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Progress Software Corp. /Ma (PRGS) Stock Fundamental Analysis & AI Rating 2026

PRGS Nasdaq Services-Prepackaged Software DE CIK: 0000876167
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2026-02-28
HOLD
72% Conf
Pending
Analysis scheduled

📊 PRGS Key Takeaways

Revenue: $247.8M
Net Margin: 9.2%
Free Cash Flow: $95.9M
Current Ratio: 0.47x
Debt/Equity: 2.69x
EPS: $0.53
AI Rating: HOLD with 72% confidence
Progress Software Corp. /Ma (PRGS) receives a HOLD rating with 72% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $247.8M, net profit margin of 9.2%, and return on equity (ROE) of 4.6%, Progress Software Corp. /Ma demonstrates mixed fundamentals in the Technology sector. Below is our complete PRGS stock analysis for 2026.

Is Progress Software Corp. /Ma (PRGS) a Good Investment?

Claude

Progress Software demonstrates strong revenue growth (+29.8% YoY) and exceptional free cash flow generation (38.7% FCF margin), indicating a fundamentally sound business with efficient operations. However, critical liquidity concerns (0.47x current ratio), high leverage (2.69x Debt/Equity), and significant divergence between revenue growth and net income growth (+6.9%) suggest financial stress and potential covenant risks that warrant caution.

Why Buy Progress Software Corp. /Ma Stock? PRGS Key Strengths

Claude
  • + Strong revenue growth of 29.8% YoY demonstrates market demand and execution capability
  • + Excellent gross margins at 82.3% and operating margins at 18.8% typical of quality software businesses
  • + Robust free cash flow of $95.9M with 38.7% FCF margin indicates cash-generative business model with minimal capex requirements
  • + Adequate interest coverage ratio of 5.3x suggests ability to service debt obligations

PRGS Stock Risks: Progress Software Corp. /Ma Investment Risks

Claude
  • ! Critical liquidity risk: current ratio of 0.47x and quick ratio of 0.46x are dangerously low, indicating potential difficulty meeting short-term obligations
  • ! High financial leverage with Debt/Equity ratio of 2.69x and $1.3B long-term debt relative to $498.8M equity; vulnerable to refinancing risks
  • ! Profitability deterioration: net income growth of 6.9% substantially lags revenue growth of 29.8%, suggesting margin compression or rising non-operating expenses
  • ! Poor capital returns: ROE of 4.6% and ROA of 1.0% indicate inefficient capital deployment or excessive financing burden relative to earnings

Key Metrics to Watch

Claude
  • * Net margin trend relative to operating margin to identify profitability trajectory
  • * Debt reduction rate and covenant compliance against debt obligations
  • * Free cash flow sustainability and cash balance adequacy for debt service and obligations
  • * Working capital efficiency and current ratio improvement trends
  • * Return on equity progression to assess capital efficiency

Progress Software Corp. /Ma (PRGS) Financial Metrics & Key Ratios

Revenue
$247.8M
Net Income
$22.8M
EPS (Diluted)
$0.53
Free Cash Flow
$95.9M
Total Assets
$2.4B
Cash Position
$113.2M

💡 AI Analyst Insight

The 38.7% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

PRGS Profit Margin, ROE & Profitability Analysis

Gross Margin 82.3%
Operating Margin 18.8%
Net Margin 9.2%
ROE 4.6%
ROA 1.0%
FCF Margin 38.7%

PRGS vs Technology Sector: How Progress Software Corp. /Ma Compares

How Progress Software Corp. /Ma compares to Technology sector averages

Net Margin
PRGS 9.2%
vs
Sector Avg 18.0%
PRGS Sector
ROE
PRGS 4.6%
vs
Sector Avg 22.0%
PRGS Sector
Current Ratio
PRGS 0.5x
vs
Sector Avg 2.5x
PRGS Sector
Debt/Equity
PRGS 2.7x
vs
Sector Avg 0.5x
PRGS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Progress Software Corp. /Ma Stock Overvalued? PRGS Valuation Analysis 2026

Based on fundamental analysis, Progress Software Corp. /Ma shows some fundamental concerns relative to the Technology sector in 2026.

