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PEGASYSTEMS INC（PEGA）与LiveRamp Holdings, Inc.（RAMP）财务数据对比。点击上方公司名可切换其他公司
PEGASYSTEMS INC的季度营收约是LiveRamp Holdings, Inc.的2.0倍（$430.0M vs $212.2M），LiveRamp Holdings, Inc.净利率更高（18.8% vs 7.6%，领先11.2%），LiveRamp Holdings, Inc.同比增速更快（8.6% vs -9.6%），过去两年LiveRamp Holdings, Inc.的营收复合增速更高（11.1% vs 10.7%）
Pegasystems Inc.（简称Pega）是1983年成立的全球软件企业，总部位于美国马萨诸塞州沃尔瑟姆，1996年于纳斯达克上市，股票代码PEGA。公司主打低代码平台，面向企业客户提供工作流自动化、生成式AI驱动决策等相关解决方案。
LiveRamp Holdings, Inc.是一家美国SaaS企业，核心业务为提供数据连接平台，服务涵盖数据导入、线下数据线上迁移等能力，助力企业开展营销相关的数据应用，为品牌及营销从业者的数字化运营提供技术支撑。
PEGA vs RAMP — 直观对比
营收规模更大
PEGA
是对方的2.0倍
$212.2M
营收增速更快
RAMP
高出18.2%
-9.6%
净利率更高
RAMP
高出11.2%
7.6%
两年增速更快
RAMP
近两年复合增速
10.7%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $430.0M | $212.2M |
| 净利润 | $32.8M | $39.9M |
| 毛利率 | 75.2% | 71.9% |
| 营业利润率 | 8.6% | 18.6% |
| 净利率 | 7.6% | 18.8% |
| 营收同比 | -9.6% | 8.6% |
| 净利润同比 | — | 255.7% |
| 每股收益（稀释后） | $0.18 | $0.62 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收PEGARAMP
| Q1 26 | $430.0M | — | ||
| Q4 25 | $504.3M | $212.2M | ||
| Q3 25 | $381.4M | $199.8M | ||
| Q2 25 | $384.5M | $194.8M | ||
| Q1 25 | $475.6M | $188.7M | ||
| Q4 24 | $490.8M | $195.4M | ||
| Q3 24 | $325.1M | $185.5M | ||
| Q2 24 | $351.2M | $176.0M |
净利润PEGARAMP
| Q1 26 | $32.8M | — | ||
| Q4 25 | $234.6M | $39.9M | ||
| Q3 25 | $43.4M | $27.4M | ||
| Q2 25 | $30.1M | $7.7M | ||
| Q1 25 | $85.4M | $-6.3M | ||
| Q4 24 | $119.1M | $11.2M | ||
| Q3 24 | $-14.4M | $1.7M | ||
| Q2 24 | $6.6M | $-7.5M |
毛利率PEGARAMP
| Q1 26 | 75.2% | — | ||
| Q4 25 | 79.5% | 71.9% | ||
| Q3 25 | 72.2% | 70.2% | ||
| Q2 25 | 71.5% | 70.1% | ||
| Q1 25 | 78.5% | 69.3% | ||
| Q4 24 | 79.1% | 71.9% | ||
| Q3 24 | 70.2% | 72.4% | ||
| Q2 24 | 72.4% | 70.6% |
营业利润率PEGARAMP
| Q1 26 | 8.6% | — | ||
| Q4 25 | 20.7% | 18.6% | ||
| Q3 25 | 3.8% | 10.7% | ||
| Q2 25 | 4.5% | 3.7% | ||
| Q1 25 | 26.7% | -6.1% | ||
| Q4 24 | 29.1% | 7.5% | ||
| Q3 24 | -3.6% | 4.0% | ||
| Q2 24 | 3.7% | -3.0% |
净利率PEGARAMP
| Q1 26 | 7.6% | — | ||
| Q4 25 | 46.5% | 18.8% | ||
| Q3 25 | 11.4% | 13.7% | ||
| Q2 25 | 7.8% | 4.0% | ||
| Q1 25 | 18.0% | -3.3% | ||
| Q4 24 | 24.3% | 5.7% | ||
| Q3 24 | -4.4% | 0.9% | ||
| Q2 24 | 1.9% | -4.3% |
每股收益（稀释后）PEGARAMP
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.81 | $0.62 | ||
| Q3 25 | $0.24 | $0.42 | ||
| Q2 25 | $0.17 | $0.12 | ||
| Q1 25 | $0.91 | $-0.10 | ||
| Q4 24 | $1.35 | $0.17 | ||
| Q3 24 | $-0.17 | $0.03 | ||
