Samsara
IOT · Application Software
$44.92
2.6%Pegasystems
PEGA · Application Software
$36.42
0.6%The short version
- Pegasystems is the larger business, with $1.7B of revenue in fiscal 2025 against $1.6B for Samsara.
- Samsara grew revenue faster (29.6%, against 16.6%).
- Pegasystems kept more of each dollar of sales as operating profit (15.1% operating margin, against −3.3% operating margin).
- Pegasystems turned more of its sales into free cash flow (28.1% FCF margin, against 12.8% FCF margin).
| Latest fiscal year | IOT · FY26 | PEGA · FY25 |
|---|---|---|
| Size | ||
| Market cap | $26.5B | $6.1B |
| Revenue | $1.6B | $1.7B |
| Free cash flow | $207M | $491M |
| Net income | −$9.1M | $393M |
| Growth | ||
| Revenue growth | 29.6% | 16.6% |
| 5-year growth | 45.3% | 11.4% |
| Share count change | 3.1% | 3.1% |
| Profitability | ||
| Gross margin | 76.7% | 75.9% |
| Operating margin | −3.3% | 15.1% |
| Net margin | −0.6% | 22.5% |
| FCF margin | 12.8% | 28.1% |
| Return on capital | — | — |
| Return on equity | −0.7% | 57.3% |
| Balance sheet | ||
| Net debt | — | −$426M |
| Net debt / EBITDA | — | −1.5x |
| Dividends and buybacks | $0.0M | $515M |
| Valuation & quality | ||
| P/E | — | 22.6x |
| Piotroski F-score | — | 6 |
FY17
IOT —
PEGA $889M
FY18
IOT —
PEGA $892M
FY19
IOT —
PEGA $911M
FY20
IOT —
PEGA $1.0B
FY21
IOT $250M
PEGA $1.2B
FY22
IOT $428M
PEGA $1.3B
FY23
IOT $653M
PEGA $1.4B
FY24
IOT $937M
PEGA $1.5B
FY25
IOT $1.2B
PEGA $1.7B
FY26
IOT $1.6B
PEGA —
IOT
PEGA
FY17
IOT —
PEGA 10.5%
FY18
IOT —
PEGA −1.9%
FY19
IOT —
PEGA −14.8%
FY20
IOT —
PEGA −14.1%
FY21
IOT −83.8%
PEGA −7.8%
FY22
IOT −82.6%
PEGA −8.3%
FY23
IOT −39.8%
PEGA 5.7%
FY24
IOT −34.5%
PEGA 8.3%
FY25
IOT −15.2%
PEGA 15.1%
FY26
IOT −3.3%
PEGA —
IOT
PEGA
FY17
IOT —
PEGA $144M
FY18
IOT —
PEGA $92.5M
FY19
IOT —
PEGA −$52.8M
FY20
IOT —
PEGA −$25.9M
FY21
IOT −$204M
PEGA $28.7M
FY22
IOT −$191M
PEGA −$13.0M
FY23
IOT −$136M
PEGA $201M
FY24
IOT −$22.8M
PEGA $338M
FY25
IOT $111M
PEGA $491M
FY26
IOT $207M
PEGA —
IOT
PEGA
FY17
IOT —
PEGA —
FY18
IOT —
PEGA —
FY19
IOT —
PEGA —
FY20
IOT —
PEGA −21.3%
FY21
IOT —
PEGA −12.1%
FY22
IOT —
PEGA −16.1%
FY23
IOT —
PEGA 13.4%
FY24
IOT —
PEGA —
FY25
IOT —
PEGA —
FY26
IOT —
PEGA —
IOT
PEGA
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