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MSTR vs. PTC: Strategy vs. PTC Stock Comparison

How do Strategy (MSTR) 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

Strategy (MSTR) 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 Strategy (MSTR) and PTC (PTC)
Profile ItemMSTRPTC
NameStrategy Inc.PTC Inc.
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareSoftware
GICS Sub-IndustryApplication SoftwareApplication Software
Market Capitalization54.57 billion USD21.19 billion USD
CurrencyUSDUSD
ExchangeNasdaqNasdaq
Listing DateJune 11, 1998December 8, 1989
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MSTR
PTC
GSPC
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Strategy (MSTR) 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 Strategy (MSTR) and PTC (PTC). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
Total Return (1Y)-48.13%11.18%
Total Return (3Y, Annualized)36.44%9.59%
Total Return (5Y, Annualized)7.87%9.86%

Risk Profile

Drawdown History

MSTR
PTC
GSPC
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Strategy (MSTR) 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 Strategy (MSTR) and PTC (PTC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Strategy (MSTR) carries a highly aggressive beta of 3.60, indicating much higher sensitivity to broad-market moves, whereas PTC (PTC) is closer to market-like at 0.90 — a noticeable difference in market-sensitivity profile.

Risk profile metrics for Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
Volatility (1Y, Annualized)82.34%48.48%
Beta (5Y)3.600.90
Max Drawdown (5Y)-84.09%-48.12%
Avg. Volume (3M)22.35M2.42M

Risk-Adjusted Performance

Risk-Return Positioning

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MSTR 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 Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
Sharpe Ratio (1Y)-0.640.14
Sortino Ratio (1Y)-0.970.27

Profitability

ROE (TTM)

Strategy (MSTR) reports a negative ROE of -21.59%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile PTC (PTC) reports 28.55%, ranking against industry peers normally.

MSTR

Software & Services industry group

-21.59%

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
MSTR
-21.59%
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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Strategy (MSTR) vs. PTC (PTC): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

PTC (PTC) at 37.80% retains a top-quartile share of revenue as profit, ahead of Strategy (MSTR) at 0.00%, which keeps about the industry-typical share.

MSTR

Software & Services industry group

0.00%

Max
41.17%
Q3
15.28%
Median
4.63%
MSTR
0.00%
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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Strategy (MSTR) vs. PTC (PTC): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Strategy (MSTR) reports a negative operating margin of -2.07%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile PTC (PTC) reports 32.87%, ranking against industry peers normally.

MSTR

Software & Services industry group

-2.07%

Max
46.89%
Q3
17.64%
Median
8.73%
MSTR
-2.07%
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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Strategy (MSTR) vs. PTC (PTC): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
ROE (TTM)-21.59%28.55%
ROA (TTM)-4.52%8.86%
Net Margin (TTM)0.00%37.80%
Operating Margin (TTM)-2.07%32.87%
Gross Margin (TTM)67.84%83.29%

Growth

Revenue Growth

PTC (PTC) at 19.18% is around its peer norm for revenue growth, while Strategy (MSTR) at 2.97% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

EPS Growth

Only one side can be read here: PTC (PTC) reports EPS growth of 96.79%, ranked against its industry; Strategy (MSTR) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
Revenue Growth (YoY)2.97%19.18%
Revenue Growth (3Y CAGR)-1.49%12.32%
EPS Growth (YoY)--96.79%
EPS Growth (3Y CAGR)--32.32%

Financial Strength

Current Ratio (MRQ)

Short-term liquidity can only be read on one side of this pairing: Strategy (MSTR) shows current ratio of 4.04 against its industry benchmark, while PTC (PTC) has no reading this period.

MSTR

Software & Services industry group

4.04

Max
5.11
MSTR
4.04
Q3
2.77
Median
1.67
Q1
1.01
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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Strategy (MSTR) vs. PTC (PTC): PTC does not report current ratio, so it has no value marker; MSTR is benchmarked against the Software & Services industry group.

Debt / Equity (MRQ)

Both Strategy (MSTR) at 0.10 and PTC (PTC) at 0.53 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

MSTR

Software & Services industry group

0.10

Max
2.52
Q3
1.13
Median
0.40
MSTR
0.10
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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Strategy (MSTR) 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 Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
Current Ratio (MRQ)4.04--
Debt / Equity (MRQ)0.100.53
Net Debt / EBITDA--1.50

Dividends

Dividend Yield (TTM)

Neither Strategy (MSTR) nor PTC (PTC) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

MSTR

Software & Services industry group

0.00%

MSTR
0.00%
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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Strategy (MSTR) vs. PTC (PTC): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither Strategy (MSTR) nor PTC (PTC) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

MSTR

Software & Services industry group

0.00%

MSTR
0.00%
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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Strategy (MSTR) vs. PTC (PTC): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: PTC (PTC) trades at 21.84 times trailing earnings, ranked against its peers, while Strategy (MSTR) has no P/E ratio this period.

MSTR

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
MSTR
--

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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Strategy (MSTR) vs. PTC (PTC): MSTR does not report P/E ratio, so it has no value marker; PTC is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

PTC (PTC) at 7.75 prices around its industry’s typical P/S ratio, while Strategy (MSTR) at 110.23 clears its benchmark range — MSTR looks notably rich on sales.

MSTR

Software & Services industry group

110.23

MSTR
110.23
Max
17.91
Q3
8.78
Median
4.25
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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Strategy (MSTR) vs. PTC (PTC): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Strategy (MSTR) at 0.98 sits in the lower P/B ratio quartile against book while PTC (PTC) at 6.22 is valued near its industry’s middle — MSTR is cheaper on assets, though weigh it against ROE and asset quality.

MSTR

Software & Services industry group

0.98

Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
MSTR
0.98
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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Strategy (MSTR) vs. PTC (PTC): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Strategy (MSTR) and PTC (PTC)
MetricMSTRPTC
P/E Ratio (TTM)--21.84
P/S Ratio (TTM)110.237.75
P/B Ratio (MRQ)0.986.22
Free Cash Flow Yield (TTM)-5.94%--