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

Company Info

ISIN

US69370C1009

CUSIP

69370C100

IPO Date

Dec 7, 1989

Highlights

Market Cap

$18.25B

EPS (TTM)

$3.25

PE Ratio

46.66

PEG Ratio

1.61

Total Revenue (TTM)

$1.71B

Gross Profit (TTM)

$1.36B

EBITDA (TTM)

$453.59M

Year Range

$133.38 - $203.09

Target Price

$191.87

Short %

3.22%

Short Ratio

2.33

Share Price Chart


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Compare to other instruments

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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.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%NovemberDecember2025FebruaryMarchApril
8,349.72%
1,484.56%
PTC (PTC Inc.)
Benchmark (^GSPC)

Returns By Period

PTC Inc. had a return of -16.23% year-to-date (YTD) and -14.37% in the last 12 months. Over the past 10 years, PTC Inc. had an annualized return of 15.45%, outperforming the S&P 500 benchmark which had an annualized return of 10.11%.


PTC

YTD

-16.23%

1M

-5.01%

6M

-17.64%

1Y

-14.37%

5Y*

18.88%

10Y*

15.45%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

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
20255.23%-15.43%-5.30%-0.59%-16.23%
20243.25%1.31%3.24%-6.09%-0.68%3.08%-2.10%0.70%0.88%2.58%7.95%-8.09%5.09%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PTC is 21, meaning it’s performing worse than 79% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PTC is 2121
Overall Rank
The Sharpe Ratio Rank of PTC is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of PTC is 2121
Sortino Ratio Rank
The Omega Ratio Rank of PTC is 2121
Omega Ratio Rank
The Calmar Ratio Rank of PTC is 2323
Calmar Ratio Rank
The Martin Ratio Rank of PTC is 1717
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.


The chart of Sharpe ratio for PTC, currently valued at -0.55, compared to the broader market-2.00-1.000.001.002.003.00
PTC: -0.55
^GSPC: 0.46
The chart of Sortino ratio for PTC, currently valued at -0.59, compared to the broader market-6.00-4.00-2.000.002.004.00
PTC: -0.59
^GSPC: 0.77
The chart of Omega ratio for PTC, currently valued at 0.92, compared to the broader market0.501.001.502.00
PTC: 0.92
^GSPC: 1.11
The chart of Calmar ratio for PTC, currently valued at -0.45, compared to the broader market0.001.002.003.004.005.00
PTC: -0.45
^GSPC: 0.47
The chart of Martin ratio for PTC, currently valued at -1.26, compared to the broader market-5.000.005.0010.0015.0020.00
PTC: -1.26
^GSPC: 1.94

The current PTC Inc. Sharpe ratio is -0.55. 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.55
0.46
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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-23.71%
-10.07%
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 23.71%.


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 15.14%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.14%
14.23%
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 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
20.040.060.080.0100.0
PTC: 46.7
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 46.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
2.04.06.08.010.0
PTC: 1.6
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 1.6. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
2.04.06.08.010.0
PTC: 7.9
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 7.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
PTC: 5.5
The chart illustrates the Price-to-Book (P/B) ratio for PTC in comparison with other companies in the Software - Application industry. Currently, PTC has a P/B value of 5.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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