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Side-by-side financial comparison of PEGASYSTEMS INC (PEGA) and Rithm Capital Corp. (RITM). Click either name above to swap in a different company.
Rithm Capital Corp. is the larger business by last-quarter revenue ($828.2M vs $430.0M, roughly 1.9× PEGASYSTEMS INC). Rithm Capital Corp. runs the higher net margin — 13.2% vs 7.6%, a 5.6% gap on every dollar of revenue. On growth, PEGASYSTEMS INC posted the faster year-over-year revenue change (-9.6% vs -40.0%). Over the past eight quarters, PEGASYSTEMS INC's revenue compounded faster (10.7% CAGR vs -17.9%).
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.
Rithm Capital Corp. (Rithm) is an American investment management company headquartered in New York that focuses on real estate and alternative investments.
PEGA vs RITM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $430.0M | $828.2M |
| Net Profit | $32.8M | $109.5M |
| Gross Margin | 75.2% | — |
| Operating Margin | 8.6% | — |
| Net Margin | 7.6% | 13.2% |
| Revenue YoY | -9.6% | -40.0% |
| Net Profit YoY | -61.6% | 20.9% |
| EPS (diluted) | $0.18 | $0.12 |
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 | $828.2M | ||
| Q4 25 | $504.3M | $1.5B | ||
| Q3 25 | $381.4M | $1.1B | ||
| Q2 25 | $384.5M | $1.2B | ||
| Q1 25 | $475.6M | $768.4M | ||
| Q4 24 | $490.8M | $2.1B | ||
| Q3 24 | $325.1M | $619.5M | ||
| Q2 24 | $351.2M | $1.2B |
| Q1 26 | $32.8M | $109.5M | ||
| Q4 25 | $234.6M | $85.0M | ||
| Q3 25 | $43.4M | $221.5M | ||
| Q2 25 | $30.1M | $311.7M | ||
| Q1 25 | $85.4M | $78.8M | ||
| Q4 24 | $119.1M | $290.2M | ||
| Q3 24 | $-14.4M | $121.7M | ||
| Q2 24 | $6.6M | $235.6M |
| Q1 26 | 75.2% | — | ||
| Q4 25 | 79.5% | — | ||
| Q3 25 | 72.2% | — | ||
| Q2 25 | 71.5% | — | ||
| Q1 25 | 78.5% | — | ||
| Q4 24 | 79.1% | — | ||
| Q3 24 | 70.2% | — | ||
| Q2 24 | 72.4% | — |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 20.7% | 13.8% | ||
| Q3 25 | 3.8% | 21.4% | ||
| Q2 25 | 4.5% | 25.2% | ||
| Q1 25 | 26.7% | 7.4% | ||
| Q4 24 | 29.1% | 23.8% | ||
| Q3 24 | -3.6% | 7.3% | ||
| Q2 24 | 3.7% | 23.6% |
| Q1 26 | 7.6% | 13.2% | ||
| Q4 25 | 46.5% | 5.7% | ||
| Q3 25 | 11.4% | 20.0% | ||
| Q2 25 | 7.8% | 25.6% | ||
| Q1 25 | 18.0% | 10.3% | ||
| Q4 24 | 24.3% | 14.0% | ||
| Q3 24 | -4.4% | 19.7% | ||
| Q2 24 | 1.9% | 19.2% |
| Q1 26 | $0.18 | $0.12 | ||
| Q4 25 | $0.81 | $0.09 | ||
| Q3 25 | $0.24 | $0.35 | ||
| Q2 25 | $0.17 | $0.53 | ||
| Q1 25 | $0.91 | $0.07 | ||
| Q4 24 | $1.35 | $0.50 | ||
| Q3 24 | $-0.17 | $0.20 | ||
| Q2 24 | $0.07 | $0.43 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $705.9M | $9.1B |
| Total Assets | $1.6B | $53.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $270.0M | — | ||
| Q4 25 | $425.8M | $1.8B | ||
| Q3 25 | $351.4M | $1.6B | ||
| Q2 25 | $411.6M | $1.6B | ||
| Q1 25 | $371.7M | $1.5B | ||
| Q4 24 | $740.0M | $1.5B | ||
| Q3 24 | $703.0M | $1.6B | ||
| Q2 24 | $665.1M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
| Q1 26 | $705.9M | $9.1B | ||
| Q4 25 | $787.4M | $8.4B | ||
| Q3 25 | $596.8M | $8.5B | ||
| Q2 25 | $624.5M | $7.9B | ||
| Q1 25 | $611.3M | $7.8B | ||
| Q4 24 | $585.5M | $7.8B | ||
| Q3 24 | $473.0M | $7.7B | ||
| Q2 24 | $435.4M | $7.3B |
| Q1 26 | $1.6B | $53.4B | ||
| Q4 25 | $1.6B | $53.1B | ||
| Q3 25 | $1.3B | $47.2B | ||
| Q2 25 | $1.3B | $44.3B | ||
| Q1 25 | $1.3B | $45.3B | ||
| Q4 24 | $1.8B | $46.0B | ||
| Q3 24 | $1.6B | $42.3B | ||
| Q2 24 | $1.5B | $42.0B |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
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 | — | — |
| Free Cash FlowOCF − Capex | $206.5M | — |
| FCF MarginFCF / Revenue | 48.0% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $494.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $158.4M | $-114.6M | ||
| Q3 25 | $56.3M | $-2.0B | ||
| Q2 25 | $86.3M | $-557.1M | ||
| Q1 25 | $204.2M | $1.4B | ||
| Q4 24 | $95.2M | $-1.8B | ||
| Q3 24 | $30.5M | $768.1M | ||
| Q2 24 | $40.1M | $-55.7M |
| Q1 26 | $206.5M | — | ||
| Q4 25 | $152.4M | — | ||
| Q3 25 | $51.8M | — | ||
| Q2 25 | $84.1M | — | ||
| Q1 25 | $202.3M | — | ||
| Q4 24 | $92.4M | — | ||
| Q3 24 | $27.4M | — | ||
| Q2 24 | $38.8M | — |
| Q1 26 | 48.0% | — | ||
| Q4 25 | 30.2% | — | ||
| Q3 25 | 13.6% | — | ||
| Q2 25 | 21.9% | — | ||
| Q1 25 | 42.5% | — | ||
| Q4 24 | 18.8% | — | ||
| Q3 24 | 8.4% | — | ||
| Q2 24 | 11.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | — | ||
| Q3 25 | 1.2% | — | ||
| Q2 25 | 0.6% | — | ||
| Q1 25 | 0.4% | — | ||
| Q4 24 | 0.6% | — | ||
| Q3 24 | 0.9% | — | ||
| Q2 24 | 0.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | -1.35× | ||
| Q3 25 | 1.30× | -9.22× | ||
| Q2 25 | 2.87× | -1.79× | ||
| Q1 25 | 2.39× | 18.03× | ||
| Q4 24 | 0.80× | -6.04× | ||
| Q3 24 | — | 6.31× | ||
| Q2 24 | 6.06× | -0.24× |
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% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
