PEGA Pegasystems Inc. - Common Stock

NASDAQ · Technology · 在 SEC EDGAR 上查看 ↗
$33.62
价格 · 八月 19, 2026
截至...的财报数据 七月 21, 2026

关于 Pegasystems Inc. - Common Stock 公司概况(来自维基百科)

Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.

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Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.

History

Early history

Alan Trefler founded Pegasystems in 1983 at the age of 27 in Cambridge, Massachusetts. Prior to founding the company, in the early 1980s, Trefler had developed computer systems that could play chess. During the company's early years, it focused on providing case management, namely for companies such as American Express. The company went public in 1996 with initial and secondary public offerings, and began trading on NASDAQ under the symbol PEGA.

2010–2019

In March 2010, Pegasystems acquired the enterprise software company Chordiant for around $161.5 million. The acquisition expanded Pegasystems into online training, telecommunications, and healthcare, integrating Chordiant’s CRM technology into its operations. Pega Cloud was introduced using Amazon Web Services in 2012, and in October 2013, Pegasystems acquired the mobile application developer (based in Kraków and Bangalore) Antenna Software for $27.7 million.

In 2014, Pegasystems invested in network operations in North America and India to support its cloud services. In that same year, Pegasystems acquired MeshLabs, a Bangalore-based text mining startup, and Firefly, a co-browsing tool.

As of February 2015, the company had active partnerships with IT outsourcing companies such as Hexaware, NIIT Incessant Technologies, Tata Consultancy Services, Infosys, Wipro, HCL Technologies, Accenture, and Cognizant. Between 2005 and 2015, Pegasystems had an average sales growth of 21% per year. The company Pegasystems acquired OpenSpan Inc., an Atlanta-based company specializing in robotic process automation and workforce analytics software.

In 2019, Pegasystems purchased Infruid Labs, a business analytics and data visualization software company, as well as In The Chat, a digital messaging platform.

2020–present

In April 2020, during the COVID-19 pandemic, Pegasystems launched an application for financial institutions to manage emergency loan applications from small businesses seeking COVID-19 financial relief. Throughout 2020, Pegasystems helped several of its clients, including the Bavarian government and the Commonwealth Bank of Australia, develop apps to manage issues that arose because of COVID-19.

In May 2020, Pegasystems sponsored a Dropkick Murphys benefit concert at Fenway Park, featuring a virtual appearance by Bruce Springsteen. The live-streamed event raised over $700,000 for COVID relief and supported Habitat for Humanity, Feeding America, and the Boston Resiliency Fund.

In January 2021, the company announced it had acquired Qurious.io, a cloud service that analyzes voice calls in real time to support customer service representatives. This led to Pega’s Voice AI and Messaging AI that analyzes live customer service conversations in real time to help service agents resolve service requests with reduced manual effort.

In 2021, Pegasystems moved its headquarters to Waltham, Massachusetts, became the official Ryder Cup supplier, and sponsored golfers Marc Leishman and Mel Reid, with Reid notably wearing the company’s Pride logo in competition.

In May 2022, a jury verdict awarded Appian Corporation $2.036 billion in damages for trade secret misappropriation and a damages award of $1 for a violation of the Virginia Computer Crimes Act. The company was not required to begin paying the judgment until all avenues of appeal were exhausted. In February 2023, Pega filed an appeal asking the court to overturn the previous judgment and either rule in Pega’s favor or order a new trial. In July 2024, the Court of Appeals of Virginia reversed the verdict and the multi-billion dollar damages award and ordered a new trial.

In 2022, Pegasystems acquired Everflow, a Brazilian process mining company to support their process mining and hyper automation goals.

In 2024, Pega expanded its GenAI capabilities to integrate with Large Language Models (LLMs) from Amazon Web Services (AWS) and Google Cloud.

Products and services

Pega Infinity

Pega Infinity ‘25 was released in 2025 as the latest version of the Pega Infinity portfolio. It keeps AI, low-code, and automation features to Pega products, including Pega Cloud, Pega Platform, Pega Customer Decision Hub, Pega Customer Service, and Pega Sales Automation. The portfolio uses Constellation UX, a case management tool.

Pega Platform

The company's core software product is the Pega Platform, part of its Pega Infinity portfolio of applications for customer engagement and digital process automation, designed to connect customer interfaces with back-end process automation. Its applications are certified to work on Google Cloud and other public cloud platforms, including Microsoft Azure, Amazon Web Services, and Pivotal’s Cloud Foundry. Various Kubernetes environments are supported.

Legacy Transformation

Pega’s legacy transformation services, centered on its Blueprint product, use AI technology to help enterprises modernize aging IT systems and other workflows. Blueprint will analyze existing legacy assets, such as codebases, PDFs, and screen recordings, and automatically create a blueprint for a reimagined, modernized cloud-native application.

Pega GenAI

In 2023, Pega GenAI, a set of 20 generative AI boosters were integrated across Pega’s portfolio of products, Pega Infinity. By the end of the year, Pegasystems generated $1.4 billion in sales. Pegasystems’ GenAI tools are compatible with AWS and Google Cloud’s large language models (LLMs). They include:

Knowledge Buddy, a generative AI-powered assistant that helps users find answers to questions using enterprise knowledge bases. Responses show attributed source content.

Socrates, an AI-powered tutor that teaches clients and partners how to better utilize Pega software. It is named after the Socratic Method and, like that method, uses open-ended questions to teach, rather than feeding students information. The AI agent works in a number of languages.

