COMP <GO>
SSNC vs PTC // 10Y YIELD & FRED MACRO BETA
SS&C Technologies Holdings Inc. (NASDAQ) VS. PTC Inc. (NASDAQ) • 15-METRIC TALLY: SSNC 4
— PTC 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: PTC
LAST: $80.39 (-0.26%) • MKT CAP: $18.91B
macro-sensitivity
1.35
LAST: $195.54 (+0.38%) • MKT CAP: $21.14B
macro-sensitivity
1.41
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SSNC VS. PTC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SSNC | PTC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.20% | 83.80% | -35.60 | PTC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.20% | 16.40% | -8.20 | PTC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 22.2x | -5.00 | SSNC | /valuation <GO> |
| Free Cash Flow Yield | 8.80% | 4.05% | +4.75 | SSNC | /fcf-yield <GO> |
| Operating Margin | 22.90% | 35.90% | -13.00 | PTC | /operating-margins <GO> |
| Net Profit Margin | 12.70% | 26.80% | -14.10 | PTC | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 19.20% | -12.60 | PTC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.34% | 0.00% | +1.34 | SSNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.66 | 6.37 | -4.71 | PTC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.1 | 76.8 | -30.70 | PTC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.35 | 1.41 | -0.06 | PTC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 24.2x | -2.20 | SSNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.91B | $21.14B | -$2.22B | PTC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SSNC REV | PTC REV | SSNC GROSS % | PTC GROSS % | SSNC FCF | PTC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.27B | $2.74B | 48.2% | 83.8% | $1.66B | $856.7M |
| FY 2024 | $5.88B | $2.30B | 48.7% | 80.6% | $1.33B | $735.6M |
| FY 2023 | $5.50B | $2.10B | — | — | $967.5M | $516.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SSNC // BETA 1.35
PTC // BETA 1.41