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SFBS vs. PTC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

SFBS vs. PTC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ServisFirst Bancshares, Inc. (SFBS) and PTC Inc. (PTC). The values are adjusted to include any dividend payments, if applicable.

350.00%400.00%450.00%500.00%550.00%600.00%650.00%700.00%JuneJulyAugustSeptemberOctoberNovember
679.19%
463.08%
SFBS
PTC

Returns By Period

In the year-to-date period, SFBS achieves a 46.94% return, which is significantly higher than PTC's 12.96% return. Over the past 10 years, SFBS has outperformed PTC with an annualized return of 21.49%, while PTC has yielded a comparatively lower 17.73% annualized return.


SFBS

YTD

46.94%

1M

14.80%

6M

55.47%

1Y

94.03%

5Y (annualized)

23.60%

10Y (annualized)

21.49%

PTC

YTD

12.96%

1M

7.65%

6M

8.00%

1Y

28.05%

5Y (annualized)

21.38%

10Y (annualized)

17.73%

Fundamentals


SFBSPTC
Market Cap$5.06B$22.64B
EPS$3.74$3.12
PE Ratio24.7960.42
PEG Ratio0.001.54
Total Revenue (TTM)$815.77M$2.30B
Gross Profit (TTM)$779.50M$1.83B
EBITDA (TTM)$3.01M$708.45M

Key characteristics


SFBSPTC
Sharpe Ratio2.321.31
Sortino Ratio3.201.79
Omega Ratio1.381.23
Calmar Ratio2.072.09
Martin Ratio11.575.08
Ulcer Index8.13%5.52%
Daily Std Dev40.47%21.37%
Max Drawdown-57.15%-95.28%
Current Drawdown-2.13%-0.20%

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Correlation

-0.50.00.51.00.3

The correlation between SFBS and PTC is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Risk-Adjusted Performance

SFBS vs. PTC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ServisFirst Bancshares, Inc. (SFBS) and PTC Inc. (PTC). 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.


Sharpe ratio
The chart of Sharpe ratio for SFBS, currently valued at 2.32, compared to the broader market-4.00-2.000.002.004.002.321.31
The chart of Sortino ratio for SFBS, currently valued at 3.20, compared to the broader market-4.00-2.000.002.004.003.201.79
The chart of Omega ratio for SFBS, currently valued at 1.38, compared to the broader market0.501.001.502.001.381.23
The chart of Calmar ratio for SFBS, currently valued at 2.06, compared to the broader market0.002.004.006.002.072.09
The chart of Martin ratio for SFBS, currently valued at 11.57, compared to the broader market0.0010.0020.0030.0011.575.08
SFBS
PTC

The current SFBS Sharpe Ratio is 2.32, which is higher than the PTC Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of SFBS and PTC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio0.501.001.502.002.50JuneJulyAugustSeptemberOctoberNovember
2.32
1.31
SFBS
PTC

Dividends

SFBS vs. PTC - Dividend Comparison

SFBS's dividend yield for the trailing twelve months is around 1.24%, while PTC has not paid dividends to shareholders.


TTM2023202220212020201920182017201620152014
SFBS
ServisFirst Bancshares, Inc.
1.24%1.71%1.41%0.98%1.80%1.66%1.51%0.48%0.51%0.48%0.30%
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%

Drawdowns

SFBS vs. PTC - Drawdown Comparison

The maximum SFBS drawdown since its inception was -57.15%, smaller than the maximum PTC drawdown of -95.28%. Use the drawdown chart below to compare losses from any high point for SFBS and PTC. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.13%
-0.20%
SFBS
PTC

Volatility

SFBS vs. PTC - Volatility Comparison

ServisFirst Bancshares, Inc. (SFBS) has a higher volatility of 14.02% compared to PTC Inc. (PTC) at 8.19%. This indicates that SFBS's price experiences larger fluctuations and is considered to be riskier than PTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JuneJulyAugustSeptemberOctoberNovember
14.02%
8.19%
SFBS
PTC

Financials

SFBS vs. PTC - Financials Comparison

This section allows you to compare key financial metrics between ServisFirst Bancshares, Inc. and PTC 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items