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ADSK vs. PTC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between ADSK and PTC is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

ADSK vs. PTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Autodesk, Inc. (ADSK) and PTC Inc. (PTC). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

ADSK:

1.09

PTC:

-0.35

Sortino Ratio

ADSK:

1.72

PTC:

-0.26

Omega Ratio

ADSK:

1.23

PTC:

0.96

Calmar Ratio

ADSK:

0.82

PTC:

-0.27

Martin Ratio

ADSK:

3.75

PTC:

-0.70

Ulcer Index

ADSK:

9.06%

PTC:

12.33%

Daily Std Dev

ADSK:

29.22%

PTC:

26.91%

Max Drawdown

ADSK:

-76.92%

PTC:

-95.28%

Current Drawdown

ADSK:

-16.01%

PTC:

-19.25%

Fundamentals

Market Cap

ADSK:

$61.96B

PTC:

$19.55B

EPS

ADSK:

$5.12

PTC:

$3.64

PE Ratio

ADSK:

56.15

PTC:

44.79

PEG Ratio

ADSK:

1.67

PTC:

1.75

PS Ratio

ADSK:

10.11

PTC:

8.42

PB Ratio

ADSK:

23.13

PTC:

5.84

Total Revenue (TTM)

ADSK:

$4.71B

PTC:

$2.35B

Gross Profit (TTM)

ADSK:

$4.27B

PTC:

$1.89B

EBITDA (TTM)

ADSK:

$1.21B

PTC:

$745.56M

Returns By Period

In the year-to-date period, ADSK achieves a -2.74% return, which is significantly higher than PTC's -11.34% return. Over the past 10 years, ADSK has outperformed PTC with an annualized return of 17.27%, while PTC has yielded a comparatively lower 15.43% annualized return.


ADSK

YTD

-2.74%

1M

11.89%

6M

-5.92%

1Y

32.01%

5Y*

9.32%

10Y*

17.27%

PTC

YTD

-11.34%

1M

13.40%

6M

-15.46%

1Y

-9.43%

5Y*

17.74%

10Y*

15.43%

*Annualized

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Risk-Adjusted Performance

ADSK vs. PTC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ADSK
The Risk-Adjusted Performance Rank of ADSK is 8282
Overall Rank
The Sharpe Ratio Rank of ADSK is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of ADSK is 8181
Sortino Ratio Rank
The Omega Ratio Rank of ADSK is 8080
Omega Ratio Rank
The Calmar Ratio Rank of ADSK is 8181
Calmar Ratio Rank
The Martin Ratio Rank of ADSK is 8282
Martin Ratio Rank

PTC
The Risk-Adjusted Performance Rank of PTC is 3232
Overall Rank
The Sharpe Ratio Rank of PTC is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of PTC is 3030
Sortino Ratio Rank
The Omega Ratio Rank of PTC is 2929
Omega Ratio Rank
The Calmar Ratio Rank of PTC is 3535
Calmar Ratio Rank
The Martin Ratio Rank of PTC is 3636
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.

ADSK vs. PTC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Autodesk, Inc. (ADSK) and PTC Inc. (PTC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current ADSK Sharpe Ratio is 1.09, which is higher than the PTC Sharpe Ratio of -0.35. The chart below compares the historical Sharpe Ratios of ADSK and PTC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

ADSK vs. PTC - Dividend Comparison

Neither ADSK nor PTC has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

ADSK vs. PTC - Drawdown Comparison

The maximum ADSK drawdown since its inception was -76.92%, smaller than the maximum PTC drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for ADSK and PTC. For additional features, visit the drawdowns tool.


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Volatility

ADSK vs. PTC - Volatility Comparison

The current volatility for Autodesk, Inc. (ADSK) is 6.98%, while PTC Inc. (PTC) has a volatility of 8.70%. This indicates that ADSK experiences smaller price fluctuations and is considered to be less risky than PTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

ADSK vs. PTC - Financials Comparison

This section allows you to compare key financial metrics between Autodesk, Inc. and PTC Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


400.00M600.00M800.00M1.00B1.20B1.40B1.60BJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
1.64B
636.37M
(ADSK) Total Revenue
(PTC) Total Revenue
Values in USD except per share items

ADSK vs. PTC - Profitability Comparison

The chart below illustrates the profitability comparison between Autodesk, Inc. and PTC Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

80.0%85.0%90.0%JulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025
90.6%
83.3%
(ADSK) Gross Margin
(PTC) Gross Margin
ADSK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Autodesk, Inc. reported a gross profit of 1.49B and revenue of 1.64B. Therefore, the gross margin over that period was 90.6%.

PTC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PTC Inc. reported a gross profit of 530.10M and revenue of 636.37M. Therefore, the gross margin over that period was 83.3%.

ADSK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Autodesk, Inc. reported an operating income of 366.00M and revenue of 1.64B, resulting in an operating margin of 22.3%.

PTC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PTC Inc. reported an operating income of 223.46M and revenue of 636.37M, resulting in an operating margin of 35.1%.

ADSK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Autodesk, Inc. reported a net income of 303.00M and revenue of 1.64B, resulting in a net margin of 18.5%.

PTC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PTC Inc. reported a net income of 162.64M and revenue of 636.37M, resulting in a net margin of 25.6%.