PTC

PTC

PTC Inc.

Recurring SaaS

★ Quality 68/100
Discounted

Price today

$141.02

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What this business is made of

68qualityReturns *MoatBalance sheetPricing powerReinvestment *
* That figure exists but does not describe this company, so the axis is left out of the score.

The business

PTC is the product's nervous system: once you're in, you don't leave.

PTC sells industrial software to design and manage products: CAD (Creo), PLM (Windchill), and cloud-native SaaS (Onshape, Arena). It charges via recurring subscription — ARR near $2.4B on revenue of $2.7B in FY2025, with 84% gross margin.

PLM software embeds into the customer's engineering workflow: once Windchill manages your product data, switching costs years and expensive errors. That creates real switching costs and high renewals. It's no monopoly — Dassault and Siemens fight for the same ground with serious products.

Revenue history

$1.8B
2021
$1.9B
2022
$2.1B
2023
$2.3B
2024
$2.7B
2025
CAGR 5 años: +11%

From $1.8B to $2.7B in 4 years. The business grows steadily.

Where each $100 of sales goes

Revenue $2.7B · FY2025

Cost of sales$445M · 16%
Operations$1.3B · 48%
Taxes and other$248M · 9%
Net profit$734M · 27%

Of every $100 in sales, $73 goes to costs and operations; $27 is left as net profit (27% margin).

Catalysts and risks

Migration of the installed base to SaaS (Onshape/Arena), lifting ARR and margins toward 2026-2027.

ARR growth ~11% annually with FCF expansion from $0.9B toward more than $1B.

Net debt reduction: $1.2B of debt against $0.2B of cash, with FCF that pays it down fast.

⚠️

No dominant moat: competes against Siemens and Dassault, both with more muscle in certain verticals.

⚠️

Revenue tied to industrial capex — a manufacturing recession slows renewals.

⚠️

The SaaS transition can compress reported growth before the model matures.

Charlie's note

Sticky software with 84% gross margin and high renewals, but 24x for 11% growth pays for the full moat upfront. Excellent business, an entry that demands patience.

Analysis · June 2026

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