Pega Blueprint

Pega Blueprint is an AI agent and design-as-a-service tool that optimizes application workflow design using generative AI. Users provide a description of an application’s purpose to the agent, and it then lays out a blueprint for the app using the same structure that Pega would use to build it. Intellectual property and industry knowledge are integrated into the process. Users can push created blueprints onto Pega’s Infinity platform or Launchpad. Blueprint will automatically generate most of the necessary backend integration, and will flag any further required work. If a company wants to use another platform to build the final application, the Pega-created blueprint can be printed as a PDF and shared with developers.

A virtual example is provided for each blueprint, giving employees a preview of what the new application will look like across multiple devices. Before the new design goes live, human employees must validate and approve all workflows.

Blueprint will also take legacy artifacts, such as old PDFs or screen recordings, and use its AI capabilities to analyze the data, summarize it, and then redesign it as a modern cloud-native process. Users are given a preview of what the reimagined application will look like, and working prototypes include both the business workflow and customer interactions.

Over 150,000 blueprints have been created using the tool since it went live in April 2024. At its 2025 Pegaworld event, Pega highlighted how the AI agent can accelerate workflow design from months to weeks, overcoming obstacles such as outdated systems and technical debt.

AI Governance

To keep AI agents in check, Blueprint uses a workflow model instead of a prompt model. Developers, rather than end users, can use prompts, documentation, descriptions of automation goals, source code, and even videos of RPA to build workflow apps. The workflows provide boundaries, prescribing exactly how agents should act when utilized. This model separates AI reasoning during the design period from AI execution during run time.

Agentic Process Fabric

The Agentic Process Fabric (originally Process Fabric) is designed to manage and govern AI agents across various systems and tasks, and enables agents, apps, systems, and data to work together. It works with design, conversation, automation, and optimization agents. After registering each agent, workflow, and dataset, Agentic Process Fabric can then select the most appropriate one for each task depending on available data and a customer’s or employee’s needs. To prevent problems, Agentic Process Fabric binds agents to pre-defined workflows, assigned tasks, and service level agreements (SLAs). Agents can also be audited for compliance if necessary.

Clients and projects

Pegasystems provides services in the fields of financial services, insurance, life sciences, healthcare, government, manufacturing, high tech, communications and media, energy, and utilities. Pega clients include ING, Lloyds Banking Group, BAA, the state of Maine, PayPal, Cisco Systems, Philips, and BNY Mellon, Verizon, Aflac, Bupa, Centrica, Coca-Cola, Commonwealth Bank of Australia, Ford, HCA Healthcare, JP Morgan, Shawbrook Bank, and Citi.

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

PEGA 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$33.62
市值
$5.67B
P/E (TTM)
15.6
每股收益 (TTM)
$2.13
营收 (TTM)
$1.75B
股息收益率
0.27%
ROE
55.7%
负债/权益
52周区间
$25 – $68

PEGA 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $1.75B
10-point trend, +129.0%
2016-12-31 2025-12-31
EPS $2.13
10-point trend, +280.4%
2016-12-31 2025-12-31
自由现金流 $491M
10-point trend, +2260.8%
2016-12-31 2025-12-31
利润率 22.5%
10-point trend, +11.4%
2016-12-31 2025-12-31

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
PEGA
同行中位数
P/E (TTM)
5-point trend, +138.6%
15.6
41.8
P/S (TTM) (市销率 (TTM))
5-point trend, +54.5%
3.2
10.5
P/B (市净率)
5-point trend, +17.7%
7.2
14.1
Price / FCF (股价/自由现金流)
5-point trend, -87.0%
11.6

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
PEGA
同行中位数
Gross Margin (毛利率)
5-point trend, +5.0%
75.9%
69.2%
Operating Margin (营业利润率)
5-point trend, +292.7%
15.1%
Net Profit Margin (净利润率)
5-point trend, +533.5%
22.5%
15.0%
ROA
5-point trend, +687.3%
23.1%
13.7%
ROE
5-point trend, +487.0%
55.7%
1.1%
ROIC
5-point trend, +531.0%
46.9%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
PEGA
同行中位数
Current Ratio (流动比率)
5-point trend, -23.4%
1.3
1.2
Quick Ratio (速动比率)
5-point trend, -16.7%
0.9

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
PEGA
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +44.1%
16.6%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +44.1%
9.8%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +44.1%
11.4%
EPS YoY
5-point trend, +376.6%
287.3%
Net Income YoY (净利润同比增长)
5-point trend, +724.1%
296.6%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
PEGA
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +376.6%
$2.13

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
PEGA
同行中位数
Payout Ratio (派息率)
5-point trend, +125.3%
3.9%

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
0.27%
派息率
3.9%
5年股息复合年增长率 (CAGR)
除息日金额
2026年7月1日$0.0300
2026年4月1日$0.0300
2026年1月2日$0.0300
2025年10月1日$0.0300
2025年7月1日$0.0300
2025年4月1日$0.0150
2025年1月2日$0.0150
2024年10月1日$0.0150
2024年7月1日$0.0150
2024年3月28日$0.0150
2023年12月29日$0.0150
2023年9月29日$0.0150
2023年6月30日$0.0150
2023年3月31日$0.0150
2022年12月30日$0.0150
2022年9月30日$0.0150
2022年6月30日$0.0150
2022年3月31日$0.0150
2021年12月31日$0.0150
2021年9月30日$0.0150

PEGA 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 19 位分析师
  • 强烈买入 4 21.1%
  • 买入 9 47.4%
  • 持有 6 31.6%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

