Bentley Systems Inc (BSY)vsUber Technologies Inc (UBER)
BSY
Bentley Systems Inc
$35.09
-5.52%
TECHNOLOGY · Cap: $11.27B
UBER
Uber Technologies Inc
$73.08
+1.02%
TECHNOLOGY · Cap: $150.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 3364% more annual revenue ($52.02B vs $1.50B). UBER leads profitability with a 19.3% profit margin vs 18.5%. BSY appears more attractively valued with a PEG of 1.80. BSY earns a higher WallStSmart Score of 62/100 (C+).
BSY
Buy62
out of 100
Grade: C+
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.9%
Fair Value
$28.76
Current Price
$35.09
$6.33 premium
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$73.08
$40.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 25 in profit
Strong operational efficiency at 20.7%
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 9.2x book value
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BSY
The strongest argument for BSY centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.5% and operating margin at 20.7%. Revenue growth of 11.9% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : BSY
The primary concerns for BSY are PEG Ratio, Price/Book, P/E Ratio. A P/E of 43.7x leaves little room for execution misses.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
BSY profiles as a mature stock while UBER is a growth play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.22 — expect wider price swings.
UBER is growing revenue faster at 20.1% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
BSY scores higher overall (62/100 vs 56/100), backed by strong 18.5% margins and 11.9% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bentley Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Bentley Systems, Incorporated, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Exton, Pennsylvania.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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