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Upturn AI SWOT - About
PTC 
PTC Inc (PTC)
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Upturn Advisory Summary
09/12/2025: PTC (3-star) is a REGULAR-BUY. BUY since 87 days. Simulated Profits (25.82%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
20 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $224.68
1 Year Target Price $224.68
| 10 | Strong Buy |
| 3 | Buy |
| 7 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 56.21% | Avg. Invested days 74 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 24.57B USD | Price to earnings Ratio 48.26 | 1Y Target Price 224.68 |
Price to earnings Ratio 48.26 | 1Y Target Price 224.68 | ||
Volume (30-day avg) 20 | Beta 1.18 | 52 Weeks Range 133.38 - 219.69 | Updated Date 09/14/2025 |
52 Weeks Range 133.38 - 219.69 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 4.25 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 20.74% | Operating Margin (TTM) 32.83% |
Management Effectiveness
Return on Assets (TTM) 7.59% | Return on Equity (TTM) 15.71% |
Valuation
Trailing PE 48.26 | Forward PE 29.67 | Enterprise Value 25783079517 | Price to Sales(TTM) 9.94 |
Enterprise Value 25783079517 | Price to Sales(TTM) 9.94 | ||
Enterprise Value to Revenue 10.43 | Enterprise Value to EBITDA 29.11 | Shares Outstanding 119793000 | Shares Floating 119315929 |
Shares Outstanding 119793000 | Shares Floating 119315929 | ||
Percent Insiders 1.11 | Percent Institutions 103.61 |
Upturn AI SWOT
PTC Inc
Company Overview
History and Background
PTC Inc. (originally Parametric Technology Corporation) was founded in 1985. It pioneered parametric, feature-based solid modeling software. Its initial success stemmed from Pro/ENGINEER (now Creo), which revolutionized CAD. Over time, PTC expanded into product lifecycle management (PLM), internet of things (IoT), and augmented reality (AR) through strategic acquisitions and internal development.
Core Business Areas
- CAD (Computer-Aided Design): PTC's CAD segment focuses on Creo, a suite of software used for 3D product design, simulation, and analysis.
- PLM (Product Lifecycle Management): PTC's PLM segment centers on Windchill, a software platform that manages product data and processes throughout the product lifecycle.
- IoT (Internet of Things): PTC's IoT segment revolves around ThingWorx, a platform that enables companies to connect, monitor, and control their products and systems.
- AR (Augmented Reality): PTC's AR segment is based on Vuforia, a platform that allows companies to create AR experiences for training, service, and sales.
Leadership and Structure
Neil Moses Barua serves as Chief Executive Officer. The company has a typical corporate structure with executive leadership overseeing various departments such as engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Creo: Creo is PTC's flagship CAD software, used for 3D design, simulation, and manufacturing. Market share data is difficult to pinpoint exactly, but Creo is a leading competitor alongside Dassault Systu00e8mes' SOLIDWORKS and Autodesk's Inventor. Competitors include Dassault Systu00e8mes (DASTY), Autodesk (ADSK).
- Windchill: Windchill is PTC's PLM software, managing product data, processes, and workflows. It competes with Siemens Teamcenter, Dassault Systu00e8mes ENOVIA, and SAP PLM. Competitors include Siemens (SIEGY), Dassault Systu00e8mes (DASTY), SAP (SAP).
- ThingWorx: ThingWorx is PTC's IoT platform, enabling companies to build and deploy IoT applications. It competes with platforms like AWS IoT, Microsoft Azure IoT, and GE Predix. Competitors include Amazon (AMZN), Microsoft (MSFT), GE (GE).
- Vuforia: Vuforia is PTC's AR platform, allowing companies to create AR experiences. It competes with AR platforms like Apple's ARKit, Google's ARCore, and Unity MARS. Competitors include Apple (AAPL), Google (GOOGL).
Market Dynamics
Industry Overview
The market for CAD, PLM, IoT, and AR software is growing, driven by increasing adoption of digital transformation initiatives and the need for companies to improve product design, development, and manufacturing processes.
Positioning
PTC is positioned as a technology innovator providing solutions that enable digital transformation for industrial companies. They have shifted from perpetual licenses to a subscription model and focus on cloud-based offerings.
