ROARABLE // PRO
GLOBAL DESKS // NYC --:--:-- NYSE
US TAPE
ROAR ▸

PEGA // Pegasystems Inc.

DES <GO> NASDAQ RQD COCKPIT → CIK 0001013857 ↗
Technology • EDP Services
$33.93 ▼ -0.18 (-0.53%)
MKT CAP: $5.55B • VOL: 1.52M
PEGA // ROARABLE RATING & 5-PILLAR RQD CONFIDENCE 02:00 EST DETERMINISTIC ENGINE
▼ DOWNGRADE // B (RQD 73) -> B- (RQD 71)
ROARABLE B-
RQD CONFIDENCE
71 / 100 -2D
5 X 20-PT QUANT PILLARS
E 0 D 35 C 59 B 70 A 86+
Roarable Buy — Sound Institutional Accumulation
01 MASSIVE / SEC XBRL
Forensic Fundamentals
19 / 20
STRONG
FCF +45.1% vs NI +200% • ROIC-WACC +13.4% • Z 6.14
02 INSTITUTIONAL TAPE & TREND
Whale & Options Flow
[LOCKED] FLAGGED
UNLOCK BELOW TO REVEAL
03 SEC XBRL CAPITAL ALLOCATION
Insider & Capital Conviction
19 / 20
STRONG
FCF YIELD +8.8% • P/E 11.9x • F-SCORE 9/9
04 FRED 90D r-MATRIX
Macro Regime Fit
[LOCKED] FLAGGED
UNLOCK BELOW TO REVEAL
05 10-K REDLINE AUDIT
Forensic 10-K Risk
18 / 20
STRONG
20 BASE - 2 DEDUCT • 0 CRIT / 0 MED • STABLE
ALERT

Why did PEGA's Whale & Options Flow & Macro Regime Fit sub-score just flash a warning? Enter your email to unlock the full 5-Pillar Rating Breakdown + get instant alerts whenever PEGA is Upgraded or Downgraded.

PEGA // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -7.77%🛡️ HOLDING TREND SUPPORT
2026-11-03O $34.11H $34.11L $33.93C $33.93VOL 1.52M
RES: $37.01SUP: $32.76SMA50: $35.30SMA200: $36.81
$53.87$46.07$38.28$30.48$22.68RES $37.01SUP $32.76$33.932026-05-042026-06-182026-08-052026-09-212026-11-03
PEGA // INSTITUTIONAL BULL VS. BEAR FORENSIC DEBATE
ACCUMULATE CONVICTION: 63/100
BEAR 0
100 BULL

Pegasystems Inc. (PEGA) exhibits 75.9% gross margins and 22.4% return on invested capital within Technology (EDP Services), balanced against a 20.8x enterprise multiple and 4.8% implied options volatility.

▲ INSTITUTIONAL BULL THESIS (LONG)
01. Operating Leverage & Capital Efficiency Moat

Sustained 75.9% gross profitability converts into 15.1% operating margin and 22.4% ROIC, outpacing sector cost of capital.

ROIC: 22.4% // GM: 75.9%
02. Top-Line Expansion & Cash Conversion

YoY revenue trajectory of +16.6% paired with 8.79% free cash flow yield supports self-funded R&D and capital return.

REV YOY: +16.6% // FCF YLD: 8.79%
03. Balance Sheet Solvency & Forensic Quality

Altman Z-Score of 6.14 and Piotroski F-Score of 9/9 indicate low near-term refinancing stress.

ALTMAN Z: 6.14 // F-SCORE: 9/9
▼ INSTITUTIONAL BEAR THESIS (SHORT / RISK)
01. Multiple Compression & Duration Sensitivity

Trading at 14.2x trailing P/E (11.9x Fwd P/E) leaves valuation vulnerable if real 10Y TIPS yields spike.

P/E: 14.2x // EV/EBITDA: 20.8x
02. Options Skew & Event Volatility Risk

Options market prices a ±5.2% implied move with a 0.85 put/call ratio around $33.93 max pain.

IMPL MOVE: ±5.2% // P/C: 0.85
03. Competitive Margin & CapEx Cycle Pressure

Elevated industry capital intensity and customer concentration in EDP Services require continuous execution to defend 22.5% net margins.

NET MARGIN: 22.5% // D/E: 0.45x
KEY CATALYST // Upcoming 10-Q/10-K XBRL margin progression, guidance revision vs 11.9x forward consensus, and institutional 13F positioning.
MACRO REGIME // Monitor US 10Y Real Yields (DFII10) and High-Yield Credit Spreads (OAS) for beta-adjusted multiple impact (Beta 1.17).
FORM 4 & 13F FLOW OPEN OWN <GO>
FILER SIDE $ VALUE
INSPECT FULL OWNERSHIP LEDGER IN OWN <GO>
UNUSUAL OPTIONS TAPE OPEN OPT <GO>
STRIKE / EXP TYPE PREMIUM
INSPECT GEX & CHAIN IN OPT <GO>
KEY VALUATION & PROFITABILITY RATIOS XBRL FA <GO>
TRAILING P/E 14.2x
FORWARD P/E 11.9x
EV / EBITDA 20.8x
FCF YIELD 8.79%
GROSS MARGIN 75.9%
OPERATING MARGIN 15.1%
NET MARGIN 22.5%
ROIC % 22.4%
REV GROWTH YOY +16.6%
DILUTED EPS TTM $2.40
DEBT / EQUITY 0.45x
DIVIDEND YIELD 0.28%
RSI-14 MOMENTUM 44.2
5Y EQUITY BETA 1.17
FRED MACRO SENSITIVITY (PEARSON r) ECST <GO>
MACRO CORRELATION CALIBRATION ACTIVE BELOW.
FRED MACRO REGIME STRESS-TEST SIMULATOR // PEGAPEARSON R VARIANCE ENGINE
01 // SELECT FEDERAL RESERVE & CREDIT SHOCK SCENARIO
02 // POSITION NOTIONAL EXPOSURE
HEADLINE STRESS SCORE
75/100SEVERE DRAWDOWN PRESSURE
PRIMARY FACTOR EXPOSURE
DFII10 // -0.61 r
Latest: 2.08%
EST. DIRECTIONAL MOVE
-8.50%
Implied Px: $31.05
EST. DOLLAR VARIANCE
-$4,248
On $50,000 Notional
[LOCKED // MULTI-FACTOR DRAWDOWN HEDGE & MACRO TRIGGER ALERT]

Unblur the exact $50,000 delta-adjusted ETF/options hedge ratio for PEGA & activate live FRED threshold breach alerts.

HEAD-TO-HEAD PEER COMPARISONS COMP <GO>