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PEGASYSTEMS INC（PEGA）与SHOE CARNIVAL INC（SCVL）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SHOE CARNIVAL INC的1.4倍（$430.0M vs $297.2M），PEGASYSTEMS INC净利率更高（7.6% vs 4.9%，领先2.7%），SHOE CARNIVAL INC同比增速更快（-3.2% vs -9.6%），PEGASYSTEMS INC自由现金流更多（$206.5M vs $19.7M），过去两年PEGASYSTEMS INC的营收复合增速更高（10.7% vs 3.0%）
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。
Shoe Carnival Inc是一家美国家庭鞋类零售商，目前在美国中西部、南部、东南部地区以及波多黎各共开设了429家门店。该公司由大卫·拉塞尔于1978年创立，截至2025年，其总部位于南卡罗来纳州福特米尔。
PEGA vs SCVL — 直观对比
营收规模更大
PEGA
是对方的1.4倍
$297.2M
营收增速更快
SCVL
高出6.4%
-9.6%
净利率更高
PEGA
高出2.7%
4.9%
自由现金流更多
PEGA
多$186.8M
$19.7M
两年增速更快
PEGA
近两年复合增速
3.0%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $430.0M | $297.2M |
| 净利润 | $32.8M | $14.6M |
| 毛利率 | 75.2% | 37.6% |
| 营业利润率 | 8.6% | 6.3% |
| 净利率 | 7.6% | 4.9% |
| 营收同比 | -9.6% | -3.2% |
| 净利润同比 | — | -23.9% |
| 每股收益（稀释后） | $0.18 | $0.53 |
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PEGASCVL
| Q1 26 | $430.0M | — | ||
| Q4 25 | $504.3M | $297.2M | ||
| Q3 25 | $381.4M | $306.4M | ||
| Q2 25 | $384.5M | $277.7M | ||
| Q1 25 | $475.6M | $262.9M | ||
| Q4 24 | $490.8M | $306.9M | ||
| Q3 24 | $325.1M | $332.7M | ||
| Q2 24 | $351.2M | $300.4M |
净利润PEGASCVL
| Q1 26 | $32.8M | — | ||
| Q4 25 | $234.6M | $14.6M | ||
| Q3 25 | $43.4M | $19.2M | ||
| Q2 25 | $30.1M | $9.3M | ||
| Q1 25 | $85.4M | $14.7M | ||
| Q4 24 | $119.1M | $19.2M | ||
| Q3 24 | $-14.4M | $22.6M | ||
| Q2 24 | $6.6M | $17.3M |
毛利率PEGASCVL
| Q1 26 | 75.2% | — | ||
| Q4 25 | 79.5% | 37.6% | ||
| Q3 25 | 72.2% | 38.8% | ||
| Q2 25 | 71.5% | 34.5% | ||
| Q1 25 | 78.5% | 34.9% | ||
| Q4 24 | 79.1% | 36.0% | ||
| Q3 24 | 70.2% | 36.1% | ||
| Q2 24 | 72.4% | 35.6% |
营业利润率PEGASCVL
| Q1 26 | 8.6% | — | ||
| Q4 25 | 20.7% | 6.3% | ||
| Q3 25 | 3.8% | 8.2% | ||
| Q2 25 | 4.5% | 4.3% | ||
| Q1 25 | 26.7% | 5.3% | ||
| Q4 24 | 29.1% | 8.0% | ||
| Q3 24 | -3.6% | 9.0% | ||
| Q2 24 | 3.7% | 7.5% |
净利率PEGASCVL
| Q1 26 | 7.6% | — | ||
| Q4 25 | 46.5% | 4.9% | ||
| Q3 25 | 11.4% | 6.3% | ||
| Q2 25 | 7.8% | 3.4% | ||
| Q1 25 | 18.0% | 5.6% | ||
| Q4 24 | 24.3% | 6.3% | ||
| Q3 24 | -4.4% | 6.8% | ||
| Q2 24 | 1.9% | 5.8% |
每股收益（稀释后）PEGASCVL
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.81 | $0.53 | ||
| Q3 25 | $0.24 | $0.70 | ||
| Q2 25 | $0.17 | $0.34 | ||
| Q1 25 | $0.91 | $0.53 | ||
| Q4 24 | $1.35 | $0.70 | ||
| Q3 24 | $-0.17 | $0.82 | ||
| Q2 24 | $0.07 | $0.63 |
