Pegasystems Stock Performance
| PEGA Stock | USD 72.66 1.43 2.01% |
The company holds a Beta of 1.21, which implies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Pegasystems will likely underperform. At this point, Pegasystems has a negative expected return of -0.39%. Please make sure to check Pegasystems' potential upside, daily balance of power, and the relationship between the maximum drawdown and kurtosis , to decide if Pegasystems performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Pegasystems has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's technical and fundamental indicators remain somewhat strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return 2.01 | Five Day Return 4.8 | Year To Date Return (21.85) | Ten Year Return 236.7 | All Time Return 1.1 K |
Forward Dividend Yield 0.0017 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 0.12 | Dividend Date 2025-01-16 |
1 | Disposition of 2000 shares by Kenneth Stillwell of Pegasystems at 94.0 subject to Rule 16b-3 | 01/02/2025 |
| Pegasystems dividend paid on 16th of January 2025 | 01/16/2025 |
2 | Acquisition by Akgonul Rifat Kerim of 7500 shares of Pegasystems at 62.1 subject to Rule 16b-3 | 02/12/2025 |
3 | Pegasystems Announces Quarterly Earnings Results | 02/14/2025 |
4 | Disposition of 31500 shares by Alan Trefler of Pegasystems at 77.38 subject to Rule 16b-3 | 02/25/2025 |
5 | Pegasystems Inc. Unveils AI-Powered Customer Engagement Blueprint to Enhance Business Automation | 03/03/2025 |
6 | Acquisition by Efstathios Kouninis of tradable shares of Pegasystems subject to Rule 16b-3 | 03/04/2025 |
7 | Consumers say its harder to interact with businesses | 03/05/2025 |
8 | Disposition of 8805 shares by Kenneth Stillwell of Pegasystems subject to Rule 16b-3 | 03/06/2025 |
9 | Pegasystems Inc. Shares Bought by Prescott Group Capital Management L.L.C. | 03/07/2025 |
10 | Acquisition by John Higgins of 1140 shares of Pegasystems subject to Rule 16b-3 | 03/11/2025 |
11 | Supreme Court of Virginia Agrees to Hear Appian Petition to Reinstate 2.036 Billion Verdict Against Pegasystems, Inc. | 03/12/2025 |
12 | Inspire Advisors LLC Decreases Stock Position in Pegasystems Inc. | 03/13/2025 |
13 | Automation Software Stocks Q4 In Review Pegasystems Vs Peers | 03/18/2025 |
| Begin Period Cash Flow | 232.8 M |
Pegasystems |
Pegasystems Relative Risk vs. Return Landscape
If you would invest 9,521 in Pegasystems on December 20, 2024 and sell it today you would lose (2,255) from holding Pegasystems or give up 23.68% of portfolio value over 90 days. Pegasystems is currently does not generate positive expected returns and assumes 3.6228% risk (volatility on return distribution) over the 90 days horizon. In different words, 32% of stocks are less volatile than Pegasystems, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Pegasystems Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Pegasystems' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Pegasystems, and traders can use it to determine the average amount a Pegasystems' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.107
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | PEGA |
Estimated Market Risk
| 3.62 actual daily | 32 68% of assets are more volatile |
Expected Return
| -0.39 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Pegasystems is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Pegasystems by adding Pegasystems to a well-diversified portfolio.
Pegasystems Fundamentals Growth
Pegasystems Stock prices reflect investors' perceptions of the future prospects and financial health of Pegasystems, and Pegasystems fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Pegasystems Stock performance.
| Return On Equity | 0.21 | ||||
| Return On Asset | 0.0613 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.29 % | ||||
| Current Valuation | 5.93 B | ||||
| Shares Outstanding | 85.9 M | ||||
| Price To Earning | 573.19 X | ||||
| Price To Book | 10.45 X | ||||
| Price To Sales | 4.09 X | ||||
| Revenue | 1.5 B | ||||
| Gross Profit | 1.11 B | ||||
| EBITDA | 184.9 M | ||||
| Net Income | 99.19 M | ||||
| Cash And Equivalents | 275.71 M | ||||
| Cash Per Share | 3.36 X | ||||
| Total Debt | 549.67 M | ||||
| Current Ratio | 1.60 X | ||||
| Book Value Per Share | 6.80 X | ||||
| Cash Flow From Operations | 345.93 M | ||||
| Earnings Per Share | 1.11 X | ||||
| Market Capitalization | 6.12 B | ||||
| Total Asset | 1.77 B | ||||
| Retained Earnings | 87.9 M | ||||
| Working Capital | 247.65 M | ||||
| Current Asset | 458.87 M | ||||
| Current Liabilities | 267.19 M | ||||
About Pegasystems Performance
By analyzing Pegasystems' fundamental ratios, stakeholders can gain valuable insights into Pegasystems' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Pegasystems has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Pegasystems has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.06 | 0.06 | |
| Return On Capital Employed | 0.18 | 0.19 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.17 | 0.18 |
Things to note about Pegasystems performance evaluation
Checking the ongoing alerts about Pegasystems for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Pegasystems help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Pegasystems generated a negative expected return over the last 90 days | |
| Pegasystems has high historical volatility and very poor performance | |
| Pegasystems is unlikely to experience financial distress in the next 2 years | |
| About 47.0% of the company outstanding shares are owned by corporate insiders | |
| Latest headline from finance.yahoo.com: Automation Software Stocks Q4 In Review Pegasystems Vs Peers |
- Analyzing Pegasystems' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Pegasystems' stock is overvalued or undervalued compared to its peers.
- Examining Pegasystems' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Pegasystems' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Pegasystems' management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Pegasystems' stock. These opinions can provide insight into Pegasystems' potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Pegasystems Stock analysis
When running Pegasystems' price analysis, check to measure Pegasystems' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Pegasystems is operating at the current time. Most of Pegasystems' value examination focuses on studying past and present price action to predict the probability of Pegasystems' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Pegasystems' price. Additionally, you may evaluate how the addition of Pegasystems to your portfolios can decrease your overall portfolio volatility.
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