CBOE vs. PTC
CBOE (Cboe Global Markets, Inc.) and PTC (PTC Inc.) are both stocks. CBOE operates in Financial Data & Stock Exchanges (Financial Services), while PTC operates in Software - Application (Technology). Over the past 10 years, CBOE returned 17.84%/yr vs 11.65%/yr for PTC. At a 0.20 correlation, their price movements are largely independent.
Performance
CBOE vs. PTC - Performance Comparison
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Returns By Period
In the year-to-date period, CBOE achieves a 18.03% return, which is significantly higher than PTC's -34.75% return. Over the past 10 years, CBOE has outperformed PTC with an annualized return of 17.84%, while PTC has yielded a comparatively lower 11.65% annualized return.
CBOE
- 1D
- -0.33%
- 1M
- -19.41%
- YTD
- 18.03%
- 6M
- 17.09%
- 1Y
- 31.68%
- 3Y*
- 31.02%
- 5Y*
- 22.58%
- 10Y*
- 17.84%
PTC
- 1D
- -3.98%
- 1M
- -19.27%
- YTD
- -34.75%
- 6M
- -35.41%
- 1Y
- -33.53%
- 3Y*
- -6.92%
- 5Y*
- -3.58%
- 10Y*
- 11.65%
CBOE vs. PTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBOE Cboe Global Markets, Inc. | 18.03% | 29.96% | 10.74% | 44.37% | -2.16% | 42.23% | -21.17% | 24.16% | -20.60% | 70.49% |
PTC PTC Inc. | -34.75% | -5.25% | 5.09% | 45.75% | -0.92% | 1.29% | 59.71% | -9.66% | 36.42% | 31.34% |
Correlation
The correlation between CBOE and PTC is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jun 15, 2010 | 0.20 |
The correlation between CBOE and PTC shifts across timeframes, from -0.04 (3 years) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CBOE:
$30.97B
PTC:
$721.87K
CBOE:
$11.77
PTC:
$13.81
CBOE:
25.07
PTC:
8.23
CBOE:
0.47
PTC:
0.37
CBOE:
6.46
PTC:
3.42
CBOE:
$4.79B
PTC:
$3.00B
CBOE:
$2.50B
PTC:
$2.54B
CBOE:
$1.87B
PTC:
$1.67B
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Return for Risk
CBOE vs. PTC — Risk / Return Rank
CBOE
PTC
CBOE vs. PTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cboe Global Markets, Inc. (CBOE) 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.
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.
| CBOE | PTC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.10 | ||
| Sortino ratioReturn per unit of downside risk | +2.97 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 0.82 | +0.41 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | -0.71 | +2.00 |
| Martin ratioReturn relative to average drawdown | 5.70 | -1.49 | +7.19 |
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Drawdowns
CBOE vs. PTC - Drawdown Comparison
The maximum CBOE drawdown since its inception was -43.23%, smaller than the maximum PTC drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for CBOE and PTC.
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Drawdown Indicators
| CBOE | PTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.23% | -95.28% | +52.05% |
Max Drawdown (1Y)Largest decline over 1 year | -24.69% | -47.50% | +22.81% |
Max Drawdown (3Y)Largest decline over 3 years | -24.69% | -47.50% | +22.81% |
Max Drawdown (5Y)Largest decline over 5 years | -24.69% | -47.50% | +22.81% |
Max Drawdown (10Y)Largest decline over 10 years | -43.23% | -54.37% | +11.14% |
Current DrawdownCurrent decline from peak | -19.41% | -47.50% | +28.09% |
Average DrawdownAverage peak-to-trough decline | -11.41% | -45.13% | +33.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.58% | 22.46% | -16.88% |
Volatility
CBOE vs. PTC - Volatility Comparison
Cboe Global Markets, Inc. (CBOE) and PTC Inc. (PTC) have volatilities of 15.70% and 15.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBOE | PTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.70% | 15.51% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 24.24% | 25.18% | -0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.44% | 35.90% | -8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.27% | 30.77% | -7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.36% | 33.11% | -7.75% |
Dividends
CBOE vs. PTC - Dividend Comparison
CBOE's dividend yield for the trailing twelve months is around 0.98%, while PTC has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBOE Cboe Global Markets, Inc. | 0.98% | 1.08% | 1.21% | 1.18% | 1.56% | 1.38% | 1.68% | 1.12% | 1.19% | 0.83% | 1.30% | 1.36% |
PTC PTC Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
CBOE vs. PTC - Financials Comparison
This section allows you to compare key financial metrics between Cboe Global Markets, 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.
Total Revenue: Total amount of money received from sales and other business activities
CBOE vs. PTC - Profitability Comparison
CBOE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Cboe Global Markets, Inc. reported a gross profit of 669.90M and revenue of 1.27B. Therefore, the gross margin over that period was 52.6%.
PTC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PTC Inc. reported a gross profit of 660.69M and revenue of 774.30M. Therefore, the gross margin over that period was 85.3%.
CBOE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Cboe Global Markets, Inc. reported an operating income of 505.60M and revenue of 1.27B, resulting in an operating margin of 39.7%.
PTC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PTC Inc. reported an operating income of 295.80M and revenue of 774.30M, resulting in an operating margin of 38.2%.
CBOE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Cboe Global Markets, Inc. reported a net income of 385.70M and revenue of 1.27B, resulting in a net margin of 30.3%.
PTC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PTC Inc. reported a net income of 590.72M and revenue of 774.30M, resulting in a net margin of 76.3%.
Frequently Asked Questions
CBOE and PTC have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CBOE has higher volatility (15.70%) compared to PTC (15.51%). In terms of maximum drawdown, CBOE dropped -43.23% vs PTC's -95.28%.
CBOE currently has the higher Sharpe Ratio (1.16 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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