Added to YB: 2026-09-14
Pitch date: 2026-09-10
PTC [bullish]
PTC Inc.
Author Info
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Company Info
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.
Market Cap
$14.0B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.56
P/E
12.49
EV/Sales
5.16
Sector
Software
Category
growth
3 High-Quality-Growth Software Names Still Flying Under the Radar - PTC Inc.
PTC: PTC provides mission-critical product-development software to 30,000+ industrial customers, with high switching costs and 96% recurring revenue; Q3 ARR was $2.41B. Land-and-expand, rising product complexity and potential AI demand support growth, while the shares trade 70% below their five-year average P/E and 44% below their five-year average P/FCF. Risks include entrenched competitors, industrial cyclicality and SaaS-transition execution.
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