9 位分析师 · 2026-08-14
中位数目标 $40.00 +19.0%
平均目标 $43.00 +27.9%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
0.06%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.35 $0.44 -0.09%
2026年3月31日 $0.46 $0.68 -0.22%
2025年12月31日 $0.76 $0.75 0.01%
2025年9月30日 $0.30 $0.20 0.10%
2025年6月30日 $0.28 $0.23 0.05%
2025年3月31日 $0.77 $0.25 0.52%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
PEGA $10.17B 28.0 16.6% 22.5% 55.7% 75.9%
APPF 60.0 19.7% 14.8% 28.2%
CORZ
RNG 60.2 4.8%
ZETA -145.4 29.7% -2.4% -4.3%
ACIW $4.91B 22.1 10.4% 12.9% 15.6%
KVYO -295.2 31.6% -2.6% -2.8% 74.7%
BILL $4.77B -660.9 13.4% 1.6% 0.62% 81.4%
OCTV
BOX $3.57B 43.7 8.0% 9.8% -40.6% 79.2%
LIF $5.09B 36.2 31.8% 30.8% 33.0% 77.8%

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 17
PEGA 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +195.9% $1.75B $1.50B $1.43B $1.32B $1.21B $1.02B $911M $892M $888M $762M $683M $590M
Cost of Revenue 12-point trend, +127.7% $421M $391M $378M $369M $336M $311M $310M $302M $280M $239M $213M $185M
Gross Profit 12-point trend, +227.1% $1.32B $1.11B $1.05B $949M $875M $707M $601M $590M $609M $523M $469M $405M
R&D Expense 12-point trend, +187.9% $313M $298M $296M $294M $261M $237M $205M $182M $163M $146M $126M $109M
SG&A Expense 12-point trend, +297.2% $149M $113M $97M $118M $84M $67M $57M $52M $52M $46M $37M $37M
Operating Expenses 12-point trend, +200.3% $1.06B $983M $973M $1.06B $970M $850M $736M $607M $516M $472M $405M $353M
Operating Income 12-point trend, +410.5% $263M $124M $81M $-109M $-95M $-144M $-135M $-17M $93M $51M $65M $52M
Interest Expense 6-point trend, +68660.0% · · $7M $8M $8M $19M $212.0K $10.0K · · · ·
Other Non-op 12-point trend, +4519.2% $20M $1M $19M $7M $89.0K $1M $559.0K $363.0K $-1M $-6M $-1M $-459.0K
Pretax Income 12-point trend, +484.7% $281M $143M $95M $-162M $-132M $-125M $-135M $-12M $86M $55M $61M $48M
Income Tax 12-point trend, -865.4% $-113M $43M $28M $184M $-69M $-64M $-44M $-22M $-12M $10M $24M $15M
Net Income 12-point trend, +1083.1% $393M $99M $68M $-346M $-63M $-61M $-90M $11M $99M $45M $36M $33M
EPS (Basic) 12-point trend, +422.7% $2.30 $0.58 $0.41 $-4.22 $-0.77 $-0.76 $-1.14 $0.14 $1.27 $0.59 $0.47 $0.44
EPS (Diluted) 12-point trend, +407.1% $2.13 $0.55 $0.37 $-4.22 $-0.77 $-0.76 $-1.14 $0.13 $1.19 $0.56 $0.46 $0.42
Shares (Basic) 12-point trend, +123.8% 170,782,000 170,530,000 166,324,000 81,947,000 81,387,000 80,336,000 79,055,000 78,564,000 77,431,000 76,343,000 76,507,000 76,327,000
Shares (Diluted) 12-point trend, +135.3% 184,790,000 179,268,000 169,828,000 81,947,000 81,387,000 80,336,000 79,055,000 83,064,000 82,832,000 79,732,000 79,043,000 78,531,000
EBITDA 12-point trend, +269.6% $277M $141M $100M $-91M $-66M $-122M $-113M $8M $63M $62M $88M $75M
资产负债表 25
PEGA 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +85.4% $212M $337M $230M $145M $160M $172M $68M $207M $162M $71M $93M $115M
Short-term Investments 12-point trend, +120.8% $213M $403M $193M $152M $203M $293M $0 $93M $61M $63M $126M $97M
Receivables 12-point trend, +71.0% $265M $305M $300M $255M $183M $216M $200M $181M $223M $265M $212M $155M
Prepaid Expense 3-point trend, +94.1% $65M $38M $34M · · · · · · · · ·
Other Current Assets 12-point trend, +1171.0% $121M $115M $68M $80M $68M $89M $57M $50M $41M $12M $11M $10M
Current Assets 12-point trend, +148.9% $978M $1.33B $1.03B $846M $840M $977M $506M $611M $648M $425M $446M $393M
PP&E (Net) 12-point trend, +50.0% $45M $42M $47M $55M $27M $40M $34M $37M $40M $38M $31M $30M
PP&E (Gross) 12-point trend, +147.4% $133M $121M $130M $135M $95M $122M $105M $98M $92M $79M $62M $54M
Accum. Depreciation 12-point trend, +272.3% $88M $79M $83M $80M $68M $82M $71M $62M $52M $41M $31M $24M