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 | $107.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $705.9M | $683.2M |
| 总资产 | $1.6B | $1.2B |
| 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PEGASCVL
| Q1 26 | $270.0M | — | ||
| Q4 25 | $425.8M | $107.7M | ||
| Q3 25 | $351.4M | $91.9M | ||
| Q2 25 | $411.6M | $93.0M | ||
| Q1 25 | $371.7M | $123.1M | ||
| Q4 24 | $740.0M | $91.1M | ||
| Q3 24 | $703.0M | $84.5M | ||
| Q2 24 | $665.1M | $69.5M |
股东权益PEGASCVL
| Q1 26 | $705.9M | — | ||
| Q4 25 | $787.4M | $683.2M | ||
| Q3 25 | $596.8M | $670.7M | ||
| Q2 25 | $624.5M | $653.6M | ||
| Q1 25 | $611.3M | $649.0M | ||
| Q4 24 | $585.5M | $635.7M | ||
| Q3 24 | $473.0M | $618.5M | ||
| Q2 24 | $435.4M | $597.8M |
总资产PEGASCVL
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $1.2B | ||
| Q3 25 | $1.3B | $1.2B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.8B | $1.1B | ||
| Q3 24 | $1.6B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
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 | — | $33.6M |
| 自由现金流经营现金流 - 资本支出 | $206.5M | $19.7M |
| 自由现金流率自由现金流/营收 | 48.0% | 6.6% |
| 资本支出强度资本支出/营收 | — | 4.7% |
| 现金转化率经营现金流/净利润 | — | 2.30× |
| 过去12个月自由现金流最近4个季度 | $494.9M | $35.1M |
8季度趋势，按日历期对齐
经营现金流PEGASCVL
| Q1 26 | — | — | ||
| Q4 25 | $158.4M | $33.6M | ||
| Q3 25 | $56.3M | $13.3M | ||
| Q2 25 | $86.3M | $-9.6M | ||
| Q1 25 | $204.2M | $44.5M | ||
| Q4 24 | $95.2M | $17.3M | ||
| Q3 24 | $30.5M | $23.7M | ||
| Q2 24 | $40.1M | $17.1M |
自由现金流PEGASCVL
| Q1 26 | $206.5M | — | ||
| Q4 25 | $152.4M | $19.7M | ||
| Q3 25 | $51.8M | $2.2M | ||
| Q2 25 | $84.1M | $-23.0M | ||
| Q1 25 | $202.3M | $36.2M | ||
| Q4 24 | $92.4M | $8.3M | ||
| Q3 24 | $27.4M | $18.2M | ||
| Q2 24 | $38.8M | $6.9M |
自由现金流率PEGASCVL
| Q1 26 | 48.0% | — | ||
| Q4 25 | 30.2% | 6.6% | ||
| Q3 25 | 13.6% | 0.7% | ||
| Q2 25 | 21.9% | -8.3% | ||
| Q1 25 | 42.5% | 13.8% | ||
| Q4 24 | 18.8% | 2.7% | ||
| Q3 24 | 8.4% | 5.5% | ||
| Q2 24 | 11.1% | 2.3% |
资本支出强度PEGASCVL
| Q1 26 | — | — | ||
| Q4 25 | 1.2% | 4.7% | ||
| Q3 25 | 1.2% | 3.6% | ||
| Q2 25 | 0.6% | 4.8% | ||
| Q1 25 | 0.4% | 3.2% | ||
| Q4 24 | 0.6% | 3.0% | ||
| Q3 24 | 0.9% | 1.7% | ||
| Q2 24 | 0.4% | 3.4% |
现金转化率PEGASCVL
| Q1 26 | — | — | ||
| Q4 25 | 0.68× | 2.30× | ||
| Q3 25 | 1.30× | 0.69× | ||
| Q2 25 | 2.87× | -1.03× | ||
| Q1 25 | 2.39× | 3.04× | ||
| Q4 24 | 0.80× | 0.90× | ||
| Q3 24 | — | 1.05× | ||
| Q2 24 | 6.06× | 0.99× |
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% |
SCVL
暂无分部数据
