PTC Inc. (PTC) Stock Analysis
Score A+Compounder · Grade A · Bearish
$146.37
$237.35
+62.2%
10/10
A
Compounder
Investment Thesis
High quantitative score: Solid company with strong risk/reward at 10.0:1.
For New Investors
Quantitative score: high
For Current Holders
Quantitative score: neutral
Buy if
- Price drops 15-20% (improves asymmetry)
- Bull scenario catalysts materialize
- Market-wide correction creates opportunity
Sell if
- Bear scenario triggers occur
- Quality metrics deteriorate (ROIC declining)
- Better alternatives emerge
Valuation
Fair Value estimate: $237.35 (+62.2%). Significantly undervalued.
PEG-Based EPS
$263.46
FCF DCF Model
$256.18
EV/EBITDA
$199.24
Blended Fair Value
$237.35
Confidence
High
Methods
PEG-Based EPS, FCF 2-Stage DCF, EV/EBITDA
Quality Analysis
108/120 points
Investable
ROE (3Y Avg)
13.3%
ROIC-WACC Spread
12.1%
D/E Ratio
0.4x
Current Ratio
1.1x
Interest Coverage
13x
FCF Positive Years
3/3
Quality Flags
- Low ROE: 13.4% (need >18%, got 12/20 pts)
- Leverage: D/E 0.4x (11/15 pts)
Market Sentiment
Wall Street Consensus
$195.00
+33.2% Upside
19 analysts
Range: $180.00 — $210.00
Rating: Buy
Our model is slightly more bullish than Wall Street.
Trend & Technical
Price ($146.05) is 16.2% below SMA 200 ($174.24). Bearish trend. Caution on entry.
Tech Score 51/100 — Neutral technical picture. Mixed signals across indicators.
Risk & Reward
Asymmetry Ratio
10.00:1
Expected Return
+114.9%
Bull Upside
+200.0%
Bear Downside
-10.0%
Excellent asymmetry: >3:1 ratio. Upside significantly outweighs downside.
Verdict: Very Favorable
Scenario Analysis
Bear
Base
Bull
Buy Zone & Action Plan
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AI Executive Summary
Get a detailed AI-written breakdown of the investment thesis, risks, and catalysts.
Technical Analysis
RSI, MACD, moving averages, trend signals, and momentum indicators.
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Frequently Asked Questions
What is the fair value of PTC?
Based on our multi-method conviction analysis, the estimated fair value of PTC Inc. (PTC) is $237.35. This is calculated by blending PEG-Based EPS, FCF 2-Stage DCF, EV/EBITDA and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is high.
Is PTC a buy, sell, or hold?
PTC currently has a STRONG_BUY rating with a conviction score of 10/10. High quantitative score: Solid company with strong risk/reward at 10.0:1. Quantitative score: high.
Is PTC a high-quality stock?
PTC Inc. has a quality grade of A (108/120 points), rated as Investable. Key metrics include ROE of 13.3%, ROIC-WACC spread of 12.1%, and D/E ratio of 0.4x.
What type of stock is PTC?
PTC is classified as a "compounder" in our framework. Low dividend (reinvesting): 0.0%, Low P/E: 14.0x, Moderate growth: 11.4%, Market-like beta: 0.98, Compounder growth range: 11.4%
What do Wall Street analysts say about PTC?
19 Wall Street analysts have a consensus price target of $195.00 for PTC, representing +33.2% upside. Targets range from $180.00 to $210.00. The consensus recommendation is "Buy". Our model is slightly more bullish than Wall Street.
What are the risks of investing in PTC?
The risk/reward asymmetry ratio for PTC is 10.00:1, rated as Very Favorable. Excellent asymmetry: >3:1 ratio. Upside significantly outweighs downside. The expected return is +114.9%, with bull case upside of +200.0% and bear case downside of -10.0%.
What is the current trend for PTC?
PTC is in a bearish trend. Price ($146.05) is 16.2% below SMA 200 ($174.24). Bearish trend. Caution on entry. The technical score is 51/100.
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Last updated: May 19, 2026 · Framework version 3.7
This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.