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PEGA 
Pegasystems Inc (PEGA)
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Upturn Advisory Summary
01/09/2026: PEGA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
14 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $73.91
1 Year Target Price $73.91
| 7 | Strong Buy |
| 3 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 8.8% | Avg. Invested days 42 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 01/09/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.18B USD | Price to earnings Ratio 38.88 | 1Y Target Price 73.91 |
Price to earnings Ratio 38.88 | 1Y Target Price 73.91 | ||
Volume (30-day avg) 14 | Beta 1.08 | 52 Weeks Range 29.79 - 68.07 | Updated Date 01/9/2026 |
52 Weeks Range 29.79 - 68.07 | Updated Date 01/9/2026 | ||
Dividends yield (FY) 0.15% | Basic EPS (TTM) 1.53 |
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 38.88 | Forward PE 27.7 | Enterprise Value 10054792573 | Price to Sales(TTM) 5.88 |
Enterprise Value 10054792573 | Price to Sales(TTM) 5.88 | ||
Enterprise Value to Revenue 5.8 | Enterprise Value to EBITDA 27.96 | Shares Outstanding 169722783 | Shares Floating 91161501 |
Shares Outstanding 169722783 | Shares Floating 91161501 | ||
Percent Insiders 46.26 | Percent Institutions 58.99 |
Upturn AI SWOT
Pegasystems Inc
Company Overview
History and Background
Pegasystems Inc. was founded in 1983 by Alan Trefler. The company initially focused on providing business process management (BPM) software. Key milestones include its IPO in 1996, expansion into customer relationship management (CRM) and digital process automation (DPA) solutions, and the development of its Pega Platform. Over the years, Pegasystems has evolved into a leading provider of software for customer engagement and operational efficiency.
Core Business Areas
- Pega Platform: Pegasystems' flagship platform, Pega Platform, is a low-code application development environment that enables organizations to build and deploy enterprise-grade applications for customer engagement, digital process automation, and robotic process automation (RPA). It supports rapid development and continuous improvement of business processes.
- Customer Engagement Solutions: This segment includes a suite of applications designed to manage customer interactions across various channels. Key offerings include Pega CRM, Pega Marketing, Pega Sales Automation, and Pega Customer Service, all built on the Pega Platform.
- Digital Process Automation (DPA): Pegasystems provides DPA solutions that automate complex, end-to-end business processes. This includes workflow automation, case management, and AI-driven decisioning to optimize operational efficiency.
Leadership and Structure
Pegasystems is led by a management team with extensive experience in software and business process management. As of late 2023, key leadership includes Alan Trefler (Founder and CEO) and numerous senior executives responsible for product development, sales, marketing, and operations. The company is structured around its software offerings and global sales and support organizations.
Top Products and Market Share
Key Offerings
- Pega Platform: A unified, low-code platform for building enterprise applications, process automation, and customer engagement solutions. It offers capabilities for case management, workflow automation, business rules, AI-driven decisioning, and customer journey orchestration. Competitors include Microsoft Power Platform, Mendix, OutSystems, Appian, and Salesforce. While specific market share for the platform is not publicly disclosed, it is a foundational component for all Pegasystems solutions.
- Pega Customer Service: A comprehensive suite for managing customer interactions, inquiries, and service requests across channels. It aims to improve customer satisfaction and agent efficiency through AI and automation. Competitors include Salesforce Service Cloud, ServiceNow, Zendesk, and Oracle Service Cloud. Market share data is not specifically broken out for this product, but it's a significant contributor to Pegasystems' overall revenue.
- Pega Marketing: Provides AI-driven marketing automation capabilities to personalize customer journeys and deliver the right message at the right time. Competitors include Adobe Marketing Cloud, Salesforce Marketing Cloud, Oracle Eloqua, and IBM Marketing Cloud. No specific market share figures are readily available for this product.
- Pega Sales Automation: A CRM solution designed to automate sales processes, manage leads, and improve sales team productivity. Competitors include Salesforce Sales Cloud, Microsoft Dynamics 365 Sales, and SAP Sales Cloud. Market share data is not specifically broken out.
