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Side-by-side financial comparison of PEGASYSTEMS INC (PEGA) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
RBC Bearings INC is the larger business by last-quarter revenue ($461.6M vs $430.0M, roughly 1.1× PEGASYSTEMS INC). RBC Bearings INC runs the higher net margin — 14.6% vs 7.6%, a 7.0% gap on every dollar of revenue. On growth, RBC Bearings INC posted the faster year-over-year revenue change (17.0% vs -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $99.1M). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% CAGR vs 5.6%).
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.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
PEGA vs RBC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $430.0M | $461.6M |
| Net Profit | $32.8M | $67.4M |
| Gross Margin | 75.2% | 44.3% |
| Operating Margin | 8.6% | 22.3% |
| Net Margin | 7.6% | 14.6% |
| Revenue YoY | -9.6% | 17.0% |
| Net Profit YoY | — | 16.4% |
| EPS (diluted) | $0.18 | $2.13 |
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 | $504.3M | $461.6M | ||
| Q3 25 | $381.4M | $455.3M | ||
| Q2 25 | $384.5M | $436.0M | ||
| Q1 25 | $475.6M | $437.7M | ||
| Q4 24 | $490.8M | $394.4M | ||
| Q3 24 | $325.1M | $397.9M | ||
| Q2 24 | $351.2M | $406.3M |
| Q1 26 | $32.8M | — | ||
| Q4 25 | $234.6M | $67.4M | ||
| Q3 25 | $43.4M | $60.0M | ||
| Q2 25 | $30.1M | $68.5M | ||
| Q1 25 | $85.4M | $72.7M | ||
| Q4 24 | $119.1M | $57.9M | ||
| Q3 24 | $-14.4M | $54.2M | ||
| Q2 24 | $6.6M | $61.4M |
| Q1 26 | 75.2% | — | ||
| Q4 25 | 79.5% | 44.3% | ||
| Q3 25 | 72.2% | 44.1% | ||
| Q2 25 | 71.5% | 44.8% | ||
| Q1 25 | 78.5% | 44.2% | ||
| Q4 24 | 79.1% | 44.3% | ||
| Q3 24 | 70.2% | 43.7% | ||
| Q2 24 | 72.4% | 45.3% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 20.7% | 22.3% | ||
| Q3 25 | 3.8% | 21.5% | ||
| Q2 25 | 4.5% | 23.2% | ||
| Q1 25 | 26.7% | 23.0% | ||
| Q4 24 | 29.1% | 21.7% | ||
| Q3 24 | -3.6% | 21.6% | ||
| Q2 24 | 3.7% | 24.0% |
| Q1 26 | 7.6% | — | ||
| Q4 25 | 46.5% | 14.6% | ||
| Q3 25 | 11.4% | 13.2% | ||
| Q2 25 | 7.8% | 15.7% | ||
| Q1 25 | 18.0% | 16.6% | ||
| Q4 24 | 24.3% | 14.7% | ||
| Q3 24 | -4.4% | 13.6% | ||
| Q2 24 | 1.9% | 15.1% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.81 | $2.13 | ||
| Q3 25 | $0.24 | $1.90 | ||
| Q2 25 | $0.17 | $2.17 | ||
| Q1 25 | $0.91 | $2.33 | ||
| Q4 24 | $1.35 | $1.82 | ||
| Q3 24 | $-0.17 | $1.65 | ||
| Q2 24 | $0.07 | $1.90 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $270.0M | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $705.9M | $3.3B |
| Total Assets | $1.6B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $270.0M | — | ||
| Q4 25 | $425.8M | $107.6M | ||
| Q3 25 | $351.4M | $91.2M | ||
| Q2 25 | $411.6M | $132.9M | ||
| Q1 25 | $371.7M | $36.8M | ||
| Q4 24 | $740.0M | — | ||
| Q3 24 | $703.0M | — | ||
| Q2 24 | $665.1M | $76.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $705.9M | — | ||
| Q4 25 | $787.4M | $3.3B | ||
| Q3 25 | $596.8M | $3.2B | ||
| Q2 25 | $624.5M | $3.1B | ||
| Q1 25 | $611.3M | $3.0B | ||
| Q4 24 | $585.5M | $2.9B | ||
| Q3 24 | $473.0M | $2.9B | ||
| Q2 24 | $435.4M | $2.8B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $5.1B | ||
| Q3 25 | $1.3B | $5.1B | ||
| Q2 25 | $1.3B | $4.8B | ||
| Q1 25 | $1.3B | $4.7B | ||
| Q4 24 | $1.8B | $4.7B | ||
| Q3 24 | $1.6B | $4.7B | ||
| Q2 24 | $1.5B | $4.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $122.1M |
| Free Cash FlowOCF − Capex | $206.5M | $99.1M |
| FCF MarginFCF / Revenue | 48.0% | 21.5% |
| Capex IntensityCapex / Revenue | — | 5.0% |
| Cash ConversionOCF / Net Profit | — | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $494.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $158.4M | $122.1M | ||
| Q3 25 | $56.3M | $88.4M | ||
| Q2 25 | $86.3M | $120.0M | ||
| Q1 25 | $204.2M | — | ||
| Q4 24 | $95.2M | $84.0M | ||
| Q3 24 | $30.5M | — | ||
| Q2 24 | $40.1M | $97.4M |
| Q1 26 | $206.5M | — | ||
| Q4 25 | $152.4M | $99.1M | ||
| Q3 25 | $51.8M | $71.7M | ||
| Q2 25 | $84.1M | $104.3M | ||
| Q1 25 | $202.3M | — | ||
| Q4 24 | $92.4M | $73.6M | ||
| Q3 24 | $27.4M | — | ||
| Q2 24 | $38.8M | $88.4M |
| Q1 26 | 48.0% | — | ||
| Q4 25 | 30.2% | 21.5% | ||
| Q3 25 | 13.6% | 15.7% | ||
| Q2 25 | 21.9% | 23.9% | ||
| Q1 25 | 42.5% | — | ||
| Q4 24 | 18.8% | 18.7% | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 11.1% | 21.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 5.0% | ||
| Q3 25 | 1.2% | 3.7% | ||
| Q2 25 | 0.6% | 3.6% | ||
| Q1 25 | 0.4% | 3.2% | ||
| Q4 24 | 0.6% | 2.6% | ||
| Q3 24 | 0.9% | 4.1% | ||
| Q2 24 | 0.4% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 1.81× | ||
| Q3 25 | 1.30× | 1.47× | ||
| Q2 25 | 2.87× | 1.75× | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 0.80× | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | 6.06× | 1.59× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
