PTC Inc. (PTC) is a application software company in the Information Technology sector. Listed on the NASDAQ, PTC Inc. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $135.08.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $135.08 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 4.32% |
| Risk / Std Dev (Annualized) | 30.24% |
| Sharpe Ratio (rf=4.5%) | -0.01 |
S&P 500 Context
- Sector: Information Technology
- Sub-Industry: Application Software
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 4.32% with an annualized volatility of 30.24%. The Sharpe ratio of -0.01 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 15.6B |
| Enterprise Value | 16.54B |
| Trailing P/E | 13.15 |
| Forward P/E | 15.63 |
| Price to Book | 4.04 |
| Price to Sales | 5.2 |
| EV/Revenue | 5.52 |
| EV/EBITDA | 12.54 |
| Profitability | | | Profit Margin | 41.58% | | Operating Margin | 41.62% | | ROE | 34.4% | | ROA | 11.99% |
| Growth | | | Revenue Growth | 21.7% | | Earnings Growth | 268.9% |
| Financial Health | | | Total Revenue | 3.0B | | Total Debt | 1.38B | | Total Cash | 0.44B | | Free Cash Flow | 0.99B | | Operating Cash Flow | 0.94B |
| Price & Technical | | | 52W High | $219.69$ | | 52W Low | $130.89$ | | 50-Day Avg | $140.51$ | | 200-Day Avg | $169.5$ | | Beta | 0.97 | | Shares Outstanding | 0.12B | | Float Shares | 0.11B | | Insider Holdings | 0.32% | | Institutional Holdings | 104.08% | | Short Ratio | 2.98 | | Short % of Float | 6.67% |
| Analyst Targets | | | Target High | $230.0$ | | Target Low | $155.0$ | | Target Mean | $182.74$ | | Target Median | $180.0$ | | # of Analysts | 19 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.