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Ptc Inc.. (PTC) Stock Fundamental Analysis & AI Rating 2026

PTC Nasdaq Services-Prepackaged Software MA CIK: 0000857005
Recently Updated • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
BUY
86% Confidence
AGREEMENT
STRONG BUY
87% Conf
BUY
86% Conf

📊 PTC Key Takeaways

Revenue: $1.5B
Net Margin: 51.9%
Free Cash Flow: $585.7M
Current Ratio: 1.23x
Debt/Equity: 0.30x
EPS: $6.35
AI Rating: STRONG BUY with 87% confidence
Ptc Inc.. (PTC) receives a BUY rating with 86% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.5B, net profit margin of 51.9%, and return on equity (ROE) of 19.6%, Ptc Inc.. demonstrates strong fundamentals in the Technology sector. Below is our complete PTC stock analysis for 2026.

Is Ptc Inc.. (PTC) a Good Investment?

Claude

PTC demonstrates exceptional financial fundamentals with 84.2% gross margins, 51.9% net margins, and 40.1% free cash flow margin, indicating a highly efficient, capital-light business model. Revenue growth of 19.2% coupled with 95% net income growth reflects strong operating leverage, while conservative leverage (0.30x D/E) and 15.9x interest coverage provide substantial financial flexibility.

ChatGPT

PTC shows strong fundamental momentum, with revenue up 19.2% year over year and net income nearly doubling, indicating both demand strength and meaningful operating leverage. The business is highly profitable, with 82.8% gross margin, 32.2% operating margin, and a very strong 39.0% free cash flow margin, supporting high-quality growth. Financial health appears solid overall, though moderate debt, relatively low cash on hand, and modest ROE/ROA suggest the story is stronger on margins and cash generation than on balance sheet conservatism or asset efficiency.

Why Buy Ptc Inc.. Stock? PTC Key Strengths

Claude
  • + Exceptional profitability metrics: 84.2% gross margin, 35.4% operating margin, 51.9% net margin indicate a premium software business with strong pricing power
  • + Outstanding cash generation: $585.7M free cash flow with 40.1% FCF margin demonstrates high-quality earnings and minimal capital requirements
  • + Strong growth with leverage: 19.2% revenue growth accelerating to 95% net income growth suggests favorable operating leverage and potential margin expansion
  • + Conservative balance sheet: 0.30x debt-to-equity ratio and 15.9x interest coverage provide significant financial flexibility and low solvency risk
  • + Strong returns: 19.6% ROE and 11.6% ROA demonstrate efficient capital deployment
ChatGPT
  • + High-quality growth with 19.2% revenue growth and 95.0% net income growth
  • + Excellent software economics with 82.8% gross margin and 32.2% operating margin
  • + Very strong cash generation, with $267.40M in free cash flow and a 39.0% FCF margin

PTC Stock Risks: Ptc Inc.. Investment Risks

Claude
  • ! Unsustainable net income growth: 95% YoY net income growth significantly exceeds 19.2% revenue growth, raising sustainability questions about one-time items or accounting changes
  • ! Low current ratio: 1.23x liquidity ratio is functional but below-average, potentially constraining short-term flexibility
  • ! Elevated insider activity: 13 Form 4 filings in 90 days warrant scrutiny to determine if executives are reducing positions
ChatGPT
  • ! Cash balance is relatively modest versus $1.17B in long-term debt
  • ! ROE of 4.3% and ROA of 2.6% indicate limited capital and asset efficiency
  • ! Current ratio of 1.22x leaves less liquidity cushion if growth slows or obligations rise

Key Metrics to Watch

Claude
  • * Operating cash flow sustainability relative to net income
  • * Revenue growth trajectory and gross margin stability
  • * Insider Form 4 activity patterns and share purchase vs. sale composition
  • * Current ratio trend and working capital management
ChatGPT
  • * Recurring revenue growth and operating margin sustainability
  • * Free cash flow conversion and net debt reduction

Ptc Inc.. (PTC) Financial Metrics & Key Ratios

Revenue
$1.5B
Net Income
$757.2M
EPS (Diluted)
$6.35
Free Cash Flow
$585.7M
Total Assets
$6.5B
Cash Position
$439.1M

💡 AI Analyst Insight

The 40.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments.

