Bentley Systems Inc (BSY)vsUber Technologies Inc (UBER)
BSY
Bentley Systems Inc
$39.43
+0.28%
TECHNOLOGY · Cap: $10.69B
UBER
Uber Technologies Inc
$65.74
+0.71%
TECHNOLOGY · Cap: $143.69B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 3347% more annual revenue ($55.23B vs $1.60B). BSY leads profitability with a 18.1% profit margin vs 17.3%. BSY appears more attractively valued with a PEG of 1.26. BSY earns a higher WallStSmart Score of 65/100 (B-).
BSY
Strong Buy65
out of 100
Grade: B-
UBER
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+21.1%
Fair Value
$43.00
Current Price
$39.43
$3.57 discount
Margin of Safety
+7.6%
Fair Value
$71.22
Current Price
$65.73
$5.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 23 in profit
Strong operational efficiency at 25.0%
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 10.2x book value
Elevated debt levels
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BSY
The strongest argument for BSY centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.1% and operating margin at 25.0%. Revenue growth of 12.8% demonstrates continued momentum.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : BSY
The primary concerns for BSY are P/E Ratio, Price/Book, Debt/Equity.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
UBER carries more volatility with a beta of 1.26 — expect wider price swings.
BSY is growing revenue faster at 12.8% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BSY scores higher overall (65/100 vs 64/100), backed by strong 18.1% margins and 12.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Bentley Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Bentley Systems, Incorporated, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and Asia-Pacific. The company is headquartered in Exton, Pennsylvania.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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