SS- PRGS
I just read the Q4 earnings report & looked at guidance. In my view, I feel caution is warranted, as non gaap margins is expected to decrease from 40% in 2024 to 37.5% in 2025, and eps is only expected to grow 2.6%(from $4.93 2024 to $5.06 avg 2025). As you know, I use PEG ratio as a major decision maker, along with sector. Nothing wrong with the Software sector, but the PEG ratio is 4+ (PE going forward of 11 going forward vs 2.6% eps growth going forward), which is way high for comfort IMO. Compare that for example to COHR, which is selling at a 24 PE going forward, but growth expected of 44% going forward, for a PEG ratio of only .54 ! Now different sectors will have different acceptable PEG ratio's, as cyclical stocks always have lower PEGs. However 4+ PEG is expensive for the software sector IMO.
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