PTC vs. CBOE
PTC (PTC Inc.) and CBOE (Cboe Global Markets, Inc.) are both stocks. PTC operates in Software - Application (Technology), while CBOE operates in Financial Data & Stock Exchanges (Financial Services). Over the past 10 years, PTC returned 11.65%/yr vs 17.84%/yr for CBOE. At a 0.20 correlation, their price movements are largely independent.
Performance
PTC vs. CBOE - Performance Comparison
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Returns By Period
In the year-to-date period, PTC achieves a -34.75% return, which is significantly lower than CBOE's 18.03% return. Over the past 10 years, PTC has underperformed CBOE with an annualized return of 11.65%, while CBOE has yielded a comparatively higher 17.84% annualized return.
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
- 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 vs. CBOE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTC PTC Inc. | -34.75% | -5.25% | 5.09% | 45.75% | -0.92% | 1.29% | 59.71% | -9.66% | 36.42% | 31.34% |
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% |
Correlation
The correlation between PTC and CBOE 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 PTC and CBOE shifts across timeframes, from -0.04 (3 years) to 0.20 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PTC:
$721.87K
CBOE:
$30.97B
PTC:
$13.81
CBOE:
$11.77
PTC:
8.23
CBOE:
25.07
PTC:
0.37
CBOE:
0.47
PTC:
3.42
CBOE:
6.46
PTC:
$3.00B
CBOE:
$4.79B
PTC:
$2.54B
CBOE:
$2.50B
PTC:
$1.67B
CBOE:
$1.87B
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Return for Risk
PTC vs. CBOE — Risk / Return Rank
PTC
CBOE
PTC vs. CBOE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PTC Inc. (PTC) and Cboe Global Markets, Inc. (CBOE). 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.
| PTC | CBOE | 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 | 0.82 | 1.23 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.71 | 1.29 | -2.00 |
| Martin ratioReturn relative to average drawdown | -1.49 | 5.70 | -7.19 |
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Drawdowns
PTC vs. CBOE - Drawdown Comparison
The maximum PTC drawdown since its inception was -95.28%, which is greater than CBOE's maximum drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for PTC and CBOE.
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Drawdown Indicators
| PTC | CBOE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.28% | -43.23% | -52.05% |
Max Drawdown (1Y)Largest decline over 1 year | -47.50% | -24.69% | -22.81% |
Max Drawdown (3Y)Largest decline over 3 years | -47.50% | -24.69% | -22.81% |
Max Drawdown (5Y)Largest decline over 5 years | -47.50% | -24.69% | -22.81% |
Max Drawdown (10Y)Largest decline over 10 years | -54.37% | -43.23% | -11.14% |
Current DrawdownCurrent decline from peak | -47.50% | -19.41% | -28.09% |
Average DrawdownAverage peak-to-trough decline | -45.13% | -11.41% | -33.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.46% | 5.58% | +16.88% |
Volatility
PTC vs. CBOE - Volatility Comparison
PTC Inc. (PTC) and Cboe Global Markets, Inc. (CBOE) have volatilities of 15.51% and 15.70%, 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
| PTC | CBOE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.51% | 15.70% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 25.18% | 24.24% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.90% | 27.44% | +8.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.77% | 23.27% | +7.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.11% | 25.36% | +7.75% |
Dividends
PTC vs. CBOE - Dividend Comparison
PTC has not paid dividends to shareholders, while CBOE's dividend yield for the trailing twelve months is around 0.98%.
| 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
PTC vs. CBOE - Financials Comparison
This section allows you to compare key financial metrics between PTC Inc. and Cboe Global Markets, 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
PTC vs. CBOE - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
PTC and CBOE 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, PTC dropped -95.28% vs CBOE's -43.23%.
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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