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PTC Inc. (PTC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US69370C1009

CUSIP

69370C100

Sector

Technology

IPO Date

Dec 7, 1989

Highlights

Market Cap

$23.65B

EPS (TTM)

$3.11

PE Ratio

63.31

PEG Ratio

1.61

Total Revenue (TTM)

$2.30B

Gross Profit (TTM)

$1.83B

EBITDA (TTM)

$733.40M

Year Range

$163.30 - $203.09

Target Price

$211.67

Short %

1.81%

Short Ratio

2.15

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
PTC vs. DSY.PA PTC vs. ANSS PTC vs. ETWO PTC vs. SFBS PTC vs. COST PTC vs. VGT PTC vs. ADSK PTC vs. VOO PTC vs. ADBE PTC vs. SMH
Popular comparisons:
PTC vs. DSY.PA PTC vs. ANSS PTC vs. ETWO PTC vs. SFBS PTC vs. COST PTC vs. VGT PTC vs. ADSK PTC vs. VOO PTC vs. ADBE PTC vs. SMH

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in PTC Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
5.69%
10.44%
PTC (PTC Inc.)
Benchmark (^GSPC)

Returns By Period

PTC Inc. had a return of 6.94% year-to-date (YTD) and 7.55% in the last 12 months. Over the past 10 years, PTC Inc. had an annualized return of 17.40%, outperforming the S&P 500 benchmark which had an annualized return of 11.23%.


PTC

YTD

6.94%

1M

-5.33%

6M

5.69%

1Y

7.55%

5Y*

19.92%

10Y*

17.40%

^GSPC (Benchmark)

YTD

26.63%

1M

1.18%

6M

10.44%

1Y

27.03%

5Y*

13.30%

10Y*

11.23%

Monthly Returns

The table below presents the monthly returns of PTC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.25%1.31%3.24%-6.09%-0.68%3.08%-2.10%0.70%0.88%2.58%7.95%6.94%
202312.36%-7.08%2.31%-1.90%6.84%5.88%2.47%0.93%-3.73%-0.89%12.06%11.18%45.75%
2022-4.04%-4.28%-3.20%6.02%2.03%-8.74%16.02%-6.88%-8.96%12.65%7.96%-5.64%-0.92%
202111.12%3.03%0.52%-4.87%2.44%5.31%-4.11%-2.80%-9.02%6.31%-13.95%10.56%1.29%
202010.99%-9.11%-18.98%13.14%10.30%1.85%9.99%6.84%-9.51%1.40%28.58%10.90%59.71%
20192.28%9.47%-0.69%-1.86%-7.09%6.78%-24.49%-3.41%4.14%-1.86%14.48%-2.23%-9.66%
201819.60%1.49%5.76%5.56%4.72%8.78%-2.03%8.74%6.25%-22.39%4.95%-4.15%36.42%
201713.62%2.51%-2.49%2.85%6.53%-4.27%0.13%1.47%0.50%18.07%-4.17%-4.57%31.34%
2016-14.50%4.39%7.28%9.95%-1.97%5.15%5.72%7.40%3.84%7.06%2.68%-5.01%33.61%
2015-8.84%3.73%4.37%6.00%7.64%-0.61%-11.38%-8.89%-4.17%11.66%1.69%-3.91%-5.51%
20140.82%10.17%-9.90%-0.14%4.04%5.43%-7.32%7.59%-4.63%3.39%2.41%-6.19%3.56%
20132.98%-0.17%10.16%-5.81%4.58%-2.31%10.40%-3.73%9.17%-2.46%17.22%8.76%57.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PTC is 60, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PTC is 6060
Overall Rank
The Sharpe Ratio Rank of PTC is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of PTC is 5151
Sortino Ratio Rank
The Omega Ratio Rank of PTC is 5151
Omega Ratio Rank
The Calmar Ratio Rank of PTC is 7171
Calmar Ratio Rank
The Martin Ratio Rank of PTC is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for PTC Inc. (PTC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for PTC, currently valued at 0.35, compared to the broader market-4.00-2.000.002.000.352.16
The chart of Sortino ratio for PTC, currently valued at 0.61, compared to the broader market-4.00-2.000.002.004.000.612.87
The chart of Omega ratio for PTC, currently valued at 1.08, compared to the broader market0.501.001.502.001.081.40
The chart of Calmar ratio for PTC, currently valued at 0.56, compared to the broader market0.002.004.006.000.563.19
The chart of Martin ratio for PTC, currently valued at 1.34, compared to the broader market0.0010.0020.001.3413.87
PTC
^GSPC

The current PTC Inc. Sharpe ratio is 0.35. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of PTC Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.35
2.16
PTC (PTC Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


PTC Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.33%
-0.82%
PTC (PTC Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the PTC Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PTC Inc. was 95.28%, occurring on Oct 10, 2002. Recovery took 3922 trading sessions.

The current PTC Inc. drawdown is 7.33%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-95.28%Apr 17, 19981128Oct 10, 20023922May 10, 20185050
-54.37%Oct 1, 2018370Mar 20, 2020175Nov 27, 2020545
-49.18%Jul 17, 199064Oct 15, 199065Jan 17, 1991129
-49.14%Oct 15, 1993174Jun 23, 1994204Apr 13, 1995378
-37.1%Jan 23, 199761Apr 21, 1997223Mar 10, 1998284

Volatility

Volatility Chart

The current PTC Inc. volatility is 5.78%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
5.78%
3.96%
PTC (PTC Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of PTC Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of PTC Inc. compared to its peers in the Software - Application industry.


PE Ratio
200.0400.0600.0800.01,000.01,200.063.3
The chart displays the price to earnings (P/E) ratio for PTC in comparison to other companies of the Software - Application industry. Currently, PTC has a PE value of 63.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-10.0-5.00.05.01.6
The chart displays the price to earnings to growth (PEG) ratio for PTC in comparison to other companies of the Software - Application industry. Currently, PTC has a PEG value of 1.6. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for PTC Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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