PTC vs. SFBS
PTC (PTC Inc.) and SFBS (ServisFirst Bancshares, Inc.) are both stocks. PTC operates in Software - Application (Technology), while SFBS operates in Banks - Regional (Financial Services). Over the past 10 years, PTC returned 13.23%/yr vs 15.44%/yr for SFBS. Their 0.32 correlation means their historical movements had little consistent relationship.
Performance
PTC vs. SFBS - Performance Comparison
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Returns By Period
In the year-to-date period, PTC achieves a -21.24% return, which is significantly lower than SFBS's 26.54% return. Over the past 10 years, PTC has underperformed SFBS with an annualized return of 13.23%, while SFBS has yielded a comparatively higher 15.44% annualized return.
PTC
- 1D
- 0.66%
- 1M
- 10.16%
- 6M
- -12.12%
- YTD
- -21.24%
- 1Y
- -35.32%
- 3Y*
- -2.16%
- 5Y*
- 0.26%
- 10Y*
- 13.23%
- ALL TIME*
- 11.62%
SFBS
- 1D
- 0.31%
- 1M
- 3.30%
- 6M
- 10.40%
- YTD
- 26.54%
- 1Y
- 18.00%
- 3Y*
- 17.15%
- 5Y*
- 6.48%
- 10Y*
- 15.44%
- ALL TIME*
- 17.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PTC PTC Inc. | $244.61M | $208.52M | $240.37M |
| $27.71M | $25.83M | $24.39M |
PTC vs. SFBS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PTC PTC Inc. | -21.24% | -5.25% | 5.09% | 45.75% | -0.92% | 1.29% | 59.71% | -9.66% | 36.42% | 31.34% |
SFBS ServisFirst Bancshares, Inc. | 26.54% | -13.87% | 28.85% | -1.20% | -17.87% | 113.22% | 9.25% | 20.38% | -22.22% | 11.42% |
Correlation
The correlation between PTC and SFBS is 0.23, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.23 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.32 |
Correlation (All Time) Calculated using the full available price history since May 14, 2014 | 0.32 |
The correlation between PTC and SFBS shifts across timeframes, from 0.23 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
PTC:
$15.85B
SFBS:
$4.89B
PTC:
$13.63
SFBS:
$7.82
PTC:
10.07
SFBS:
11.44
PTC:
0.45
SFBS:
1.34
PTC:
4.17
SFBS:
3.62
PTC:
$2.95B
SFBS:
$1.01B
PTC:
$2.50B
SFBS:
$281.10M
PTC:
$1.55B
SFBS:
$491.26M
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Return for Risk
PTC vs. SFBS — Risk / Return Rank
PTC
SFBS
PTC vs. SFBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PTC Inc. (PTC) and ServisFirst Bancshares, Inc. (SFBS). 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 | SFBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.62 | ||
| Sortino ratioReturn per unit of downside risk | -2.51 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.12 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.75 | 0.68 | -1.43 |
| Martin ratioReturn relative to average drawdown | -1.31 | 1.31 | -2.63 |
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Drawdowns
PTC vs. SFBS - Drawdown Comparison
The maximum PTC drawdown since its inception was -95.28%, which is greater than SFBS's maximum drawdown of -57.15%. Use the drawdown chart below to compare losses from any high point for PTC and SFBS.
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Drawdown Indicators
| PTC | SFBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.28% | -57.15% | -38.13% |
Max Drawdown (1Y)Largest decline over 1 year | -48.12% | -23.75% | -24.37% |
Max Drawdown (3Y)Largest decline over 3 years | -48.12% | -30.42% | -17.70% |
Max Drawdown (5Y)Largest decline over 5 years | -48.12% | -57.15% | +9.03% |
Max Drawdown (10Y)Largest decline over 10 years | -54.37% | -57.15% | +2.78% |
Current DrawdownCurrent decline from peak | -36.64% | -6.71% | -29.93% |
Average DrawdownAverage peak-to-trough decline | -45.13% | -14.46% | -30.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.52% | 12.23% | +15.29% |
Volatility
PTC vs. SFBS - Volatility Comparison
PTC Inc. (PTC) has a higher volatility of 13.20% compared to ServisFirst Bancshares, Inc. (SFBS) at 7.02%. This indicates that PTC's price experiences larger fluctuations and is considered to be riskier than SFBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PTC | SFBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.20% | 7.02% | +6.18% |
Volatility (6M)Calculated over the trailing 6-month period | 28.30% | 18.35% | +9.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.32% | 31.62% | +1.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.98% | 36.47% | -5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.27% | 36.06% | -2.79% |
Dividends
PTC vs. SFBS - Dividend Comparison
PTC has not paid dividends to shareholders, while SFBS's dividend yield for the trailing twelve months is around 1.65%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SFBS ServisFirst Bancshares, Inc. | 1.65% | 1.87% | 1.06% | 1.71% | 1.41% | 0.98% | 1.80% | 1.66% | 1.51% | 0.48% | 0.51% | 0.48% |
Financials
PTC vs. SFBS - Financials Comparison
This section allows you to compare key financial metrics between PTC Inc. and ServisFirst Bancshares, 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. SFBS - Profitability Comparison
PTC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, PTC Inc. reported a gross profit of 502.48M and revenue of 600.05M. Therefore, the gross margin over that period was 83.7%.
SFBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, ServisFirst Bancshares, Inc. reported a gross profit of -148.33M and revenue of 239.06M. Therefore, the gross margin over that period was -62.1%.
PTC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, PTC Inc. reported an operating income of 166.51M and revenue of 600.05M, resulting in an operating margin of 27.8%.
SFBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, ServisFirst Bancshares, Inc. reported an operating income of -99.63M and revenue of 239.06M, resulting in an operating margin of -41.7%.
PTC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, PTC Inc. reported a net income of 118.78M and revenue of 600.05M, resulting in a net margin of 19.8%.
SFBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, ServisFirst Bancshares, Inc. reported a net income of 85.79M and revenue of 239.06M, resulting in a net margin of 35.9%.
Frequently Asked Questions
PTC and SFBS have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PTC has higher volatility (13.20%) compared to SFBS (7.02%). In terms of maximum drawdown, PTC dropped -95.28% vs SFBS's -57.15%.
SFBS currently has the higher Sharpe Ratio (0.51 vs -1.11), 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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