Goodwill 12-point trend, +73.9% $82M $81M $82M $81M $82M $79M $79M $73M $73M $73M $47M $47M
Intangibles 12-point trend, -97.4% $1M $4M $7M $11M $14M $16M $20M $21M $32M $44M $33M $46M
Other Non-current Assets 12-point trend, +10465.1% $294M $292M $315M $334M $542M $435M $278M $148M $131M $4M $4M $3M
Total Assets 12-point trend, +177.6% $1.63B $1.77B $1.51B $1.36B $1.59B $1.60B $985M $983M $1.01B $655M $628M $588M
Accounts Payable 12-point trend, +172.0% $13M $6M $11M $18M $15M $24M $17M $16M $17M $14M $13M $5M
Accrued Liabilities 12-point trend, +4.4% $45M $32M $40M $50M $64M $59M $48M $43M $46M $37M $43M $43M
Current Liabilities 12-point trend, +221.3% $738M $1.09B $577M $539M $485M $460M $378M $332M $295M $287M $267M $230M
Capital Leases 8-point trend, +60825000.00 $61M $68M $67M $79M $88M $59M $53M $0 · · · ·
Other Non-current Liabilities 12-point trend, +159.0% $46M $29M $14M $15M $13M $25M $15M $29M $24M $16M $16M $18M
Total Liabilities 12-point trend, +188.1% $844M $1.18B $1.16B $1.23B $1.18B $1.06B $446M $361M $357M $319M $305M $293M
Common Stock 12-point trend, +122.9% $2M $2M $838.0K $824.0K $817.0K $809.0K $796.0K $785.0K $781.0K $766.0K $765.0K $764.0K
Retained Earnings 12-point trend, +202.8% $463M $88M $-9M $-77M $276M $340M $411M $511M $510M $198M $180M $153M
AOCI 12-point trend, -1311.3% $-9M $-30M $-18M $-23M $-7M $-3M $-13M $-13M $-7M $-7M $-4M $-612.0K
Stockholders' Equity 12-point trend, +167.2% $787M $585M $354M $131M $416M $542M $539M $622M $656M $549M $527M $295M
Liabilities + Equity 12-point trend, +177.6% $1.63B $1.77B $1.51B $1.36B $1.59B $1.60B $985M $983M $1.01B $655M $628M $588M
Shares Outstanding 12-point trend, +123.1% 170,347,000 172,224,000 167,680,000 164,872,000 81,712,000 80,890,000 79,599,000 78,526,000 78,081,000 76,591,000 76,488,000 76,357,000
现金流 17
PEGA 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, -41.3% $14M $18M $19M $19M $29M $21M $21M $25M $25M $24M $23M $23M
Stock-based Comp 12-point trend, +708.3% $155M $143M $143M $122M $116M $103M $81M $64M $53M $41M $30M $19M
Deferred Tax 12-point trend, -1129.2% $-171M $-2M $363.0K $169M $-75M $-60M $-49M $-31M $-3M $-4M $-2M $-14M
Amort. of Intangibles 12-point trend, -81.0% $3M $3M $4M $4M $4M $4M $7M $11M $12M $13M $12M $14M
Restructuring 8-point trend, +5910.4% $12M $5M $22M $22M $0 $0 · · · $287.0K · $192.0K
Other Non-cash 12-point trend, +199.3% $114M $88M $-12M $58M $33M $-4M $-5M $35M $33M $-46M $-25M $38M
Operating Cash Flow 12-point trend, +389.2% $505M $346M $218M $22M $39M $-563.0K $-42M $104M $158M $40M $68M $103M
CapEx 12-point trend, +26.5% $15M $8M $17M $35M $10M $25M $11M $12M $14M $19M $11M $11M
Investing Cash Flow 10-point trend, +2850.2% $197M $-203M $-51M $13M $73M $-322M $70M $-48M $-15M $-7M · ·
Stock Repurchased 12-point trend, +3140.9% $500M $68M $0 $26M $53M $28M $22M $54M $4M $27M $23M $15M
Net Stock Activity 12-point trend, -3140.9% $-500M $-68M $0 $-26M $-53M $-28M $-22M $-54M $-4M $-27M $-23M $-15M
Dividends Paid 12-point trend, +124.4% $15M $10M $10M $10M $10M $10M $9M $9M $9M $9M $9M $7M
Financing Cash Flow 10-point trend, -1513.9% $-835M $-30M $-82M $-47M $-122M $423M $-74M $-101M $-54M $-52M · ·
Net Change in Cash 12-point trend, -464.4% $-125M $109M $88M $-15M $-12M $104M $-46M $-48M $92M $-22M $-22M $34M
Taxes Paid 12-point trend, +46.9% $22M $82M $12M $8M $-5M $3M $5M $7M $-2M $29M $30M $15M
Free Cash Flow 12-point trend, +455.0% $491M $338M $201M $-13M $29M $-26M $-53M $92M $144M $21M $52M $88M
Levered FCF 4-point trend, +653.3% · · $196M $-30M $25M $-35M · · · · · ·
盈利能力 8
PEGA 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +10.5% 75.9% 73.9% 73.6% 72.0% 72.2% 69.4% 66.0% 66.1% 66.7% 68.1% 68.7% 68.6%
