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68

PTC

💻 Technology

PTC Inc. Common Stock

Conservative #133Aggressive #93Moderate RiskHigh 94
$154.11+0.35%
Day High$154.84
Day Low$151.80
Volume1.0M
Mkt Cap$18.3B
52W Low $13352W High $220
Market Cap
$18.7B
P/E Ratio
23.1
Sector avg: 87.4
Rev Growth
19.2%
Sector avg: 14.8%
Earnings Growth
95.0%
Profit Margin
26.8%
Sector avg: -109.6%
Debt/Equity
0.36

Why This Score

PTC scores 68.0 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 19.2% exceeds the 15% quality threshold.
  • High net margin of 26.8%, indicating pricing power and operational efficiency.
  • High conviction (94/100) — fundamental and ML signals agree on this stock.
Risk Factors
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.

Minor adjustments (-2.2 points) applied. PTC's rank of #133 primarily reflects its factor profile relative to the conservative weight vector.

Score Breakdown

Overall Score68.0
Fundamental Score60.3
ML Score90.0

Score by Horizon

3 Month
75.9
6 Month
84.8
Primary
1 Year
89.3

Quality Assessment

A
Earnings Grade
Strong fundamentals, high earnings quality

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
50
Basing
Sentiment (2.5%)
51
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
97
Grade A
Base
66.2
SHAP
+1.4
Factors
+0.9
Conviction
+1.7
Divergence
-2.2
Final
68.0
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

80AVG
Value70
Quality95
Growth90
Stability75
Investment70

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)80.0
Technical (Momentum, Weinstein, Volatility)49.0
External (Sentiment, Analyst, Macro)75.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
+3.2% to +8.0%
Medium-term
+5.4% to +12.8%
Long-term
+8.3% to +18.3%

ML Model Core Features100 trained inputs → ML Score: 90

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+36.0%
Coverage0 analysts
Market Sentiment
Sentiment Score50.7/100
News Volume1 articles
Technical Stage
Weinstein Stage1 — Basing
12M Momentum-0.0%
6M Momentum-0.3%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+22.4%
Momentum ConsistencyWeak (0.16)
Relative Strength vs Sector-7.8%
Trend Strength (ADX Proxy)Weak (0.5)
Momentum Quality-0.030
Momentum BreadthNarrow
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
8%
Low risk
Sector RevGr Rank
P71
Revenue growth vs Technology peers
Sector PE Rank
P51
Valuation vs Technology peers
Sector FCF Rank
P54
Free cash flow vs Technology peers
Growth Deviation
+0.2σ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 74 relative to sector peers74/100
Machine learning model ranks this stock at the 82th percentileP82
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +2.4pt (features align with model priorities)
Blend: 91% fund (73.8) + 9% ML (81.7) + SHAP(+2.4) = 77.0
Factor quality: +1.6pt (multi-factor composite)
Risk assessment: moderate. Annualized volatility 9.1%. Max drawdown 27% (-7.7 pts)Moderate
Market cap adjustment: +2.0 points ($18.7B market cap)+2.0 pts
Conviction bonus: +2.9pt (conviction=94)
Risk Factors

No risk factors identified.

Sector Peer Comparison(Technology — Rank #28 of 290 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
PTC68.023.119.2%26.8%$18.7B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.414.8%-109.6%

Market Sentimentvia FMP

Analyst Consensus
Buy33 analysts
Buy: 20Hold: 10Sell: 3
Price Target
$205consensus
Low $180Median $198High $255
+32.9% to consensus target

Company Overviewvia FMP

PTC Inc. operates as software and services company in the Americas, Europe, and the Asia Pacific. The company operates in two segments, Software Products and Professional Services. It offers ThingWorx platform, which offers a set of capabilities that enable enterprises to digitally transform every aspect of their business with innovative solutions that are simple to create, easy to implement, scalable to meet future needs, and designed to enable customers to accelerate time to value; and Vuforia, which enables the visualization of digital information in a physical context and the creation of AR. The company also provides Onshape, a software-as-a-service product development platform unites computer-aided design with data management, collaboration tools, and real-time analytics; Arena, a PLM solution enables product teams to collaborate virtually anytime and anywhere; Creo, a 3D CAD technology enables the digital design, testing, and modification of product models; and Windchill, a product lifecycle management software. In addition, it offers Integrity, an application lifecycle management solution; Servigistics, service parts management solution; and consulting, implementation, training, cloud, and license and support services. The company was formerly known as Parametric Technology Corporation and changed its name to PTC Inc. in January 2013. PTC Inc. was incorporated in 1985 and is headquartered in Boston, Massachusetts.

CEO
Neil Barua
Employees
7,512
Beta
1.03
Industry
Software - Application
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
53.1
Neutral
Trend
Bearish
10-day vs 50-day MA
From 52W High
-29.9%
High: $219.69
From 52W Low
+15.5%
Low: $133.38
Moving Averages
10-Day
$154.00
Above
20-Day
$155.10
Below
50-Day
$165.00
Below
200-Day
$184.20
Below
60-Day Support
$146.72
60-Day Resistance
$180.66
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 1 — BasingScore: 34/100

Stock is building a base after a decline. The 200-day moving average is flattening. Watch for a breakout above the 200-day SMA on increased volume.

Monitor for breakout above 200-day SMA on volume
Transition signal: 1→2
Price vs 200 SMA
-16.3%
200 SMA Slope (60d)
+1.7%
Flattening
Volume Ratio
1.2x
10d avg vs 50d avg
Days in Stage
75
Confidence: 80%

Financial Statementslast 4 quarters via FMP

MetricQ1 2025Q4 2025Q3 2025Q2 2025
Revenue$686M$894M$644M$636M
Gross Profit$568M$777M$534M$530M
Operating Income$221M$434M$210M$223M
Net Income$167M$348M$141M$163M
EPS (Diluted)$1.39$2.94$1.17$1.35
Gross Margin82.8%86.9%82.9%83.3%
Operating Margin32.2%48.5%32.6%35.1%
Net Margin24.3%38.9%21.9%25.6%

Why This Stock

TechnologyP/E ratio of 23.1Revenue growth 19.2%Profit margin 26.8%Earnings quality grade A

Tradability FilterGrade A — 97/100Score impact: -1.6pt

Volume
100
1.0M avg/day
Dollar Vol
100
$155M/day
Float
100
119M shares
Mkt Cap
84
$18.7B
Range
92
65% spread
Composite Liquidity Score97/100
FDCBA

Growth Projection Adjustment

0.7x dampening
weinstein basing

Growth estimates have been dampened based on technical and fundamental signals. This is a post-hoc adjustment to prevent overly optimistic projections for stocks showing declining momentum or deteriorating fundamentals.

Free Float
99.7%
Outstanding Shares
119M
Bid-Ask Spread
65.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.