Added to YB: 2026-05-15
Pitch date: 2026-05-14
PEGA [neutral]
Pegasystems Inc.
Author Info
No bio for this author
Company Info
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.
Market Cap
$5.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.35%
EV/EBITDA
22.68
P/E
18.22
EV/Sales
3.11
Sector
Software
Category
value
Day 48: Pegasystems $PEGA
PEGA (overview): Low-code platform for workflow apps at large banks/telcos. $1.6B ARR (+11% YoY), 110% NRR, 3.2x EV/ARR, 9% GAAP op margin. Bear: AI coding tools disrupt core value prop, different skillsets needed, migration risk for legacy apps. Bull: Aggressive AI integration, founder-led, sticky regulated customers slow to adopt AI-native competitors like Sierra/Decagon.
Read full article (3 min)