Operating Margin 12-point trend, +72.4% 15.1% 8.3% 5.7% -8.3% -7.8% -14.1% -14.8% -1.9% 4.6% 5.0% 9.5% 8.7%
Net Margin 12-point trend, +299.6% 22.5% 6.6% 4.7% -26.2% -5.2% -6.0% -9.9% 1.2% 3.9% 3.6% 5.3% 5.6%
Pretax Margin 12-point trend, +97.7% 16.1% 9.5% 6.7% -12.3% -10.9% -12.3% -14.8% -1.3% 4.4% 4.7% 8.9% 8.1%
EBITDA Margin 12-point trend, +25.0% 15.9% 9.4% 7.0% -6.9% -5.5% -12.0% -12.4% 0.93% 7.5% 8.2% 12.8% 12.7%
ROA 12-point trend, +290.9% 23.1% 6.0% 4.7% -23.4% -3.9% -4.7% -9.2% 1.1% 4.8% 4.2% 6.0% 5.9%
ROE 12-point trend, +374.7% 55.7% 18.7% 26.0% -353.0% -14.4% -11.5% -16.9% 1.7% 7.2% 6.2% 11.8% 11.7%
ROIC 12-point trend, +286.6% 46.9% 14.7% 16.2% -178.6% -10.9% -13.0% -16.8% 2.5% 9.2% 8.6% 12.0% 12.1%
流动性与偿付能力 3
PEGA 的年度流动性与偿付能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -22.5% 1.3 1.2 1.8 1.6 1.7 2.1 1.3 1.8 1.6 1.5 1.7 1.7
Quick Ratio 12-point trend, -41.3% 0.9 1.0 1.3 1.0 1.1 2.1 0.7 1.2 1.5 1.4 1.6 1.6
Interest Coverage 4-point trend, +258.8% · · 11.8 -14.0 -11.9 -7.4 · · · · · ·
效率 2
PEGA 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -2.2% 1.0 0.9 1.0 0.9 0.8 0.8 0.9 0.9 1.2 1.2 1.1 1.0
Receivables Turnover 12-point trend, +66.3% 6.1 4.9 5.2 6.0 6.1 4.9 4.8 4.4 3.3 3.1 3.7 3.7
每股 6
PEGA 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +19.8% $4.62 $6.80 $4.22 $1.59 $5.09 $6.70 $6.77 $7.92 $4.75 $4.39 $4.22 $3.86
Revenue / Share 12-point trend, +25.7% $9.45 $16.70 $16.87 $16.08 $14.89 $12.67 $11.53 $10.73 $10.15 $9.41 $8.64 $7.51
Cash Flow / Share 12-point trend, +114.9% $2.73 $3.86 $2.56 $0.27 $0.48 $-0.01 $-0.53 $1.26 $1.91 $0.50 $0.79 $1.27
Cash / Share 12-point trend, -16.9% $1.25 $3.91 $2.74 $1.76 $1.96 $5.75 $0.86 $1.46 $2.08 $0.92 $1.22 $1.50
Dividend / Share 12-point trend, +0.0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
EPS (TTM) 12-point trend, +407.1% $2.13 $0.55 $0.37 $-4.22 $-0.77 $-0.76 $-1.14 $0.13 $1.19 $0.56 $0.46 $0.42
增长率 6
PEGA 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -12.9% 16.6% 4.5% 8.7% 8.8% 19.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -18.6% 9.8% 7.3% 12.1% · · · · · · · · ·
Revenue CAGR 5Y 11.4% · · · · · · · · · · ·
EPS YoY 2-point trend, +490.5% 287.3% 48.6% · · · · · · · · · ·
Net Income YoY 2-point trend, +541.0% 296.6% 46.3% · · · · · · · · · ·
Dividend CAGR 5Y 9.9% · · · · · · · · · · ·
估值 (TTM) 13
PEGA 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +195.9% $1.75B $1.50B $1.43B $1.32B $1.21B $1.02B $911M $892M $888M $762M $683M $590M
Net Income TTM 12-point trend, +1083.1% $393M $99M $68M $-346M $-63M $-61M $-90M $11M $99M $45M $36M $33M
Market Cap 12-point trend, +1182.9% $10.17B $4.01B $2.05B $1.41B $4.57B $5.39B $3.17B $1.88B $1.84B $1.38B $1.05B $793M
P/E 12-point trend, +13.4% 28.0 84.7 66.0 -4.1 -72.6 -87.7 -34.9 184.0 19.8 32.1 29.9 24.7
P/S 12-point trend, +333.6% 5.8 2.7 1.4 1.1 3.8 5.3 3.5 2.1 2.1 1.8 1.5 1.3
P/B 12-point trend, +380.2% 12.9 6.9 5.8 10.8 11.0 9.9 5.9 3.0 5.0 4.1 3.3 2.7
P / Tangible Book 6-point trend, +19.8% 14.4 8.0 7.7 36.6 14.3 12.1 · · · · · ·
P / Cash Flow 12-point trend, +153.6% 20.1 11.6 9.4 63.2 116.8 -9573.2 -75.2 18.0 11.6 34.6 16.8 7.9
P / FCF 12-point trend, +131.2% 20.7 11.9 10.2 -108.2 159.4 -207.8 -60.1 20.3 12.7 66.3 20.4 9.0
Dividend Yield 12-point trend, -82.8% 0.15% 0.25% 0.49% 0.70% 0.21% 0.18% 0.30% 0.50% 0.50% 0.67% 0.87% 0.87%
Earnings Yield 12-point trend, -11.6% 3.6% 1.2% 1.5% -24.6% -1.4% -1.1% -2.9% 0.54% 5.1% 3.1% 3.4% 4.0%
Payout Ratio 12-point trend, -81.0% 3.9% 10.3% 14.7% -2.9% -15.5% -15.7% -10.5% 88.8% 28.2% 34.0% 25.3% 20.7%
Annual Payout 12-point trend, +124.4% $15M $10M $10M $10M $10M $10M $9M $9M $9M $9M $9M $7M

