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

Correlation

The correlation between SFBS and PTC is 0.49, 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.


-0.50.00.51.0
Correlation: 0.5

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.

300.00%400.00%500.00%600.00%700.00%NovemberDecember2025FebruaryMarchApril
475.36%
338.83%
SFBS
PTC

Key characteristics

Sharpe Ratio

SFBS:

0.40

PTC:

-0.55

Sortino Ratio

SFBS:

0.88

PTC:

-0.59

Omega Ratio

SFBS:

1.10

PTC:

0.92

Calmar Ratio

SFBS:

0.41

PTC:

-0.45

Martin Ratio

SFBS:

1.38

PTC:

-1.26

Ulcer Index

SFBS:

10.84%

PTC:

11.57%

Daily Std Dev

SFBS:

37.64%

PTC:

26.91%

Max Drawdown

SFBS:

-57.15%

PTC:

-95.28%

Current Drawdown

SFBS:

-27.92%

PTC:

-23.71%

Fundamentals

Market Cap

SFBS:

$3.92B

PTC:

$18.25B

EPS

SFBS:

$4.40

PTC:

$3.25

PE Ratio

SFBS:

16.30

PTC:

46.66

PEG Ratio

SFBS:

0.00

PTC:

1.61

PS Ratio

SFBS:

8.21

PTC:

7.89

PB Ratio

SFBS:

2.32

PTC:

5.50

Total Revenue (TTM)

SFBS:

$477.28M

PTC:

$1.71B

Gross Profit (TTM)

SFBS:

$469.09M

PTC:

$1.36B

EBITDA (TTM)

SFBS:

$1.65M

PTC:

$453.59M

Returns By Period

The year-to-date returns for both stocks are quite close, with SFBS having a -15.79% return and PTC slightly lower at -16.23%. Over the past 10 years, SFBS has outperformed PTC with an annualized return of 16.49%, while PTC has yielded a comparatively lower 15.45% annualized return.


SFBS

YTD

-15.79%

1M

-15.10%

6M

-13.70%

1Y

17.46%

5Y*

19.37%

10Y*

16.49%

PTC

YTD

-16.23%

1M

-5.01%

6M

-17.64%

1Y

-14.37%

5Y*

18.88%

10Y*

15.45%

*Annualized

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Risk-Adjusted Performance

SFBS vs. PTC — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SFBS
The Risk-Adjusted Performance Rank of SFBS is 6666
Overall Rank
The Sharpe Ratio Rank of SFBS is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of SFBS is 6363
Sortino Ratio Rank
The Omega Ratio Rank of SFBS is 6060
Omega Ratio Rank
The Calmar Ratio Rank of SFBS is 7070
Calmar Ratio Rank
The Martin Ratio Rank of SFBS is 6868
Martin Ratio Rank

PTC
The Risk-Adjusted Performance Rank of PTC is 2121
Overall Rank
The Sharpe Ratio Rank of PTC is 2121
Sharpe Ratio Rank
The Sortino Ratio Rank of PTC is 2121
Sortino Ratio Rank
The Omega Ratio Rank of PTC is 2121
Omega Ratio Rank
The Calmar Ratio Rank of PTC is 2323
Calmar Ratio Rank
The Martin Ratio Rank of PTC is 1717
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for SFBS, currently valued at 0.40, compared to the broader market-2.00-1.000.001.002.003.00
SFBS: 0.40
PTC: -0.55
The chart of Sortino ratio for SFBS, currently valued at 0.88, compared to the broader market-6.00-4.00-2.000.002.004.00
SFBS: 0.88
PTC: -0.59
The chart of Omega ratio for SFBS, currently valued at 1.10, compared to the broader market0.501.001.502.00
SFBS: 1.10
PTC: 0.92
The chart of Calmar ratio for SFBS, currently valued at 0.41, compared to the broader market0.001.002.003.004.005.00
SFBS: 0.41
PTC: -0.45
The chart of Martin ratio for SFBS, currently valued at 1.38, compared to the broader market-5.000.005.0010.0015.0020.00
SFBS: 1.38
PTC: -1.26

The current SFBS Sharpe Ratio is 0.40, which is higher than the PTC Sharpe Ratio of -0.55. 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 Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.40
-0.55
SFBS
PTC

Dividends

SFBS vs. PTC - Dividend Comparison

SFBS's dividend yield for the trailing twelve months is around 1.79%, while PTC has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SFBS
ServisFirst Bancshares, Inc.
1.79%1.06%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%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.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-27.92%
-23.71%
SFBS
PTC

Volatility

SFBS vs. PTC - Volatility Comparison

ServisFirst Bancshares, Inc. (SFBS) has a higher volatility of 16.06% compared to PTC Inc. (PTC) at 15.14%. 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%NovemberDecember2025FebruaryMarchApril
16.06%
15.14%
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