WallStSmart

Pegasystems Inc (PEGA)vsShopify Inc (SHOP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shopify Inc generates 562% more annual revenue ($11.56B vs $1.75B). PEGA leads profitability with a 22.5% profit margin vs 10.6%. SHOP appears more attractively valued with a PEG of 9.56. PEGA earns a higher WallStSmart Score of 61/100 (C+).

PEGA

Buy

61

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 7.3Quality: 7.0
Piotroski: 5/9Altman Z: 2.77

SHOP

Hold

48

out of 100

Grade: D+

Growth: 7.3Profit: 7.0Value: 2.0Quality: 8.5
Piotroski: 3/9Altman Z: 4.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PEGAUndervalued (+62.0%)

Margin of Safety

+62.0%

Fair Value

$99.68

Current Price

$41.49

$58.19 discount

UndervaluedFair: $99.68Overvalued
SHOPSignificantly Overvalued (-1729.9%)

Margin of Safety

-1729.9%

Fair Value

$6.39

Current Price

$118.42

$112.03 premium

UndervaluedFair: $6.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PEGA5 strengths · Avg: 9.4/10
Return on EquityProfitability
57.3%10/10

Every $100 of equity generates 57 in profit

EPS GrowthGrowth
104.3%10/10

Earnings expanding 104.3% YoY

Debt/EquityHealth
0.1010/10

Conservative balance sheet, low leverage

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

Operating MarginProfitability
24.9%8/10

Strong operational efficiency at 24.9%

SHOP5 strengths · Avg: 9.4/10
Revenue GrowthGrowth
30.6%10/10

Revenue surging 30.6% year-over-year

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.7310/10

Safe zone — low bankruptcy risk

Market CapQuality
$151.59B9/10

Large-cap with strong market position

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

PEGA3 concerns · Avg: 3.3/10
Price/BookValuation
9.0x4/10

Trading at 9.0x book value

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

PEG RatioValuation
15.212/10

Expensive relative to growth rate

SHOP4 concerns · Avg: 2.8/10
Price/BookValuation
11.5x4/10

Trading at 11.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
9.562/10

Expensive relative to growth rate

P/E RatioValuation
123.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : PEGA

The strongest argument for PEGA centers on Return on Equity, EPS Growth, Debt/Equity. Profitability is solid with margins at 22.5% and operating margin at 24.9%.

Bull Case : SHOP

The strongest argument for SHOP centers on Revenue Growth, Debt/Equity, Altman Z-Score. Revenue growth of 30.6% demonstrates continued momentum.

Bear Case : PEGA

The primary concerns for PEGA are Price/Book, Revenue Growth, PEG Ratio.

Bear Case : SHOP

The primary concerns for SHOP are Price/Book, Piotroski F-Score, PEG Ratio. A P/E of 123.6x leaves little room for execution misses.

Key Dynamics to Monitor

PEGA profiles as a value stock while SHOP is a growth play — different risk/reward profiles.

SHOP carries more volatility with a beta of 2.90 — expect wider price swings.

SHOP is growing revenue faster at 30.6% — sustainability is the question.

SHOP generates stronger free cash flow (715M), providing more financial flexibility.

Bottom Line

PEGA scores higher overall (61/100 vs 48/100), backed by strong 22.5% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Pegasystems Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Pegasystems Inc. develops, markets, licenses, hosts and supports business software applications in the United States, the rest of the Americas, the United Kingdom, the rest of Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Cambridge, Massachusetts.

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Shopify Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Shopify Inc., a commerce company, offers a commerce and service platform in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company is headquartered in Ottawa, Canada.

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