PTC operates in the high-end computer-assisted design software market, but we view this market as mature and don’t foresee significant top-line growth in this area. PTC’s foray into growth areas such as "Internet of Things," AR, and midmarket CAD, on the other hand, will significantly add growth to the top line, in our view, as we expect PTC’s revenue mix to shift significantly to these areas over the next 10 years.
PTC’s revenue should be able to grow significantly as its Internet of Things solutions take off.
PTC’s Internet of Things offering could struggle gaining momentum due to its lack of recognition on the factory floor.
|
Metric
|
PTC
|
SIE
|
ADSK
|
|---|---|---|---|
Price/Earnings (Normalized) | 40.46 | 14.51 | 29.49 |
Price/Book Value | 7.68 | 3.01 | 25.13 |
Price/Sales | 9.90 | 1.80 | 8.56 |
Price/Cash Flow | 35.08 | 12.32 | 28.99 |
|
Metric
|
PTC
|
SIE
|
ADSK
|
|---|---|---|---|
Quick Ratio | 0.99 | 1.02 | 0.65 |
Current Ratio | 1.19 | 1.32 | 0.75 |
Interest Coverage | 3.20 | 7.36 | — |
|
Metric
|
PTC
|
SIE
|
ADSK
|
|---|---|---|---|
Return on Assets (Normalized) | 8.92% | 5.14% | 17.53% |
Return on Equity (Normalized) | 20.49% | 16.08% | 141.41% |
Return on Invested Capital (Normalized) | 13.83% | 6.58% | 41.05% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
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