Company context

PTC Inc.

NASDAQ:PTC

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

Active tabPeers

Current readMixed

Last close112.73

1M return-9.84%

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

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5102 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NASDAQ:PTC 1W -9.36%, 1M -9.84%, 3M -23.81%, 6M -31.37%, 1Y -46.89%, 3Y -23.10%; NASDAQ:INTU 1W -3.13%, 1M +0.29%, 3M -29.45%, 6M -39.59%, 1Y -57.83%, 3Y -47.44%; NASDAQ:TRMB 1W -4.50%, 1M -6.29%, 3M -10.04%, 6M -28.54%, 1Y -35.94%, 3Y -7.17%; NASDAQ:ADSK 1W -6.09%, 1M -3.45%, 3M -16.01%, 6M -22.36%, 1Y -35.42%, 3Y -6.54%; NASDAQ:ROP 1W -1.98%, 1M -2.15%, 3M +8.22%, 6M -2.75%, 1Y -32.09%, 3Y -28.55%; NASDAQ:ADBE 1W -10.58%, 1M -4.24%, 3M -16.80%, 6M -24.70%, 1Y -39.12%, 3Y -60.75%; NASDAQ:GEN 1W -6.00%, 1M -6.14%, 3M +0.54%, 6M +11.17%, 1Y -15.26%, 3Y +22.37%; TSX:OTEX 1W -7.23%, 1M -8.50%, 3M -1.43%, 6M -6.26%, 1Y -28.75%, 3Y -39.97%; NASDAQ:EA 1W +0.05%, 1M +1.73%, 3M +3.62%, 6M +4.10%, 1Y +24.51%, 3Y +72.78%; TSX:DSG 1W +1.84%, 1M +4.72%, 3M -0.73%, 6M -15.14%, 1Y -26.94%, 3Y +0.00%; NYSE:CRM 1W -7.61%, 1M -6.93%, 3M -12.06%, 6M -21.65%, 1Y -38.48%, 3Y -25.56%

Company1W1M

3M

6M

1Y

3Y

NASDAQ:PTC-9.36%-9.84%-23.81%-31.37%-46.89%-23.10%

NASDAQ:INTU-3.13%+0.29%-29.45%-39.59%-57.83%-47.44%

NASDAQ:TRMB-4.50%-6.29%-10.04%-28.54%-35.94%-7.17%

NASDAQ:ADSK-6.09%-3.45%-16.01%-22.36%-35.42%-6.54%

NASDAQ:ROP-1.98%-2.15%+8.22%-2.75%-32.09%-28.55%

NASDAQ:ADBE-10.58%-4.24%-16.80%-24.70%-39.12%-60.75%

NASDAQ:GEN-6.00%-6.14%+0.54%+11.17%-15.26%+22.37%

TSX:OTEX-7.23%-8.50%-1.43%-6.26%-28.75%-39.97%

NASDAQ:EA+0.05%+1.73%+3.62%+4.10%+24.51%+72.78%

TSX:DSG+1.84%+4.72%-0.73%-15.14%-26.94%+0.00%

NYSE:CRM-7.61%-6.93%-12.06%-21.65%-38.48%-25.56%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:EA+24.51% 1Y · +72.78% 3Y

NASDAQ:GEN-15.26% 1Y · +22.37% 3Y

TSX:DSG-26.94% 1Y · +0.00% 3Y

TSX:OTEX-28.75% 1Y · -39.97% 3Y

Risk and quality spread

NASDAQ:ADBEGM +88.82% · ROE +62.95%

NASDAQ:ADSKGM +85.68% · ROE +50.40%

NASDAQ:PTCGM +83.14% · ROE +34.59%

NASDAQ:GENGM +74.10% · ROE +39.88%

Valuation screen

NASDAQ:PTCP/E 10.79 · FCF yield +7.10%

TSX:OTEXP/E 11.05 · FCF yield +14.91%

NASDAQ:ADBEP/E 12.49 · FCF yield +11.84%

NASDAQ:GENP/E 16.16 · FCF yield +9.88%

Valuation versus growth

P/E against 1Y return

NASDAQ:PTC P/E 10.79 1Y -46.89%, NASDAQ:INTU P/E 17.23 1Y -57.83%, NASDAQ:TRMB P/E 26.28 1Y -35.94%, NASDAQ:ADSK P/E 29.73 1Y -35.42%, NASDAQ:ROP P/E 21.04 1Y -32.09%, NASDAQ:ADBE P/E 12.49 1Y -39.12%, NASDAQ:GEN P/E 16.16 1Y -15.26%, TSX:OTEX P/E 11.05 1Y -28.75%, NASDAQ:EA P/E 59.74 1Y +24.51%, TSX:DSG P/E 34.60 1Y -26.94%, NYSE:CRM P/E 18.87 1Y -38.48%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NASDAQ:PTCPTC Inc.

10.79100th pctile4.7867th pctile+7.10%75th pctile+83.14%79th pctile+34.59%79th pctile0.3646th pctile

NASDAQ:INTUIntuit Inc.

17.2343rd pctile3.8243rd pctile+9.91%71st pctile+77.64%57th pctile+22.50%43rd pctile0.3386th pctile

NASDAQ:TRMBTrimble Inc.

26.2814th pctile3.3371st pctile+4.11%0th pctile+66.60%14th pctile+8.25%0th pctile0.25100th pctile

NASDAQ:ADSKAutodesk, Inc.

29.730th pctile5.950th pctile+6.36%14th pctile+85.68%86th pctile+50.40%86th pctile0.8529th pctile

NASDAQ:ROPRoper Technologies, Inc.

21.0429th pctile4.5229th pctile+7.51%43rd pctile+69.40%29th pctile+9.01%14th pctile0.5657th pctile

NASDAQ:ADBEAdobe Inc.

12.4971st pctile3.6257th pctile+11.84%86th pctile+88.82%100th pctile+62.95%100th pctile0.6143rd pctile

NASDAQ:GENGen Digital Inc.

16.1657th pctile3.1886th pctile+9.88%57th pctile+74.10%43rd pctile+39.88%71st pctile3.160th pctile

TSX:OTEXOpen Text Corporation

11.0586th pctile1.11100th pctile+14.91%100th pctile+64.55%0th pctile+12.43%29th pctile1.6214th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.