Return on Equity
4.6%
Sector avg: 22%
Net Profit Margin
9.2%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.69x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Progress Software Corp. /Ma Balance Sheet: PRGS Debt, Cash & Liquidity

Current Ratio
0.47x
Quick Ratio
0.46x
Debt/Equity
2.69x
Debt/Assets
0.0%
Interest Coverage
5.30x
Long-term Debt
$1.3B

PRGS Revenue & Earnings Growth: 5-Year Financial Trend

PRGS 5-year financial data: Year 2021: Revenue $531.3M, Net Income $26.4M, EPS $0.58. Year 2022: Revenue $602.0M, Net Income $79.7M, EPS $1.76. Year 2023: Revenue $694.4M, Net Income $78.4M, EPS $1.76. Year 2024: Revenue $753.4M, Net Income $95.1M, EPS $2.15. Year 2025: Revenue $977.8M, Net Income $70.2M, EPS $1.57.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Progress Software Corp. /Ma's revenue has grown significantly by 84% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.57 reflects profitable operations.

PRGS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
38.7%
Free cash flow / Revenue

PRGS Quarterly Earnings & Performance

Quarterly financial performance data for Progress Software Corp. /Ma including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $238.0M $10.9M $0.24
Q3 2025 $178.7M $19.4M $0.44
Q2 2025 $175.1M $16.2M $0.37
Q1 2025 $184.7M $10.9M $0.24
Q3 2024 $175.0M $19.1M $0.42
Q2 2024 $175.1M $12.1M $0.27
Q1 2024 $164.2M $22.6M $0.51
Q3 2023 $151.2M $19.1M $0.42

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Progress Software Corp. /Ma Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$98.6M
Cash generated from operations
Stock Buybacks
$20.4M
Shares repurchased (TTM)
Capital Expenditures
$2.7M
Investment in assets
Dividends Paid
$204.0K
Returned to shareholders

PRGS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Progress Software Corp. /Ma (CIK: 0000876167)

📋 Recent SEC Filings

Date Form Document Action
Apr 3, 2026 4 xslF345X06/wk-form4_1775247526.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775247504.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775247480.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775247453.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775247433.xml View →

Frequently Asked Questions about PRGS

What is the AI rating for PRGS?

Progress Software Corp. /Ma (PRGS) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PRGS's key strengths?

Claude: Strong revenue growth of 29.8% YoY demonstrates market demand and execution capability. Excellent gross margins at 82.3% and operating margins at 18.8% typical of quality software businesses.

What are the risks of investing in PRGS?

Claude: Critical liquidity risk: current ratio of 0.47x and quick ratio of 0.46x are dangerously low, indicating potential difficulty meeting short-term obligations. High financial leverage with Debt/Equity ratio of 2.69x and $1.3B long-term debt relative to $498.8M equity; vulnerable to refinancing risks.

What is PRGS's revenue and growth?

Progress Software Corp. /Ma reported revenue of $247.8M.

Does PRGS pay dividends?

Progress Software Corp. /Ma pays dividends, with $0.2M distributed to shareholders in the trailing twelve months.

Where can I find PRGS SEC filings?

Official SEC filings for Progress Software Corp. /Ma (CIK: 0000876167) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PRGS's EPS?

Progress Software Corp. /Ma has a diluted EPS of $0.53.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PRGS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Progress Software Corp. /Ma has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PRGS stock overvalued or undervalued?

Valuation metrics for PRGS: ROE of 4.6% (sector avg: 22%), net margin of 9.2% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy PRGS stock in 2026?

Our dual AI analysis gives Progress Software Corp. /Ma a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PRGS's free cash flow?

Progress Software Corp. /Ma's operating cash flow is $98.6M, with capital expenditures of $2.7M. FCF margin is 38.7%.

How does PRGS compare to other Technology stocks?

Vs Technology sector averages: Net margin 9.2% (avg: 18%), ROE 4.6% (avg: 22%), current ratio 0.47 (avg: 2.5).

Is Progress Software Corp. /Ma carrying too much debt?

PRGS has a debt-to-equity ratio of 2.69x, which is above the Technology sector average of 0.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 14, 2026 | Data as of: 2026-02-28 | Powered by Claude AI