Pegasystems Inc. (PEGA)

From the record

Pegasystems Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

Pegasystems Inc.'s 9 filed years say what it did: revenue went from $888 million in fiscal 2017 to $1.7 billion in fiscal 2025, up 8.8% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 5 of 9 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Pegasystems Inc.'s diluted share count grew about 4.1% a year, and dividends and buybacks returned about 56% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 50 sales (22 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-06 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Pegasystems Inc. earned about 50 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 81 cents per dollar of everything the company owns. Leverage: it owed about 52 cents per dollar of assets, and net share issuance: its share count grew 3.1% over the year (the filed statements).

From the record

Pegasystems Inc.'s standing among 68 graded names in its industry family: revenue of $1.7 billion in fiscal 2025 ranks in the top 19% by size; a net margin of 22.5% ranks in the top 17%; revenue growth of 9.8% a year over the last 3 filed years ranks in the top 37% (its annual reports).

From the record

Pegasystems Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Trefler, Alan (C.E.O. & Chairman, as filed), filing under that title since 2006-02-13, 20.7 years (top 4% of its family); the 13 officers and directors filing in the last fifteen months have been on the record a median of 10.5 years (top 7%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 13 people in charge now (bottom 48%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Pegasystems Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $212 million against no long-term debt tagged leaves 13% of its assets as net cash, bottom 46% of its family; cash from operations less capital spending is 28.1% of revenue (top 12%); a gross margin of 75.9% (top 27%); research spending of 17.9% of revenue (top 44%) (its annual report).

From the record

Pegasystems Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 9.8% a year over the last three filed years against 8.8% over all 9, speeding up (top 17% of its family); the newest year grew 16.6% (top 34%); research spending grew 2% a year (top 47%); capital spending grew -25.7% a year (bottom 32%) (its annual reports). Pegasystems Inc. reported 4 product lines in fiscal 2025: Pega Cloud at $696 million (40%), Subscription License at $507 million (29%), Maintenance at $315 million (18%), and 1 more; 3 of 4 grew against the year before (its annual report).

From the record

Pegasystems Inc.'s newest year against its own record: revenue of $1.7 billion in fiscal 2025 came in 9.4% above the $1.6 billion its prior three years' pace pointed to (top 31% of its family); net income of $393 million against a prior three-year average of $60 million (top 7%); a net margin of 22.5% against -5% before (top 27%) (its annual reports).