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Upturn AI SWOT - About
PEGA 
Pegasystems Inc (PEGA)
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Upturn Advisory Summary
06/27/2025: PEGA (5-star) is a STRONG-BUY. BUY since 41 days. Profits (15.81%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
14 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $54.02
Year Target Price $54.02
| 7 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 58.85% | Avg. Invested days 49 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.13B USD | Price to earnings Ratio 49.37 | 1Y Target Price 54.02 |
Price to earnings Ratio 49.37 | 1Y Target Price 54.02 | ||
Volume (30-day avg) 14 | Beta 1.12 | 52 Weeks Range 28.24 - 56.79 | Updated Date 06/30/2025 |
52 Weeks Range 28.24 - 56.79 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 0.45% | Basic EPS (TTM) 1.08 |
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 11.98% | Operating Margin (TTM) 26.7% |
Management Effectiveness
Return on Assets (TTM) 12.16% | Return on Equity (TTM) 39.29% |
Valuation
Trailing PE 49.37 | Forward PE 30.96 | Enterprise Value 8834021140 | Price to Sales(TTM) 5.56 |
Enterprise Value 8834021140 | Price to Sales(TTM) 5.56 | ||
Enterprise Value to Revenue 5.38 | Enterprise Value to EBITDA 27.28 | Shares Outstanding 171164000 | Shares Floating 90446992 |
Shares Outstanding 171164000 | Shares Floating 90446992 | ||
Percent Insiders 46.85 | Percent Institutions 34.94 |
Analyst Ratings
Rating 4 | Target Price 54.02 | Buy 3 | Strong Buy 7 |
Buy 3 | Strong Buy 7 | ||
Hold 4 | 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 business process automation, the company evolved into a leading provider of customer relationship management (CRM) and business process management (BPM) software. Key milestones include the development of its Build for Change technology and strategic acquisitions to expand its product offerings.
Core Business Areas
- Software: Provides a unified platform for CRM, digital process automation (DPA), and AI-powered decisioning. This includes cloud-based and on-premises solutions for sales, service, and marketing.
- Professional Services: Offers consulting, implementation, and training services to help clients deploy and optimize Pega software.
- Maintenance: Ongoing maintenance and support of software deployed
Leadership and Structure
Alan Trefler is the founder and CEO. The organizational structure includes departments for engineering, sales, marketing, services, and finance. Senior leadership consists of executive vice presidents heading these departments.
Top Products and Market Share
Key Offerings
- Pega Platform: A unified platform for CRM, DPA, and AI-powered decisioning. While specific market share data is not readily available, Pega competes with Salesforce, Microsoft, and Oracle in the CRM and DPA market. Competitors include Salesforce (CRM), Appian (DPA), and Microsoft Dynamics 365.
- Pega Customer Service: A CRM application for managing customer interactions across channels. Competitors include Salesforce Service Cloud, Zendesk, and ServiceNow. Market share is not easily isolated due to broader CRM categories.
Market Dynamics
Industry Overview
The CRM and BPM markets are experiencing significant growth, driven by digital transformation initiatives and the need for personalized customer experiences. Cloud-based solutions and AI-powered automation are key trends.
Positioning
Pega positions itself as a provider of solutions for complex business challenges, emphasizing its AI-powered decisioning and process automation capabilities. Its competitive advantages include its unified platform and Build for Change technology.
Total Addressable Market (TAM)
The TAM for CRM and BPM software is estimated to be over $100 billion. Pega is positioned to capture a significant portion of this market with its comprehensive platform and focus on enterprise clients.
Upturn SWOT Analysis
Strengths
- Unified platform for CRM and BPM
- AI-powered decisioning capabilities
- Build for Change technology
- Strong enterprise client base
- Strong focus on customer experience
Weaknesses
- Higher implementation costs compared to competitors
- Complexity of the platform can require specialized skills
- Reliance on professional services revenue
- Can be a steep learning curve
Opportunities
- Expanding cloud-based offerings
- Growth in the DPA market
- Increased adoption of AI in business processes
- Strategic partnerships with other technology vendors
- Growing demand for low-code platforms
Threats
- Competition from larger CRM and BPM vendors
- Economic downturn impacting IT spending
- Rapid technological changes requiring constant innovation
- Data privacy and security concerns
- Risk of commoditization of certain BPM features
Competitors and Market Share
Key Competitors
- CRM (Salesforce u2013 CRM), Appian u2013 (APPN), Microsoft Dynamics 365 u2013 (MSFT), ServiceNow (NOW), Oracle (ORCL)
Competitive Landscape
Pegasystems Inc. competes with a range of vendors, from large CRM providers like Salesforce and Microsoft to specialized BPM vendors like Appian. Its competitive advantages include its unified platform, AI-powered decisioning, and Build for Change technology. However, it faces challenges from larger competitors with greater resources and brand recognition.
Major Acquisitions
Q-Go Solutions
- Year: 2018
- Acquisition Price (USD millions): 34.2
- Strategic Rationale: Enhanced Pega's AI and decisioning capabilities.
Growth Trajectory and Initiatives
Historical Growth: Pegasystems Inc. has demonstrated growth in revenue and earnings over the past several years, driven by the increasing demand for its CRM and BPM solutions.
Future Projections: Analyst projections vary, but the consensus is for continued growth in revenue and earnings, driven by digital transformation initiatives and the adoption of AI-powered automation.
Recent Initiatives: Recent initiatives include expanding its cloud-based offerings, investing in AI research and development, and forming strategic partnerships with other technology vendors.
Summary
Pegasystems is a significant player in the CRM and BPM market, leveraging its unified platform and AI capabilities. Strong enterprise focus and continuous innovation are positives, while high implementation costs and complex platform could be limiting factors. They must watch for growing competition and maintain technological relevancy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC reports), Analyst reports, Industry publications, Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. Verify all data with official sources before making investment decisions.
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.
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