Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BSY
HOLDBentley Systems, Incorporated · Technology · United States · $9.5B · Avg Vol: $115M/d
COMPANY DESCRIPTION
Bentley Systems, Incorporated is a leading global provider of infrastructure engineering software solutions for designing, constructing, and operating roads, bridges, rail, utilities, and other infrastructure projects. Its competitive moat is built on high switching costs for mission-critical software, a large installed user base, and continuous innovation in digital twins and BIM technologies. Bentley Systems holds a strong niche as a specialized software provider, crucial for engineers and architects worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.1B | 1.2B | 1.4B | 1.5B | 11.0% | 1.6B | 1.7B | 1.9B | 11.8% |
| EPS | 0.57 | 1.05 | 0.75 | 0.88 | 15.6% | 0.87 | 1.01 | 1.15 | 14.3% |
| Shares | 289.0M | 296.3M | 302.0M | 302.4M | +4.6% | 292.3M | — | — | — |
| Debt | 1.8B | 1.6B | 1.4B | 1.3B | -11.0% | 1.2B | — | — | — |
| Equity | 572.8M | 883.3M | 1.0B | 1.2B | 27.6% | — | — | — | — |
| Op CF | 274.3M | 416.7M | 435.3M | 538.5M | 25.2% | 512.5M | — | — | — |
| Inv CF | -770.1M | -60.5M | -143.3M | -112.3M | — | — | — | — | — |
| Fin CF | 243.0M | -359.1M | -289.9M | -376.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of BSY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BSY | Bentley Systems, Incorporated(you) | $9.5B | 60 | HOLD |
| CHYM | Chime Financial, Inc. | $7.9B | 64 | HOLD |
| FROG | JFrog Ltd. | $9.7B | 52 | HOLD |
| MANH | Manhattan Associates, Inc. | $9.0B | 69 | BUY |
| CVLT | Commvault Systems, Inc. | $5.9B | 60 | HOLD |
| DT | Dynatrace, Inc. | $12.1B | 68 | BUY |
| TYL | Tyler Technologies, Inc. | $12.2B | 52 | HOLD |
| DUOL | Duolingo, Inc. | $5.7B | 56 | HOLD |
| APPF | AppFolio, Inc. | $5.8B | 66 | BUY |
| OCTV | Octave Intelligence plc | $4.4B | 60 | HOLD |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.1%