BSYBentley Systems demonstrates strong fundamentals with solid profitability and manageable debt. While current valuation is somewhat stretched, consistent revenue growth and positive cash flow, combined with favorable thematic tailwinds in digital infrastructure, support a strong buy recommendation for long-term investors.
Bentley Systems is well-positioned to benefit from global trends in digital transformation of infrastructure, smart cities, and sustainability. Its software solutions are critical for modern infrastructure development and management.
Bentley Systems exhibits strong financial health with growing revenues, improving profitability, and a solid balance sheet. Its P/E ratio is on the higher side, but justified by its robust growth and profitability metrics.
The stock is in a long-term uptrend, trading above key moving averages. However, short-term indicators suggest it is nearing overbought territory, and volume patterns indicate caution. A consolidation or slight pullback could be expected before further significant upward moves.
| Factor | Score |
|---|---|
| Digital Infrastructure Engineering | 90 |
| Smart Cities and Urbanization | 85 |
| Sustainability and ESG | 75 |
| Industry Adoption and Network Effects | 70 |
| Technological Disruption Risk | 65 |
| Factor | Score |
|---|---|
| Valuation | 50 |
| Profitability | 85 |
| Growth | 75 |
| Balance Sheet Health | 70 |
| Cash Flow | 90 |
| Earnings Quality | 70 |
| Factor | Score |
|---|---|
| Trend Analysis | 80 |
| Momentum | 50 |
| Volume Confirmation | 70 |
| Support & Resistance | 75 |
| Short-Term Oscillators | 80 |
Consistent EPS Surprises
The company has demonstrated a history of beating earnings per share (EPS) estimates, with 9 out of the last 12 quarters showing positive surprises, indicating strong operational execution and forecasting accuracy.
Positive Short-Term and Long-Term Performance
The stock has shown strong performance across multiple timeframes, with a 1-month return of 10.87% and a year-to-date return of 25.88%, suggesting positive market sentiment and momentum.
High P/E Ratio
The trailing Price-to-Earnings (P/E) ratio of 74.81 is significantly higher than the broader market average, suggesting that the stock might be overvalued and potentially susceptible to a price correction if growth expectations are not met.
Potential for Slowing Growth
While recent performance is strong, the high P/E ratio implies significant future growth expectations. Any slowdown in revenue or EPS growth could lead to a sharp re-evaluation of the stock's valuation.
June 2025
3
Ex-Dividend Date
June 2025
12
Next Dividend Date
August 2025
6
Next Earnings Date
H: $0.31
A: $0.29
L: $0.26
H: 368.00M
A: 363.51M
L: 358.40M
Bentley Systems, Incorporated, together with its subsidiaries, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers open modeling applications, such as MicroStation, OpenBridge, OpenBuildings, OpenFlows, OpenPlant, OpenRail, OpenRoads, OpenSite and OpenSite+, OpenTower, OpenTunnel, OpenUtilities, and OpenWindowPower; and open simulation applications, including ADINA, AutoPIPE, LEGION, OpenPaths, Power Line Systems, RAM, SACS, SPIDA, and STAAD; and geoprofessional applications for modeling and simulation of near and deep subsurface conditions, including AGS, Central, GeoStudio, Imago, Leapfrog, MX Deposit, Oasis montaj, OpenGround, and PLAXIS. It also provides infrastructure cloud applications, such as ProjectWise, SYNCHRO, and AssetWise, as well as Cesim and iTwin platform that enables users to create and curate cloud native 4D/5D digital representations of physical infrastructure assets consisting of iTwin Capture, iTwin Experience, and iTwin IoT platforms. The company serves civil, structural, geotechnical, subsurface, process engineers, architects, geospatial professionals, city and regional planners, contractors, fabricators, and operations and maintenance engineers. Bentley Systems, Incorporated was incorporated in 1984 and is headquartered in Exton, Pennsylvania.
52.97 USD
The 39 analysts offering 1 year price forecasts for BSY have a max estimate of 65.00 and a min estimate of 42.00.