PTC vs. DASTY
PTC (PTC Inc.) and DASTY (Dassault Systemes SA) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past 10 years, PTC returned 14.37%/yr vs 4.17%/yr for DASTY. At a 0.40 correlation, their price movements are largely independent.
Performance
PTC vs. DASTY - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with PTC having a -19.80% return and DASTY slightly higher at -19.73%. Over the past 10 years, PTC has outperformed DASTY with an annualized return of 14.37%, while DASTY has yielded a comparatively lower 4.17% annualized return.
PTC
- 1D
- -1.84%
- 1M
- 1.11%
- YTD
- -19.80%
- 6M
- -21.23%
- 1Y
- -16.89%
- 3Y*
- 0.43%
- 5Y*
- 1.06%
- 10Y*
- 14.37%
DASTY
- 1D
- -2.43%
- 1M
- -0.57%
- YTD
- -19.73%
- 6M
- -18.08%
- 1Y
- -39.21%
- 3Y*
- -20.14%
- 5Y*
- -12.84%
- 10Y*
- 4.17%
PTC vs. DASTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTC PTC Inc. | -19.80% | -5.25% | 5.09% | 45.75% | -0.92% | 1.29% | 59.71% | -9.66% | 36.42% | 31.34% |
DASTY Dassault Systemes SA | -19.73% | -18.30% | -29.32% | 37.87% | -39.81% | 46.94% | 24.41% | 40.85% | 11.25% | 40.64% |
Correlation
The correlation between PTC and DASTY 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 7, 2008 | 0.40 |
Fundamentals
PTC:
$887.22K
DASTY:
$29.44B
PTC:
$13.81
DASTY:
$0.92
PTC:
10.12
DASTY:
23.92
PTC:
0.45
DASTY:
2.04
PTC:
4.21
DASTY:
4.76
PTC:
$3.00B
DASTY:
$6.17B
PTC:
$2.54B
DASTY:
$5.18B
PTC:
$1.67B
DASTY:
$2.12B
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Return for Risk
PTC vs. DASTY — Risk / Return Rank
PTC
DASTY
PTC vs. DASTY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PTC Inc. (PTC) and Dassault Systemes SA (DASTY). 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.
| PTC | DASTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.72 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 0.79 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.44 | -0.79 | +0.35 |
| Martin ratioReturn relative to average drawdown | -0.79 | -1.34 | +0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PTC | DASTY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.51 | -1.05 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | -0.41 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.14 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.22 | +0.01 |
Drawdowns
PTC vs. DASTY - Drawdown Comparison
The maximum PTC drawdown since its inception was -95.28%, which is greater than DASTY's maximum drawdown of -69.27%. Use the drawdown chart below to compare losses from any high point for PTC and DASTY.
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Drawdown Indicators
| PTC | DASTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.28% | -69.27% | -26.01% |
Max Drawdown (1Y)Largest decline over 1 year | -38.37% | -49.91% | +11.54% |
Max Drawdown (3Y)Largest decline over 3 years | -38.37% | -63.12% | +24.75% |
Max Drawdown (5Y)Largest decline over 5 years | -38.37% | -69.27% | +30.90% |
Max Drawdown (10Y)Largest decline over 10 years | -54.37% | -69.27% | +14.90% |
Current DrawdownCurrent decline from peak | -35.47% | -63.90% | +28.43% |
Average DrawdownAverage peak-to-trough decline | -45.14% | -21.33% | -23.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.45% | 29.34% | -7.89% |
Volatility
PTC vs. DASTY - Volatility Comparison
PTC Inc. (PTC) and Dassault Systemes SA (DASTY) have volatilities of 11.34% and 11.82%, 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 | DASTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.34% | 11.82% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 21.46% | 32.54% | -11.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.49% | 37.60% | -4.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.24% | 31.72% | -1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.87% | 29.99% | +2.88% |
Dividends
PTC vs. DASTY - Dividend Comparison
PTC has not paid dividends to shareholders, while DASTY's dividend yield for the trailing twelve months is around 1.44%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DASTY Dassault Systemes SA | 1.44% | 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
PTC vs. DASTY - Financials Comparison
This section allows you to compare key financial metrics between PTC Inc. and Dassault Systemes SA. 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. DASTY - 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%.
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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
PTC and DASTY 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 (11.82%) compared to PTC (11.34%). In terms of maximum drawdown, PTC dropped -95.28% vs DASTY's -69.27%.
PTC currently has the higher Sharpe Ratio (-0.51 vs -1.05), 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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