Bentley Systems, Incorporated (BSY) on Decifer

Decifer ranks BSY number 172 of 274 tracked names on durable business quality.

Why it ranks here

• It earns solid returns on the money it puts to work, around 11% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is growing about 11% a year, profits grew 17% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• Revenue growth of about 11% a year and momentum at 7 out of 35 are capped by durability pressure and no growth reason.

The current read

The evidence on BSY lines up on the supportive side: a live market force supports this name through its theme connection. One signal disagrees: the longer-term story is intact, but price is not rewarding it: semiconductor stocks are down 0.8% this week, worth watching but not the weight of the evidence.

Themes

• Connected Physical Operations (IoT): Cheap sensors and connectivity are letting industrial and physical-operations businesses instrument previously offline assets for real-time data.

Read the full BSY research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.