PTC Inc. PTC
Technology · Software - Application · United States · S&P 500
Based on the available data, PTC Inc. gets an algorithmic score of 54/100. It trades at 137.56 $, with a bearish technical trend (RSI 47.5) and 35.9% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (35.1%): generates strong profit on equity.
- High net margin (41.4%): pricing power / competitive advantage.
- Sustained revenue growth (12.3% compound annual).
- Low-debt balance sheet.
- Attractive free-cash-flow yield (5.7%).
Weaknesses
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Fundamentals
| P/E | 13.55 |
| Forward P/E | 15.40 |
| PEG | 1.31 |
| P/B | 4.39 |
| EV/EBITDA | 12.68 |
| P/S | 5.05 |
| ROE % | 35.05 |
| ROA % | 11.54 |
| Gross margin % | 84.50 |
| Operating margin % | 28.23 |
| Net margin % | 41.43 |
| Revenue growth % (y/y) | -6.80 |
| Earnings growth % (y/y) | -12.00 |
| Revenue CAGR % | 12.32 |
| Earnings CAGR % | 32.85 |
| Debt/Equity % | 46.34 |
| Current ratio | 1.02 |
| FCF yield % | 5.74 |
| Dividend yield % | 0.00 |
| Payout % | 0.00 |
Returns
| 1 month | -12.5 % |
| 3 months | +21.1 % |
| 6 months | -1.5 % |
| YTD | -19.1 % |
| 1 year | -32.2 % |
| 3 years | -2.2 % |
| 5 years | +14.7 % |
Risk
| 1-year volatility | 35.9 % |
| Beta | 0.91 |
| 5-year max drawdown | -48.1 % |
| Sharpe 1A | -1.02 |
Macroeconomic context
Highly sensitive to interest rates (valued on future cash flows): rate cuts and falling bond yields help it. It depends on the corporate investment cycle (AI/cloud capex), the semiconductor supply chain (Taiwan/China) and the dollar (foreign revenue). As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.