Pegasystems (PEGA) ROIC: History & Chart

Name: Pegasystems Inc. (PEGA) Return on Invested Capital (ROIC) — historical time series
Creator: TGMCharts

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Pegasystems Inc.(PEGA)

Software - Application · Waltham, MA

$34.22-0.31 (-0.90%)

Delayed quote: Oct 6, 2026, 3:40 PM EDT

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About Pegasystems Inc.

Pegasystems Inc., founded in 1983 and headquartered in Cambridge, Massachusetts, is a global provider of enterprise software solutions. The company's operations span the United States, the wider Americas, the United Kingdom, other European nations, the Middle East, Africa, and the Asia-Pacific region, encompassing development, marketing, licensing, hosting, and support services. Their product portfolio includes the Pega Platform, designed for application development, and Pega Infinity, an integrated software suite that merges customer engagement capabilities with digital process automation. Pegasystems also offers specialized customer engagement applications such as the Pega Customer Decision Hub, which helps businesses enhance customer acquisition and overall experience across various digital and traditional channels. Other key applications include Pega Sales Automation, which streamlines sales workflows, and Pega Customer Service, engineered to anticipate client needs, facilitate connections between customers and company resources, automate service interactions, and ultimately improve both the customer experience and employee productivity. Further expanding its offerings, Pegasystems provides intelligent automation software and Pega Cloud, an internet-based infrastructure enabling clients to develop, test, and deploy applications, including the Pega Platform itself. Complementing its software, the company offers Pega Academy for comprehensive training (both in-person and online) to its staff, customers, and partners, alongside extensive guidance, implementation, and technical support services. Pegasystems primarily serves a broad spectrum of industries, including financial services, life sciences, healthcare, communications, media, government, insurance, manufacturing, high-tech, and consumer services, leveraging both a direct sales force and strategic partnerships with technology providers and application developers.

Waltham, MA

5,598 employees

www.pega.com

Technology / Software - Application

Sector: Technology
Industry: Software - Application
CEO: Alan Trefler

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PEGA Return on Invested Capital (ROIC) Metrics

RETURN ON INVESTED CAPITAL (ROIC)

25.97%

RETURN ON INVESTED CAPITAL (ROIC) AVG TTM

28.38%

RETURN ON INVESTED CAPITAL (ROIC) AVG 3Y

14.72%

RETURN ON INVESTED CAPITAL (ROIC) AVG 5Y

4.24%

RETURN ON INVESTED CAPITAL (ROIC) AVG 10Y

1.55%

RETURN ON INVESTED CAPITAL (ROIC) AVG 15Y

3.71%

RETURN ON INVESTED CAPITAL (ROIC) AVG 20Y

3.15%

CURRENT VS TTM AVG

-8.50%

CURRENT VS 3Y AVG

+76.38%

CURRENT VS 5Y AVG

+511.97%

CURRENT VS 10Y AVG

+1579.31%

CURRENT VS 15Y AVG

+600.38%

CURRENT VS 20Y AVG

+723.90%

SECTOR MEDIAN · TECHNOLOGY

0.43%

median of 609 covered companies

CURRENT VS SECTOR MEDIAN

+5938.59%

vs the sector median at left

NAME	MARKET CAP	RETURN ON INVESTED CAPITAL (ROIC)	TTM	3Y	5Y
Pegasystems Inc. (PEGA)	$5.63B	25.97%	28.38%	14.72%	4.24%
Varonis Systems, Inc. (VRNS)vs ›	$5.65B	-14.43%	-10.90%	-13.17%	-14.29%
EPAM Systems, Inc. (EPAM)vs ›	$5.66B	11.07%	10.30%	11.40%	12.97%
Genpact Limited (G)vs ›	$5.66B	13.89%	12.81%	13.02%	11.70%
Impinj, Inc. (PI)vs ›	$5.66B	-1.34%	-0.86%	-5.32%	-10.02%
Open Text Corporation (OTEX)vs ›	$5.46B	7.71%	8.10%	6.30%	6.05%
D-Wave Quantum Inc. (QBTS)vs ›	$5.81B	-15.08%	-28.31%	-168.37%	-160.25%
ExlService Holdings, Inc. (EXLS)vs ›	$5.36B	17.97%	16.55%	15.48%	13.62%
Core Scientific, Inc. (CORZ)vs ›	$5.36B	-5.89%	-7.82%	-83.52%	-55.34%
Novanta Inc. (NOVT)vs ›	$5.33B	4.30%	6.37%	7.38%	6.93%

NAME

MARKET CAP

RETURN ON INVESTED CAPITAL (ROIC)

TTM

Pegasystems Inc. (PEGA)

