.37----14.81-
R&D / Revenue19.1%-20.7%20.5%15.6%-22.8%21.5%21.8%-
SG&A / Revenue11.3%-11.0%8.3%7.1%-11.0%7.2%7.1%-
Effective tax rate17.5%--80.0%-19.1%32.4%--56.7%--
Return on assets2.1%-3.4%2.3%6.5%--0.9%0.4%-0.8%-
Return on equity4.6%-7.3%4.8%14.0%--3.0%1.5%-3.1%-
Return on invested capital----------
Liquidity
Current ratio1.221.331.361.411.391.231.091.051.011.78
Quick ratio1.221.331.361.411.391.231.091.051.011.78
Cash ratio0.360.290.250.340.380.310.280.250.280.40
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage844.3x-100.5x17279.0x72.5x--7.6x7.3x-11.7x-
Equity multiplier2.202.072.172.122.163.023.343.533.874.27
Liabilities / Assets0.540.520.540.530.540.670.700.720.740.77
Efficiency
Asset turnover0.28-0.290.290.36-0.210.230.22-
Inventory turnover----------
Days sales outstanding148d-154d149d156d-195d172d212d-
Days inventory outstanding----------
Days payable outstanding49d-28d57d59d-76d63d24d-
Cash conversion cycle----------
Valuation
P / E236.4x-239.6x318.4x76.4x--864.7x--
P / B10.8x-17.7x15.8x5.4x-6.6x6.2x7.0x-
P / S17.7x-27.8x25.6x6.9x-9.6x7.6x8.2x-
EV / EBITDA183.2x---23.4x-----
Growth
Revenue growth (YoY)-9.6%-17.3%9.5%44.1%--2.9%17.7%1.4%-
Revenue CAGR (3y)9.7%-12.1%11.9%8.1%-8.2%2.5%1.7%-
Revenue CAGR (5y)6.5%-11.0%11.1%12.4%-8.4%12.3%9.2%-
Gross profit growth (YoY)-13.4%-20.6%8.2%58.5%--5.2%25.8%3.5%-
Operating income growth (YoY)-70.7%--33.3%---7.8%-8.1%-
Net income growth (YoY)-61.6%--354.8%---97.7%-41.6%-
EPS growth (YoY)-60.4%--385.7%--5.6%-72.0%-
EPS CAGR (3y)--------56.7%--
EPS CAGR (5y)----------
FCF growth (YoY)2.1%---12.7%---217.1%-
FCF CAGR (5y)59.7%---------
Book value growth (YoY)15.5%34.5%26.2%43.4%56.7%65.5%182.2%199.5%152.6%170.4%

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%

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