Bentley Systems vs Unity Software
BSY and U side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BSY and U compare
Unity Software is the larger company, worth 1.3 times as much as Bentley Systems ($16.6B against $12.4B).
Unity Software grew revenue faster over the last twelve months (14.0% versus 12.8% for Bentley Systems).
Bentley Systems keeps more of each dollar of sales as profit, with a net margin of 18.1% compared with −29.0% at Unity Software.
Bentley Systems pays a dividend yielding 0.68%; Unity Software does not pay one.
Bentley Systems scores higher on the StockData Score (19 against 3 for Unity Software), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BSY | U |
|---|---|---|
| Size and price | ||
| Market cap | $12.4B | $16.6B |
| Share price | $40.90 | $37.70 |
| Change, 1 year | −19.0% | 1.5% |
| Change, 5 years | −30.2% | −75.2% |
| Beta (5Y) | 1.11 | 2.60 |
| Employees | 2,100 | 4,412 |
| StockData Score | ||
| Total score | 19 (better) | 3 |
| Valuation score | 2 (better) | 0 |
| Growth score | 5 (better) | 1 |
| Performance score | 6 (better) | 1 |
| Health score | 3 (better) | 1 |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 44.9× | – |
| P/S | 7.7× (better) | 8.2× |
| P/B | 10.3× | 5.5× (better) |
| EV/EBITDA | 35.5× | – |
| P/FCF | 24.8× (better) | 30.8× |
| PEG | 2.88 | – |
| FCF yield | 4.0% (better) | 3.2% |
| Fair value | $34.33 | $24.28 |
| Margin of safety | −19.2% (better) | −55.3% |
| Growth | ||
| Revenue growth (TTM) | 12.8% | 14.0% (better) |
| Revenue growth, 5Y average | 13.4% | 19.1% (better) |
| Net income growth (TTM) | 14.0% | – |
| EPS growth (TTM) | 16.7% | – |
| EPS growth, 5Y average | 15.1% | – |
| Profitability | ||
| Gross margin | 81.8% (better) | 64.9% |
| Operating margin | 23.6% (better) | −30.4% |
| Net margin | 18.1% (better) | −29.0% |
| FCF margin | 31.1% (better) | 26.5% |
| Return on equity | 24.5% (better) | −18.9% |
| Return on invested capital | 12.8% (better) | −44.9% |
| Financial health | ||
| Debt / equity | 1.01 | – |
| Net debt / EBITDA | 2.83 | – |
| Interest coverage | 19.7× (better) | −25.5× |
| Current ratio | 0.59 | 2.03 (better) |
| Altman Z-score | 3.75 (better) | 2.31 |
| Piotroski F-score | 9 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.68% | – |
| Payout ratio | 29.3% | – |
| Years of dividend growth | 3 | – |
| Dividend growth, 5Y average | −29.6% | – |
| Buyback yield | 1.6% | – |
| Shareholder yield | 2.3% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 51.8% | 84.7% |
| Held by insiders | 48.4% | 20.2% |
| Insider net buying, 12 months | −$28.1K (better) | −$86.2M |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 10.5% | 8.0% |
Go deeper
- BSY stock overview
- BSY income statement
- BSY valuation and score
- U stock overview
- U income statement
- U valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.