Total Addressable Market (TAM)
The combined TAM for CAD, PLM, IoT, and AR is estimated to be over $100 billion. PTC is well-positioned to capture a significant share of this market with its comprehensive portfolio of solutions.
Upturn SWOT Analysis
Strengths
- Strong product portfolio
- Established customer base
- Focus on innovation
- Transition to subscription model
- Leading AR platform
Weaknesses
- Complexity of product offerings
- Integration challenges across product lines
- Dependence on specific industries
- Price point relative to competitors
Opportunities
- Expanding into new industries
- Further development of cloud-based solutions
- Strategic partnerships
- Growing demand for IoT and AR solutions
- Continued evolution of CAD/PLM market
Threats
- Intense competition
- Rapid technological changes
- Economic downturns
- Security risks
- Open-source alternatives
Competitors and Market Share
Key Competitors
- ADSK
- SI
- DASTY
- SAP
Competitive Landscape
PTC competes with established players in the CAD, PLM, IoT, and AR markets. Its advantages include a comprehensive product portfolio, focus on innovation, and strong customer relationships. Disadvantages may include the complexity of its product offerings and integration challenges.
Major Acquisitions
Arena Solutions
- Year: 2021
- Acquisition Price (USD millions): 715
- Strategic Rationale: Arena Solutions provides a cloud-native PLM platform that complements PTC's existing Windchill offering, allowing PTC to target the mid-market segment.
ServiceMax
- Year: 2022
- Acquisition Price (USD millions): 1460
- Strategic Rationale: ServiceMax, a leader in Field Service Management, was acquired to help PTC expand in the service lifecycle management.
Growth Trajectory and Initiatives
Historical Growth: PTC experienced steady growth historically, with acceleration in recent years due to its strategic shift to subscription-based services and expansion into IoT and AR.
Future Projections: Analysts project continued growth for PTC, driven by its strong product portfolio and increasing demand for digital transformation solutions. Projecting growth to over $3 billion in revenue in the next 3-5 years.
Recent Initiatives: Recent initiatives include acquisitions to enhance its product offerings, partnerships with leading technology companies, and investments in research and development.
Summary
PTC is a strong player in the CAD, PLM, IoT, and AR markets, bolstered by its shift to a subscription model and strategic acquisitions. The companyu2019s financial performance shows increasing revenue and profitability. However, PTC faces intense competition and needs to continue innovating to stay ahead. Their cloud strategy and focus on integration will be crucial for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Research Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PTC Inc
Exchange NASDAQ | Headquaters Boston, MA, United States | ||
IPO Launch date 1989-12-07 | President, CEO & Director Mr. Neil Barua | ||
Sector Technology | Industry Software - Application | Full time employees 7000 | Website https://www.ptc.com |
Full time employees 7000 | Website https://www.ptc.com | ||
PTC Inc. operates as software company in the Americas, Europe, and the Asia Pacific. The company provides Windchill, a suite that manages all aspects of the product development lifecycle(PLM) that provides real-time information sharing, dynamic data visualization, collaborate across geographically distributed teams, and enabling manufacturers to elevate product development, manufacturing, field service, and end-of-life processes; ThingWorx, an Industrial Internet of Things software; ServiceMax, a service lifecycle management solutions enable companies to asset uptime with optimized in-person and remote service and technician productivity with mobile tools, and deliver metrics; and Arena, a SaaS PLM solution enables product teams to collaborate virtually to share product and quality information with internal teams and supply chain partners and deliver products to customers. It offers Codebeamer, an application lifecycle management for products and software development; Servigistics, a service parts management solution; and FlexPLM, a platform for merchandising and line planning, materials management, sampling, and others. In addition, it offers Kepware, an enterprise industrial connectivity solution; Creo, a 3D CAD technology enables the digital design, testing, and modification of product models; and Onshape, a SaaS product development platform that delivers computer-aided design with data management, collaboration tools, and real-time analytics. Further, it offers Vuforia, an augmented reality (AR) software; and Arbortext, a dynamic publishing solution streamlines how organizations create, manage, and publish technical documentation. PTC Inc. was incorporated in 1985 and is headquartered in Boston, Massachusetts.
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