| Q2 24 | $0.07 | $-0.11 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $270.0M | $403.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $705.9M | $962.3M |
| 总资产 | $1.6B | $1.3B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PEGARAMP
| Q1 26 | $270.0M | — | ||
| Q4 25 | $425.8M | $403.4M | ||
| Q3 25 | $351.4M | $376.9M | ||
| Q2 25 | $411.6M | $371.1M | ||
| Q1 25 | $371.7M | $420.8M | ||
| Q4 24 | $740.0M | $384.3M | ||
| Q3 24 | $703.0M | $348.4M | ||
| Q2 24 | $665.1M | $342.7M |
股东权益PEGARAMP
| Q1 26 | $705.9M | — | ||
| Q4 25 | $787.4M | $962.3M | ||
| Q3 25 | $596.8M | $943.8M | ||
| Q2 25 | $624.5M | $947.8M | ||
| Q1 25 | $611.3M | $948.9M | ||
| Q4 24 | $585.5M | $957.7M | ||
| Q3 24 | $473.0M | $932.1M | ||
| Q2 24 | $435.4M | $951.9M |
总资产PEGARAMP
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.3B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.3B | $1.2B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.8B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | — | — |
| 自由现金流经营现金流 - 资本支出 | $206.5M | — |
| 自由现金流率自由现金流/营收 | 48.0% | — |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $494.9M | — |
8季度趋势，按日历期对齐
经营现金流PEGARAMP
| Q1 26 | — | — | ||
| Q4 25 | $158.4M | — | ||
| Q3 25 | $56.3M | $57.4M | ||
| Q2 25 | $86.3M | $-15.8M | ||
| Q1 25 | $204.2M | — | ||
| Q4 24 | $95.2M | $45.1M | ||
| Q3 24 | $30.5M | $55.6M | ||
| Q2 24 | $40.1M | $-9.3M |
自由现金流PEGARAMP
| Q1 26 | $206.5M | — | ||
| Q4 25 | $152.4M | — | ||
| Q3 25 | $51.8M | $56.8M | ||
| Q2 25 | $84.1M | $-16.2M | ||
| Q1 25 | $202.3M | — | ||
| Q4 24 | $92.4M | $44.8M | ||
| Q3 24 | $27.4M | $55.4M | ||
| Q2 24 | $38.8M | $-9.6M |
自由现金流率PEGARAMP
| Q1 26 | 48.0% | — | ||
| Q4 25 | 30.2% | — | ||
| Q3 25 | 13.6% | 28.4% | ||
| Q2 25 | 21.9% | -8.3% | ||
| Q1 25 | 42.5% | — | ||
| Q4 24 | 18.8% | 22.9% | ||
| Q3 24 | 8.4% | 29.8% | ||
| Q2 24 | 11.1% | -5.4% |
资本支出强度PEGARAMP
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 0.1% | ||
| Q3 25 | 1.2% | 0.3% | ||
| Q2 25 | 0.6% | 0.2% | ||
| Q1 25 | 0.4% | 0.2% | ||
| Q4 24 | 0.6% | 0.1% | ||
| Q3 24 | 0.9% | 0.1% | ||
| Q2 24 | 0.4% | 0.1% |
现金转化率PEGARAMP
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | — | ||
| Q3 25 | 1.30× | 2.09× | ||
| Q2 25 | 2.87× | -2.04× | ||
| Q1 25 | 2.39× | — | ||
| Q4 24 | 0.80× | 4.02× | ||
| Q3 24 | — | 32.10× | ||
| Q2 24 | 6.06× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
RAMP
暂无分部数据
