Ptc Inc Stock Buy Hold or Sell Recommendation
| PTC Stock | USD 197.64 4.89 2.54% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding PTC Inc is 'Hold'. Macroaxis provides PTC buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding PTC positions.
Check out PTC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as PTC and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards PTC Inc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate.
PTC |
Execute PTC Buy or Sell Advice
The PTC recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on PTC Inc. Macroaxis does not own or have any residual interests in PTC Inc or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute PTC's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
PTC Trading Alerts and Improvement Suggestions
| PTC Inc has a strong financial position based on the latest SEC filings | |
| Over 94.0% of the company shares are owned by institutional investors | |
| Latest headline from thelincolnianonline.com: Disposition of 1703 shares by Alice Christenson of PTC at 193.2042 subject to Rule 16b-3 |
PTC Returns Distribution Density
The distribution of PTC's historical returns is an attempt to chart the uncertainty of PTC's future price movements. The chart of the probability distribution of PTC daily returns describes the distribution of returns around its average expected value. We use PTC Inc price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of PTC returns is essential to provide solid investment advice for PTC.
| Mean Return | 0.20 | Value At Risk | -2.22 | Potential Upside | 2.49 | Standard Deviation | 1.50 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of PTC historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
PTC Stock Institutional Investors
| Shares | Fernbridge Capital Management Lp | 2024-09-30 | 1.4 M | Northern Trust Corp | 2024-09-30 | 1.2 M | 40 North Industries Llc | 2024-09-30 | 1.2 M | Impax Asset Management Group Plc | 2024-06-30 | 1.1 M | Fidelity International Ltd | 2024-06-30 | 1.1 M | Franklin Resources Inc | 2024-09-30 | 1.1 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 1.1 M | Lazard Asset Management Llc | 2024-06-30 | 1.1 M | Bank Of New York Mellon Corp | 2024-06-30 | 1 M | T. Rowe Price Investment Management,inc. | 2024-09-30 | 15.5 M | Blackrock Inc | 2024-06-30 | 14.1 M |
PTC Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 5.3M | 51.1M | (54.2M) | 15.9M | (22.3M) | (21.2M) | |
| Free Cash Flow | 202.6M | 343.5M | 409.4M | 586.2M | 735.6M | 772.4M | |
| Depreciation | 119.5M | 122.5M | 122.0M | 137.2M | 141.4M | 148.5M | |
| Other Non Cash Items | (3.2M) | (86.9M) | (138.1M) | 3.9M | 223.5M | 234.6M | |
| Capital Expenditures | 31.2M | 25.3M | 25.9M | 24.6M | 14.4M | 25.0M | |
| Net Income | 130.7M | 476.9M | 313.1M | 245.5M | 376.3M | 395.1M | |
| End Period Cash Flow | 276.0M | 327.0M | 272.9M | 288.8M | 266.5M | 245.6M | |
| Change To Inventory | (1.5M) | (25.1M) | 6.6M | (1.9M) | (1.7M) | (1.8M) | |
| Dividends Paid | 205M | 33.7M | 600.4M | 82.4M | 94.8M | 90.1M | |
| Change Receivables | 29.4M | (32.4M) | (119.4M) | (165.0M) | (148.5M) | (141.1M) | |
| Net Borrowings | 312.8M | 432M | (91M) | 342.5M | 393.8M | 413.5M | |
| Change To Netincome | 87.3M | (67.7M) | 79.7M | 219.1M | 251.9M | 264.5M | |
| Investments | (11.2M) | (4M) | (229.5M) | (858.5M) | (124.8M) | (131.1M) |
PTC Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to PTC or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that PTC's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a PTC stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 1.30 | |
σ | Overall volatility | 1.51 | |
Ir | Information ratio | 0.04 |
PTC Volatility Alert
PTC Inc has relatively low volatility with skewness of -0.09 and kurtosis of 0.45. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure PTC's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact PTC's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.PTC Fundamentals Vs Peers
Comparing PTC's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze PTC's direct or indirect competition across all of the common fundamentals between PTC and the related equities. This way, we can detect undervalued stocks with similar characteristics as PTC or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of PTC's fundamental indicators could also be used in its relative valuation, which is a method of valuing PTC by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare PTC to competition |
| Fundamentals | PTC | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.0582 | -0.14 |
| Profit Margin | 0.16 % | (1.27) % |
| Operating Margin | 0.31 % | (5.51) % |
| Current Valuation | 25.41 B | 16.62 B |
| Shares Outstanding | 120.13 M | 571.82 M |
| Shares Owned By Insiders | 6.09 % | 10.09 % |
| Shares Owned By Institutions | 93.91 % | 39.21 % |
| Number Of Shares Shorted | 2.55 M | 4.71 M |
| Price To Earning | 65.43 X | 28.72 X |
| Price To Book | 7.39 X | 9.51 X |
| Price To Sales | 10.33 X | 11.42 X |
| Revenue | 2.3 B | 9.43 B |
| Gross Profit | 1.66 B | 27.38 B |
| EBITDA | 610.37 M | 3.9 B |
| Net Income | 376.33 M | 570.98 M |
| Cash And Equivalents | 322.33 M | 2.7 B |
| Cash Per Share | 2.74 X | 5.01 X |
| Total Debt | 1.93 B | 5.32 B |
| Debt To Equity | 0.75 % | 48.70 % |
| Current Ratio | 1.23 X | 2.16 X |
| Book Value Per Share | 26.76 X | 1.93 K |
| Cash Flow From Operations | 749.98 M | 971.22 M |
| Short Ratio | 4.38 X | 4.00 X |
| Earnings Per Share | 3.12 X | 3.12 X |
| Price To Earnings To Growth | 1.62 X | 4.89 X |
| Target Price | 205.21 | |
| Number Of Employees | 7 K | 18.84 K |
| Beta | 1.17 | -0.15 |
| Market Capitalization | 23.74 B | 19.03 B |
| Total Asset | 6.38 B | 29.47 B |
| Retained Earnings | 1.35 B | 9.33 B |
| Working Capital | (368.49 M) | 1.48 B |
Note: Disposition of 900 shares by Chaffin Janice of PTC at 171.95 subject to Rule 16b-3 [view details]
PTC Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as PTC . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About PTC Buy or Sell Advice
When is the right time to buy or sell PTC Inc? Buying financial instruments such as PTC Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having PTC in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Health Management
Major hospitals and healthcare providers. The Health Management theme has 48 constituents at this time.
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Check out PTC Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of PTC. If investors know PTC will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about PTC listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.728 | Earnings Share 3.12 | Revenue Per Share 19.205 | Quarterly Revenue Growth 0.146 | Return On Assets 0.0582 |
The market value of PTC Inc is measured differently than its book value, which is the value of PTC that is recorded on the company's balance sheet. Investors also form their own opinion of PTC's value that differs from its market value or its book value, called intrinsic value, which is PTC's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PTC's market value can be influenced by many factors that don't directly affect PTC's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PTC's value and its price as these two are different measures arrived at by different means. Investors typically determine if PTC is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PTC's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.