SFBS vs. PTC

Last updated Apr 1, 2026

Compare and contrast key facts about ServisFirst Bancshares, Inc. (SFBS) and PTC Inc. (PTC).

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.

SFBS vs. PTC - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SFBS ServisFirst Bancshares, Inc.	1.99%	-13.87%	28.85%	-1.20%	-17.87%	113.22%	9.25%	20.38%	-22.22%	11.42%
PTC PTC Inc.	-18.21%	-5.25%	5.09%	45.75%	-0.92%	1.29%	59.71%	-9.66%	36.42%	31.34%

Fundamentals

EPS SFBS : $7.59 PTC : $10.18
PE Ratio SFBS : 9.60 PTC : 14.00
PEG Ratio SFBS : 1.12 PTC : 0.63
PS Ratio SFBS : 2.65 PTC : 4.00
Total Revenue (TTM) SFBS : $1.00B PTC : $2.86B
Gross Profit (TTM) SFBS : $372.83M PTC : $2.41B
EBITDA (TTM) SFBS : $238.62M PTC : $1.20B

Returns By Period

In the year-to-date period, SFBS achieves a 1.99% return, which is significantly higher than PTC's -18.21% return. Over the past 10 years, SFBS has underperformed PTC with an annualized return of 14.04%, while PTC has yielded a comparatively higher 15.75% annualized return.

SFBS

• 1D: 0.94%
• 1M: -10.10%
• YTD: 1.99%
• 6M: -8.70%
• 1Y: -10.24%
• 3Y*: 11.96%
• 5Y*: 5.00%
• 10Y*: 14.04%

PTC

• 1D: 2.03%
• 1M: -9.00%
• YTD: -18.21%
• 6M: -29.81%
• 1Y: -8.04%
• 3Y*: 3.58%
• 5Y*: -0.19%
• 10Y*: 15.75%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

SFBS vs. PTC — Risk / Return Rank

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

SFBS

SFBS Risk / Return Rank: 27
SFBS Sharpe Ratio Rank: 28
SFBS Sortino Ratio Rank: 25
SFBS Omega Ratio Rank: 26
SFBS Calmar Ratio Rank: 29
SFBS Martin Ratio Rank: 29

PTC

PTC Risk / Return Rank: 31
PTC Sharpe Ratio Rank: 31
PTC Sortino Ratio Rank: 28
PTC Omega Ratio Rank: 28
PTC Calmar Ratio Rank: 36
PTC Martin Ratio Rank: 35

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio Return per unit of total volatility	-0.29	-0.23	-0.06
Sortino ratio Return per unit of downside risk	-0.20	-0.11	-0.09
Omega ratio Gain probability vs. loss probability	0.97	0.99	-0.01
Calmar ratio Return relative to maximum drawdown	-0.40	-0.22	-0.18
Martin ratio Return relative to average drawdown	-0.77	-0.50	-0.27
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SFBS vs. PTC - Sharpe Ratio Comparison

The current SFBS Sharpe Ratio is -0.29, which is comparable to the PTC Sharpe Ratio of -0.23. 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.

Sharpe Ratios by Period

	SFBS	PTC	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.29	-0.23	-0.06
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.14	-0.01	+0.14
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.39	0.48	-0.09
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	0.23	+0.24

Correlation

The correlation between SFBS and PTC is 0.33, 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.

Dividends

SFBS vs. PTC - Dividend Comparison

SFBS's dividend yield for the trailing twelve months is around 1.90%, while PTC has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SFBS ServisFirst Bancshares, Inc.	1.90%	1.87%	1.06%	1.71%	1.41%	0.98%	1.80%	1.66%	1.51%	0.48%	0.51%	0.48%
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.

Drawdown Indicators

	SFBS	PTC	Difference
Max Drawdown Largest peak-to-trough decline	-57.15%	-95.28%	+38.13%
Max Drawdown (1Y) Largest decline over 1 year	-23.75%	-36.45%	+12.70%
Max Drawdown (5Y) Largest decline over 5 years	-57.15%	-36.45%	-20.70%
Max Drawdown (10Y) Largest decline over 10 years	-57.15%	-54.37%	-2.78%
Current Drawdown Current decline from peak	-24.81%	-34.19%	+9.38%
Average Drawdown Average peak-to-trough decline	-14.38%	-45.18%	+30.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	12.29%	15.84%	-3.55%

Volatility

SFBS vs. PTC - Volatility Comparison

The current volatility for ServisFirst Bancshares, Inc. (SFBS) is 7.07%, while PTC Inc. (PTC) has a volatility of 8.49%. 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.

Volatility by Period

	SFBS	PTC	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.07%	8.49%	-1.42%
Volatility (6M) Calculated over the trailing 6-month period	25.61%	20.53%	+5.08%
Volatility (1Y) Calculated over the trailing 1-year period	35.24%	34.77%	+0.47%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.59%	30.32%	+6.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.14%	32.82%	+3.32%

Financials

SFBS vs. PTC - Profitability Comparison

The chart below illustrates the profitability comparison between ServisFirst Bancshares, Inc. and PTC Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

SFBS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, ServisFirst Bancshares, Inc. reported a gross profit of 0.00 and revenue of 251.39M. 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 Apr 2026, PTC Inc. reported a gross profit of 568.08M and revenue of 685.83M. Therefore, the gross margin over that period was 82.8%.

SFBS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, ServisFirst Bancshares, Inc. reported an operating income of 704.00K and revenue of 251.39M, 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 Apr 2026, PTC Inc. reported an operating income of 221.13M and revenue of 685.83M, resulting in an operating margin of 32.2%.

SFBS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, ServisFirst Bancshares, Inc. reported a net income of 86.38M and revenue of 251.39M, 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 Apr 2026, PTC Inc. reported a net income of 166.52M and revenue of 685.83M, resulting in a net margin of 24.3%.