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PTC vs SMCI

PTC
PTC Inc.
BULLISH
Price
$139.74
Market Cap
$16.63B
Sector
Technology
AI Confidence
75%
SMCI
Super Micro Computer, Inc.
BEARISH
Price
$28.56
Market Cap
$17.15B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
PTC
20.58
SMCI
20.85
Forward P/E
PTC
16.8
SMCI
9.56
P/B Ratio
PTC
4.32
SMCI
2.45
P/S Ratio
PTC
5.81
SMCI
0.61
EV/EBITDA
PTC
14.52
SMCI
16.65

Profitability

Gross Margin
PTC
84.23%
SMCI
8.02%
Operating Margin
PTC
33.8%
SMCI
3.74%
Profit Margin
PTC
28.61%
SMCI
3.11%
ROE
PTC
23.14%
SMCI
13.19%
ROA
PTC
11.24%
SMCI
3.42%

Growth

Revenue Growth
PTC
21.4%
SMCI
123.4%
Earnings Growth
PTC
104.4%
SMCI
19.2%

Financial Health

Debt/Equity
PTC
0.36
SMCI
0.75
Current Ratio
PTC
1.22
SMCI
1.7
Quick Ratio
PTC
0.89
SMCI
0.98

Dividends

Dividend Yield
PTC
--
SMCI
--
Payout Ratio
PTC
0.0%
SMCI
0.0%

AI Verdict

PTC BULLISH

PTC exhibits a stable financial foundation with a Piotroski F-Score of 4/9 and strong growth fundamentals, though it is currently facing significant technical headwinds. While the stock trades at a premium to its Graham Number ($70.63), it is significantly undervalued relative to its growth-based intrinsic value ($202.37) and analyst targets. Exceptional gross margins (84.23%) and triple-digit earnings growth provide a strong fundamental cushion against the current bearish price action. The disconnect between strong operational performance and the 6-month price decline (-31.1%) suggests a potential value entry point.

Strengths
Exceptional gross margins of 84.23% indicating strong pricing power
Robust earnings growth (104.40% YoY) and consistent earnings beats
Reasonable valuation with a Forward P/E of 16.80 and PEG of 1.42
Risks
Strongly bearish technical trend (0/100) and recent 6-month price collapse
Bearish insider sentiment with significant selling by the CFO
Lack of dividend yield providing no floor for income investors
SMCI BEARISH

SMCI exhibits a critical divergence between explosive top-line growth and deteriorating fundamental health, highlighted by a weak Piotroski F-Score of 3/9. While the stock appears undervalued on a PEG (0.91) and Price/Sales (0.61) basis, the defensive Graham Number of $18.97 suggests the current price of $28.56 is unsupported by tangible assets and earnings stability. Severe margin compression is evident as revenue growth (123.4%) vastly outpaces earnings growth (19.2%), and a 0/100 technical trend combined with bearish insider activity signals a lack of confidence in the short-term recovery.

Strengths
Exceptional YoY revenue growth of 123.40%
Attractive Forward P/E of 9.56
Low Price-to-Sales ratio (0.61) relative to sector
Risks
Weak financial health indicated by Piotroski F-Score of 3/9
Severe margin compression (Gross Margin only 8.02%)
Bearish technical trend (0/100) and significant 6-month price decline (-45.3%)

Compare Another Pair

PTC vs SMCI: Head-to-Head Comparison

This page compares PTC Inc. (PTC) and Super Micro Computer, Inc. (SMCI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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