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $1.75B$1.50B$1.43B$1.32B$1.21B
毛利率 % 75.9%73.9%73.6%72.0%72.2%
营业利润率 % 15.1%8.3%5.7%-8.3%-7.8%
净收入 $393M$99M$68M$-346M$-63M
稀释后每股收益 (EPS) $2.13$0.55$0.37$-4.22$-0.77
资产负债表
2025-12-312024-12-312023-12-312022-12-312021-12-31
流动比率 1.31.21.81.61.7
速动比率 0.91.01.31.01.1
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $491M$338M$201M$-13M$29M

交易信号 近期买入/卖出信号,包含入场价和风险/回报比

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机构持有人 (13F) 479 家申报者 · $1.9B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
74 (-26 与上一季度对比) 105 (+27 与上一季度对比) 172 (-27 与上一季度对比) 149 (+17 与上一季度对比) +6.7M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
Bares Capital Management, Inc. $194369838 3380345 10.05% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $193463843 6455250 10.00% 股份
VANGUARD CAPITAL MANAGEMENT LLC $123737738 4128720 6.40% 股份
FIRST TRUST ADVISORS LP $88661832 2958357 4.58% 股份
STATE STREET CORP $87916366 2933479 4.55% 股份
DIMENSIONAL FUND ADVISORS LP $74875100 2498335 3.87% 股份
GEODE CAPITAL MANAGEMENT, LLC $66812206 2228888 3.45% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $60495284 2018528 3.13% 股份
Lynrock Lake LP $53425721 1782640 2.76% 股份
Copeland Capital Management, LLC $36456825 1216443 1.88% 股份
Capital Impact Advisors, LLC $33966829 1133361 1.76% 股份
JACOBS LEVY EQUITY MANAGEMENT, INC $33493573 1117570 1.73% 股份
MILLENNIUM MANAGEMENT LLC $33446130 1115987 1.73% 股份
FULLER & THALER ASSET MANAGEMENT, INC. $33241467 1109158 1.72% 股份
Fisher Asset Management, LLC $32939101 1099069 1.70% 股份
Ranger Investment Management, L.P. $26167976 873139 1.35% 股份
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $25436858 848744 1.32% 股份
CRAWFORD INVESTMENT COUNSEL INC $23252988 775875 1.20% 股份
NORGES BANK $23152215 772513 1.20% 股份
LOS ANGELES CAPITAL MANAGEMENT LLC $22814033 761229 1.18% 股份
TWO SIGMA INVESTMENTS, LP $20794235 693835 1.08% 股份
ENVESTNET ASSET MANAGEMENT INC $18021868 601330 0.93% 股份
WELLINGTON MANAGEMENT GROUP LLP $17427195 581488 0.90% 股份
VANGUARD FIDUCIARY TRUST CO $17246866 575471 0.89% 股份
RENAISSANCE GROUP LLC $17014827 567729 0.88% 股份
Allspring Global Investments Holdings, LLC $16915882 544094 0.87% 股份
Qube Research & Technologies Ltd $16780143 559898 0.87% 股份
HERALD INVESTMENT MANAGEMENT Ltd $16605778 554450 0.86% 股份
Gotham Asset Management, LLC $16436567 548434 0.85% 股份
AMERICAN CENTURY COMPANIES INC $14816838 494389 0.77% 股份
Mesirow Institutional Investment Management, Inc. $13801149 148081 0.71% 股份
GOLDMAN SACHS GROUP INC $12982554 433185 0.67% 股份
Point72 Asset Management, L.P. $11094534 370188 0.57% 股份
AMERIPRISE FINANCIAL INC $11040858 368397 0.57% 股份
MACKENZIE FINANCIAL CORP $11007801 367294 0.57% 股份
Toroso Investments, LLC $10714553 179503 0.55% 股份
CANADA PENSION PLAN INVESTMENT BOARD $10504485 350500 0.54% 股份
RAYMOND JAMES FINANCIAL INC $10396584 346900 0.54% 股份
ADAGE CAPITAL PARTNERS GP, L.L.C. $8991000 300000 0.46% 股份
BANK OF AMERICA CORP /DE/ $8699362 290269 0.45% 股份
ARMISTICE CAPITAL, LLC $8222539 274359 0.43% 股份
ROYAL BANK OF CANADA $8052000 268664 0.42% 股份
Luxor Capital Group, LP $7687695 256513 0.40% 股份
NEW YORK STATE COMMON RETIREMENT FUND $7507725 250508 0.39% 股份
OP Asset Management Ltd $7275877 242772 0.38% 股份
VICTORY CAPITAL MANAGEMENT INC $7256516 242126 0.38% 股份
CWM, LLC $7201391 169206 0.37% 股份
RHUMBLINE ADVISERS $7009539 233887 0.36% 股份
Trexquant Investment LP $6703750 223682 0.35% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $6563000 218979 0.34% 股份
MORGAN STANLEY $6526378 217763 0.34% 股份
Y-Intercept (Hong Kong) Ltd $6334100 211348 0.33% 股份
Freestone Grove Partners LP $6266397 209089 0.32% 股份
AXQ CAPITAL, LP $5920124 197535 0.31% 股份
SEI INVESTMENTS CO $5336660 178067 0.28% 股份
ALLIANCEBERNSTEIN L.P. $5171423 121509 0.27% 股份
Mawer Investment Management Ltd. $5123611 170958 0.26% 股份
Swiss National Bank $5082912 169600 0.26% 股份
Bridgewater Associates, LP $5069306 169146 0.26% 股份
Baird Financial Group, Inc. $4887708 163086 0.25% 股份
STATE OF WISCONSIN INVESTMENT BOARD $4871474 162545 0.25% 股份
Vest Financial, LLC $4808716 160451 0.25% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4628102 108743 0.24% 股份
BARCLAYS PLC $4428426 147762 0.23% 股份
D. E. Shaw & Co., Inc. $4334082 144614 0.22% 股份
Quantinno Capital Management LP $4215618 140661 0.22% 股份
Pier Capital, LLC $4108288 137080 0.21% 股份
MACQUARIE GROUP LTD $4028657 134423 0.21% 股份
CAPITAL FUND MANAGEMENT S.A. $4023802 134261 0.21% 股份
JB Capital LLC $3855667 128651 0.20% 股份
Universal- Beteiligungs- und Servicegesellschaft mbH $3686910 123020 0.19% 股份
Illinois Municipal Retirement Fund $3649327 121766 0.19% 股份
Boston Partners $3594810 119947 0.19% 股份
LAZARD ASSET MANAGEMENT LLC $3473523 115900 0.18% 股份
Schonfeld Strategic Advisors LLC $3367248 112354 0.17% 股份
BNP PARIBAS FINANCIAL MARKETS $3212814 107201 0.17% 股份
BlackRock, Inc. $3209967 107106 0.17% 股份
Harber Asset Management LLC $3134232 104579 0.16% 股份
Foundry Partners, LLC $2958424 42555 0.15% 股份
KORNITZER CAPITAL MANAGEMENT INC /KS $2852694 95185 0.15% 股份
Campbell & CO Investment Adviser LLC $2842834 94856 0.15% 股份
Walleye Capital LLC $2838039 94696 0.15% 股份
Retirement Systems of Alabama $2797280 93336 0.14% 股份
MARSHALL WACE, LLP $2760717 92116 0.14% 股份
1492 Capital Management LLC $2758589 92045 0.14% 股份
Clear Street Group Inc. $2757240 92000 0.14% 卖出期权
CITIGROUP INC $2749481 91741 0.14% 股份
ExodusPoint Capital Management, LP $2666611 88976 0.14% 股份
Assenagon Asset Management S.A. $2642755 88180 0.14% 股份
VIRGINIA RETIREMENT SYSTEMS ET Al $2553030 42750 0.13% 股份
Summit Creek Advisors LLC $2485352 82928 0.13% 股份
VANGUARD ASSET MANAGEMENT, Ltd $2442525 81499 0.13% 股份
IRONWOOD INVESTMENT MANAGEMENT LLC $2362925 78843 0.12% 股份
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $2324533 77562 0.12% 股份
VANGUARD GROUP INC $2175898 36435 0.11% 股份
Cetera Investment Advisers $2080285 69413 0.11% 股份
MANUFACTURERS LIFE INSURANCE COMPANY, THE $2011407 67114 0.10% 股份
Kestra Investment Management, LLC $1992749 66491 0.10% 股份
ESSEX INVESTMENT MANAGEMENT CO LLC $1965942 65597 0.10% 股份
ICON ADVISERS INC/CO $1962825 65493 0.10% 股份

