Bentley Systems, Incorporated (BSY) Stock

Bentley Systems, Incorporated (BSY) is a Technology stock trading at $36.39 (as of 2026-08-20), with a market capitalization of $11.61B and a trailing P/E of 40.0. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Bentley Systems, Incorporated provides software for infrastructure engineering, including open modeling and simulation tools for designing and integrating infrastructure projects, and geotechnical and subsurface modeling applications. It also offers project delivery, asset and network performance, and related industry solutions used by infrastructure project delivery enterprises across regions including the Americas, Europe, the Middle East, Africa, and Asia-Pacific.

Understand Bentley Systems, Incorporated: how it makes money

Bentley Systems provides infrastructure engineering software (modeling and simulation) such as MicroStation, OpenRoads, OpenRail, OpenPlant, and related tools, and makes money primarily from software subscriptions, with smaller contributions from services and perpetual licenses.

Because most revenue comes from subscriptions, Bentley's profit engine is driven by recurring software demand and retention reflected in ARR, rather than mainly by one-time perpetual license sales.

Revenue by segment (latest quarter)
Subscriptions$0.4B
Services$0.0B
Perpetual$0.0B

Business quality (Strong): Recurring subscriptions are the dominant revenue source, but the smaller perpetual and services components mean results can be sensitive to subscription renewal and spending levels in infrastructure engineering software.

Valuation: Trades at 35× trailing earnings · $10B market cap.

Bull case

  • Subscriptions dominate revenue, supporting a recurring revenue model: Subscriptions revenues are the largest component (about 0.39B out of about 0.4B total).
  • ARR provides an operating view of recurring business: ARR is consistently presented as an investor-relevant metric (ARR (Annualized Recurring Revenues) is 1.46 USD_B).

Bear case

  • If subscriptions slow, overall growth and profitability could be pressured: Per provided mix, perpetual license and services are smaller contributors (about 0.01B and 0.02B), so subscription performance is more central.
  • Customer demand for engineering software can be cyclical or project-driven: The company sells infrastructure engineering software solutions, so changes in infrastructure engineering activity can affect recurring renewals (linked to ARR and subscriptions).
Valuation — source: SEC EDGAR (first-party)
Price$36.39
Market Cap$11.61B
P/E Ratio40.0
EV / EBITDA30.9
Price / Book9.66
Price / Sales7.25
FCF Yield4.3%
DCF Value (model)$7.35
DCF Upside vs Price-79.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.50B
Net Margin18.5%
Revenue Growth (YoY)12.8%
EPS Growth (YoY)13.6%
FCF Growth (YoY)11.9%
Financial Health — source: SEC EDGAR
Altman Z-Score3.68 (safe)
Piotroski F-Score9/9 (strong)
Valuation vs Sector & Industry
Stock P/E40.0
Sector P/E (Technology)33.9
Industry P/E (Business Services)30.0
vs Sector18.0%
vs Industry33.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($627.67M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryBusiness Services
CEONicholas H. Cumins
Employees5,500
CountryUS
IPO Date2020-09-23

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BSY earnings history · BSY institutional & insider holders · BSY KPIs & operating metrics · BSY financials · BSY investor presentations & press releases · BSY SEC filings · BSY peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.