PTC vs. ORCL
PTC (PTC Inc.) and ORCL (Oracle Corporation) are both stocks. Both are in the Technology sector — PTC in Software - Application, ORCL in Software - Infrastructure. Over the past 10 years, PTC returned 13.90%/yr vs 20.30%/yr for ORCL. At a 0.41 correlation, their price movements are largely independent.
Performance
PTC vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, PTC achieves a -21.89% return, which is significantly lower than ORCL's 9.34% return. Over the past 10 years, PTC has underperformed ORCL with an annualized return of 13.90%, while ORCL has yielded a comparatively higher 20.30% annualized return.
PTC
- 1D
- -0.68%
- 1M
- -7.21%
- YTD
- -21.89%
- 6M
- -21.98%
- 1Y
- -20.12%
- 3Y*
- -0.61%
- 5Y*
- 0.20%
- 10Y*
- 13.90%
ORCL
- 1D
- -0.87%
- 1M
- 8.10%
- YTD
- 9.34%
- 6M
- -3.36%
- 1Y
- 22.94%
- 3Y*
- 25.94%
- 5Y*
- 21.81%
- 10Y*
- 20.30%
PTC vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTC PTC Inc. | -21.89% | -5.25% | 5.09% | 45.75% | -0.92% | 1.29% | 59.71% | -9.66% | 36.42% | 31.34% |
ORCL Oracle Corporation | 9.34% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between PTC and ORCL is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.41 |
The correlation between PTC and ORCL shifts across timeframes, from 0.29 (1 year) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PTC:
$864.04K
ORCL:
$617.24B
PTC:
$13.81
ORCL:
$5.56
PTC:
9.86
ORCL:
38.09
PTC:
0.44
ORCL:
8.54
PTC:
4.10
ORCL:
9.64
PTC:
$3.00B
ORCL:
$64.08B
PTC:
$2.54B
ORCL:
$58.10B
PTC:
$1.67B
ORCL:
$17.85B
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Return for Risk
PTC vs. ORCL — Risk / Return Rank
PTC
ORCL
PTC vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PTC Inc. (PTC) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.96 | ||
| Sortino ratioReturn per unit of downside risk | -1.88 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.13 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.53 | 0.40 | -0.92 |
| Martin ratioReturn relative to average drawdown | -0.92 | 0.66 | -1.58 |
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 | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.60 | 0.35 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.52 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.58 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.49 | -0.26 |
Drawdowns
PTC vs. ORCL - Drawdown Comparison
The maximum PTC drawdown since its inception was -95.28%, which is greater than ORCL's maximum drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for PTC and ORCL.
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Drawdown Indicators
| PTC | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.28% | -84.19% | -11.09% |
Max Drawdown (1Y)Largest decline over 1 year | -38.37% | -58.25% | +19.88% |
Max Drawdown (3Y)Largest decline over 3 years | -38.37% | -58.25% | +19.88% |
Max Drawdown (5Y)Largest decline over 5 years | -38.37% | -58.25% | +19.88% |
Max Drawdown (10Y)Largest decline over 10 years | -54.37% | -58.25% | +3.88% |
Current DrawdownCurrent decline from peak | -37.16% | -34.98% | -2.18% |
Average DrawdownAverage peak-to-trough decline | -45.13% | -29.10% | -16.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.82% | 35.04% | -13.22% |
Volatility
PTC vs. ORCL - Volatility Comparison
The current volatility for PTC Inc. (PTC) is 8.12%, while Oracle Corporation (ORCL) has a volatility of 21.62%. This indicates that PTC experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTC | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.12% | 21.62% | -13.50% |
Volatility (6M)Calculated over the trailing 6-month period | 21.45% | 42.42% | -20.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.54% | 65.38% | -31.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.22% | 41.98% | -11.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.87% | 35.01% | -2.14% |
Dividends
PTC vs. ORCL - Dividend Comparison
PTC has not paid dividends to shareholders, while ORCL's dividend yield for the trailing twelve months is around 0.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
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. ORCL - Financials Comparison
This section allows you to compare key financial metrics between PTC Inc. and Oracle 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
Frequently Asked Questions
PTC and ORCL have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (21.62%) compared to PTC (8.12%). In terms of maximum drawdown, PTC dropped -95.28% vs ORCL's -84.19%.
ORCL currently has the higher Sharpe Ratio (0.35 vs -0.60), 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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