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Side-by-side financial comparison of GRACO INC (GGG) and PEGASYSTEMS INC (PEGA). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $430.0M, roughly 1.4× PEGASYSTEMS INC). GRACO INC runs the higher net margin — 22.3% vs 7.6%, a 14.7% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $184.3M). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% CAGR vs 9.8%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.
GGG vs PEGA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $430.0M |
| Net Profit | $132.5M | $32.8M |
| Gross Margin | 51.7% | 75.2% |
| Operating Margin | 26.7% | 8.6% |
| Net Margin | 22.3% | 7.6% |
| Revenue YoY | 8.1% | -9.6% |
| Net Profit YoY | 21.9% | — |
| EPS (diluted) | $0.78 | $0.18 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $430.0M | ||
| Q4 25 | $593.2M | $504.3M | ||
| Q3 25 | $543.4M | $381.4M | ||
| Q2 25 | $571.8M | $384.5M | ||
| Q1 25 | $528.3M | $475.6M | ||
| Q4 24 | $548.7M | $490.8M | ||
| Q3 24 | $519.2M | $325.1M | ||
| Q2 24 | $553.2M | $351.2M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $132.5M | $234.6M | ||
| Q3 25 | $137.6M | $43.4M | ||
| Q2 25 | $127.6M | $30.1M | ||
| Q1 25 | $124.1M | $85.4M | ||
| Q4 24 | $108.7M | $119.1M | ||
| Q3 24 | $122.2M | $-14.4M | ||
| Q2 24 | $133.0M | $6.6M |
| Q1 26 | — | 75.2% | ||
| Q4 25 | 51.7% | 79.5% | ||
| Q3 25 | 53.2% | 72.2% | ||
| Q2 25 | 52.4% | 71.5% | ||
| Q1 25 | 52.6% | 78.5% | ||
| Q4 24 | 50.9% | 79.1% | ||
| Q3 24 | 53.2% | 70.2% | ||
| Q2 24 | 54.4% | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 26.7% | 20.7% | ||
| Q3 25 | 30.3% | 3.8% | ||
| Q2 25 | 27.5% | 4.5% | ||
| Q1 25 | 27.3% | 26.7% | ||
| Q4 24 | 23.7% | 29.1% | ||
| Q3 24 | 28.1% | -3.6% | ||
| Q2 24 | 29.2% | 3.7% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 22.3% | 46.5% | ||
| Q3 25 | 25.3% | 11.4% | ||
| Q2 25 | 22.3% | 7.8% | ||
| Q1 25 | 23.5% | 18.0% | ||
| Q4 24 | 19.8% | 24.3% | ||
| Q3 24 | 23.5% | -4.4% | ||
| Q2 24 | 24.0% | 1.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.78 | $0.81 | ||
| Q3 25 | $0.82 | $0.24 | ||
| Q2 25 | $0.76 | $0.17 | ||
| Q1 25 | $0.72 | $0.91 | ||
| Q4 24 | $0.63 | $1.35 | ||
| Q3 24 | $0.71 | $-0.17 | ||
| Q2 24 | $0.77 | $0.07 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $624.1M | $270.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $705.9M |
| Total Assets | $3.3B | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $270.0M | ||
| Q4 25 | $624.1M | $425.8M | ||
| Q3 25 | $618.7M | $351.4M | ||
| Q2 25 | $534.9M | $411.6M | ||
| Q1 25 | $536.1M | $371.7M | ||
| Q4 24 | $675.3M | $740.0M | ||
| Q3 24 | $764.5M | $703.0M | ||
| Q2 24 | $666.0M | $665.1M |
| Q1 26 | — | $705.9M | ||
| Q4 25 | $2.7B | $787.4M | ||
| Q3 25 | $2.6B | $596.8M | ||
| Q2 25 | $2.5B | $624.5M | ||
| Q1 25 | $2.5B | $611.3M | ||
| Q4 24 | $2.6B | $585.5M | ||
| Q3 24 | $2.5B | $473.0M | ||
| Q2 24 | $2.4B | $435.4M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $3.3B | $1.6B | ||
| Q3 25 | $3.2B | $1.3B | ||
| Q2 25 | $3.0B | $1.3B | ||
| Q1 25 | $3.0B | $1.3B | ||
| Q4 24 | $3.1B | $1.8B | ||
| Q3 24 | $3.0B | $1.6B | ||
| Q2 24 | $2.9B | $1.5B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $196.3M | — |
| Free Cash FlowOCF − Capex | $184.3M | $206.5M |
| FCF MarginFCF / Revenue | 31.1% | 48.0% |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | $494.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $196.3M | $158.4M | ||
| Q3 25 | $179.2M | $56.3M | ||
| Q2 25 | $182.7M | $86.3M | ||
| Q1 25 | $125.4M | $204.2M | ||
| Q4 24 | $185.2M | $95.2M | ||
| Q3 24 | $178.6M | $30.5M | ||
| Q2 24 | $139.0M | $40.1M |
| Q1 26 | — | $206.5M | ||
| Q4 25 | $184.3M | $152.4M | ||
| Q3 25 | $175.7M | $51.8M | ||
| Q2 25 | $163.1M | $84.1M | ||
| Q1 25 | $114.8M | $202.3M | ||
| Q4 24 | $171.3M | $92.4M | ||
| Q3 24 | $159.2M | $27.4M | ||
| Q2 24 | $102.7M | $38.8M |
| Q1 26 | — | 48.0% | ||
| Q4 25 | 31.1% | 30.2% | ||
| Q3 25 | 32.3% | 13.6% | ||
| Q2 25 | 28.5% | 21.9% | ||
| Q1 25 | 21.7% | 42.5% | ||
| Q4 24 | 31.2% | 18.8% | ||
| Q3 24 | 30.7% | 8.4% | ||
| Q2 24 | 18.6% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 1.2% | ||
| Q3 25 | 0.6% | 1.2% | ||
| Q2 25 | 3.4% | 0.6% | ||
| Q1 25 | 2.0% | 0.4% | ||
| Q4 24 | 2.5% | 0.6% | ||
| Q3 24 | 3.7% | 0.9% | ||
| Q2 24 | 6.6% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | 0.68× | ||
| Q3 25 | 1.30× | 1.30× | ||
| Q2 25 | 1.43× | 2.87× | ||
| Q1 25 | 1.01× | 2.39× | ||
| Q4 24 | 1.70× | 0.80× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.05× | 6.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
