PTC

PTC Inc

TMT


Presented:07/14/2020
Price:$78.41
Cap:$9.07B
Current Price:$184.01
Cap:$22.11B

Presented

Date07/14/2020
Price$78.41
Market Cap$9.07B
Ent Value$7.84B
P/E Ratio240.67x
Book Value$11.01
Div Yield0%
Shares O/S115.70M
Ave Daily Vol805,386
Short Int2.30%

Current

Price$184.01
Market Cap$22.11B
PTC, Inc. engages in the development and provision of software-based product management and development solutions. It operates through the Software products and Professional Services segments. The Software Products segment includes license, subscription and related support revenue for its products. The Professional Services segment consists of consulting, implementation and training services. The company was founded in 1985 and is headquartered in Boston, MA.

Publicly traded companies mentioned herein: PTC Inc (PTC), Rockwell Automation Inc (ROK)

Highlights 

The presenter is long shares of PTC, a company providing automation and visualization solutions for companies in the industrial sector. While most bulls point to the company's augmented reality and IoT segments as drivers for growth, the presenter is more excited about the increased importance placed upon automation by many industrial companies during COVID-19. He also finds this to be a strong defensive play within software because the stock carries a lower industrial-like multiple vs software companies that generally trade at higher multiples. 

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Idea Discussion

Commentor 1 - 2 weeks ago

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