Gen Digital vs Bentley Systems

Gen Digital and Bentley Systems are compared on this page, examining their business models, financial performance, and market context in a neutral, accessible way. The goal is to help readers understand the similarities and differences without implying outcomes. Educational content, not financial advice.

Gen Digital and Bentley Systems are compared on this page, examining their business models, financial performance, and market context in a neutral, accessible way. The goal is to help readers understa...

About The Companies

Gen Digital (GEN)

Gen Digital Inc (GEN) is a consumer-focused cybersecurity company formed from the combination of NortonLifeLock and Avast. It offers antivirus, VPNs, identity-theft protection and other security services, primarily on a subscription basis to consumers and small businesses worldwide. The business model centres on recurring revenue, customer retention and cross-selling across a large installed base; margins are driven by scale, product integration and cost control. Key considerations for investors include subscriber growth, churn rates, average revenue per user, competition from free and paid rivals, and data‑privacy regulation. The company’s market capitalisation is about $16.85bn, placing it among mid-cap cybersecurity names where execution on integration and product differentiation matters. As with all equities, values can rise and fall — this is general educational information, not personal advice. Investors should check up-to-date filings, weigh risks against objectives and consider independent financial advice before acting.

Bentley Systems (BSY)

Bentley Systems (BSY) is a software firm focused on engineering and infrastructure lifecycle applications, serving architects, engineers, constructors and asset owners. The company earns recurring subscription and maintenance revenue from solutions for design, construction, operations and digital twins — a market supported by rising infrastructure investment and the push for more efficient asset management. With a market cap of about $15.86bn, Bentley has grown through product development and targeted acquisitions, expanding cloud and analytics capabilities. Investors should note strengths such as sticky, enterprise‑grade customers and a subscription model, alongside risks including project spending cyclicality, competition from larger CAD and industrial software vendors, foreign exchange exposure and execution on cloud transitions. Historical performance is not a guarantee of future returns. This information is educational and not personal financial advice; consider your circumstances or seek regulated advice before investing.

Comparison Snapshot

Key Financial Metrics

GEN

Metric

BSY

$17.06B

Market Cap

$12.32B

21.87%

Potential Profit

45.96%

Buy

Analyst Rating

Buy

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Google Privacy Fine Explained | Regulatory Impact

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Published: September 4, 2025

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Which Baskets Do They Appear In?

SEC Investigation Stocks (Data Protection Plays)

The SEC investigation into AppLovin's data practices has caused its stock to drop, highlighting significant regulatory risks. This event creates an investment opportunity in companies that provide essential data privacy and compliance solutions.

Published: October 7, 2025

Explore Basket

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Following whistleblower allegations that Meta ignored child safety risks in its VR products, the tech industry is facing intense pressure to better protect its users. This creates an investment opportunity in companies that provide essential digital safety solutions, such as identity verification and content moderation.

Published: September 10, 2025

Explore Basket

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France's data protection authority has issued a €325 million fine to Google for breaching user consent and online tracking regulations. This event highlights a growing investment opportunity in companies that provide essential data privacy and cybersecurity compliance solutions.

Published: September 4, 2025

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Published: September 3, 2025

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Digital Guardians: Investing In Child Online Safety

Following Google's $30 million settlement over YouTube Kids' privacy violations, there is a growing investment case for companies that specialize in digital safety and data compliance. This theme focuses on businesses providing the essential tools for online child protection and identity verification.

Published: August 20, 2025

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AI's Regulatory Reckoning: The Governance & Safety Boom

Following a U.S. Senator's investigation into Meta's AI policies, there is a growing focus on ethical AI and digital child safety. This theme highlights companies that provide the governance, compliance, and safety solutions necessary for navigating increased regulatory scrutiny.

Published: August 17, 2025

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Digital Guardians: Investing In Online Child Safety

Following a report on Meta's AI policies, U.S. senators are demanding an investigation, highlighting a critical need for enhanced online child safety. This regulatory pressure could boost companies that provide digital safety, content moderation, and identity verification services for online platforms.

Published: August 15, 2025

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Digital Trust & Transparency

Invest in companies poised to benefit as the tech industry faces stricter data privacy enforcement. Following Google's landmark lawsuit, these securities represent businesses providing essential digital security, privacy solutions, and transparent data handling technologies.

Published: July 2, 2025

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Privacy-As-A-Service Guardians

Discover companies at the frontline of digital defense, carefully selected by our expert analysts. These innovators are building the essential infrastructure protecting our personal and corporate data in an increasingly vulnerable digital world.

Published: June 17, 2025

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Caregiver Brands

These companies have built their reputations on protection, trust, and reliability. Carefully selected by our analysts, they provide essential, non-discretionary services that customers consistently need, creating resilient business models with loyal customer bases.

Published: June 17, 2025

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Investment Analysis

Gen Digital

GEN

Pros

Consistent eight-quarter streak of EPS growth at or above target, reflecting disciplined execution and scalable high-value subscription business model.
Record quarterly revenues and raised outlook signal operational strength, with expansion into secure financial wellness as a new growth adjacency.
Attractive valuation with a forward P/E under 10, while analysts project a meaningful upside to current share price over the next year.

Considerations

Shares have underperformed the broader market year-to-date, declining while the S&P 500 posted double-digit gains.
Fundamental analysis flags concerns over financial health, including elevated debt-to-equity and below-sector-average profitability despite good headline earnings.
Dividend yield remains modest compared to peers, potentially limiting appeal for income-focused investors despite quarterly payouts.

Bentley Systems

BSY

Pros

Specialised infrastructure engineering software serves the full project lifecycle, with products deeply embedded in complex, long-duration global projects.
Recent quarter delivered double-digit year-on-year revenue growth, exceeding market expectations and demonstrating resilience in core markets.
Comprehensive portfolio includes digital twin capabilities and industry-specific tools, positioning the firm as a technology enabler for major infrastructure development.

Considerations

Trades at a premium valuation relative to software peers, with a forward price-to-sales ratio near 10x despite slower top-line growth.
Analyst commentary suggests the business lacks the moat and earnings growth potential seen in higher-quality, similarly priced software companies.
Reliance on large, cyclical infrastructure projects may expose revenue to macroeconomic slowdowns or shifts in government and corporate capital spending.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

SEC Investigation Stocks (Data Protection Plays)

Digital Trust & Safety Investing Explained

Google Privacy Fine Explained | Regulatory Impact

Which Baskets Do They Appear In?

SEC Investigation Stocks (Data Protection Plays)

Digital Trust & Safety Investing Explained

Google Privacy Fine Explained | Regulatory Impact

Online Safety Stocks: What's Beyond COPPA Crackdown

Digital Guardians: Investing In Child Online Safety

AI's Regulatory Reckoning: The Governance & Safety Boom