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Upturn AI SWOT - About
PTC 
PTC Inc (PTC)
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Upturn Advisory Summary
04/01/2025: PTC (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 5.83% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.79B USD | Price to earnings Ratio 48.06 | 1Y Target Price 209.32 |
Price to earnings Ratio 48.06 | 1Y Target Price 209.32 | ||
Volume (30-day avg) 1068018 | Beta 1.22 | 52 Weeks Range 151.80 - 203.09 | Updated Date 04/1/2025 |
52 Weeks Range 151.80 - 203.09 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.25 |
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 16.95% | Operating Margin (TTM) 20.48% |
Management Effectiveness
Return on Assets (TTM) 5.94% | Return on Equity (TTM) 12.99% |
Valuation
Trailing PE 48.06 | Forward PE 27.62 | Enterprise Value 20318080260 | Price to Sales(TTM) 8.12 |
Enterprise Value 20318080260 | Price to Sales(TTM) 8.12 | ||
Enterprise Value to Revenue 8.78 | Enterprise Value to EBITDA 28.1 | Shares Outstanding 120324000 | Shares Floating 113924736 |
Shares Outstanding 120324000 | Shares Floating 113924736 | ||
Percent Insiders 1.1 | Percent Institutions 100.09 |
Analyst Ratings
Rating 4.2 | Target Price 211.67 | Buy 5 | Strong Buy 10 |
Buy 5 | Strong Buy 10 | ||
Hold 4 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
PTC Inc
Company Overview
History and Background
PTC Inc. was founded in 1985 by Samuel Geisberg. Initially focused on parametric, feature-based CAD software, it disrupted the industry with Pro/ENGINEER. Over time, PTC expanded its portfolio through acquisitions and organic growth, moving into PLM, IoT, and AR solutions. A significant milestone was the strategic shift towards a subscription-based model in the 2010s.
Core Business Areas
- Design Solutions: PTC's Design Solutions segment offers Creo, a suite of CAD software that enables product design and simulation.
- PLM Solutions: The PLM Solutions segment includes Windchill, a product lifecycle management software platform that helps manage product data and processes.
- IoT Solutions: PTC's IoT Solutions segment provides ThingWorx, an industrial IoT platform that connects devices, analyzes data, and enables smart connected operations.
- AR Solutions: The AR Solutions segment features Vuforia, an augmented reality platform for creating and deploying AR experiences in industrial settings.
Leadership and Structure
PTC's President and CEO is Neil Barua. The company has a traditional corporate structure with various departments including sales, marketing, R&D, and finance. The board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Creo: Creo is PTC's flagship CAD software. It competes with Solidworks (DSY.PA) and AutoCAD (ADSK). PTC has focused on user-friendly design and generative design capabilities. Market share is estimated around 15-20% in the CAD market. Competitors: Dassault Systemes (DSY.PA), Autodesk (ADSK), Siemens (SIE.DE).
- Windchill: Windchill is a PLM platform. Revenue for PLM solutions make up about 50% of PTC revenue. Key competitors include Siemens Teamcenter (SIE.DE) and Dassault Systu00e8mes ENOVIA (DSY.PA). Estimated market share around 10-15%. Competitors: Dassault Systemes (DSY.PA), Siemens (SIE.DE), SAP (SAP).
- ThingWorx: ThingWorx is an industrial IoT platform. It focuses on connecting machines, analyzing data, and improving operational efficiency. PTC competes with companies like Siemens (SIE.DE) and Microsoft (MSFT). Market share estimated around 5-10% in the IIoT platform market. Competitors: Microsoft (MSFT), Siemens (SIE.DE), Amazon (AMZN).
- Vuforia: Vuforia is an augmented reality platform used for industrial applications. Competes with solutions from Microsoft (MSFT) and Unity (U). Market share is smaller in the AR Platform market. Competitors: Microsoft (MSFT), Unity (U), Apple (AAPL).
Market Dynamics
Industry Overview
The industrial software market, including CAD, PLM, IoT, and AR, is experiencing growth driven by digital transformation initiatives, increasing adoption of cloud-based solutions, and demand for improved efficiency and collaboration.
Positioning
PTC is positioned as a key player in the industrial software market, offering a comprehensive suite of solutions for product design, lifecycle management, and connected operations. Its competitive advantages include a strong brand reputation, a broad product portfolio, and a focus on innovation.
Total Addressable Market (TAM)
The total addressable market for industrial software is projected to reach hundreds of billions of dollars. PTC is well-positioned to capture a significant portion of this market with its diverse offerings and established customer base.
Upturn SWOT Analysis
Strengths
- Comprehensive product portfolio
- Strong brand reputation
- Established customer base
- Strategic shift towards subscription model
- Focus on innovation in IoT and AR
Weaknesses
- Integration challenges with acquired technologies
- Competition from larger players
- Dependence on key industries
- Complexity of solutions may deter smaller customers
Opportunities
- Expansion into new geographic markets
- Strategic partnerships and acquisitions
- Increasing adoption of cloud-based solutions
- Growing demand for digital transformation
- Advancements in IoT and AR technologies
Threats
- Intense competition
- Economic downturns
- Rapid technological changes
- Cybersecurity threats
- Changes in industry standards
Competitors and Market Share
Key Competitors
- ADSK
- DSY.PA
- SIE.DE
- MSFT
- SAP
Competitive Landscape
PTC faces intense competition from larger players like Autodesk, Dassault Systu00e8mes, Siemens, Microsoft and SAP. PTC's strengths include its comprehensive product portfolio and focus on innovation, while its weaknesses include its smaller size and integration challenges.
Major Acquisitions
Arena Solutions
- Year: 2021
- Acquisition Price (USD millions): 715
- Strategic Rationale: Expanded PTC's SaaS PLM offerings and broadened its reach to smaller and mid-sized businesses.
ServiceMax
- Year: 2022
- Acquisition Price (USD millions): 1460
- Strategic Rationale: PTC expanded its SaaS capabilities through ServiceMax's field service management platform.
Growth Trajectory and Initiatives
Historical Growth: PTC has experienced significant growth in recent years, driven by its successful transition to a subscription-based model and strong demand for its industrial software solutions.
Future Projections: Analysts project continued growth for PTC, driven by increasing adoption of digital transformation technologies and the company's strategic investments in IoT and AR.
Recent Initiatives: Recent strategic initiatives include acquisitions of companies in the IoT and AR spaces, partnerships with leading technology providers, and investments in research and development.
Summary
PTC is a strong industrial software company with a comprehensive product portfolio and a focus on innovation. Its shift to a subscription-based model has driven significant growth and improved financial performance. Intense competition and integration challenges remain key areas to watch. Continued investments in IoT and AR are critical for future success.
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Sources and Disclaimers
Data Sources:
- PTC Inc. Investor Relations
- Yahoo Finance
- Company SEC Filings
- Industry Reports
- Analyst Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change rapidly. Always consult with a qualified financial advisor before making investment decisions.
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 7311 | Website https://www.ptc.com |
Full time employees 7311 | 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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