PTC Profit Margin, ROE & Profitability Analysis

Gross Margin 84.2%
Operating Margin 35.4%
Net Margin 51.9%
ROE 19.6%
ROA 11.6%
FCF Margin 40.1%

PTC vs Technology Sector: How Ptc Inc.. Compares

How Ptc Inc.. compares to Technology sector averages

Net Margin
PTC 51.9%
vs
Sector Avg 18.0%
PTC Sector
ROE
PTC 19.6%
vs
Sector Avg 22.0%
PTC Sector
Current Ratio
PTC 1.2x
vs
Sector Avg 2.5x
PTC Sector
Debt/Equity
PTC 0.3x
vs
Sector Avg 0.5x
PTC Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Ptc Inc.. Stock Overvalued? PTC Valuation Analysis 2026

Based on fundamental analysis, Ptc Inc.. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
19.6%
Sector avg: 22%
Net Profit Margin
51.9%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.30x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Ptc Inc.. Balance Sheet: PTC Debt, Cash & Liquidity

Current Ratio
1.23x
Quick Ratio
1.23x
Debt/Equity
0.30x
Debt/Assets
41.0%
Interest Coverage
15.86x
Long-term Debt
$1.2B

PTC Revenue & Earnings Growth: 5-Year Financial Trend

PTC 5-year financial data: Year 2021: Revenue $1.8B, Net Income -$27.5M, EPS $-0.23. Year 2022: Revenue $1.9B, Net Income $130.7M, EPS $1.12. Year 2023: Revenue $2.1B, Net Income $476.9M, EPS $4.03. Year 2024: Revenue $2.3B, Net Income $313.1M, EPS $2.65. Year 2025: Revenue $2.7B, Net Income $245.5M, EPS $2.06.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Ptc Inc..'s revenue has grown significantly by 52% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.06 reflects profitable operations.

PTC Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
40.1%
Free cash flow / Revenue

PTC Quarterly Earnings & Performance

Quarterly financial performance data for Ptc Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $636.4M $162.6M $1.35
Q1 2026 $565.1M $82.2M $0.68
Q3 2025 $518.6M $69.0M $0.57
Q2 2025 $603.1M $114.4M $0.95
Q1 2025 $550.2M $66.4M $0.55
Q3 2024 $518.6M $61.4M $0.51
Q2 2024 $542.2M $63.5M $0.53
Q1 2024 $465.9M $66.4M $0.55

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Ptc Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$590.7M
Cash generated from operations
Stock Buybacks
$826.2M
Shares repurchased (TTM)
Capital Expenditures
$5.0M
Investment in assets
Dividends
None
No dividend program

PTC SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Ptc Inc.. (CIK: 0000857005)

📋 Recent SEC Filings

Date Form Document Action
May 12, 2026 4 xslF345X06/form4.xml View →
May 8, 2026 4 xslF345X06/form4.xml View →
May 7, 2026 10-Q ptc-20260331.htm View →
May 6, 2026 8-K ptc-20260506.htm View →
Mar 18, 2026 4 xslF345X06/section16.xml View →

Frequently Asked Questions about PTC

What is the AI rating for PTC?

Ptc Inc.. (PTC) has a Combined AI Rating of BUY from Claude (STRONG BUY) and ChatGPT (BUY) with 86% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PTC's key strengths?

Claude: Exceptional profitability metrics: 84.2% gross margin, 35.4% operating margin, 51.9% net margin indicate a premium software business with strong pricing power. Outstanding cash generation: $585.7M free cash flow with 40.1% FCF margin demonstrates high-quality earnings and minimal capital requirements. ChatGPT: High-quality growth with 19.2% revenue growth and 95.0% net income growth. Excellent software economics with 82.8% gross margin and 32.2% operating margin.

What are the risks of investing in PTC?

Claude: Unsustainable net income growth: 95% YoY net income growth significantly exceeds 19.2% revenue growth, raising sustainability questions about one-time items or accounting changes. Low current ratio: 1.23x liquidity ratio is functional but below-average, potentially constraining short-term flexibility. ChatGPT: Cash balance is relatively modest versus $1.17B in long-term debt. ROE of 4.3% and ROA of 2.6% indicate limited capital and asset efficiency.

What is PTC's revenue and growth?

Ptc Inc.. reported revenue of $1.5B.

Does PTC pay dividends?

Ptc Inc.. does not currently pay dividends.

Where can I find PTC SEC filings?

Official SEC filings for Ptc Inc.. (CIK: 0000857005) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PTC's EPS?

Ptc Inc.. has a diluted EPS of $6.35.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PTC a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Ptc Inc.. has a BUY rating with 86% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is PTC stock overvalued or undervalued?

Valuation metrics for PTC: ROE of 19.6% (sector avg: 22%), net margin of 51.9% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

Should I buy PTC stock in 2026?

Our dual AI analysis gives Ptc Inc.. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is PTC's free cash flow?

Ptc Inc..'s operating cash flow is $590.7M, with capital expenditures of $5.0M. FCF margin is 40.1%.

How does PTC compare to other Technology stocks?

Vs Technology sector averages: Net margin 51.9% (avg: 18%), ROE 19.6% (avg: 22%), current ratio 1.23 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI