Pegasystems 과거 순이익 실적
과거 기준 점검 6/6
Pegasystems은 연평균 58%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 22.5% 증가했습니다. 매출은 연평균 9.2%의 비율로 증가했습니다. Pegasystems의 자기자본이익률은 48.3%이고 순이익률은 20%입니다.
핵심 정보
57.98%
순이익 성장률
57.58%
주당순이익(EPS) 성장률
| Software 산업 성장률 | 17.33% |
| 매출 성장률 | 9.15% |
| 자기자본이익률 | 48.27% |
| 순이익률 | 20.04% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 01
PEGA: AI Workflow Modernization And Buybacks Will Support Stronger Profitability Ahead
Analysts have trimmed their consolidated price target on Pegasystems to $48. This reflects updated views on fair value, growth assumptions, and earnings multiples after a recent mix of target increases and cuts across the Street.
내러티브 업데이트 • Apr 17
PEGA: Defensive End Markets And Buybacks Will Support Future Earnings Re Rating
Analysts have trimmed their average price target on Pegasystems to $70, reflecting updated views on discount rates, long term revenue growth and profit margins after a series of recent target changes across Citi, RBC Capital, Wedbush and Citizens. Analyst Commentary Bullish analysts see Pegasystems as a back office software name with stable fundamentals and exposure to what they view as more defensive end markets.Seeking Alpha • Apr 14
Pegasystems: Pivoting To A 'Sell' Ahead Of Earnings (Downgrade)
Summary Pegasystems is downgraded to "Sell" due to vulnerability in its seat-based pricing amid widespread enterprise headcount reductions. PEGA's FY26 guidance of 15% ACV and revenue growth appears optimistic given macro pressures and likely seat compression from client layoffs. Valuation no longer stands out, with PEGA trading at 3.3x EV/revenue and 11.5x EV/FCF, while higher-growth SaaS peers now trade at similar or lower multiples. With Q1 earnings approaching, I recommend reducing exposure as negative catalysts—seat retention, churn, and guidance risk—loom for PEGA. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 02
PEGA: Defensive Back Office Demand Will Support Durable Recurring Revenue Ahead
The updated analyst price target for Pegasystems moves to $59.82 from $73.91, as analysts weigh a lower fair value and P/E assumption against expectations for higher revenue growth, stronger profit margins, and relatively resilient demand for back office software in defensive end markets. Analyst Commentary Recent Street research around Pegasystems reflects a mixed setup, with some firms lifting price targets and others cutting them, all while highlighting the same core themes of back office software demand, revenue growth potential, margin progress, and valuation reset.내러티브 업데이트 • Mar 19
PEGA: Defensive End Markets And Buybacks Will Support Higher Earnings Multiple
The analyst price target for Pegasystems has increased by just under $1, with analysts citing stable back-office software earnings, steady outlooks, and the company's exposure to more defensive end markets as key supports for the updated view. Analyst Commentary Recent Street research around Pegasystems centers on how the company fits into the current back-office software theme, where earnings have been described as muted but generally stable.내러티브 업데이트 • Mar 05
PEGA: Expanded Buybacks And Execution Will Support Higher Future Earnings Multiple
Analysts have trimmed their average price targets on Pegasystems by between $15 and $20, even as underlying assumptions such as revenue growth, discount rate and future P/E remain broadly consistent. This reflects a more cautious stance while still indicating that they see value in the stock.내러티브 업데이트 • Feb 19
PEGA: Buyback Expansion Will Reset Expectations And Support Rerated Earnings Multiple
Analysts have trimmed their average price target on Pegasystems by about $6 to reflect a lower fair value estimate of $72.09, while factoring in updated assumptions around growth, profitability, and a more moderate future P/E. Analyst Commentary Recent research has converged around a reset in expectations for Pegasystems, with several firms lowering their price targets and one major bank moving to a more constructive view.분석 기사 • Feb 17
We Think Pegasystems' (NASDAQ:PEGA) Robust Earnings Are Conservative
When companies post strong earnings, the stock generally performs well, just like Pegasystems Inc.'s ( NASDAQ:PEGA...내러티브 업데이트 • Feb 05
PEGA: Agentic AI And Workflow Modernization Will Support Stronger Profitability Ahead
Analysts have adjusted their price target framework for Pegasystems to reflect a fair value of about US$59.63, with small tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions guiding this update. What's in the News Pegasystems launched Notes to Blueprint, a tool designed to help organizations transform legacy Lotus Notes applications into automated, cloud-based workflows, using assets acquired from Sweden based Adopteq, including InvestigatorPlus and MigratorPlus.분석 기사 • Feb 04
Pegasystems Inc.'s (NASDAQ:PEGA) Popularity With Investors Under Threat As Stock Sinks 29%
The Pegasystems Inc. ( NASDAQ:PEGA ) share price has fared very poorly over the last month, falling by a substantial...내러티브 업데이트 • Jan 22
PEGA: Agentic AI Rollout Will Support Stronger Profitability Ahead
Analysts now see Pegasystems' fair value at about US$59.63 per share, up from roughly US$43.64, citing updated assumptions for profit margins and future P/E, along with slight tweaks to the discount rate and revenue growth outlook. What's in the News Pegasystems launched Notes to Blueprint to help enterprises move aging Lotus Notes applications into automated, cloud-based workflows using Pega Blueprint and assets acquired from Adopteq, available via Pega Marketplace and through partner Capgemini on AWS Marketplace (Key Developments).내러티브 업데이트 • Jan 07
PEGA: Cloud And Blueprint Execution Will Support Durable Recurring Revenue Ahead
Analysts have raised their price targets on Pegasystems to a range of US$70 to US$85, citing solid Q3 results, accelerating cloud contract growth, and early Blueprint adoption as key supports for the higher valuations. Analyst Commentary Recent research updates around Pegasystems cluster around a more constructive view on execution in the cloud business and the early impact of Blueprint on growth, with price targets now anchored in the US$70 to US$85 range following the Q3 report.분석 기사 • Jan 05
An Intrinsic Calculation For Pegasystems Inc. (NASDAQ:PEGA) Suggests It's 36% Undervalued
Key Insights The projected fair value for Pegasystems is US$87.23 based on 2 Stage Free Cash Flow to Equity Pegasystems...내러티브 업데이트 • Dec 14
PEGA: Cloud Migration Momentum Will Drive Durable Recurring Revenue Strength Ahead
Analysts have increased their fair value estimate for Pegasystems to approximately $73.91 from about $73.09 per share, citing stronger than expected Q3 cloud driven performance, accelerating revenue growth expectations, and a modestly higher long term valuation multiple. Analyst Commentary Bullish analysts largely view the Q3 report as a validation of Pegasystems' cloud centric strategy, pointing to the combination of stronger execution, accelerating cloud contract volume, and increasing customer adoption of Blueprint as key drivers of upside to prior expectations.내러티브 업데이트 • Nov 29
PEGA: Accelerating Cloud Migration Will Drive Continued Upside Momentum Ahead
The analyst consensus price target for Pegasystems increased significantly, rising from $65 to $85. Analysts cite strong cloud transition momentum, solid Q3 results, and expanding opportunities in modernizing legacy applications as key drivers for their upward revisions.내러티브 업데이트 • Nov 15
PEGA: Cloud Transition And Strong Q3 Results Will Drive Upward Momentum
The average analyst price target for Pegasystems has been raised. New targets now range from $70 to $85, as analysts cite strong Q3 results, ongoing cloud transformation, and increased long-term growth potential as key factors in their updated outlooks.내러티브 업데이트 • Oct 31
PEGA: Cloud Migration Strength Will Drive Future Gains And AI Momentum
Pegasystems' analyst price target has been raised from $65.09 to $73.09 per share. Analysts cite strong Q3 results, momentum in cloud migration, and robust sales execution as key drivers supporting this upward revision.내러티브 업데이트 • Oct 17
AI Cloud And Gen AI Blueprint Will Elevate Client Engagement
Analysts have modestly raised their price target for Pegasystems, increasing it from approximately $64.73 to $65.09. They cite strong quarterly results, favorable risk/reward, and growing momentum in enterprise demand and innovative solutions as key drivers for the revision.내러티브 업데이트 • Oct 03
AI Cloud And Gen AI Blueprint Will Elevate Client Engagement
Analysts have increased their price target for Pegasystems to $70 from $60, citing strong Q2 results, an improved revenue growth outlook, and robust demand for the company's digital transformation solutions. Analyst Commentary Recent research notes highlight both encouraging trends and areas for caution in Pegasystems' outlook, as reflected in the latest round of price target adjustments.분석 기사 • Jul 25
Pegasystems Inc. Just Beat EPS By 179%: Here's What Analysts Think Will Happen Next
As you might know, Pegasystems Inc. ( NASDAQ:PEGA ) just kicked off its latest second-quarter results with some very...분석 기사 • Jul 04
Does Pegasystems (NASDAQ:PEGA) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Jun 13
Subdued Growth No Barrier To Pegasystems Inc.'s (NASDAQ:PEGA) Price
Pegasystems Inc.'s ( NASDAQ:PEGA ) price-to-earnings (or "P/E") ratio of 44x might make it look like a strong sell...분석 기사 • May 28
Is Pegasystems Inc. (NASDAQ:PEGA) Potentially Undervalued?
