+ Watch PEGA
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The Company develops, markets, licenses and supports software to automate complex, changing business processes.
I love to buy stocks at new high.
ibd sector clmn
Pegasystems has great products that help their customers, they're constantly innovating, and they're growing their customer base.
Here is a stock I think is worth looking at, Pegasystems Inc. (PEGA) Insider ownership if a whopping 54% so you know who ever is at the wheel will keep it clear from business hurricanes and trouble spots.Here is there summary: This company markets, licenses and support software to automate business process primarily in the US, UK and EU. The off the Commander which provides a platform to build, deploy and change enterprise application, purpose or industry-specific solution frameworks for new customer-facing practices and processes. They also provide customized and specialized processing for various customers,departments, geographies, or regulatory requirements. They also have a customer relationship management software to automate sales processes, customer service interactions and marketing as well as apply analytics to predict and adjust customers behaviour.Wow that was a mouthful, as a software engineer and database administrator. I can tell that if you have an interface that that allows you to change your customer interface quickly and effectively with no down time, which is what we call continuous integration and can keep your customers happy, then we are talking a product that companies like Google, Facebook and Linked-In use all the time to change their customer facing user interface (UI), then you'll have a product that that will keep you ahead of your competition.But this is an investing site, so lets look at the numbers. Did I mention the 54% insider ownership. That is a big green flag in my portfolio. What really caught my attention was their earning numbers. I will get to that, lets start with page one:Taking a General peek:Yesterday they closed at 35/sh and today they closed at 35.82/sh that is a an increase of 2.34%, Should have would have, could have bought them yesterday. On May 3rd they were as low as 25.02/sh, for those who stood by this stock at that time kudos to you. This didn't pop up on my radar until today (20130730) so I need to tweak my computer analysis to find these gems before the market does. They trade a healthy 172K shares a day moving about 6.161 million USD on an average. So you know the money managers in the big houses are watching this one. They even have a dividend of 0.12/sh which computes to 0.34% yield which isn't much but it beats 0.00% yield. Sales and Income growth are 10.80% and 116.30% respectively, which is a another green flag. They have zero debt/Equity and have a PE of 24.83. a little high, but indicating a great investor confidence. On Income-statement:Total revenue is growing, Gross Profit is growing, Operating Expenses is growing but not that fast, indicating that they are keeping expenses in check. Operating income is growing because of that. This give us a basic Net income grown that is steady, so, we are looking good in the long haul.On Earnings:Their earnings estimates are looking good. The street feel quite confident that this company will continue to grow into this year and the next. They did have a disappointing earnings surprise in 9/12 of last year causing this company price to drop, but since then, their earnings have been stellar. The consensus analyst EPS move from 0.10/sh to 0.14/sh 30 days ago. This has probably fuelled the current buying we are seeing this last few months. The consensus for 2013 and 2014 are also positive and there is a chance that they may outperform if their products continue to sell. All in all they have had in the last 5 years a grow of 35.8% and the next 5 years averaging 25%. So, if they can keep to this trend, I could comfortably add them to my portfolio and at least watch them for the next couple of years.On Balance Sheet:We are seeing a growth of Total Liabilities and Equity that is quite nice. They have some liabilities like payables and Deferred Liabilities, but they are not very large numbers. They have added more Property, Plants and Equipment to keep up with growth recently so that is a good sign. Receivables have been increasing, but this is in line with the sales growth, I don't believe it is way out of proportion. So I would say that on the Balance Sheet we have another green flag.In the Cash Flow department:We have a little stress. They must have paid for the new property, plants and equipment with cash, because they tapped in to pay for all that new assets. This is good in that they didn't need to borrow any money and incur debt. To me a green flag. They also did really hurt their cash flow much as they still have a another 20M laying around to keep the business afloat. For them the outlay of 23M for their capital improvements only amounted to 1 year of income. If they incurred debt, then it could have taken 5 or more years to pay it back. This would simply line the pockets of the bankers they borrowed from instead of their investors. Nothing against bankers, they do a good business and manage to keep themselves out of jail even as the government and taxpayers bail them out. I know a political statement in the middle of my analysis. I just hope some of bankers get to one day work in the real world where if you don't produce results all the time, you get laid off. But perhaps some of them did. I don't really know. Well, I think I would go for this company at 36/sh sell at 80/sh if it zoomed up. and probably just by more if it fell to 25/sh. I would take a serious look at this stock and if you don't like my banker comments, then feel free to flame me on. I'm strong and can take it.
The wind has come out of the sails of this one
Strong growth in Voice & Non-Voice BPM. Excellent adaptability to change while sticking to 'Build for Change' philosophy. Great solutions, Market leader in its category in Forresters.
business intelligence software leader
This one really has started building the momentum and now has a significant part of the revenue from maintenance and service/
i am very happy and i wish good luck to me
Pegasystems is a software supplier catering to the Business Process Management (BPM) software market. The term BPM sums up the whole processes and systems that exist in an organization. The Company is second in the sector with close to 12% of market share. The company develops, licenses, services and markets software that is used to manage complex and changing business processes in an organization. The company uses direct sales channel and associated with top notch IT consultant companies like Accenture and EDS to market its products and services. The products mostly cater to the financial and healthcare verticals and largely restricted to the U.S.The company recognizes revenue primarily from licensing new products and services related to new products. The industry is shifting slowly in the favor of professional services for new products with more and more customers demanding it. This is true for the company too as its revenue from this area is increasing steadily and has outpaced the revenue from new license implementation. Also, the revenue recorded under the licensing segment has declined due to change in revenue recognition policy, that is, recognizing revenue only after implementation. The BPM market is expected to reach approximately $2 billion by 2007. Trends like outsourcing, migration of more and more companies to automate their process and to align with the changing business are aiding the growth of this sector. The business environment as such is changing and companies are searching for IT infrastructure that can evolve effortlessly with these changing times. Pegasystems is well positioned to take advantage of this situation with its strong product offering and well-trained sales and service personnel. The company is also planning to expand its presence into more business verticals. The earnings growth of the company is expected to factor in these positive signals and the share price is also expected to perform well.
Has not done well, but customer satisfaction is high and there's plenty of market growth. Compared to competitors it's a easy to understand and easy to use product.
Business management software is a huge market. This company has grown appreciably in the past and rewarded stockholders. With 63% of the company held by insiders, a huge market, and quarterly dividends, we should see this stock grow in the future.
PegaSystems is a leading provider of Business Process Management software. This sector is growing at a very strong pace and should continue a strong rate of growth over the next few years. They have strong balance sheet and are a recognized and leader in the BPM space.
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