Stock analysis · Bull Rankings model

PTC analysis

PTC Inc.Software - Application. Scored on the same transparent 7-signal model behind the daily rankings.

PTC
PTC Inc. · Software - Application
FCF$928mC+
Rev+19.2%B+
D/E0.36B
P/E12.1xA
PEG1.02B+
74.8Score
$125.56$14.5B
1Y Target$179.25Analyst consensus · 20 analysts
5Y Target$262.44Compound horizon
10Y Target$389.31Long-dated conviction
FCF$928mTTM
C+
FCF $928m — respectable but not differentiating
Rev+19.2%TTM YoY
B+
Revenue +19.2% — above sector median, healthy trajectory
D/E0.36
B
D/E 0.36 — near the Technology debt median (≈60th pctile)
P/E12.1x
A
P/E 12.1 — cheapest decile in Technology (≈10th pctile)
PEG1.02
B+
PEG 1.02 — near fair value, classic Lynch benchmark (1.0)

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 74.8
Quality0.85
Growth0.63
Value0.78
Why this score
  • Buying back stock
Entry · Margin of safety
52-week rangeNear 52-week low
43% off the 12-month high
vs DCF fair value3% belowest. fair value ~$130
Quality signals · context only
Gross profitability39% · B+gross profit ÷ total assets (Novy-Marx)
ROIC16.6% · A-return on invested capital — not score-weighted
Why now
Software - Application · market cap $14.5b. Down 43% from 52-week high of $219.69 — deep drawdown territory. Revenue growing +19%, comfortably above the S&P median. 20 sell-side analysts rate this a Buy with a mean 1-yr target of $179.25 (implying +43% upside).
Moat
Net margin 42% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. Software economics — recurring revenue, embedded customer workflows, and high gross margin all compound the moat once a base account is won. Switching costs are the lever.
Risk
Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.
Horizon
1-3 yr $179.25 (20-analyst consensus) — fundamentals + valuation re-rating. 5 yr $262.44 at ~16% CAGR — compounding case rests on the competitive position widening. 10 yr $389.31 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Trend
-0.4 over 14 daily scores
From 75.2 (Jun 22) → 74.8 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
15
Position size
$1,883
3.8% of portfolio
Stop price
$94.17
25% below $125.56
$ at risk if stopped
$470.87
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

PTC Inc. (PTC): score, valuation & FAQ

PTC Inc. (PTC) is a Software - Application company that scores 74.8 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are P/E (A), Rev (B+) and PEG (B+). On valuation, PTC sits about 3% below our discounted-cash-flow fair value (a margin of safety).

Is PTC a good stock to buy?

Bull Rankings scores PTC 74.8 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by P/E (A), Rev (B+) and PEG (B+). A score is a quantitative screen of PTC Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does PTC score 74.8 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). PTC earns its highest marks on P/E (A), Rev (B+) and PEG (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is PTC overvalued or undervalued?

Based on $125.56, PTC sits about 3% below our discounted-cash-flow fair value (a margin of safety). It trades at a 12.1x× P/E (graded A). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in PTC?

Down 43% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Software — competitive moat is durable until it isn't; watch net revenue retention, gross margin trends, and any new market entrant with a fundamentally lower price point.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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