PEGA vs. FIVN
PEGA (Pegasystems Inc.) and FIVN (Five9, Inc.) are both stocks. Both are in the Technology sector — PEGA in Software - Application, FIVN in Software - Infrastructure. Over the past 10 years, PEGA returned 8.53%/yr vs 5.11%/yr for FIVN. At a 0.49 correlation, their price movements are largely independent.
Performance
PEGA vs. FIVN - Performance Comparison
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Returns By Period
In the year-to-date period, PEGA achieves a -49.97% return, which is significantly lower than FIVN's -4.94% return. Over the past 10 years, PEGA has outperformed FIVN with an annualized return of 8.53%, while FIVN has yielded a comparatively lower 5.11% annualized return.
PEGA
- 1D
- 1.57%
- 1M
- -13.13%
- YTD
- -49.97%
- 6M
- -52.30%
- 1Y
- -40.12%
- 3Y*
- 6.94%
- 5Y*
- -15.45%
- 10Y*
- 8.53%
FIVN
- 1D
- 1.28%
- 1M
- -16.26%
- YTD
- -4.94%
- 6M
- -3.44%
- 1Y
- -28.21%
- 3Y*
- -37.29%
- 5Y*
- -36.39%
- 10Y*
- 5.11%
PEGA vs. FIVN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEGA Pegasystems Inc. | -49.97% | 28.39% | 91.01% | 43.07% | -69.29% | -16.01% | 67.51% | 66.81% | 1.66% | 31.28% |
FIVN Five9, Inc. | -4.94% | -50.66% | -48.35% | 15.96% | -50.58% | -21.26% | 165.93% | 50.00% | 75.72% | 75.33% |
Correlation
The correlation between PEGA and FIVN is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.53 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.53 |
Correlation (All Time) Calculated using the full available price history since Apr 4, 2014 | 0.49 |
The correlation between PEGA and FIVN has been stable across timeframes, ranging from 0.49 to 0.57 - a consistent structural relationship.
Fundamentals
PEGA:
$5.34B
FIVN:
$1.64B
PEGA:
$1.87
FIVN:
$0.65
PEGA:
15.96
FIVN:
29.12
PEGA:
3.20
FIVN:
1.42
PEGA:
7.56
FIVN:
1.98
PEGA:
$1.70B
FIVN:
$1.17B
PEGA:
$1.27B
FIVN:
$644.83M
PEGA:
$211.67M
FIVN:
$179.58M
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Return for Risk
PEGA vs. FIVN — Risk / Return Rank
PEGA
FIVN
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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PEGA | FIVN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.35 | ||
| Sortino ratioReturn per unit of downside risk | -0.71 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 0.96 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.72 | -0.53 | -0.19 |
| Martin ratioReturn relative to average drawdown | -1.45 | -0.95 | -0.51 |
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Drawdowns
PEGA vs. FIVN - Drawdown Comparison
The maximum PEGA drawdown since its inception was -94.81%, roughly equal to the maximum FIVN drawdown of -93.51%. Use the drawdown chart below to compare losses from any high point for PEGA and FIVN.
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Drawdown Indicators
| PEGA | FIVN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.81% | -93.51% | -1.30% |
Max Drawdown (1Y)Largest decline over 1 year | -55.86% | -53.33% | -2.53% |
Max Drawdown (3Y)Largest decline over 3 years | -55.86% | -84.52% | +28.66% |
Max Drawdown (5Y)Largest decline over 5 years | -78.59% | -93.51% | +14.92% |
Max Drawdown (10Y)Largest decline over 10 years | -79.21% | -93.51% | +14.30% |
Current DrawdownCurrent decline from peak | -58.88% | -90.91% | +32.03% |
Average DrawdownAverage peak-to-trough decline | -44.87% | -35.46% | -9.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.67% | 29.89% | -2.22% |
Volatility
PEGA vs. FIVN - Volatility Comparison
The current volatility for Pegasystems Inc. (PEGA) is 13.48%, while Five9, Inc. (FIVN) has a volatility of 17.67%. 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.
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Volatility by Period
| PEGA | FIVN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.48% | 17.67% | -4.19% |
Volatility (6M)Calculated over the trailing 6-month period | 38.61% | 49.51% | -10.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.43% | 60.98% | -11.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.61% | 55.83% | -4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.02% | 50.88% | -6.86% |
Dividends
PEGA vs. FIVN - Dividend Comparison
PEGA's dividend yield for the trailing twelve months is around 0.40%, while FIVN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PEGA Pegasystems Inc. | 0.40% | 0.15% | 0.10% | 0.25% | 0.35% | 0.11% | 0.09% | 0.15% | 0.25% | 0.25% | 0.33% | 0.44% |
Financials
PEGA vs. FIVN - Financials Comparison
This section allows you to compare key financial metrics between Pegasystems Inc. and Five9, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
PEGA vs. FIVN - Profitability Comparison
PEGA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Pegasystems Inc. reported a gross profit of 323.22M and revenue of 429.97M. Therefore, the gross margin over that period was 75.2%.
FIVN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Five9, Inc. reported a gross profit of 170.53M and revenue of 305.32M. Therefore, the gross margin over that period was 55.9%.
PEGA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Pegasystems Inc. reported an operating income of 37.15M and revenue of 429.97M, resulting in an operating margin of 8.6%.
FIVN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Five9, Inc. reported an operating income of 18.49M and revenue of 305.32M, 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 Jun 2026, Pegasystems Inc. reported a net income of 32.76M and revenue of 429.97M, resulting in a net margin of 7.6%.
FIVN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Five9, Inc. reported a net income of 18.41M and revenue of 305.32M, resulting in a net margin of 6.0%.
Frequently Asked Questions
PEGA and FIVN have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIVN has higher volatility (17.67%) compared to PEGA (13.48%). In terms of maximum drawdown, PEGA dropped -94.81% vs FIVN's -93.51%.
FIVN currently has the higher Sharpe Ratio (-0.46 vs -0.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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