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 1.6 times as much as Bentley Systems ($21.9B against $13.4B).
Unity Software grew revenue faster over the last twelve months (20.9% versus 12.9% for Bentley Systems).
Bentley Systems keeps more of each dollar of sales as profit, with a net margin of 19.6% compared with −15.6% at Unity Software.
Bentley Systems pays a dividend yielding 0.63%; Unity Software does not pay one.
Bentley Systems scores higher on the StockData Score (20 against 4 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 | $13.4B | $21.9B |
| Share price | $44.44 | $49.65 |
| Change, 1 year | −4.1% | 15.1% |
| Change, 5 years | −19.4% | −73.8% |
| Beta (5Y) | 1.08 | 2.52 |
| Employees | 2,100 | 4,412 |
| StockData Score | ||
| Total score | 20 (better) | 4 |
| Valuation score | 2 (better) | 0 |
| Growth score | 6 (better) | 1 |
| Performance score | 6 (better) | 1 |
| Health score | 3 (better) | 2 |
| Dividend score | 3 (better) | 0 |
| Valuation | ||
| P/E | 43.6× | – |
| P/S | 8.1× (better) | 10.0× |
| P/B | 10.5× | 6.7× (better) |
| EV/EBITDA | 34.7× (better) | 480× |
| P/FCF | 27.4× (better) | 36.0× |
| PEG | 2.79 | – |
| FCF yield | 3.6% (better) | 2.8% |
| Fair value | $37.55 | $6.73 |
| Margin of safety | −18.3% (better) | −637% |
| Growth | ||
| Revenue growth (TTM) | 12.9% | 20.9% (better) |
| Revenue growth, 5Y average | 13.4% | 19.1% (better) |
| Net income growth (TTM) | 19.8% | – |
| EPS growth (TTM) | 22.9% | – |
| EPS growth, 5Y average | 15.1% | – |
| Profitability | ||
| Gross margin | 82.4% (better) | 67.7% |
| Operating margin | 25.2% (better) | −17.9% |
| Net margin | 19.6% (better) | −15.6% |
| FCF margin | 29.7% (better) | 27.8% |
| Return on equity | 26.0% (better) | −10.5% |
| Return on invested capital | 14.5% (better) | −32.4% |
| Financial health | ||
| Debt / equity | 0.91 | – |
| Net debt / EBITDA | 2.43 | – |
| Interest coverage | 15.3× (better) | −16.1× |
| Current ratio | 0.65 | 2.16 (better) |
| Altman Z-score | 4.25 (better) | 3.39 |
| Piotroski F-score | 9 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.63% | – |
| Payout ratio | 26.3% | – |
| Years of dividend growth | 3 | – |
| Dividend growth, 5Y average | −29.6% | – |
| Buyback yield | 1.5% | – |
| Shareholder yield | 2.1% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 51.8% | 84.7% |
| Held by insiders | 48.1% | 20.4% |
| Insider net buying, 12 months | −$43.8M (better) | −$71.4M |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 11.8% | 8.9% |
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.