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CRM vs. PTC: Salesforce vs. PTC Stock Comparison

How do Salesforce (CRM) and PTC (PTC) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Salesforce (CRM) and PTC (PTC) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.

Company profile comparison for Salesforce (CRM) and PTC (PTC)
Profile ItemCRMPTC
NameSalesforce, Inc.PTC Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareApplication Software
Market Capitalization175.83 billion USD21.19 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateJune 23, 2004December 8, 1989
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CRM
PTC
GSPC
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Salesforce (CRM) vs. PTC (PTC), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Salesforce (CRM) and PTC (PTC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Salesforce (CRM) and PTC (PTC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
Total Return (1Y)-9.04%11.18%
Total Return (3Y, Annualized)1.64%9.59%
Total Return (5Y, Annualized)-6.57%9.86%

Risk Profile

Drawdown History

CRM
PTC
GSPC
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Salesforce (CRM) vs. PTC (PTC), with S&P 500 (GSPC) for reference: 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

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Distribution of monthly total returns for Salesforce (CRM) and PTC (PTC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
Volatility (1Y, Annualized)47.53%48.48%
Beta (5Y)1.240.90
Max Drawdown (5Y)-58.67%-48.12%
Avg. Volume (3M)11.36M2.42M

Risk-Adjusted Performance

Risk-Return Positioning

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CRM and PTC are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
Sharpe Ratio (1Y)-0.280.14
Sortino Ratio (1Y)-0.450.27

Profitability

ROE (TTM)

Both Salesforce (CRM) at 19.38% and PTC (PTC) at 28.55% sit in the top peer quartile for ROE, suggesting each generates more profit from shareholders’ equity than typical industry peers.

CRM

Software & Services industry group

19.38%

Max
53.85%
CRM
19.38%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%

PTC

Software & Services industry group

28.55%

Max
53.85%
PTC
28.55%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Salesforce (CRM) vs. PTC (PTC): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Salesforce (CRM) at 21.99% and PTC (PTC) at 37.80% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

CRM

Software & Services industry group

21.99%

Max
41.17%
CRM
21.99%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%

PTC

Software & Services industry group

37.80%

Max
41.17%
PTC
37.80%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Salesforce (CRM) vs. PTC (PTC): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both Salesforce (CRM) at 21.38% and PTC (PTC) at 32.87% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

CRM

Software & Services industry group

21.38%

Max
46.89%
CRM
21.38%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%

PTC

Software & Services industry group

32.87%

Max
46.89%
PTC
32.87%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Salesforce (CRM) vs. PTC (PTC): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
ROE (TTM)19.38%28.55%
ROA (TTM)5.70%8.86%
Net Margin (TTM)21.99%37.80%
Operating Margin (TTM)21.38%32.87%
Gross Margin (TTM)77.28%83.29%

Growth

Revenue Growth

Both Salesforce (CRM) at 9.58% and PTC (PTC) at 19.18% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Salesforce (CRM) vs. PTC (PTC): A comparison of their Revenue Growth across different time periods.

EPS Growth

PTC (PTC) at 96.79% sits in the top EPS growth quartile, while Salesforce (CRM) at 22.64% is closer to the peer norm — faster per-share earnings growth for PTC.

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Salesforce (CRM) vs. PTC (PTC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
Revenue Growth (YoY)9.58%19.18%
Revenue Growth (3Y CAGR)9.82%12.32%
EPS Growth (YoY)22.64%96.79%
EPS Growth (3Y CAGR)233.65%32.32%

Financial Strength

Current Ratio (MRQ)

Short-term liquidity can only be read on one side of this pairing: Salesforce (CRM) shows current ratio of 0.84 against its industry benchmark, while PTC (PTC) has no reading this period.

CRM

Software & Services industry group

0.84

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
CRM
0.84
Min
0.03

PTC

Software & Services industry group

--

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
PTC
--
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Salesforce (CRM) vs. PTC (PTC): PTC does not report current ratio, so it has no value marker; CRM is benchmarked against the Software & Services industry group.

Debt / Equity (MRQ)

Both Salesforce (CRM) at 1.10 and PTC (PTC) at 0.53 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

CRM

Software & Services industry group

1.10

Max
2.52
Q3
1.13
CRM
1.10
Median
0.40
Q1
0.07
Min
0.00

PTC

Software & Services industry group

0.53

Max
2.52
Q3
1.13
PTC
0.53
Median
0.40
Q1
0.07
Min
0.00
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Salesforce (CRM) vs. PTC (PTC): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
Current Ratio (MRQ)0.84--
Debt / Equity (MRQ)1.100.53
Net Debt / EBITDA2.401.50

Dividends

Dividend Yield (TTM)

PTC (PTC) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Salesforce (CRM) reports a yield of 0.77%, ranking against industry peers normally.

CRM

Software & Services industry group

0.77%

CRM
0.77%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

PTC

Software & Services industry group

0.00%

PTC
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Salesforce (CRM) vs. PTC (PTC): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

PTC (PTC) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Salesforce (CRM) reports a payout of 15.66%, ranking against industry peers normally.

CRM

Software & Services industry group

15.66%

CRM
15.66%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

PTC

Software & Services industry group

0.00%

PTC
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Salesforce (CRM) vs. PTC (PTC): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
Dividend Yield (TTM)0.77%0.00%
Dividend Payout Ratio (TTM)15.66%0.00%

Valuation

P/E Ratio (TTM)

Both Salesforce (CRM) at 19.55 and PTC (PTC) at 21.84 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

CRM

Software & Services industry group

19.55

Max
112.94
Q3
60.32
Median
32.91
CRM
19.55
Q1
18.77
Min
6.69

PTC

Software & Services industry group

21.84

Max
112.94
Q3
60.32
Median
32.91
PTC
21.84
Q1
18.77
Min
6.69
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Salesforce (CRM) vs. PTC (PTC): A comparison of their P/E ratio against the Software & Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Salesforce (CRM) at 4.00 and PTC (PTC) at 7.75 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

CRM

Software & Services industry group

4.00

Max
17.91
Q3
8.78
Median
4.25
CRM
4.00
Q1
2.23
Min
0.02

PTC

Software & Services industry group

7.75

Max
17.91
Q3
8.78
PTC
7.75
Median
4.25
Q1
2.23
Min
0.02
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Salesforce (CRM) vs. PTC (PTC): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Salesforce (CRM) at 4.58 and PTC (PTC) at 6.22 are valued close to their industries’ norm against book — neither stands out from peers.

CRM

Software & Services industry group

4.58

Max
16.63
Q3
8.50
CRM
4.58
Median
4.30
Q1
1.92
Min
-3.90

PTC

Software & Services industry group

6.22

Max
16.63
Q3
8.50
PTC
6.22
Median
4.30
Q1
1.92
Min
-3.90
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Salesforce (CRM) vs. PTC (PTC): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Salesforce (CRM) and PTC (PTC)
MetricCRMPTC
P/E Ratio (TTM)19.5521.84
P/S Ratio (TTM)4.007.75
P/B Ratio (MRQ)4.586.22
Free Cash Flow Yield (TTM)10.08%--