Added to YB: 2026-05-05
Pitch date: 2026-05-01
BSY [neutral]
Bentley Systems, Incorporated
+0.09%
current return
Author Info
No bio for this author
Company Info
Bentley Systems, Incorporated, together with its subsidiaries, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$10.3B
Pitch Price
$33.57
Price Target
N/A
Dividend
0.85%
EV/EBITDA
25.40
P/E
38.45
EV/Sales
7.64
Sector
Software
Category
growth
Day 36: Bentley Systems $BSY
BSY (overview): Dominant infrastructure software (CAD/BIM/digital twins) for civil engineering—roads, bridges, utilities. $1.57B ARR (+12% YoY), 109% NRR, 24% GAAP op margin, 35% FCF margin. Stock -53% from peak on AI fears, but mgmt views AI as opportunity not threat. Deep domain moat in slow-moving vertical w/ zero hallucination tolerance. Trading 7.2x EV/ARR, 36x EBIT - premium but off highs.
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