$5.63B

25.97%

28.38%

14.72%

4.24%

Varonis Systems, Inc. (VRNS)vs ›

$5.65B

-14.43%

-10.90%

-13.17%

-14.29%

EPAM Systems, Inc. (EPAM)vs ›

$5.66B

11.07%

10.30%

11.40%

12.97%

Genpact Limited (G)vs ›

$5.66B

13.89%

12.81%

13.02%

11.70%

Impinj, Inc. (PI)vs ›

$5.66B

-1.34%

-0.86%

-5.32%

-10.02%

Open Text Corporation (OTEX)vs ›

$5.46B

7.71%

8.10%

6.30%

6.05%

D-Wave Quantum Inc. (QBTS)vs ›

$5.81B

-15.08%

-28.31%

-168.37%

-160.25%

ExlService Holdings, Inc. (EXLS)vs ›

$5.36B

17.97%

16.55%

15.48%

13.62%

Core Scientific, Inc. (CORZ)vs ›

$5.36B

-5.89%

-7.82%

-83.52%

-55.34%

Novanta Inc. (NOVT)vs ›

$5.33B

4.30%

6.37%

7.38%

6.93%

Return on Invested Capital (ROIC) Formula & Definition

ROIC = NOPAT / Invested Capital, where NOPAT = Operating Income × (1 − effective tax rate) and Invested Capital = Total Assets − (Current Liabilities − Short-Term Debt)

Return on invested capital measures the after-tax operating return a company earns on the capital invested in the business. TGMCharts computes it from reported statements: trailing-twelve-month operating income after tax, over invested capital at the latest balance sheet — total assets less the non-interest-bearing current liabilities (payables, accruals, deferred revenue) that fund them; short-term debt stays in the capital base. The tax rate is the period's own effective rate (income tax ÷ pretax income), capped at 45%; when pretax income is zero or negative, or the tax line is a net benefit, no tax is deducted — the operating figure is shown untaxed rather than adjusted by an assumed rate. Not shown for banks, insurers or funds.

Return on Invested Capital (ROIC) FAQ

What is the return on invested capital (ROIC) for Pegasystems Inc. (PEGA)?

The return on invested capital (ROIC) for PEGA stock is 25.97%.

Is Pegasystems Inc.'s return on invested capital (ROIC) high or low?

The return on invested capital (ROIC) of 25.97% is 512% above its 5-year average of 4.24%, near the high end of its 5-year range (-23.37%–36.57%).

What is the TTM average return on invested capital (ROIC) for Pegasystems Inc. (PEGA)?

The TTM average return on invested capital (ROIC) for PEGA stock is 28.38%.

What is the 3Y average return on invested capital (ROIC) for Pegasystems Inc. (PEGA)?

The 3Y average return on invested capital (ROIC) for PEGA stock is 14.72%.

What is the 5Y average return on invested capital (ROIC) for Pegasystems Inc. (PEGA)?

The 5Y average return on invested capital (ROIC) for PEGA stock is 4.24%.

What is the 10Y average return on invested capital (ROIC) for Pegasystems Inc. (PEGA)?

The 10Y average return on invested capital (ROIC) for PEGA stock is 1.55%.

What is the 15Y average return on invested capital (ROIC) for Pegasystems Inc. (PEGA)?

The 15Y average return on invested capital (ROIC) for PEGA stock is 3.71%.

What is the 20Y average return on invested capital (ROIC) for Pegasystems Inc. (PEGA)?

The 20Y average return on invested capital (ROIC) for PEGA stock is 3.15%.

DATE	RETURN ON INVESTED CAPITAL (ROIC)
2026-06-30	25.97%
2026-03-31	21.45%
2025-12-31	29.43%
2025-09-30	36.57%
2025-06-30	28.47%
2025-03-31	26.35%
2024-12-31	7.49%
2024-09-30	11.04%
2024-06-30	11.53%
2024-03-31	6.83%
2023-12-31	6.16%
2023-09-30	-5.35%
2023-06-30	-14.56%
2023-03-31	-18.62%
2022-12-31	-13.36%
2022-09-30	-23.37%
2022-06-30	-19.92%
2022-03-31	-7.04%
2021-12-31	-8.55%
2021-09-30	-5.87%
2021-06-30	-5.54%
2021-03-31	-10.33%
2020-12-31	-12.54%
2020-09-30	-12.32%
2020-06-30	-10.90%
2020-03-31	-11.03%
2019-12-31	-22.23%
2019-09-30	-19.74%
2019-06-30	-14.01%
2019-03-31	-9.02%
2018-12-31	-2.62%
2018-09-30	-1.84%
2018-06-30	0.35%
2018-03-31	2.29%
2017-12-31	16.22%
2017-09-30	16.69%
2017-06-30	18.70%
2017-03-31	17.95%
2016-12-31	6.89%
2016-09-30	10.32%
2016-06-30	11.46%
2016-03-31	11.38%
2015-12-31	10.77%
2015-09-30	10.76%
2015-06-30	9.93%
2015-03-31	9.39%
2014-12-31	9.97%
2014-09-30	9.01%
2014-06-30	10.38%
2014-03-31	11.30%
2013-12-31	11.32%
2013-09-30	14.41%
2013-06-30	11.77%
2013-03-31	9.71%
2012-12-31	7.81%
2012-09-30	1.59%
2012-06-30	2.02%
2012-03-31	4.16%
2011-12-31	4.10%
2011-09-30	1.22%
2011-06-30	1.76%
2011-03-31	-2.46%
2010-12-31	-1.16%
2010-09-30	2.93%
2010-06-30	4.47%
2010-03-31	11.76%
2009-12-31	13.41%
2009-09-30	12.62%
2009-06-30	11.91%
2009-03-31	9.30%
2008-12-31	5.60%
2008-09-30	3.33%
2008-06-30	2.93%
2008-03-31	1.62%
2007-12-31	0.72%
2007-09-30	1.08%
2007-06-30	-1.22%
2007-03-31	-2.56%
2006-12-31	-4.17%
2006-09-30	-5.03%
2006-06-30	-2.55%
2006-03-31	-0.82%
2005-12-31	0.42%
2005-09-30	1.13%
2005-06-30	0.31%
2005-03-31	1.38%
2004-12-31	2.32%
2004-09-30	2.19%
2004-06-30	3.94%
2004-03-31	4.76%
2003-12-31	7.72%
2003-09-30	7.74%
2003-06-30	8.94%

