DASTY vs. PTC
DASTY (Dassault Systemes SA) and PTC (PTC Inc.) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past 10 years, DASTY returned 3.57%/yr vs 11.82%/yr for PTC. At a 0.40 correlation, their price movements are largely independent.
Performance
DASTY vs. PTC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, DASTY achieves a -28.15% return, which is significantly higher than PTC's -35.52% return. Over the past 10 years, DASTY has underperformed PTC with an annualized return of 3.57%, while PTC has yielded a comparatively higher 11.82% annualized return.
DASTY
- 1D
- 2.27%
- 1M
- -14.89%
- YTD
- -28.15%
- 6M
- -27.92%
- 1Y
- -43.84%
- 3Y*
- -22.20%
- 5Y*
- -15.97%
- 10Y*
- 3.57%
PTC
- 1D
- -2.32%
- 1M
- -24.22%
- YTD
- -35.52%
- 6M
- -36.18%
- 1Y
- -32.52%
- 3Y*
- -7.27%
- 5Y*
- -4.00%
- 10Y*
- 11.82%
DASTY vs. PTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DASTY Dassault Systemes SA | -28.15% | -18.30% | -29.32% | 37.87% | -39.81% | 46.94% | 24.41% | 40.85% | 11.25% | 40.64% |
PTC PTC Inc. | -35.52% | -5.25% | 5.09% | 45.75% | -0.92% | 1.29% | 59.71% | -9.66% | 36.42% | 31.34% |
Correlation
The correlation between DASTY and PTC is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.37 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Nov 6, 2008 | 0.40 |
Fundamentals
DASTY:
$26.35B
PTC:
$713.30K
DASTY:
€0.92
PTC:
$13.81
DASTY:
18.82
PTC:
8.14
DASTY:
1.61
PTC:
0.36
DASTY:
3.74
PTC:
3.38
DASTY:
€6.17B
PTC:
$3.00B
DASTY:
€5.18B
PTC:
$2.54B
DASTY:
€2.12B
PTC:
$1.67B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
DASTY vs. PTC — Risk / Return Rank
DASTY
PTC
DASTY vs. PTC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dassault Systemes SA (DASTY) 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.
| DASTY | PTC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 0.83 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | -0.68 | -0.20 |
| Martin ratioReturn relative to average drawdown | -1.42 | -1.38 | -0.04 |
Loading charts...
Drawdowns
DASTY vs. PTC - Drawdown Comparison
The maximum DASTY drawdown since its inception was -69.27%, smaller than the maximum PTC drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for DASTY and PTC.
Loading charts...
Drawdown Indicators
| DASTY | PTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.27% | -95.28% | +26.01% |
Max Drawdown (1Y)Largest decline over 1 year | -49.91% | -48.12% | -1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -63.12% | -48.12% | -15.00% |
Max Drawdown (5Y)Largest decline over 5 years | -69.27% | -48.12% | -21.15% |
Max Drawdown (10Y)Largest decline over 10 years | -69.27% | -54.37% | -14.90% |
Current DrawdownCurrent decline from peak | -67.69% | -48.12% | -19.57% |
Average DrawdownAverage peak-to-trough decline | -21.46% | -45.13% | +23.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.99% | 23.58% | +7.41% |
Volatility
DASTY vs. PTC - Volatility Comparison
Dassault Systemes SA (DASTY) and PTC Inc. (PTC) have volatilities of 15.60% and 15.43%, 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.
Loading charts...
Volatility by Period
| DASTY | PTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.60% | 15.43% | +0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 34.25% | 25.47% | +8.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.91% | 35.98% | +2.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.09% | 30.82% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.09% | 33.07% | -2.98% |
Dividends
DASTY vs. PTC - Dividend Comparison
DASTY's dividend yield for the trailing twelve months is around 1.61%, while PTC has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DASTY Dassault Systemes SA | 1.61% | 1.06% | 0.72% | 0.47% | 0.51% | 0.23% | 0.37% | 0.44% | 0.59% | 1.14% | 1.32% |
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% |
Financials
DASTY vs. PTC - Financials Comparison
This section allows you to compare key financial metrics between Dassault Systemes SA 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
DASTY vs. PTC - Profitability Comparison
DASTY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dassault Systemes SA reported a gross profit of 1.27B and revenue of 1.51B. Therefore, the gross margin over that period was 84.0%.
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%.
DASTY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dassault Systemes SA reported an operating income of 347.60M and revenue of 1.51B, resulting in an operating margin of 23.0%.
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%.
DASTY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dassault Systemes SA reported a net income of 292.50M and revenue of 1.51B, resulting in a net margin of 19.4%.
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
DASTY and PTC have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DASTY has higher volatility (15.60%) compared to PTC (15.43%). In terms of maximum drawdown, DASTY dropped -69.27% vs PTC's -95.28%.
PTC currently has the higher Sharpe Ratio (-0.91 vs -1.13), 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.
Find the right allocation for DASTY and PTC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer