PEGA is experiencing an increase in demand for its GenAI Blueprint, leading to a rise in ACV to $1.45B, up 13% year over year. On the other hand, GTLB added 1,288 customers with over $100K in ARR, a 26% increase from the previous year in fiscal Q1 2026. Both companies are major players in the enterprise automation space, with GitLab focusing on DevOps automation and Pegasystems delivering AI-powered low-code workflow automation and decision-management software. In terms of stock performance, PEGA shares have risen 23.5% YTD, while GTLB shares have fallen 16.4%.

The global autonomous enterprise market is estimated at $49.25 billion in 2024 and is expected to grow at a CAGR of 16.2% from 2025 to 2030, providing a significant growth opportunity for companies like GitLab and Pegasystems. GitLab’s DevSecOps platform is driving customer adoption and expanding relationships, while Pegasystems’ GenAI Blueprint is being widely adopted by tech giants for client engagements. PEGA saw a 16% year-over-year rise in ACV in the second quarter of 2025, driven by strong demand for Pega GenAI Blueprint.

In terms of valuation, both GTLB and PEGA shares are currently overvalued with a Value Score of F. GTLB shares are trading at a forward 12-month Price/Sales ratio of 7.55X, higher than PEGA’s 5.68X. Earnings estimates for GTLB and PEGA show potential growth, with GTLB’s 2025 earnings estimated at 75 cents per share, and PEGA’s at $1.84 per share. PEGA currently offers stronger momentum, higher earnings growth, and broader adoption of its GenAI solutions compared to GTLB.

Read more at Zacks Investment Research: GTLB vs. PEGA: Which Enterprise Automation Stock Is a Better Buy Now? – July 24, 2025