公司内部人士 34 位内幕人士 · 16 位高管 · 18 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Rafeal E. Brown CAO, CFO and Senior VP 2015年11月2日 M 23119 0 0 $0
Craig A Dynes CFO and Senior VP 2013年3月17日 M 339 0 0 $0
Hayden Stafford President 2022年3月2日 M 9086 0 0 $0
Henry Ancona President, Chief Operating Off 2004年11月4日 A 0 0 $0
John Gerard Higgins Chief, Client &Partner Success 2026年6月7日 F 56463 0 0 $0
Rifat Kerim Akgonul Chief Product Officer 2026年6月7日 F 110823 0 0 $0
Leon Trefler Chief of Clients and Markets 2026年6月7日 F 123011 0 0 $0
Alan Trefler C.E.O. & Chairman 2026年3月3日 A 44321466 0 31 $-27058133
Michael R Pyle Chief Technology Strategist 2022年3月8日 M 32475 0 0 $0
Douglas I Kra SVP, Global Customer Success 2021年3月9日 M 42608 0 0 $0
Max Alan Mayer Senior Vice President 2010年2月24日 M 6514 0 0 $0
Edward L Hughes Senior VP, Global Sales 2008年8月12日 M 0 0 0 $0
James T Reilly Chief Accounting Officer 2007年11月2日 M 83098 0 0 $0
Christopher R Sullivan C.F.O. & S.V.P. of Finance 2006年5月16日 M 0 0 0 $0
Kenneth Olson SVP of Advanced Technology 2004年6月1日 S 273525 0 0 $0
Joseph J Friscia Executive VP & GM of Apps 2003年12月2日 M 0 0 0 $0
Rohit Ghai 董事 2026年8月15日 A 7266 0 0 $0
Dianne Ledingham 董事 2026年8月15日 A 6242 0 0 $0
Sharon T Rowlands 董事 2026年8月15日 A 3868 0 0 $0
Larry Weber 董事 2026年8月15日 A 14500 0 1 $-150199
Christopher Lafond 董事 2026年8月15日 A 25548 0 0 $0
Richard H Jones 董事 2026年8月15日 A 3868 0 0 $0
Peter Gyenes 董事 2026年8月15日 A 30586 0 0 $0
Ronald W Hovsepian 董事 2020年8月17日 M 3571 0 0 $0
James P Ohalloran 董事 2020年6月11日 M 116968 0 0 $0
Steven F Kaplan 董事 2018年6月6日 S 44776 0 0 $0
William W Wyman 董事 2018年3月21日 M 21131 0 0 $0
Craig Conway 董事 2011年3月26日 M 5331 0 0 $0
Alexander V Darbeloff 董事 2008年5月29日 A 567110 0 0 $0
Edward A Maybury 董事 2006年4月3日 M 44900 0 0 $0
William H Keough 董事 2005年6月3日 A 0 0 $0
Edward B Roberts 董事 2004年6月3日 A 0 0 $0
Kenneth Stillwell 2026年8月10日 M 125633 0 0 $0
Efstathios A Kouninis 2026年8月10日 S 1009 0 13 $-932926

