Bentley Systems Inc (BSY)vsUber Technologies Inc (UBER)
BSY
Bentley Systems Inc
$30.97
-0.10%
TECHNOLOGY · Cap: $9.92B
UBER
Uber Technologies Inc
$71.67
-1.23%
TECHNOLOGY · Cap: $146.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 3347% more annual revenue ($55.23B vs $1.60B). BSY leads profitability with a 18.1% profit margin vs 17.3%. BSY appears more attractively valued with a PEG of 1.30. UBER earns a higher WallStSmart Score of 64/100 (C+).
BSY
Buy64
out of 100
Grade: C+
UBER
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.4%
Fair Value
$43.71
Current Price
$30.97
$12.74 discount
Margin of Safety
+0.4%
Fair Value
$71.93
Current Price
$71.67
$0.26 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 23 in profit
Strong operational efficiency at 25.0%
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
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 18.1% and operating margin at 25.0%. Revenue growth of 12.8% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : BSY
The primary concerns for BSY are P/E Ratio, Debt/Equity, Altman Z-Score.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
BSY is growing revenue faster at 12.8% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BSY scores higher overall (64/100 vs 64/100), backed by strong 18.1% margins and 12.8% 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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