SFBS vs. PTC
SFBS (ServisFirst Bancshares, Inc.) and PTC (PTC Inc.) are both stocks. SFBS operates in Banks - Regional (Financial Services), while PTC operates in Software - Application (Technology). Over the past 10 years, SFBS returned 13.05%/yr vs 14.37%/yr for PTC. At a 0.33 correlation, their price movements are largely independent.
Performance
SFBS vs. PTC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SFBS achieves a 6.47% return, which is significantly higher than PTC's -19.80% return. Over the past 10 years, SFBS has underperformed PTC with an annualized return of 13.05%, while PTC has yielded a comparatively higher 14.37% annualized return.
SFBS
- 1D
- -2.11%
- 1M
- -3.43%
- YTD
- 6.47%
- 6M
- 6.66%
- 1Y
- 3.19%
- 3Y*
- 21.14%
- 5Y*
- 3.25%
- 10Y*
- 13.05%
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%
SFBS vs. PTC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SFBS ServisFirst Bancshares, Inc. | 6.47% | -13.87% | 28.85% | -1.20% | -17.87% | 113.22% | 9.25% | 20.38% | -22.22% | 11.42% |
PTC PTC Inc. | -19.80% | -5.25% | 5.09% | 45.75% | -0.92% | 1.29% | 59.71% | -9.66% | 36.42% | 31.34% |
Correlation
The correlation between SFBS and PTC is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since May 15, 2014 | 0.33 |
The correlation between SFBS and PTC shifts across timeframes, from 0.24 (1 year) to 0.34 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SFBS:
$7.23
PTC:
$13.81
SFBS:
10.46
PTC:
10.12
SFBS:
1.23
PTC:
0.45
SFBS:
3.07
PTC:
4.21
SFBS:
$1.01B
PTC:
$3.00B
SFBS:
$401.91M
PTC:
$2.54B
SFBS:
$265.83M
PTC:
$1.67B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SFBS vs. PTC — Risk / Return Rank
SFBS
PTC
SFBS vs. PTC - Risk-Adjusted Trends 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.
| SFBS | PTC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.61 | ||
| Sortino ratioReturn per unit of downside risk | +0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 0.92 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.13 | -0.44 | +0.58 |
| Martin ratioReturn relative to average drawdown | 0.26 | -0.79 | +1.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| SFBS | PTC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | -0.51 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.04 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.44 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 0.23 | +0.25 |
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.
Loading charts...
Drawdown Indicators
| SFBS | PTC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.15% | -95.28% | +38.13% |
Max Drawdown (1Y)Largest decline over 1 year | -23.75% | -38.37% | +14.62% |
Max Drawdown (3Y)Largest decline over 3 years | -30.42% | -38.37% | +7.95% |
Max Drawdown (5Y)Largest decline over 5 years | -57.15% | -38.37% | -18.78% |
Max Drawdown (10Y)Largest decline over 10 years | -57.15% | -54.37% | -2.78% |
Current DrawdownCurrent decline from peak | -21.51% | -35.47% | +13.96% |
Average DrawdownAverage peak-to-trough decline | -14.45% | -45.14% | +30.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.14% | 21.45% | -9.31% |
Volatility
SFBS vs. PTC - Volatility Comparison
The current volatility for ServisFirst Bancshares, Inc. (SFBS) is 6.30%, while PTC Inc. (PTC) has a volatility of 11.34%. This indicates that SFBS experiences smaller price fluctuations and is considered to be less risky than PTC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SFBS | PTC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 11.34% | -5.04% |
Volatility (6M)Calculated over the trailing 6-month period | 23.18% | 21.46% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.82% | 33.49% | -1.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.55% | 30.24% | +6.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.14% | 32.87% | +3.27% |
Dividends
SFBS vs. PTC - Dividend Comparison
SFBS's dividend yield for the trailing twelve months is around 1.89%, while PTC has not paid dividends to shareholders.
| 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. | 1.89% | 1.87% | 1.06% | 1.71% | 1.41% | 0.98% | 1.80% | 1.66% | 1.51% | 0.48% | 0.51% | 0.48% |
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.
Total Revenue: Total amount of money received from sales and other business activities
SFBS vs. PTC - Profitability Comparison
SFBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ServisFirst Bancshares, Inc. reported a gross profit of 0.00 and revenue of 241.48M. Therefore, the gross margin over that period was 0.0%.
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%.
SFBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ServisFirst Bancshares, Inc. reported an operating income of 628.00K and revenue of 241.48M, resulting in an operating margin of 0.3%.
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%.
SFBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ServisFirst Bancshares, Inc. reported a net income of 82.97M and revenue of 241.48M, resulting in a net margin of 34.4%.
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%.
Frequently Asked Questions
SFBS and PTC have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PTC has higher volatility (11.34%) compared to SFBS (6.30%). In terms of maximum drawdown, SFBS dropped -57.15% vs PTC's -95.28%.
SFBS currently has the higher Sharpe Ratio (0.10 vs -0.51), 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.
Find the right allocation for SFBS and PTC
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer