BSY
the council passes — AVOIDBENTLEY SYSTEMS, INCORPORATED·Technology
Doesn't clear the council's bar right now.
56/100C
Price at last run$31.71as of Jul 8, 2026
recovery techHigh returns on capitalROIC ~12% — it earns well on the money it puts to work.
Fat operating margins24% operating margin — pricing power / a real moat hint.
Generates real cash4.9% free-cash-flow yield — profits you can actually bank.
GrowingRevenue growing ~11%.
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- A deterioration in the fundamentals that score the business.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.