Vertex [VERX] vs Pegasystems [PEGA] Detailed Stock Comparison
Vertex
NASDAQ
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Pegasystems
NASDAQ
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TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Vertex wins in 3 metrics, Pegasystems wins in 16 metrics, with 0 ties. Pegasystems appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Vertex | Pegasystems | Better |
|---|---|---|---|
| P/E Ratio (TTM) | 224.37 | 45.83 | Pegasystems |
| Price-to-Book Ratio | 16.11 | 15.19 | Pegasystems |
| Debt-to-Equity Ratio | 141.87 | 12.65 | Pegasystems |
| PEG Ratio | -1.68 | 0.37 | Vertex |
| EV/EBITDA | 274.76 | 31.10 | Pegasystems |
| Profit Margin (TTM) | -7.10% | 13.14% | Pegasystems |
| Operating Margin (TTM) | 1.05% | 4.48% | Pegasystems |
| EBITDA Margin (TTM) | 1.05% | 4.48% | Pegasystems |
| Return on Equity | -20.95% | 41.55% | Pegasystems |
| Return on Assets (TTM) | 0.45% | 12.20% | Pegasystems |
| Free Cash Flow (TTM) | $77.71M | $338.21M | Pegasystems |
| Dividend Yield | N/A | 0.26% | N/A |
| 1-Year Return | -37.72% | 50.92% | Pegasystems |
| Price-to-Sales Ratio (TTM) | 5.62 | 5.66 | Vertex |
| Enterprise Value | $4.06B | $9.16B | Pegasystems |
| EV/Revenue Ratio | 5.72 | 5.46 | Pegasystems |
| Gross Profit Margin (TTM) | 65.67% | 71.50% | Pegasystems |
| Revenue per Share (TTM) | $5 | $10 | Pegasystems |
| Earnings per Share (Diluted) | $-0.33 | $1.21 | Pegasystems |
| Beta (Stock Volatility) | 0.63 | 1.09 | Vertex |
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends
Vertex vs Pegasystems Stock Performance Analysis
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Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Vertex | 0.28% | -1.06% | -3.09% | -30.48% | -29.71% | -52.76% |
| Pegasystems | 0.47% | -4.90% | -3.10% | 1.90% | 76.38% | 19.85% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Vertex | -37.72% | 71.89% | -8.12% | 6.66% | 6.66% | 6.66% |
| Pegasystems | 50.92% | 258.33% | -14.76% | 323.40% | 732.88% | 3,541.83% |
News Based Sentiment: Vertex vs Pegasystems
Vertex
News based Sentiment: MIXED
October presented a mixed bag for Vertex Inc., with strategic investments in AI and e-invoicing countered by downward revenue revisions and stock price volatility. While the company is positioning itself for long-term growth, near-term challenges and uncertain market sentiment create a complex investment picture.
Pegasystems
News based Sentiment: MIXED
Pegasystems reported strong Q2 2025 earnings, exceeding estimates, but concerns about dividend sustainability and insider selling create a mixed investment narrative. The launch of a new AI platform adds a positive element, but the overall picture requires careful consideration of both positive and negative factors.
Performance & Financial Health Analysis: Vertex vs Pegasystems
| Metric | VERX | PEGA |
|---|---|---|
| Market Information | ||
| Market Cap | $4.07B | $9.74B |
| Market Cap Category | Mid cap | Mid cap |
| 10 Day Avg. Volume | 1,443,980 | 1,044,040 |
| 90 Day Avg. Volume | 1,569,690 | 1,263,683 |
| Last Close | $25.13 | $55.72 |
| 52 Week Range | $23.13 - $60.71 | $29.83 - $61.00 |
| % from 52W High | -58.61% | -8.66% |
| All-Time High | $60.71 (Feb 03, 2025) | $148.80 (Feb 22, 2021) |
| % from All-Time High | -58.61% | -62.55% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.15% | 0.10% |
| Quarterly Earnings Growth | 0.15% | 3.55% |
| Financial Health | ||
| Profit Margin (TTM) | -0.07% | 0.13% |
| Operating Margin (TTM) | 0.01% | 0.04% |
| Return on Equity (TTM) | -0.21% | 0.42% |
| Debt to Equity (MRQ) | 141.87 | 12.65 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $1.56 | $3.65 |
| Cash per Share (MRQ) | $1.78 | $2.41 |
| Operating Cash Flow (TTM) | $143.34M | $416.18M |
| Levered Free Cash Flow (TTM) | $88.52M | $463.84M |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | 0.26% |
| Last 12-Month Dividend | N/A | $0.15 |
Valuation & Enterprise Metrics Analysis: Vertex vs Pegasystems
| Metric | VERX | PEGA |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | 224.37 | 45.83 |
| Forward P/E | 36.85 | 17.22 |
| PEG Ratio | -1.68 | 0.37 |
| Price to Sales (TTM) | 5.62 | 5.66 |
| Price to Book (MRQ) | 16.11 | 15.19 |
| Market Capitalization | ||
| Market Capitalization | $4.07B | $9.74B |
| Enterprise Value | $4.06B | $9.16B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 5.72 | 5.46 |
| Enterprise to EBITDA | 274.76 | 31.10 |
| Risk & Other Metrics | ||
| Beta | 0.63 | 1.09 |
| Book Value per Share (MRQ) | $1.56 | $3.65 |
Financial Statements Comparison: Vertex vs Pegasystems
Financial Metrics
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Revenue
EBITDA
Operating Margin
Free Cash Flow
Long Term Debt
Profit Margin
Current Ratio
Operating Cash Flow
Income Statement (MRQ)
| Metric (MRQ) | VERX | PEGA |
|---|---|---|
| Revenue/Sales | $184.56M | $384.51M |
| Cost of Goods Sold | $63.36M | $109.57M |
| Gross Profit | $121.20M | $274.94M |
| Research & Development | $20.58M | $78.78M |
| Operating Income (EBIT) | $-1.56M | $17.24M |
| EBITDA | $25.18M | $45.37M |
| Pre-Tax Income | $-2.64M | $25.25M |
| Income Tax | $-1.68M | $-4.83M |
| Net Income (Profit) | $-961,000 | $30.08M |
Balance Sheet & Liquidity Metrics (MRQ)
| Metric (MRQ) | VERX | PEGA |
|---|---|---|
| Cash & Equivalents | $270.40M | $231.13M |
| Total Current Assets | $504.96M | $846.49M |
| Total Current Liabilities | $513.11M | $609.14M |
| Long-Term Debt | $347.25M | $65.12M |
| Total Shareholders Equity | $200.49M | $611.27M |
| Retained Earnings | $-42.19M | $170.76M |
| Property, Plant & Equipment | $27.13M | $40.78M |
Cash Flow Statement Comparison (MRQ)
| Metric (MRQ) | VERX | PEGA |
|---|---|---|
| Operating Cash Flow | $51.61M | $152.56M |
| Capital Expenditures | $-21.39M | $-1.88M |
| Free Cash Flow | $-12.25M | $202.35M |
| Debt Repayment | $-12,000 | $-467.86M |
| Common Stock Repurchase | N/A | $-119.51M |
Short Interest & Institutional Ownership Analysis
| Metric | VERX | PEGA |
|---|---|---|
| Shares Short | 6.51M | 6.27M |
| Short Ratio | 4.76 | 5.58 |
| Short % of Float | 0.09% | 0.07% |
| Average Daily Volume (10 Day) | 1,443,980 | 1,044,040 |
| Average Daily Volume (90 Day) | 1,569,690 | 1,263,683 |
| Shares Outstanding | 157.15M | 172.22M |
| Float Shares | 70.11M | 91.95M |
| % Held by Insiders | 0.08% | 0.46% |
| % Held by Institutions | 1.14% | 0.58% |
Dividend Analysis & Yield Comparison: Vertex vs Pegasystems
| Metric | VERX | PEGA |
|---|---|---|
| Last 12-Month Dividend | N/A | $0.15 |
| Last 12-Month Dividend Yield | N/A | 0.26% |
| 3-Year Avg Annual Dividend | N/A | $0.13 |
| 3-Year Avg Dividend Yield | N/A | 0.11% |
| 3-Year Total Dividends | N/A | $0.39 |
| Ex-Dividend Date | N/A | Oct 01, 2025 |