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

激进投资者及 5%+ 股东 1 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权,意图影响发行人(激进股东持股、董事会活动、并购)。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Pegasystems Inc. 2010年4月21日 初始申报 并购/出售 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF持仓 由 118 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
GRPM · Invesco Exchange-Traded Fund Trust 1.16% 180531 SH 2026年8月8日 每日
SRHQ · Elevation Series Trust 1.03% 54274 NS 2026年4月30日 N-PORT
IVES · Wedbush Series Trust 0.99% 270857 NS 2026年4月30日 N-PORT
ABOT · Abacus FCF ETF Trust 0.85% 1019 NS 2026年4月30日 N-PORT
BUL · Pacer Funds Trust 0.77% 26930 NS 2026年4月30日 N-PORT
FXL · First Trust Exchange-Traded Alpha... 0.73% 298865 NS 2026年4月30日 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 0.65% 1123912 SH 2026年8月8日 每日
COWG · Pacer Funds Trust 0.50% 294760 NS 2026年4月30日 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.45% 102525 NS 2026年4月30日 N-PORT
VUSE · ETF Series Solutions 0.40% 77097 NS 2026年5月31日 N-PORT
LSVD · ADVISORS' INNER CIRCLE FUND 0.39% 64200 NS 2026年4月30日 N-PORT
MMID · MFS Active Exchange Traded Funds ... 0.35% 3325 NS 2026年5月31日 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 0.31% 33517 SH 2026年8月8日 每日
QGRO · AMERICAN CENTURY ETF TRUST 0.25% 154669 NS 2026年5月31日 N-PORT
ITAN · EA Series Trust 0.25% 6327 NS 2026年5月29日 N-PORT
AFMC · First Trust Exchange-Traded Fund ... 0.24% 11021 NS 2026年5月31日 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund ... 0.22% 26307 NS 2026年4月30日 N-PORT
QDF · FlexShares Trust 0.18% 104940 NS 2026年4月30日 N-PORT
AIQ · Global X Funds 0.17% 509516 NS 2026年5月31日 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0.16% 25046 SH 2026年8月8日 每日
JQUA · J.P. Morgan Exchange-Traded Fund ... 0.16% 320256 NS 2026年4月30日 N-PORT
FLCG · Federated Hermes ETF Trust 0.16% 24752 NS 2026年5月31日 N-PORT
FLCC · Federated Hermes ETF Trust 0.15% 5235 NS 2026年5月31日 N-PORT
IJK · iShares Trust 0.15% 528418 SH 2026年8月8日 每日
IVOG · VANGUARD ADMIRAL FUNDS 0.14% 89044 SH 2026年8月8日 每日
MIDE · DBX ETF Trust 0.13% 123 NS 2026年5月29日 N-PORT
OASC · Unified Series Trust 0.13% 2953 NS 2026年5月31日 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.12% 32860 SH 2026年8月8日 每日
IQSM · New York Life Investments ETF Trust 0.12% 9998 NS 2026年4月30日 N-PORT
FNY · First Trust Exchange-Traded Alpha... 0.11% 16111 NS 2026年4月30日 N-PORT
DFAS · Dimensional ETF Trust 0.11% 417209 NS 2026年4月30日 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund ... 0.11% 63525 NS 2026年4月30日 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund ... 0.10% 20528 NS 2026年4月30日 N-PORT
IGV · iShares Trust 0.10% 440408 SH 2026年8月8日 每日
FSMD · FIDELITY COVINGTON TRUST 0.10% 64128 NS 2026年4月30日 N-PORT
QVMM · Invesco Exchange-Traded Fund Trus... 0.10% 13160 SH 2026年8月8日 每日
PTMC · Pacer Funds Trust 0.10% 10471 NS 2026年4月30日 N-PORT
VALQ · AMERICAN CENTURY ETF TRUST 0.09% 9225 NS 2026年5月31日 N-PORT
XJH · iShares Trust 0.09% 12154 SH 2026年8月8日 每日
QDEF · FlexShares Trust 0.08% 12189 NS 2026年4月30日 N-PORT
BKMC · BNY Mellon ETF Trust 0.08% 13908 NS 2026年4月30日 N-PORT
VBK · VANGUARD INDEX FUNDS 0.08% 1224668 SH 2026年8月8日 每日
IJH · iShares Trust 0.08% 3113166 SH 2026年8月8日 每日
AVMV · AMERICAN CENTURY ETF TRUST 0.07% 12373 NS 2026年5月31日 N-PORT
MVV · ProShares Trust 0.07% 3155 NS 2026年5月31日 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.07% 145611 SH 2026年8月8日 每日
SCHA · SCHWAB STRATEGIC TRUST 0.07% 439652 NS 2026年5月31日 N-PORT
SXQG · EXCHANGE TRADED CONCEPTS TRUST 0.07% 1278 NS 2026年5月31日 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund ... 0.07% 37114 NS 2026年4月30日 N-PORT
RWK · Invesco Exchange-Traded Fund Trus... 0.07% 27499 SH 2026年8月8日 每日