PortfoliosLab logoPortfoliosLab logo
SII.TO vs. PTC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

SII.TO vs. PTC - Performance Comparison

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

Loading charts...

Different Trading Currencies

SII.TO is traded in CAD, while PTC is traded in USD. To make them comparable, the PTC values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, SII.TO achieves a 26.56% return, which is significantly higher than PTC's -20.47% return. Over the past 10 years, SII.TO has outperformed PTC with an annualized return of 22.17%, while PTC has yielded a comparatively lower 14.94% annualized return.


SII.TO

1D
-1.07%
1M
-12.04%
YTD
26.56%
6M
32.58%
1Y
102.46%
3Y*
59.40%
5Y*
29.10%
10Y*
22.17%

PTC

1D
-0.40%
1M
-5.29%
YTD
-20.47%
6M
-21.36%
1Y
-18.50%
3Y*
0.82%
5Y*
3.06%
10Y*
14.94%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SII.TO vs. PTC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SII.TO
Sprott Inc
26.56%126.73%38.44%2.73%-18.97%57.52%25.86%16.40%5.75%-2.27%
PTC
PTC Inc.
-20.47%-9.58%13.99%42.28%5.36%1.24%55.92%-13.39%47.89%22.44%

Correlation

The correlation between SII.TO and PTC is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.12

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.12

Correlation (All Time)
Calculated using the full available price history since Jul 24, 2008

0.12

The correlation between SII.TO and PTC shifts across timeframes, from 0.03 (1 year) to 0.16 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

SII.TO:

CA$4.37B

PTC:

$864.04K

EPS

SII.TO:

CA$4.14

PTC:

$13.81

PE Ratio

SII.TO:

40.88

PTC:

9.86

PEG Ratio

SII.TO:

0.84

PTC:

0.44

PS Ratio

SII.TO:

9.16

PTC:

4.10

Total Revenue (TTM)

SII.TO:

CA$476.63M

PTC:

$3.00B

Gross Profit (TTM)

SII.TO:

CA$369.54M

PTC:

$2.54B

EBITDA (TTM)

SII.TO:

CA$151.96M

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

SII.TO vs. PTC — Risk / Return Rank

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

SII.TO
SII.TO Risk / Return Rank: 8989
Overall Rank
SII.TO Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
SII.TO Sortino Ratio Rank: 8888
Sortino Ratio Rank
SII.TO Omega Ratio Rank: 8888
Omega Ratio Rank
SII.TO Calmar Ratio Rank: 8989
Calmar Ratio Rank
SII.TO Martin Ratio Rank: 8888
Martin Ratio Rank

PTC
PTC Risk / Return Rank: 1919
Overall Rank
PTC Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
PTC Sortino Ratio Rank: 1616
Sortino Ratio Rank
PTC Omega Ratio Rank: 1515
Omega Ratio Rank
PTC Calmar Ratio Rank: 2424
Calmar Ratio Rank
PTC Martin Ratio Rank: 2424
Martin Ratio Rank
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.

SII.TO vs. PTC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sprott Inc (SII.TO) 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.


SII.TOPTCDifference
Sharpe ratioReturn per unit of total volatility

+2.83

Sortino ratioReturn per unit of downside risk

+3.53

Omega ratioGain probability vs. loss probability

1.38

0.91

+0.46

Calmar ratioReturn relative to maximum drawdown

4.14

-0.48

+4.62

Martin ratioReturn relative to average drawdown

9.95

-0.84

+10.79

SII.TO vs. PTC - Sharpe Ratio Comparison

The current SII.TO Sharpe Ratio is 2.28, which is higher than the PTC Sharpe Ratio of -0.55. The chart below compares the historical Sharpe Ratios of SII.TO and PTC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


SII.TOPTCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.28

-0.55

+2.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.10

+0.72

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

0.45

+0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.34

-0.21

Drawdowns

SII.TO vs. PTC - Drawdown Comparison

The maximum SII.TO drawdown since its inception was -81.85%, which is greater than PTC's maximum drawdown of -60.45%. Use the drawdown chart below to compare losses from any high point for SII.TO and PTC.


Loading charts...

Drawdown Indicators


SII.TOPTCDifference

Max Drawdown

Largest peak-to-trough decline

-81.85%

-60.45%

-21.40%

Max Drawdown (1Y)

Largest decline over 1 year

-24.88%

-38.49%

+13.61%

Max Drawdown (3Y)

Largest decline over 3 years

-24.88%

-38.49%

+13.61%

Max Drawdown (5Y)

Largest decline over 5 years

-43.38%

-38.49%

-4.89%

Max Drawdown (10Y)

Largest decline over 10 years

-48.06%

-49.54%

+1.48%

Current Drawdown

Current decline from peak

-24.88%

-36.65%

+11.77%

Average Drawdown

Average peak-to-trough decline

-50.55%

-14.97%

-35.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.33%

22.03%

-11.70%

Volatility

SII.TO vs. PTC - Volatility Comparison

Sprott Inc (SII.TO) has a higher volatility of 11.66% compared to PTC Inc. (PTC) at 8.08%. This indicates that SII.TO'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.


Loading charts...

Volatility by Period


SII.TOPTCDifference

Volatility (1M)

Calculated over the trailing 1-month period

11.66%

8.08%

+3.58%

Volatility (6M)

Calculated over the trailing 6-month period

38.65%

21.71%

+16.94%

Volatility (1Y)

Calculated over the trailing 1-year period

45.30%

33.91%

+11.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.75%

30.77%

+4.98%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.12%

33.50%

+3.62%

Dividends

SII.TO vs. PTC - Dividend Comparison

SII.TO's dividend yield for the trailing twelve months is around 1.23%, while PTC has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
SII.TO
Sprott Inc
1.23%1.36%2.38%3.04%2.89%1.75%1.67%0.40%0.47%0.49%0.48%0.50%

Financials

SII.TO vs. PTC - Financials Comparison

This section allows you to compare key financial metrics between Sprott 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


0.00200.00M400.00M600.00M800.00M20222023202420252026
199.39M
774.30M
(SII.TO) Total Revenue
(PTC) Total Revenue
Please note, different currencies. SII.TO values in CAD, PTC values in USD

SII.TO vs. PTC - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
91.6%
85.3%
Portfolio components
SII.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Sprott Inc reported a gross profit of 182.55M and revenue of 199.39M. Therefore, the gross margin over that period was 91.6%.

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%.

SII.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Sprott Inc reported an operating income of 57.39M and revenue of 199.39M, resulting in an operating margin of 28.8%.

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%.

SII.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Sprott Inc reported a net income of 40.08M and revenue of 199.39M, resulting in a net margin of 20.1%.

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


SII.TO and PTC have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for SII.TO 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