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Side-by-side financial comparison of GLOBAL INDUSTRIAL Co (GIC) and PEGASYSTEMS INC (PEGA). Click either name above to swap in a different company.
PEGASYSTEMS INC is the larger business by last-quarter revenue ($430.0M vs $345.6M, roughly 1.2× GLOBAL INDUSTRIAL Co). PEGASYSTEMS INC runs the higher net margin — 7.6% vs 4.2%, a 3.4% gap on every dollar of revenue. On growth, GLOBAL INDUSTRIAL Co posted the faster year-over-year revenue change (14.3% vs -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $19.2M). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% CAGR vs 3.4%).
Global Industrial Company is a Port Washington, New York–based company providing industrial and MRO products through a system of branded e-Commerce websites and relationship marketers in North America. The primary brand is Global Industrial.
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.
GIC vs PEGA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $345.6M | $430.0M |
| Net Profit | $14.6M | $32.8M |
| Gross Margin | 34.5% | 75.2% |
| Operating Margin | 5.7% | 8.6% |
| Net Margin | 4.2% | 7.6% |
| Revenue YoY | 14.3% | -9.6% |
| Net Profit YoY | 36.4% | — |
| EPS (diluted) | $0.37 | $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 | $345.6M | $504.3M | ||
| Q3 25 | $353.6M | $381.4M | ||
| Q2 25 | $358.9M | $384.5M | ||
| Q1 25 | $321.0M | $475.6M | ||
| Q4 24 | $302.3M | $490.8M | ||
| Q3 24 | $342.4M | $325.1M | ||
| Q2 24 | $347.8M | $351.2M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $14.6M | $234.6M | ||
| Q3 25 | $18.8M | $43.4M | ||
| Q2 25 | $25.1M | $30.1M | ||
| Q1 25 | $13.6M | $85.4M | ||
| Q4 24 | $10.7M | $119.1M | ||
| Q3 24 | $16.8M | $-14.4M | ||
| Q2 24 | $20.3M | $6.6M |
| Q1 26 | — | 75.2% | ||
| Q4 25 | 34.5% | 79.5% | ||
| Q3 25 | 35.6% | 72.2% | ||
| Q2 25 | 37.1% | 71.5% | ||
| Q1 25 | 34.9% | 78.5% | ||
| Q4 24 | 33.8% | 79.1% | ||
| Q3 24 | 34.0% | 70.2% | ||
| Q2 24 | 35.2% | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 5.7% | 20.7% | ||
| Q3 25 | 7.4% | 3.8% | ||
| Q2 25 | 9.3% | 4.5% | ||
| Q1 25 | 5.7% | 26.7% | ||
| Q4 24 | 4.8% | 29.1% | ||
| Q3 24 | 6.5% | -3.6% | ||
| Q2 24 | 7.6% | 3.7% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 4.2% | 46.5% | ||
| Q3 25 | 5.3% | 11.4% | ||
| Q2 25 | 7.0% | 7.8% | ||
| Q1 25 | 4.2% | 18.0% | ||
| Q4 24 | 3.5% | 24.3% | ||
| Q3 24 | 4.9% | -4.4% | ||
| Q2 24 | 5.8% | 1.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.37 | $0.81 | ||
| Q3 25 | $0.48 | $0.24 | ||
| Q2 25 | $0.65 | $0.17 | ||
| Q1 25 | $0.35 | $0.91 | ||
| Q4 24 | $0.28 | $1.35 | ||
| Q3 24 | $0.44 | $-0.17 | ||
| Q2 24 | $0.52 | $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 | $67.5M | $270.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $313.2M | $705.9M |
| Total Assets | $580.8M | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $270.0M | ||
| Q4 25 | $67.5M | $425.8M | ||
| Q3 25 | $67.2M | $351.4M | ||
| Q2 25 | $55.1M | $411.6M | ||
| Q1 25 | $39.0M | $371.7M | ||
| Q4 24 | $44.6M | $740.0M | ||
| Q3 24 | $38.9M | $703.0M | ||
| Q2 24 | $38.8M | $665.1M |
| Q1 26 | — | $705.9M | ||
| Q4 25 | $313.2M | $787.4M | ||
| Q3 25 | $316.0M | $596.8M | ||
| Q2 25 | $305.2M | $624.5M | ||
| Q1 25 | $287.9M | $611.3M | ||
| Q4 24 | $281.1M | $585.5M | ||
| Q3 24 | $279.2M | $473.0M | ||
| Q2 24 | $270.4M | $435.4M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $580.8M | $1.6B | ||
| Q3 25 | $602.5M | $1.3B | ||
| Q2 25 | $586.5M | $1.3B | ||
| Q1 25 | $536.7M | $1.3B | ||
| Q4 24 | $520.7M | $1.8B | ||
| Q3 24 | $531.6M | $1.6B | ||
| Q2 24 | $542.5M | $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 | $20.0M | — |
| Free Cash FlowOCF − Capex | $19.2M | $206.5M |
| FCF MarginFCF / Revenue | 5.6% | 48.0% |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | 1.37× | — |
| TTM Free Cash FlowTrailing 4 quarters | $74.7M | $494.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $20.0M | $158.4M | ||
| Q3 25 | $22.7M | $56.3M | ||
| Q2 25 | $31.7M | $86.3M | ||
| Q1 25 | $3.4M | $204.2M | ||
| Q4 24 | $15.9M | $95.2M | ||
| Q3 24 | $9.6M | $30.5M | ||
| Q2 24 | $18.8M | $40.1M |
| Q1 26 | — | $206.5M | ||
| Q4 25 | $19.2M | $152.4M | ||
| Q3 25 | $22.0M | $51.8M | ||
| Q2 25 | $30.3M | $84.1M | ||
| Q1 25 | $3.2M | $202.3M | ||
| Q4 24 | $15.2M | $92.4M | ||
| Q3 24 | $8.7M | $27.4M | ||
| Q2 24 | $17.9M | $38.8M |
| Q1 26 | — | 48.0% | ||
| Q4 25 | 5.6% | 30.2% | ||
| Q3 25 | 6.2% | 13.6% | ||
| Q2 25 | 8.4% | 21.9% | ||
| Q1 25 | 1.0% | 42.5% | ||
| Q4 24 | 5.0% | 18.8% | ||
| Q3 24 | 2.5% | 8.4% | ||
| Q2 24 | 5.1% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 1.2% | ||
| Q3 25 | 0.2% | 1.2% | ||
| Q2 25 | 0.4% | 0.6% | ||
| Q1 25 | 0.1% | 0.4% | ||
| Q4 24 | 0.2% | 0.6% | ||
| Q3 24 | 0.3% | 0.9% | ||
| Q2 24 | 0.3% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.37× | 0.68× | ||
| Q3 25 | 1.21× | 1.30× | ||
| Q2 25 | 1.26× | 2.87× | ||
| Q1 25 | 0.25× | 2.39× | ||
| Q4 24 | 1.49× | 0.80× | ||
| Q3 24 | 0.57× | — | ||
| Q2 24 | 0.93× | 6.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GIC
Segment breakdown not available.
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
