Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

PTC Inc.

NASDAQ:PTC

Packaged Software · benchmarked against Packaged Software inside the IGV constituent company universe.

Active tabFinancial reports

Current readMixed

Last close121.48

1M return-2.80%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 11, 1:17 AM GMT+8.

Sample and caveat27 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 11, 1:17 AM GMT+8

Distinct report rows12

Sections4

Metrics shown27of 28 tracked

Coverage96%

CompanyPTC Inc.

Overview scoring

Fundamental overview

63/100 blended · 94/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 63/100; Cash flow 57/100; Balance sheet 65/100; Valuation 70/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 62/100; Packaged Software 64/100; Technology Services 64/100; IGV constituent company universe 64/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #3 of 13; Packaged Software #4 of 24; Technology Services #4 of 27; IGV constituent company universe #4 of 28.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 63/100; Cash flow 54/100; Balance sheet 67/100; Valuation 64/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration15/21

EPS TTM has the largest second-order move at +41.57%. 15 metrics are accelerating favorably and 6 are decelerating.

Fundamental PM review

Growth and cash quality5/5

EPS TTM is 10.48 with +53.12% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review2 watch items

Current ratio is 1.23 with +1.22% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 2.7B; Revenue quarter 774.3M; Operating income TTM 1.2B; Operating margin +44.44%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -8.63%; Revenue quarter +36.17%; Operating income TTM -3.16%; Operating margin +6.32%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 66/100; Cash 82/100; Quality 88/100; Balance 38/100; Valuation 79/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	2.7B	-4.22%-120.7M	-8.63%-241.4M	decelerating	12
Revenue quarterRevenue	774.3M	+12.90%+88.5M	+36.17%+296.4M	accelerating	12
Revenue next quarterRevenue	613.8M	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	1.2B	+8.37%+94M	-3.16%-22.1M	decelerating	12
Operating marginProfitability	+44.44%	+13.15%+5.16 pts	+6.32%+2.65 pts	accelerating	12
EPS TTMEarnings	10.48	+53.12%+3.64	+41.57%+2.93	accelerating	8
EPS next quarterEarnings	1.59	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+83.14%	+0.65%+0.53 pts	+0.01%+0.01 pts	stable	12
Net marginQuality	+41.81%	+44.88%+12.95 pts	+38.21%+11.15 pts	accelerating	12
Gross-to-net conversionQuality	+50.29%	+43.95%+15.35 pts	+37.96%+13.38 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	2.1B	542.3M	—	502.7M	+24.42%	—	—	+77.69%	+14.90%	+19.18%
Oct 2, 2023	2.1B	546.6M	—	476.7M	+22.73%	—	—	+77.06%	+11.71%	+15.19%
Jan 2, 2024	2.2B	550.2M	—	486.8M	+22.31%	—	—	+77.19%	+10.86%	+14.07%
Apr 1, 2024	2.2B	603.1M	—	532.2M	+23.73%	—	—	+77.97%	+12.84%	+16.46%
Jul 1, 2024	2.2B	518.6M	—	517.5M	+23.33%	2.45	—	+77.91%	+13.32%	+17.09%
Oct 7, 2024	2.3B	626.5M	—	590.4M	+25.68%	3.12	—	+78.82%	+16.37%	+20.77%
Jan 6, 2025	2.3B	565.1M	—	585.7M	+25.32%	3.24	—	+78.83%	+16.95%	+21.50%
Apr 7, 2025	2.3B	636.4M	—	634.1M	+27.02%	3.64	—	+79.25%	+18.77%	+23.68%
Jul 7, 2025	2.5B	643.9M	—	749.5M	+30.32%	4.24	—	+80.35%	+20.74%	+25.82%
Oct 6, 2025	2.7B	893.8M	—	1B	+36.77%	6.14	—	+82.08%	+27.05%	+32.96%
Jan 5, 2026	2.9B	685.8M	—	1.1B	+39.27%	6.85	—	+82.60%	+28.86%	+34.94%
May 11, 2026	2.7B	774.3M	613.8M	1.2B	+44.44%	10.48	1.59	+83.14%	+41.81%	+50.29%