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PTC vs TRMB

PTC
PTC Inc.
BULLISH
Price
$139.74
Market Cap
$16.63B
Sector
Technology
AI Confidence
75%
TRMB
Trimble Inc.
NEUTRAL
Price
$69.50
Market Cap
$16.26B
Sector
Technology
AI Confidence
80%

Valuation

P/E Ratio
PTC
20.58
TRMB
39.49
Forward P/E
PTC
16.8
TRMB
17.19
P/B Ratio
PTC
4.32
TRMB
2.81
P/S Ratio
PTC
5.81
TRMB
4.53
EV/EBITDA
PTC
14.52
TRMB
21.47

Profitability

Gross Margin
PTC
84.23%
TRMB
71.08%
Operating Margin
PTC
33.8%
TRMB
22.5%
Profit Margin
PTC
28.61%
TRMB
11.82%
ROE
PTC
23.14%
TRMB
7.32%
ROA
PTC
11.24%
TRMB
4.11%

Growth

Revenue Growth
PTC
21.4%
TRMB
-1.4%
Earnings Growth
PTC
104.4%
TRMB
80.5%

Financial Health

Debt/Equity
PTC
0.36
TRMB
0.27
Current Ratio
PTC
1.22
TRMB
1.08
Quick Ratio
PTC
0.89
TRMB
0.74

Dividends

Dividend Yield
PTC
--
TRMB
--
Payout Ratio
PTC
0.0%
TRMB
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
TRMB NEUTRAL

Trimble Inc. presents a stark contrast between deterministic health metrics and analyst optimism. The Piotroski F-Score of 3/9 indicates weak financial health, and the current price of $69.50 trades at a significant premium to both the Graham Number ($31.29) and the Intrinsic Value ($51.92). While the company shows impressive earnings growth (80.50% YoY) and strong gross margins, stagnant revenue growth and bearish insider activity suggest caution. The stock is currently priced for a recovery that is not yet fully supported by the fundamental health scorecard.

Strengths
Exceptional Gross Margins (71.08%)
Strong Operating Margin (22.50%)
Low Debt-to-Equity ratio (0.27)
Risks
Weak financial health as indicated by Piotroski F-Score (3/9)
Negative Revenue Growth (-1.40% YoY)
Bearish insider sentiment with multiple CEO sales

Compare Another Pair

PTC vs TRMB: Head-to-Head Comparison

This page compares PTC Inc. (PTC) and Trimble Inc. (TRMB) 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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