PortfoliosLab logo
Bentley Systems, Incorporated (BSY)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US08265T2087

CUSIP

08265T208

IPO Date

Sep 23, 2020

Highlights

Market Cap

$14.58B

EPS (TTM)

$0.78

PE Ratio

61.62

PEG Ratio

2.51

Total Revenue (TTM)

$1.39B

Gross Profit (TTM)

$1.12B

EBITDA (TTM)

$401.26M

Year Range

$36.51 - $53.47

Target Price

$51.40

Short %

3.44%

Short Ratio

4.30

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


Loading data...

S&P 500

Returns By Period

Bentley Systems, Incorporated (BSY) returned 1.31% year-to-date (YTD) and -16.59% over the past 12 months.


BSY

YTD

1.31%

1M

11.55%

6M

1.33%

1Y

-16.59%

3Y*

12.97%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-0.63%

1M

13.31%

6M

-1.23%

1Y

9.83%

3Y*

14.42%

5Y*

14.61%

10Y*

10.64%

*Annualized

Monthly Returns

The table below presents the monthly returns of BSY, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.32%-5.69%-10.39%9.28%10.05%1.31%
2024-3.41%1.92%1.65%0.59%-4.36%-1.75%-1.26%5.60%-1.28%-5.02%2.57%-5.66%-10.50%
20235.65%3.61%6.25%-1.00%14.61%11.17%-0.65%-7.37%0.50%-3.03%7.03%0.23%41.18%
2022-16.88%-4.43%15.08%-4.05%-18.90%-3.14%18.92%-7.15%-16.81%15.33%12.27%-6.69%-23.53%
2021-3.01%12.90%5.79%9.10%12.03%12.94%-6.13%6.05%-5.97%-2.46%-18.87%0.71%19.30%
2020-6.24%11.66%0.60%14.86%20.96%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BSY is 23, meaning it’s performing worse than 77% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BSY is 2323
Overall Rank
The Sharpe Ratio Rank of BSY is 2020
Sharpe Ratio Rank
The Sortino Ratio Rank of BSY is 1919
Sortino Ratio Rank
The Omega Ratio Rank of BSY is 2121
Omega Ratio Rank
The Calmar Ratio Rank of BSY is 2828
Calmar Ratio Rank
The Martin Ratio Rank of BSY is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bentley Systems, Incorporated (BSY) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Bentley Systems, Incorporated Sharpe ratios as of May 22, 2025 (values are recalculated daily):

  • 1-Year: -0.57
  • All Time: 0.20

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Bentley Systems, Incorporated compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

Bentley Systems, Incorporated provided a 0.53% dividend yield over the last twelve months, with an annual payout of $0.25 per share. The company has been increasing its dividends for 4 consecutive years.


0.10%0.20%0.30%0.40%0.50%$0.00$0.05$0.10$0.15$0.2020202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020
Dividend$0.25$0.24$0.20$0.12$0.12$0.03

Dividend yield

0.53%0.51%0.38%0.32%0.25%0.07%

Monthly Dividends

The table displays the monthly dividend distributions for Bentley Systems, Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.07$0.00$0.00$0.07
2024$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.06$0.24
2023$0.00$0.05$0.00$0.00$0.00$0.05$0.00$0.05$0.00$0.00$0.00$0.05$0.20
2022$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.03$0.00$0.12
2021$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.03$0.00$0.00$0.00$0.03$0.12
2020$0.03$0.03

Dividend Yield & Payout


Dividend Yield

Bentley Systems, Incorporated has a dividend yield of 0.53%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.

Payout Ratio

Bentley Systems, Incorporated has a payout ratio of 22.52%, which is below the market average. This means Bentley Systems, Incorporated returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the Bentley Systems, Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bentley Systems, Incorporated was 61.05%, occurring on May 11, 2022. The portfolio has not yet recovered.

The current Bentley Systems, Incorporated drawdown is 33.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.05%Sep 16, 2021165May 11, 2022
-26.27%Jan 13, 202112Jan 29, 202179May 24, 202191
-19.35%Oct 19, 202019Nov 12, 202033Dec 31, 202052
-14%Sep 28, 20206Oct 5, 20207Oct 14, 202013
-11.45%Jun 22, 202119Jul 19, 202134Sep 3, 202153

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bentley Systems, Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Bentley Systems, Incorporated, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 16.6% positive surprise.


0.000.050.100.150.200.250.300.35JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
0.35
0.30
Actual
Estimate

Valuation

The Valuation section provides an overview of how Bentley Systems, Incorporated is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for BSY, comparing it with other companies in the Software - Application industry. Currently, BSY has a P/E ratio of 61.6. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BSY compared to other companies in the Software - Application industry. BSY currently has a PEG ratio of 2.5. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BSY relative to other companies in the Software - Application industry. Currently, BSY has a P/S ratio of 10.5. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BSY in comparison with other companies in the Software - Application industry. Currently, BSY has a P/B value of 13.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items