DATE

RETURN ON INVESTED CAPITAL (ROIC)

2026-06-30

25.97%

2026-03-31

21.45%

2025-12-31

29.43%

2025-09-30

36.57%

2025-06-30

28.47%

2025-03-31

26.35%

2024-12-31

7.49%

2024-09-30

11.04%

2024-06-30

11.53%

2024-03-31

6.83%

2023-12-31

6.16%

2023-09-30

-5.35%

2023-06-30

-14.56%

2023-03-31

-18.62%

2022-12-31

-13.36%

2022-09-30

-23.37%

2022-06-30

-19.92%

2022-03-31

-7.04%

2021-12-31

-8.55%

2021-09-30

-5.87%

2021-06-30

-5.54%

2021-03-31

-10.33%

2020-12-31

-12.54%

2020-09-30

-12.32%

2020-06-30

-10.90%

2020-03-31

-11.03%

2019-12-31

-22.23%

2019-09-30

-19.74%

2019-06-30

-14.01%

2019-03-31

-9.02%

2018-12-31

-2.62%

2018-09-30

-1.84%

2018-06-30

0.35%

2018-03-31

2.29%

2017-12-31

16.22%

2017-09-30

16.69%

2017-06-30

18.70%

2017-03-31

17.95%

2016-12-31

6.89%

2016-09-30

10.32%

2016-06-30

11.46%

2016-03-31

11.38%

2015-12-31

10.77%

2015-09-30

10.76%

2015-06-30

9.93%

2015-03-31

9.39%

2014-12-31

9.97%

2014-09-30

9.01%

2014-06-30

10.38%

2014-03-31

11.30%

2013-12-31

11.32%

2013-09-30

14.41%

2013-06-30

11.77%

2013-03-31

9.71%

2012-12-31

7.81%

2012-09-30

1.59%

2012-06-30

2.02%

2012-03-31

4.16%

2011-12-31

4.10%

2011-09-30

1.22%

2011-06-30

1.76%

2011-03-31

-2.46%

2010-12-31

-1.16%

2010-09-30

2.93%

2010-06-30

4.47%

2010-03-31

11.76%

2009-12-31

13.41%

2009-09-30

12.62%

2009-06-30

11.91%

2009-03-31

9.30%

2008-12-31

5.60%

2008-09-30

3.33%

2008-06-30

2.93%

2008-03-31

1.62%

2007-12-31

0.72%

2007-09-30

1.08%

2007-06-30

-1.22%

2007-03-31

-2.56%

2006-12-31

-4.17%

2006-09-30

-5.03%

2006-06-30

-2.55%

2006-03-31

-0.82%

2005-12-31

0.42%

2005-09-30

1.13%

2005-06-30

0.31%

2005-03-31

1.38%

2004-12-31

2.32%

2004-09-30

2.19%

2004-06-30

3.94%

2004-03-31

4.76%

2003-12-31

7.72%

2003-09-30

7.74%

2003-06-30

8.94%

Return on Invested Capital (ROIC): 25.97%

PEGA Return on Invested Capital (ROIC)

PEGA Average Return on Invested Capital (ROIC) Chart

PEGA Current vs Average Return on Invested Capital (ROIC) Chart

PEGA Return on Invested Capital (ROIC) Metrics

PEGA Competitors' Return on Invested Capital (ROIC)

Capital Efficiency

Return on Invested Capital (ROIC) Formula & Definition

Return on Invested Capital (ROIC) FAQ

PEGA Return on Invested Capital (ROIC) History

Related Metrics