While Pegasystems Inc. ( NASDAQ:PEGA ) might not have the largest market cap around , it received a lot of attention...Seeking Alpha • Apr 24
Pegasystems: Reinventing Itself In The AI Age
Summary Pegasystems has rebranded as an AI-driven "decision platform," showing strong growth and a sharp rebound driven by very healthy Q1 results. ACV growth accelerated to 13% y/y in Q1, while backlog grew at an even healthier 21% y/y pace. The company's ability to sign multi-year deals to fill its backlog is evidence of management's belief that current macro headwinds aren't materially impacting its business. PEGA stock remains cheaply valued at ~4x forward revenue, below peers like Salesforce, prompting my buy rating. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Pegasystems: Gen AI Deployment Might Affect Gross Margins
Summary Pegasystems stock is fairly valued but faces low revenue growth and potential margin pressure from higher gen AI computing costs, leading to a hold rating. PEGA excels in customer case management using gen AI, machine learning, and automation, enhancing customer lifetime value and operating leverage. Despite strong FCF generation, PEGA's on-premises software licenses cause gross profit volatility, and its revenue growth lags behind Salesforce. PEGA's Blueprint tool offers significant process optimization, reducing consulting costs and increasing client attachment. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Pegasystems가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 1,700 | 341 | 760 | 320 |
| 31 Dec 25 | 1,746 | 393 | 727 | 313 |
| 30 Sep 25 | 1,732 | 278 | 701 | 308 |
| 30 Jun 25 | 1,676 | 220 | 682 | 304 |
| 31 Mar 25 | 1,643 | 197 | 668 | 300 |
| 31 Dec 24 | 1,497 | 99 | 648 | 298 |
| 30 Sep 24 | 1,481 | 123 | 637 | 293 |
| 30 Jun 24 | 1,490 | 130 | 632 | 294 |
| 31 Mar 24 | 1,437 | 76 | 634 | 292 |
| 31 Dec 23 | 1,433 | 68 | 656 | 296 |
| 30 Sep 23 | 1,355 | -40 | 674 | 297 |
| 30 Jun 23 | 1,291 | -126 | 695 | 298 |
| 31 Mar 23 | 1,267 | -366 | 717 | 298 |
| 31 Dec 22 | 1,318 | -346 | 743 | 294 |
| 30 Sep 22 | 1,238 | -417 | 762 | 290 |
| 30 Jun 22 | 1,223 | -380 | 755 | 280 |
| 31 Mar 22 | 1,274 | -57 | 740 | 270 |
| 31 Dec 21 | 1,212 | -63 | 709 | 261 |
| 30 Sep 21 | 1,194 | -22 | 684 | 251 |
| 30 Jun 21 | 1,164 | 15 | 661 | 246 |
| 31 Mar 21 | 1,065 | -43 | 629 | 241 |
| 31 Dec 20 | 1,018 | -61 | 613 | 237 |
| 30 Sep 20 | 995 | -64 | 593 | 230 |
| 30 Jun 20 | 986 | -76 | 573 | 222 |
| 31 Mar 20 | 964 | -87 | 561 | 213 |
| 31 Dec 19 | 911 | -90 | 531 | 205 |
| 30 Sep 19 | 891 | -75 | 499 | 199 |
| 30 Jun 19 | 878 | -52 | 469 | 193 |
| 31 Mar 19 | 869 | -30 | 442 | 186 |
| 31 Dec 18 | 892 | 11 | 425 | 182 |
| 30 Sep 18 | 890 | 35 | 409 | 177 |
| 30 Jun 18 | 878 | 44 | 392 | 172 |
| 31 Mar 18 | 867 | 58 | 376 | 169 |
| 31 Dec 17 | 888 | 99 | 353 | 163 |
| 30 Sep 17 | 833 | 67 | 341 | 158 |
| 30 Jun 17 | 825 | 69 | 337 | 155 |
| 31 Mar 17 | 828 | 70 | 335 | 151 |
| 31 Dec 16 | 762 | 45 | 324 | 146 |
| 30 Sep 16 | 755 | 39 | 318 | 141 |
| 30 Jun 16 | 735 | 42 | 303 | 136 |
| 31 Mar 16 | 708 | 41 | 288 | 131 |
| 31 Dec 15 | 683 | 36 | 278 | 126 |
| 30 Sep 15 | 647 | 35 | 261 | 122 |
| 30 Jun 15 | 622 | 31 | 255 | 118 |
양질의 수익: PEGA는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: PEGA의 현재 순 이익률 (20%)은 지난해 (12%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: PEGA는 지난 5년 동안 흑자전환하며 연평균 58%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 PEGA 의 수익 증가율(73.2%)은 연간 평균(58%)을 초과합니다.
수익 대 산업: PEGA의 지난 1년 수익 증가율(73.2%)은 Software 업계의 11.7%를 상회했습니다.
자기자본이익률
높은 ROE: PEGA의 자본 수익률(48.3%)은 뛰어남으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 14:58 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Pegasystems Inc.는 26명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Raimo Lenschow | Barclays |
| Mark Schappel | Benchmark Company |
| Richard Davis | Canaccord Genuity |