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PEGA 
Pegasystems Inc (PEGA)
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Upturn Advisory Summary
12/04/2025: 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.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $73.09
1 Year Target Price $73.09
| 7 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 16.53% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.75B USD | Price to earnings Ratio 37.01 | 1Y Target Price 73.09 |
Price to earnings Ratio 37.01 | 1Y Target Price 73.09 | ||
Volume (30-day avg) 14 | Beta 1.08 | 52 Weeks Range 29.80 - 68.10 | Updated Date 12/5/2025 |
52 Weeks Range 29.80 - 68.10 | Updated Date 12/5/2025 | ||
Dividends yield (FY) 0.16% | Basic EPS (TTM) 1.54 |
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 16.05% | Operating Margin (TTM) 3.79% |
Management Effectiveness
Return on Assets (TTM) 13.19% | Return on Equity (TTM) 51.96% |
Valuation
Trailing PE 37.01 | Forward PE 24.75 | Enterprise Value 9012694685 | Price to Sales(TTM) 5.63 |
Enterprise Value 9012694685 | Price to Sales(TTM) 5.63 | ||
Enterprise Value to Revenue 5.2 | Enterprise Value to EBITDA 25.07 | Shares Outstanding 169722783 | Shares Floating 90752469 |
Shares Outstanding 169722783 | Shares Floating 90752469 | ||
Percent Insiders 46.49 | Percent Institutions 58.92 |
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 leader in Business Process Management (BPM) and Customer Relationship Management (CRM) software. Significant milestones include the release of PegaRULES in the 1990s and the shift to a cloud-first strategy in recent years.
Core Business Areas
- CRM: Pega's CRM offerings focus on sales, marketing, and customer service automation, leveraging AI and robotic process automation (RPA) to enhance customer experiences.
- BPM: Pega's BPM solutions enable organizations to streamline and automate business processes, improving efficiency and reducing costs.
- Digital Process Automation (DPA): Pega delivers digital process automation solutions for case management, decision management, and AI-powered automation across diverse industries.
Leadership and Structure
Alan Trefler is the Founder and CEO. The organizational structure is comprised of distinct departments focused on product development, sales, marketing, and customer success.
Top Products and Market Share
Key Offerings
- Pega Infinity: Pega Infinity is an integrated suite of BPM, CRM, and DPA solutions. Market share is estimated to be around 5-7% in the overall CRM/BPM market. Competitors include Salesforce, Microsoft, and SAP. Revenue contribution is estimated to be 90% of company revenue.
- Pega Cloud: Pega Cloud is a cloud-based platform offering Pega's software as a service. Revenue contribution is significant, with the company shifting towards a subscription-based model. Competitors include AWS, Azure and GCP in terms of platform.
Market Dynamics
Industry Overview
The CRM and BPM software market is experiencing growth driven by digital transformation initiatives. Cloud-based solutions are gaining popularity. AI-powered automation is a key trend.
Positioning
Pegasystems Inc is positioned as a leader in BPM and CRM, offering a comprehensive platform for digital transformation. Its competitive advantage lies in its AI-powered automation capabilities and its focus on complex, regulated industries.
Total Addressable Market (TAM)
The total addressable market for CRM and BPM software is estimated to be $100+ Billion USD. Pegasystems Inc is positioned to capture a portion of this market, focusing on specific verticals and complex implementations.
Upturn SWOT Analysis
Strengths
- Strong BPM capabilities
- AI-powered automation
- Focus on complex, regulated industries
- Comprehensive platform
- Low-code platform
Weaknesses
- Higher implementation costs compared to competitors
- Complexity of the platform
- Smaller market share compared to larger players
- Reliance on professional services revenue
Opportunities
- Expanding into new industries
- Growing demand for cloud-based solutions
- Increasing adoption of AI and automation
- Partnerships with other technology providers
Threats
- Intense competition from larger players
- Rapid technological changes
- Economic downturn
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- CRM
- NOW
- ACN
- MSFT
Competitive Landscape
Pegasystems Inc competes with larger players like Salesforce and Microsoft. Pegasystems Inc differentiators are their BPM capabilities and focus on complex industries. Its advantages are strong BPM and AI, while its disadvantages are its relatively smaller size and cost.
Major Acquisitions
Qurious.io
- Year: 2019
- Acquisition Price (USD millions): 51.3
- Strategic Rationale: To enhance its AI-powered CRM capabilities with speech analytics technology.
Growth Trajectory and Initiatives
Historical Growth: Pegasystems Inc has experienced moderate growth in recent years, driven by the increasing demand for BPM and CRM solutions. Growth has been somewhat uneven due to strategic shifts.
Future Projections: Analyst estimates for future growth vary, but generally project continued moderate growth, driven by cloud adoption and AI-powered automation. It depends on their ability to improve their profitability.
Recent Initiatives: Recent initiatives include a focus on cloud migration, AI-powered automation, and partnerships with other technology providers. Moving to subscription based revenue is a key strategy.
Summary
Pegasystems is a leading provider of BPM and CRM solutions, particularly strong in AI and automation. While their platform is comprehensive, it can be complex and costly. They are positioned well to capitalize on the increasing demand for digital transformation. However, they face intense competition from larger, more established players and must prioritize profitability improvement and cloud migration for sustained growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Third-party market research reports
- SEC Filings
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance are subject to change. Numerical data (Market share, revenue etc) is either from public data or estimated.
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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