Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.336
Sell
RSI(14)
34.684
Neutral
STOCH(KDJ)(9,3,3)
24.640
Buy
ATR(14)
5.326
Low Volatility
CCI(14)
-67.384
Neutral
Williams %R
73.980
Sell
TRIX(12,20)
-0.653
Sell
StochRSI(14)
100.000
Overbought
PTC Inc
PTC173.440USD
+3.280+1.93%
Close 11/25, 16:00（ET）Quotes delayed by 15 min
20.73BMarket Cap
28.25P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of PTC Inc
Currency: USD Updated: 2025-11-25Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
PTC Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
19
analysts
Buy
Current Rating
218.019
Target Price
+28.13%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
PTC Inc Highlights
StrengthsRisks
PTC Inc. is a global software company that enables industrial and manufacturing companies to digitally transform how they engineer, manufacture, and service the physical products. Its computer-aided design (CAD) portfolio solutions enable companies to author product data. Its product lifecycle management (PLM) portfolio solutions enable companies to manage product data and orchestrate processes. Its software can be delivered on premises, in the cloud or in a hybrid model. Its PLM products and services include Windchill PLM, ThingWorx, ServiceMax, Arena, Codebeamer, Servigistics, FlexPLM and Kepware. Its CAD products and services include Creo 3D, Onshape, Vuforia and Arbortext. Its Windchill PLM application suite manages all aspects of the product development lifecycle-from concept through service and retirement-by enabling a digital thread of product parts, materials and configuration information. Its ThingWorx platform is flexible and purpose-built for industrial Internet of things.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 30.62% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 2.74B.
Undervalued
The company’s latest PE is 28.36, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 124.12M shares, decreasing 3.97% quarter-over-quarter.
Held by Joel Greenblatt
Star Investor Joel Greenblatt holds 152.71K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.02.
Financial Health
Currency: USD Updated: 2025-11-25The company's current financial score is 8.91, which is higher than the Software & IT Services industry's average of 7.26. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 893.79M, representing a year-over-year increase of 42.65%, while its net profit experienced a year-over-year increase of 174.89%.
Score
Financials
7.09
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
9.64
Operational Efficiency
10.00
Growth Potential
10.00
Shareholder Returns
7.84
PTC Inc's Company Valuation
Currency: USD Updated: 2025-11-25The company’s current valuation score is 5.05, which is lower than the Software & IT Services industry's average of 7.30. Its current P/E ratio is 28.36, which is 236.31% below the recent high of 95.37 and 2.67% above the recent low of 27.60.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 44/483
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-11-25The company’s current earnings forecast score is 7.90, which is higher than the Software & IT Services industry's average of 7.59. The average price target for PTC Inc is 220.00, with a high of 255.00 and a low of 175.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
19
analysts
Buy
Current Rating
218.019
Target Price
+28.13%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
234
Total
9
Median
12
Average
Company name
Ratings
Analysts
PTC Inc
PTC
19
Microsoft Corp
MSFT
64
Palo Alto Networks Inc
PANW
55
CrowdStrike Holdings Inc
CRWD
54
Zscaler Inc
ZS
48
Datadog Inc
DDOG
46
1
2
3
...
47
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-11-25The company’s current price momentum score is 6.85, which is lower than the Software & IT Services industry's average of 7.00. Sideways: Currently, the stock price is trading between the resistance level at 193.77 and the support level at 161.25, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
171.618
Buy
MA10
173.771
Sell
MA20
180.769
Sell
MA50
194.324
Sell
MA100
200.261
Sell
MA200
181.074
Sell
Institutional Confidence
Currency: USD Updated: 2025-11-25The company’s current institutional recognition score is 10.00, which is higher than the Software & IT Services industry's average of 5.78. The latest institutional shareholding proportion is 103.61%, representing a quarter-over-quarter increase of 1.03%. The largest institutional shareholder is The Vanguard, holding a total of 14.66M shares, representing 12.28% of shares outstanding, with 3.75% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
T. Rowe Price Investment Management, Inc.
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)
Geode Capital Management, L.L.C.
Janus Henderson Investors
Pictet Asset Management Ltd.
Wellington Management Company, LLP
Eagle Capital Management L.L.C.
1
2
Risk Assessment
Currency: USD Updated: 2025-11-25The company’s current risk assessment score is 8.63, which is higher than the Software & IT Services industry's average of 4.91. The company's beta value is 1.06. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.
Score
Beta vs S&P 500 index
1.06
VaR
+2.88%
240-Day Maximum Drawdown
+32.27%
240-Day Volatility
+31.59%
Return
Best Daily Return
60 days
+2.89%
120 days
+17.65%
5 years
+17.65%
Worst Daily Return
60 days
-8.44%
120 days
-8.44%
5 years
-10.03%
Sharpe Ratio
60 days
-3.23
120 days
+0.35
5 years
+0.27
Risk Assessment
Maximum Drawdown
240 days
+32.27%
3 years
+32.27%
5 years
+36.07%
Return-to-Drawdown Ratio
240 days
-0.39
3 years
+0.33
5 years
+0.11
Skewness
240 days
+1.69
3 years
+1.12
5 years
+0.84
Volatility
Realised Volatility
240 days
+31.59%
5 years
+31.60%
Standardised True Range
240 days
+2.57%
5 years
+2.13%
Downside Risk-Adjusted Return
120 days
+53.06%
240 days
+53.06%
Maximum Daily Upside Volatility
60 days
+13.85%
Maximum Daily Downside Volatility
60 days
+23.86%
Liquidity
Average Turnover Rate
60 days
+0.92%
120 days
+0.86%
5 years
--
Turnover Deviation
20 days
-1.66%
60 days
+25.67%
120 days
+17.30%
Peer Comparison
Software & IT Services
PTC Inc
PTC
7.80 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
QXO Inc
QXO
8.62 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Amdocs Ltd
DOX
8.55 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Cognizant Technology Solutions Corp
CTSH
8.54 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
ePlus inc
PLUS
8.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Akamai Technologies Inc
AKAM
8.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of PTC Inc?
The TradingKey Stock Score provides a comprehensive assessment of PTC Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of PTC Inc’s performance and outlook.
How do we generate the financial health score of PTC Inc?
To generate the financial health score of PTC Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects PTC Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of PTC Inc.
How do we generate the company valuation score of PTC Inc?
To generate the company valuation score of PTC Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare PTC Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of PTC Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of PTC Inc.
How do we generate the earnings forecast score of PTC Inc?
To calculate the earnings forecast score of PTC Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on PTC Inc’s future.
How do we generate the price momentum score of PTC Inc?
When generating the price momentum score for PTC Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of PTC Inc’s prices. A higher score indicates a more stable short-term price trend for PTC Inc.
How do we generate the institutional confidence score of PTC Inc?
To generate the institutional confidence score of PTC Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about PTC Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of PTC Inc.
How do we generate the risk management score of PTC Inc?
To assess the risk management score of PTC Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of PTC Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of PTC Inc.