Market Dynamics
Industry Overview
Pegasystems operates within the Enterprise Software market, specifically in the domains of Digital Process Automation (DPA), Customer Relationship Management (CRM), and Low-Code Application Development. The industry is characterized by rapid technological advancements, a strong demand for digital transformation, cloud adoption, and the increasing integration of Artificial Intelligence (AI) and Machine Learning (ML). Competition is intense, with established players and emerging innovators vying for market share.
Positioning
Pegasystems is positioned as a leader in low-code application development, DPA, and customer engagement solutions. Its competitive advantages lie in its unified platform approach, its strong focus on complex enterprise processes, its AI-powered decisioning capabilities, and its ability to deliver significant ROI for its clients through automation and improved customer experiences. It often targets large enterprises with complex needs.
Total Addressable Market (TAM)
The TAM for the markets Pegasystems serves (DPA, CRM, Low-Code) is substantial and continues to grow. Estimates vary, but the global DPA market alone is projected to reach tens of billions of dollars in the coming years, with similar figures for CRM and low-code development platforms. Pegasystems aims to capture a significant portion of this TAM by offering integrated solutions that address multiple business needs.
Upturn SWOT Analysis
Strengths
- Robust and unified low-code platform (Pega Platform).
- Strong capabilities in DPA and case management.
- Advanced AI and decisioning engine.
- Established reputation for handling complex enterprise workflows.
- Large and loyal enterprise customer base.
Weaknesses
- Perceived complexity and learning curve of its platform for some users.
- Higher price point compared to some competitors, potentially limiting adoption by smaller businesses.
- Reliance on large enterprise deals can lead to longer sales cycles.
- Brand recognition might be less widespread than some broader software providers.
Opportunities
- Growing demand for digital transformation and automation across industries.
- Expansion into new markets and geographies.
- Leveraging AI and ML for enhanced customer engagement and process optimization.
- Partnerships and ecosystem development.
- Continued growth in the low-code development space.
Threats
- Intense competition from established enterprise software vendors and nimble startups.
- Rapid pace of technological change requiring continuous innovation.
- Economic downturns impacting enterprise IT spending.
- Potential for disruptive technologies to emerge.
- Data privacy regulations and cybersecurity concerns.
Competitors and Market Share
Key Competitors
- Salesforce (CRM)
- Microsoft (Power Platform)
- ServiceNow (Workflow Automation, CSM)
- Appian (DPA, Low-Code)
Competitive Landscape
Pegasystems competes in a highly competitive market. Its key advantages include its unified platform, robust AI capabilities, and strength in managing complex enterprise processes. However, competitors like Salesforce offer broader CRM solutions, and Microsoft's Power Platform provides a more accessible low-code entry point for many businesses. ServiceNow leads in IT service management and workflow automation for IT operations. Pegasystems' challenge is to maintain its technological edge and effectively communicate its value proposition to a diverse customer base.
Growth Trajectory and Initiatives
Historical Growth: Pegasystems has a history of consistent revenue growth, driven by its expanding product portfolio and increasing adoption by large enterprises. The company has successfully transitioned from a pure BPM player to a broader software provider in customer engagement and DPA.
Future Projections: Analyst projections generally indicate continued revenue growth for Pegasystems, driven by ongoing demand for digital transformation, AI-driven solutions, and low-code development. Profitability is expected to improve as the company manages its investments and operational efficiencies.
Recent Initiatives: Recent initiatives include continued investment in its Pega Platform to enhance AI capabilities, expand low-code features, and improve cloud-native deployment options. The company also focuses on expanding its go-to-market strategies and strengthening its partner ecosystem.
Summary
Pegasystems Inc. is a strong player in the enterprise software market, particularly in digital process automation and customer engagement, built on its powerful low-code Pega Platform. The company benefits from consistent revenue growth and a loyal customer base seeking to automate complex processes. However, recent profitability concerns and perceived platform complexity are areas to monitor, alongside intense competition from major tech players. Continued innovation in AI and a focus on user accessibility will be crucial for its future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Pegasystems Inc. Investor Relations Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Refinitiv, Bloomberg)
- Industry Analyst Reports (e.g., Gartner, Forrester)
- Company Press Releases and Official Website
Disclaimers:
This JSON output is generated for informational purposes only and does not constitute financial advice. Market share data is estimated and subject to varying methodologies. Financial figures are based on reported data and may be subject to revisions. Investors should conduct their own due diligence before making any 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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