- ISIN
- US69370C1009
- CUSIP
- 69370C100
- Sector
- Technology
- Industry
- Software - Application
- IPO Date
- Dec 7, 1989
Highlights
- Market Cap
- $15.85B
- Enterprise Value
- $15.50B
- EPS (TTM)
- $13.63
- PE Ratio
- 10.07
- PEG Ratio
- 0.45
- Total Revenue (TTM)
- $2.95B
- Gross Profit (TTM)
- $2.50B
- EBITDA (TTM)
- $1.55B
- Year Range
- $108.50 - $218.00
- Target Price
- $173.50
- ROA (TTM)
- 18.79%
- Avg. Volume (1M)
- 2M
- Avg. Volume Value (1M)
- $208.52M
Share Price Chart
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Performance
PTC Performance Chart
PTC Inc. (PTC) is down 21.2% since the beginning of the year. At $137 per share, PTC is trading 37.1% below its 52-week high of $218. Investors who bought $1,000 worth of PTC shares 5 years ago would now be looking at an investment worth $1,013.
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Returns By Period
PTC Inc. (PTC) has returned -21.24% so far this year and -35.32% over the past 12 months. Over the last ten years, PTC has had an annualized return of 13.23%, just under the S&P 500 Index benchmark’s 13.26%.
PTC Inc.
- 1D
- 0.66%
- 1M
- 10.16%
- 6M
- -12.12%
- YTD
- -21.24%
- 1Y
- -35.32%
- 3Y*
- -2.16%
- 5Y*
- 0.26%
- 10Y*
- 13.23%
- ALL TIME*
- 11.62%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
PTC Monthly Returns History
Based on dividend-adjusted daily data since Mar 26, 1990, PTC's average daily return is +0.10%, while the average monthly return is +1.80%. At this rate, an investment would double in approximately 3.2 years.
Historically, 57% of months were positive and 43% were negative. The best month was Oct 1998 with a return of +65.3%, while the worst month was Apr 2000 at -61.3%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 7 months.
On a daily basis, PTC closed higher 50% of trading days. The best single day was Nov 18, 1999 with a return of +27.6%, while the worst single day was Apr 3, 2000 at -49.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -10.38% | 0.29% | -9.00% | -4.34% | 1.78% | -18.11% | 20.76% | -21.24% | |||||
| 2025 | 5.23% | -15.43% | -5.30% | 0.01% | 8.61% | 2.39% | 24.64% | -0.61% | -4.91% | -2.21% | -11.64% | -0.70% | -5.25% |
| 2024 | 3.25% | 1.31% | 3.24% | -6.09% | -0.68% | 3.08% | -2.10% | 0.70% | 0.88% | 2.58% | 7.95% | -8.09% | 5.09% |
| 2023 | 12.36% | -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% |
| 2021 | 11.12% | 3.03% | 0.52% | -4.87% | 2.44% | 5.31% | -4.11% | -2.80% | -9.02% | 6.31% | -13.95% | 10.56% | 1.29% |
Benchmark Metrics
PTC Inc. has an annualized alpha of 11.05%, beta of 1.35, and R2 of 0.23 versus S&P 500 Index. Calculated based on daily prices since March 26, 1990.
- This stock captured 177.61% of S&P 500 Index gains and 149.78% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.23 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 11.05%
- Beta
- 1.35
- R²
- 0.23
- Upside Capture
- 177.61%
- Downside Capture
- 149.78%
Return for Risk
Risk / Return Rank
PTC ranks 8 for risk / return — above 8% of stocks peers on PortfoliosLab. Its historical combined result is below most peers; review the five component ranks for context.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for PTC Inc. (PTC) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PTC | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.52 | ||
| Sortino ratioReturn per unit of downside risk | -3.50 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.25 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 2.00 | -2.76 |
| Martin ratioReturn relative to average drawdown | -1.31 | 8.49 | -9.81 |
Dividends
Dividend History
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.
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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 36.64%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-95.28%Oct 2002 | 4y 5mo | 15y 7mo | 20y 28dApr 1998 - May 2018 | Dot-com crash2000–2002 |
-54.37%Mar 2020 | 1y 5mo | 8mo 12d | 2y 1moOct 2018 - Nov 2020 | COVID crash2020 |
-49.18%Oct 1990 | 3mo | 3mo 4d | 6mo 4dJul 1990 - Jan 1991 | — |
-49.14%Jun 1994 | 8mo 11d | 9mo 24d | 1y 6moOct 1993 - Apr 1995 | — |
-48.12%Jun 2026 | 9mo 29d | — | 11mo 10dAug 2025 - now | — |
Drawdown Indicators
| PTC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.28% | -56.78% | -38.50% |
Max Drawdown (1Y)Largest decline over 1 year | -48.12% | -9.10% | -39.02% |
Max Drawdown (3Y)Largest decline over 3 years | -48.12% | -18.90% | -29.22% |
Max Drawdown (5Y)Largest decline over 5 years | -48.12% | -25.43% | -22.69% |
Max Drawdown (10Y)Largest decline over 10 years | -54.37% | -33.92% | -20.45% |
Current DrawdownCurrent decline from peak | -36.64% | -1.58% | -35.06% |
Average DrawdownAverage peak-to-trough decline | -45.13% | -10.70% | -34.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.52% | 2.14% | +25.38% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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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.
Valuation
The Valuation section provides an overview of how PTC Inc. is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for PTC, comparing it with other companies in the Software - Application industry. Currently, PTC has a P/E ratio of 10.1. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for PTC compared to other companies in the Software - Application industry. PTC currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for PTC relative to other companies in the Software - Application industry. Currently, PTC has a P/S ratio of 4.2. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
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 | — |
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