Seek Returns

PTC (PTC) Stock Analysis

This is a peer-relative look at PTC (PTC): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Software & Services peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for PTC (PTC)
Profile ItemPTC
NamePTC Inc.
Country/RegionUnited States
GICS SectorInformation Technology
GICS Industry GroupSoftware & Services
GICS IndustrySoftware
GICS Sub-IndustryApplication Software
Market Capitalization21.19 billion USD
CurrencyUSD
ExchangeNasdaq
Listing DateDecember 8, 1989
Security TypeCommon Stock

Price Performance

Cumulative Growth

PTC
GSPC
Loading price history…
PTC (PTC) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for PTC (PTC) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for PTC (PTC) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
Total Return (1Y)11.18%-3.00%
Total Return (3Y, Annualized)9.59%8.28%
Total Return (5Y, Annualized)9.86%-7.91%

Risk Profile

Drawdown History

PTC
GSPC
Loading price history…
PTC (PTC) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for PTC (PTC) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
Volatility (1Y, Annualized)48.48%61.69%
Beta (5Y)0.901.06
Max Drawdown (5Y)-48.12%-76.52%

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. PTC is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
Sharpe Ratio (1Y)0.14-0.13
Sortino Ratio (1Y)0.27-0.19

Profitability

ROE (TTM)

PTC (PTC) posts ROE of 28.55%, in the upper peer quartile. That suggests the company earns more from each dollar of shareholders’ equity than most industry peers, a useful capital-efficiency signal.

PTC

Software & Services industry group

28.55%

Group distribution
Max
53.85%
PTC
28.55%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
Largest peers
ORCL
41.19%
PLTR
40.91%
IBM
34.77%
MSFT
34.22%
PTC
28.55%
SAP
18.18%
PANW
1.74%
Loading chart…
Where PTC (PTC) stands on ROE within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

PTC (PTC) keeps 37.80% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

PTC

Software & Services industry group

37.80%

Group distribution
Max
41.17%
PTC
37.80%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
Largest peers
PLTR
50.34%
MSFT
41.17%
PTC
37.80%
ORCL
26.36%
SAP
20.41%
IBM
15.99%
PANW
2.67%
Loading chart…
Where PTC (PTC) stands on net margin within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

PTC (PTC) turns 32.87% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.

PTC

Software & Services industry group

32.87%

Group distribution
Max
46.89%
PTC
32.87%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%
Largest peers
MSFT
49.76%
PLTR
46.89%
ORCL
35.63%
PTC
32.87%
SAP
29.50%
IBM
16.97%
PANW
5.40%
Loading chart…
Where PTC (PTC) stands on operating margin within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
ROE (TTM)28.55%6.59%
ROA (TTM)8.86%2.45%
Net Margin (TTM)37.80%4.63%
Operating Margin (TTM)32.87%8.73%
Gross Margin (TTM)83.29%70.07%

Growth

Revenue Growth

PTC (PTC) grew revenue 19.18%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

Loading chart…
PTC (PTC): Revenue Growth across different time periods, set against Software & Services industry-group medians.

EPS Growth

PTC (PTC) grew earnings per share 96.79%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.

Loading chart…
PTC (PTC): EPS Growth across different time periods, set against Software & Services industry-group medians.

Growth Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
Revenue Growth (YoY)19.18%14.22%
Revenue Growth (3Y CAGR)12.32%13.52%
EPS Growth (YoY)96.79%7.85%
EPS Growth (3Y CAGR)32.32%18.19%

Financial Strength

Current Ratio (MRQ)

No usable current ratio is available for PTC (PTC) this period, so the short-term liquidity read is skipped.

PTC

Software & Services industry group

--

Group distribution
Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
PTC
--
Largest peers
PLTR
7.10
MSFT
1.23
ORCL
1.17
SAP
1.16
PANW
0.87
IBM
0.86
PTC
--
Loading chart…
PTC (PTC) doesn’t report current ratio this period; the box shows the Software & Services group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

PTC (PTC) has debt-to-equity ratio of 0.53, roughly in line with the peer group’s normal leverage range. Its mix of debt and equity looks typical for the industry.

PTC

Software & Services industry group

0.53

Group distribution
Max
2.52
Q3
1.13
PTC
0.53
Median
0.40
Q1
0.07
Min
0.00
Largest peers
ORCL
2.52
IBM
1.85
PTC
0.53
MSFT
0.28
SAP
0.23
PANW
0.09
PLTR
0.02
Loading chart…
Where PTC (PTC) stands on debt-to-equity ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
Current Ratio (MRQ)--1.67
Debt / Equity (MRQ)0.530.40
Net Debt / EBITDA1.500.17

Dividends

Dividend Yield (TTM)

PTC (PTC) pays no dividend, leaving dividend yield at 0.00% this period. Shareholders may still receive value through reinvestment or buybacks, but there is no dividend income to compare here.

PTC

Software & Services industry group

0.00%

Group distribution
PTC
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Largest peers
IBM
2.73%
ORCL
1.74%
SAP
1.03%
MSFT
0.69%
PTC
0.00%
PLTR
0.00%
PANW
0.00%
Loading chart…
Where PTC (PTC) stands on dividend yield within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

PTC (PTC) paid no earnings out as dividends this period, leaving payout ratio at 0.00%. There is no dividend payout to size against earnings.

PTC

Software & Services industry group

0.00%

Group distribution
PTC
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
Largest peers
IBM
57.51%
SAP
36.45%
ORCL
31.35%
MSFT
19.00%
PTC
0.00%
PLTR
0.00%
PANW
0.00%
Loading chart…
Where PTC (PTC) stands on payout ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

PTC (PTC) trades at P/E ratio of 21.84, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

PTC

Software & Services industry group

21.84

Group distribution
Max
112.94
Q3
60.32
Median
32.91
PTC
21.84
Q1
18.77
Min
6.69
Largest peers
PANW
784.60
PLTR
112.94
SAP
29.07
MSFT
27.69
PTC
21.84
IBM
20.90
ORCL
18.20
Loading chart…
Where PTC (PTC) stands on P/E ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

PTC (PTC) trades at 7.75 on P/S ratio, roughly in the peer group’s normal range. The market is not making a strong cheap-or-rich statement about its revenue base.

PTC

Software & Services industry group

7.75

Group distribution
Max
17.91
Q3
8.78
PTC
7.75
Median
4.25
Q1
2.23
Min
0.02
Largest peers
PLTR
53.02
PANW
22.37
MSFT
11.37
PTC
7.75
SAP
6.84
ORCL
5.04
IBM
3.31
Loading chart…
Where PTC (PTC) stands on P/S ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

PTC (PTC) trades at 6.22 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

PTC

Software & Services industry group

6.22

Group distribution
Max
16.63
Q3
8.50
PTC
6.22
Median
4.30
Q1
1.92
Min
-3.90
Largest peers
SAP
73.25
PLTR
34.41
PANW
9.30
MSFT
8.38
IBM
6.52
PTC
6.22
ORCL
5.68
Loading chart…
Where PTC (PTC) stands on P/B ratio within its Software & Services peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

PTC (PTC) metric values compared with Software & Services industry-group medians
MetricCurrent stock: PTCIndustry group median
P/E Ratio (TTM)21.8432.91
P/S Ratio (TTM)7.754.25
P/B Ratio (MRQ)6.224.30
Free Cash Flow Yield (TTM)--3.98%