MEDIUM confidence: 100% data completeness, but the composite (59) sits in the indecisive 30–70 range — strong-buy and short calls require a more decisive composite. What does confidence mean?
Technical context for active traders — derived from price, the 50/200-day moving averages, the 52-week range, and recent volume. Not part of the QScore.
Fama-French 5-factor (2×3) + Momentum, monthly OLS with Newey-West errors. Bars show signed factor betas; faded bars/figures aren't statistically significant.
AI classification of policy/regulatory sensitivity from the company's sector, industry, and business description. Exposure/sensitivity only — not a political opinion, a prediction of government action, or investment advice. As of 2026-07-10.
Dated events from the market calendar; the “also watch” items are AI-generated observations from QScoring data. Informational only — not investment advice, and dates can change.
| Metric (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $1.8B— | $1.9B+7.0% | $2.1B+8.5% | $2.3B+9.6% | $2.7B+19.2% |
| EPS (dil.) | $4.03— | $2.65-34.2% | $2.06-22.3% | $3.12+51.5% | $6.08+94.9% |
| Free Cash Flow | $344M— | $409M+19.2% | $586M+43.2% | $732M+24.8% | $857M+17.1% |
| Gross Margin | 79.5% | 80.0%+0.6pp | 79.0%-1.1pp | 80.6%+1.7pp | 83.8%+3.1pp |
| Operating Margin | 21.1% | 23.1%+2.1pp | 21.9%-1.3pp | 25.6%+3.7pp | 35.9%+10.3pp |
| Net Margin | 26.4% | 16.2%-10.2pp | 11.7%-4.5pp | 16.4%+4.7pp | 26.8%+10.4pp |
Absolute figures with year-over-year change. Margins show the level with the change in percentage points (pp). “n/m” = not meaningful (prior ≤ 0); ⚠ marks a large percentage off a small base — read the dollar figure.
Avg target $216 (last qtr, 9 analysts) → $216 (last mo, 9) (+0.0%).
Buy-rated share 65% → 43% over ~3 months (-22pp).
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jul 2026 | $1.57 | $1.58 | +0.6% |
| May 2026 | $2.10 | $2.69 | +28.1% |
| Feb 2026 | $1.59 | $1.92 | +20.8% |
| Nov 2025 | $2.27 | $3.47 | +52.9% |
| Jul 2025 | $1.21 | $1.64 | +35.5% |
| Apr 2025 | $1.39 | $1.79 | +28.8% |
| Feb 2025 | $0.89 | $1.10 | +23.7% |
| Nov 2024 | $1.45 | $1.54 | +6.2% |
Net insider -$462K over 180 days (0 open-market buys, 2 sells). Insider buying is the informative signal; routine selling is normal.
Short interest, days-to-cover, and institutional-ownership change require a data-plan upgrade (not yet available).
Forward-return IC, quintile spread & hit rate publish on /performance as the tracking panel accrues enough no-look-ahead history.
Net buyback (repurchases less issuance) ÷ market cap, plus trailing dividend yield.
Working the DCF backward: holding the assumptions below, this is the free-cash-flow growth today's price implies over the next 10 years. It is a read on the price's embedded expectations — not a fair-value or target price.
The price implies FCF growth above the analyst consensus of 7.0%/yr (revenue basis).
Base free cash flow $725M (avg FY2023–FY2025; latest year $857M) · equity value $21.2B · levered FCF discounted at the cost of equity. Reverse DCF is illustrative, not advice.
The QScore of 59 for PTC Inc. suggests a moderately attractive stock, with the short-term score of 61 being slightly higher than the long-term score of 57. The stock scores high on momentum, driven by a 39.8% return over the past three months, and exhibits strong profitability with an ROE of 32.6%. However, the value category scores lower due to a P/E of 18.8 and P/B of 6.5, indicating the stock trades at a premium. The growth category also scores relatively low despite strong EPS growth of 94.9%.