PTC vs. COST
Compare and contrast key facts about PTC Inc. (PTC) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTC or COST.
Correlation
The correlation between PTC and COST is 0.52, 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
PTC vs. COST - Performance Comparison
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Key characteristics
PTC:
-0.23
COST:
1.38
PTC:
-0.03
COST:
2.02
PTC:
1.00
COST:
1.27
PTC:
-0.13
COST:
1.88
PTC:
-0.34
COST:
5.46
PTC:
12.51%
COST:
5.96%
PTC:
27.22%
COST:
21.93%
PTC:
-95.28%
COST:
-53.39%
PTC:
-14.35%
COST:
-4.61%
Fundamentals
PTC:
$20.61B
COST:
$448.33B
PTC:
$3.64
COST:
$17.15
PTC:
47.20
COST:
58.92
PTC:
1.83
COST:
5.25
PTC:
8.78
COST:
1.70
PTC:
6.09
COST:
17.20
PTC:
$2.35B
COST:
$264.09B
PTC:
$1.89B
COST:
$35.11B
PTC:
$745.56M
COST:
$11.25B
Returns By Period
In the year-to-date period, PTC achieves a -5.96% return, which is significantly lower than COST's 12.23% return. Over the past 10 years, PTC has underperformed COST with an annualized return of 15.97%, while COST has yielded a comparatively higher 23.84% annualized return.
PTC
-5.96%
20.09%
-9.00%
-6.13%
21.67%
15.97%
COST
12.23%
6.14%
13.37%
30.02%
30.15%
23.84%
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Risk-Adjusted Performance
PTC vs. COST — Risk-Adjusted Performance Rank
PTC
COST
PTC vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PTC Inc. (PTC) and Costco Wholesale Corporation (COST). 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.
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Dividends
PTC vs. COST - Dividend Comparison
PTC has not paid dividends to shareholders, while COST's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
PTC vs. COST - Drawdown Comparison
The maximum PTC drawdown since its inception was -95.28%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for PTC and COST. For additional features, visit the drawdowns tool.
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Volatility
PTC vs. COST - Volatility Comparison
PTC Inc. (PTC) has a higher volatility of 7.95% compared to Costco Wholesale Corporation (COST) at 6.39%. This indicates that PTC's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
PTC vs. COST - Financials Comparison
This section allows you to compare key financial metrics between PTC Inc. and Costco Wholesale Corporation. 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. COST - Profitability Comparison
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%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
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%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
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%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.