Pegasystems Stock Performance

PEGA Stock  USD 58.71  2.65  4.73%   
Pegasystems has a performance score of 4 on a scale of 0 to 100. The company holds a Beta of 0.9, which implies possible diversification benefits within a given portfolio. Pegasystems returns are very sensitive to returns on the market. As the market goes up or down, Pegasystems is expected to follow. Pegasystems right now holds a risk of 2.98%. Please check Pegasystems standard deviation, treynor ratio, downside variance, as well as the relationship between the total risk alpha and value at risk , to decide if Pegasystems will be following its historical price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Pegasystems are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat inconsistent technical and fundamental indicators, Pegasystems may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more

Actual Historical Performance (%)

One Day Return
(6.13)
Five Day Return
(9.77)
Ten Year Return
314.34
All Time Return
1.7 K
Forward Dividend Yield
0.0021
Payout Ratio
0.0282
Last Split Factor
2:1
Forward Dividend Rate
0.12
Dividend Date
2026-01-16
 
Pegasystems dividend paid on 15th of October 2025
10/15/2025
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12/08/2025
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12/15/2025
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Disposition of 2053 shares by Alan Trefler of Pegasystems at 59.34 subject to Rule 16b-3
12/17/2025
6
Disposition of 23719 shares by Alan Trefler of Pegasystems at 58.85 subject to Rule 16b-3
12/18/2025
7
Pegasystems Stock Is Up, What You Need To Know
12/19/2025
8
Disposition of 8000 shares by Leon Trefler of Pegasystems subject to Rule 16b-3
12/31/2025
Begin Period Cash Flow232.8 M
Total Cashflows From Investing Activities-202.6 M

Pegasystems Relative Risk vs. Return Landscape

If you would invest  5,502  in Pegasystems on October 7, 2025 and sell it today you would earn a total of  391.00  from holding Pegasystems or generate 7.11% return on investment over 90 days. Pegasystems is currently generating 0.1512% in daily expected returns and assumes 2.9811% risk (volatility on return distribution) over the 90 days horizon. In different words, 26% of stocks are less volatile than Pegasystems, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Pegasystems is expected to generate 4.04 times more return on investment than the market. However, the company is 4.04 times more volatile than its market benchmark. It trades about 0.05 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.11 per unit of 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 = 0.0507

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Based on monthly moving average Pegasystems is performing at about 4% of its full potential. 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 it 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.

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 ReportedProjected for Next Year
Return On Tangible Assets 0.07  0.07 
Return On Capital Employed 0.16  0.17 
Return On Assets 0.06  0.07 
Return On Equity 0.19  0.20 

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 is unlikely to experience financial distress in the next 2 years
About 59.0% of the company shares are owned by institutional investors
Latest headline from finance.yahoo.com: Disposition of 8000 shares by Leon Trefler of Pegasystems subject to Rule 16b-3
Evaluating Pegasystems' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Pegasystems' stock performance include:
  • 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.
It's essential to remember that evaluating Pegasystems' stock performance is not an exact science, and many factors can impact Pegasystems' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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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