PEGA vs. FIVN

Last updated Apr 1, 2026

Compare and contrast key facts about Pegasystems Inc. (PEGA) and Five9, Inc. (FIVN).

Performance

PEGA vs. FIVN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Pegasystems Inc. (PEGA) and Five9, Inc. (FIVN). The values are adjusted to include any dividend payments, if applicable.

PEGA vs. FIVN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PEGA Pegasystems Inc.	-28.70%	28.39%	91.01%	43.07%	-69.29%	-16.01%	67.51%	66.81%	1.66%	31.28%
FIVN Five9, Inc.	-24.34%	-50.66%	-48.35%	15.96%	-50.58%	-21.26%	165.93%	50.00%	75.72%	75.33%

Fundamentals

Market Cap PEGA : $7.84B FIVN : $1.32B
EPS PEGA : $2.14 FIVN : $0.45
PE Ratio PEGA : 19.85 FIVN : 33.82
PS Ratio PEGA : 4.47 FIVN : 1.16
PB Ratio PEGA : 9.95 FIVN : 1.68
Total Revenue (TTM) PEGA : $1.75B FIVN : $1.15B
Gross Profit (TTM) PEGA : $1.32B FIVN : $632.85M
EBITDA (TTM) PEGA : $299.59M FIVN : $104.98M

Returns By Period

In the year-to-date period, PEGA achieves a -28.70% return, which is significantly lower than FIVN's -24.34% return. Over the past 10 years, PEGA has outperformed FIVN with an annualized return of 13.13%, while FIVN has yielded a comparatively lower 5.36% annualized return.

PEGA

• 1D: 2.60%
• 1M: -2.68%
• YTD: -28.70%
• 6M: -25.91%
• 1Y: 22.69%
• 3Y*: 20.87%
• 5Y*: -6.14%
• 10Y*: 13.13%

FIVN

• 1D: 2.71%
• 1M: -13.02%
• YTD: -24.34%
• 6M: -37.31%
• 1Y: -44.13%
• 3Y*: -40.58%
• 5Y*: -37.90%
• 10Y*: 5.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

PEGA vs. FIVN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PEGA

PEGA Risk / Return Rank: 57
PEGA Sharpe Ratio Rank: 57
PEGA Sortino Ratio Rank: 59
PEGA Omega Ratio Rank: 58
PEGA Calmar Ratio Rank: 55
PEGA Martin Ratio Rank: 57

FIVN

FIVN Risk / Return Rank: 9
FIVN Sharpe Ratio Rank: 9
FIVN Sortino Ratio Rank: 10
FIVN Omega Ratio Rank: 12
FIVN Calmar Ratio Rank: 9
FIVN Martin Ratio Rank: 5

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PEGA vs. FIVN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Pegasystems Inc. (PEGA) and Five9, Inc. (FIVN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	PEGA	FIVN	Difference
Sharpe ratio Return per unit of total volatility	0.40	-0.81	+1.22
Sortino ratio Return per unit of downside risk	1.09	-1.13	+2.22
Omega ratio Gain probability vs. loss probability	1.14	0.87	+0.27
Calmar ratio Return relative to maximum drawdown	0.53	-0.89	+1.41
Martin ratio Return relative to average drawdown	1.32	-1.74	+3.06
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PEGA vs. FIVN - Sharpe Ratio Comparison

The current PEGA Sharpe Ratio is 0.40, which is higher than the FIVN Sharpe Ratio of -0.81. The chart below compares the historical Sharpe Ratios of PEGA and FIVN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PEGA	FIVN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.40	-0.81	+1.22
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.12	-0.71	+0.59
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.30	0.11	+0.19
Sharpe Ratio (All Time) Calculated using the full available price history	0.13	0.12	+0.02

Correlation

The correlation between PEGA and FIVN is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

PEGA vs. FIVN - Dividend Comparison

PEGA's dividend yield for the trailing twelve months is around 0.25%, while FIVN has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PEGA Pegasystems Inc.	0.25%	0.15%	0.10%	0.25%	0.35%	0.11%	0.09%	0.15%	0.25%	0.25%	0.33%	0.44%
FIVN Five9, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

PEGA vs. FIVN - Drawdown Comparison

The maximum PEGA drawdown since its inception was -94.81%, roughly equal to the maximum FIVN drawdown of -93.12%. Use the drawdown chart below to compare losses from any high point for PEGA and FIVN.

Drawdown Indicators

	PEGA	FIVN	Difference
Max Drawdown Largest peak-to-trough decline	-94.81%	-93.12%	-1.69%
Max Drawdown (1Y) Largest decline over 1 year	-43.05%	-51.18%	+8.13%
Max Drawdown (5Y) Largest decline over 5 years	-78.59%	-93.12%	+14.53%
Max Drawdown (10Y) Largest decline over 10 years	-79.21%	-93.12%	+13.91%
Current Drawdown Current decline from peak	-41.40%	-92.77%	+51.37%
Average Drawdown Average peak-to-trough decline	-44.84%	-34.40%	-10.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	17.17%	26.12%	-8.95%

Volatility

PEGA vs. FIVN - Volatility Comparison

The current volatility for Pegasystems Inc. (PEGA) is 11.53%, while Five9, Inc. (FIVN) has a volatility of 13.69%. This indicates that PEGA experiences smaller price fluctuations and is considered to be less risky than FIVN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PEGA	FIVN	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.53%	13.69%	-2.16%
Volatility (6M) Calculated over the trailing 6-month period	37.77%	39.14%	-1.37%
Volatility (1Y) Calculated over the trailing 1-year period	56.37%	54.59%	+1.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	50.90%	53.56%	-2.66%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	43.61%	49.97%	-6.36%

Financials

PEGA vs. FIVN - Profitability Comparison

The chart below illustrates the profitability comparison between Pegasystems Inc. and Five9, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

PEGA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Pegasystems Inc. reported a gross profit of 400.85M and revenue of 504.32M. Therefore, the gross margin over that period was 79.5%.

FIVN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Five9, Inc. reported a gross profit of 168.83M and revenue of 300.28M. Therefore, the gross margin over that period was 56.2%.

PEGA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Pegasystems Inc. reported an operating income of 104.36M and revenue of 504.32M, resulting in an operating margin of 20.7%.

FIVN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Five9, Inc. reported an operating income of 18.18M and revenue of 300.28M, resulting in an operating margin of 6.1%.

PEGA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Pegasystems Inc. reported a net income of 234.57M and revenue of 504.32M, resulting in a net margin of 46.5%.

FIVN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Five9, Inc. reported a net income of 19.71M and revenue of 300.28M, resulting in a net margin of 6.6%.