Can PTC Outrun Oracle in the Next Rally?
Oracle fell -10% during the past Week. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer PTC gives you more. PTC (PTC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Oracle (ORCL) stock, suggesting you may be better off investing in PTC
- PTC’s Last 12 Months revenue growth was 23.6%, vs. ORCL’s 14.9%.
- In addition, its Last 3-Year Average revenue growth came in at 14.0%, ahead of ORCL’s 10.2%.
- PTC’s LTM margin is higher: 38.6% vs. ORCL’s 32.3%.
These differences become even clearer when you look at the financials side by side. The table highlights how ORCL’s fundamentals stack up against those of PTC on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| ORCL | PTC | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 19.3 | 15.1 | PTC |
| Revenue Growth | |||
| Last Quarter | 21.7% | 21.4% | ORCL |
| Last 12 Months | 14.9% | 23.6% | PTC |
| Last 3 Year Average | 10.2% | 14.0% | PTC |
| Operating Margins | |||
| Last 12 Months | 32.3% | 38.6% | PTC |
| Last 3 Year Average | 31.2% | 28.5% | ORCL |
| Momentum | |||
| Last 3 Year Return | 59.0% | 11.1% | ORCL |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: ORCL Revenue Comparison | PTC Revenue Comparison
See more margin details: ORCL Operating Income Comparison | PTC Operating Income Comparison
See detailed fundamentals on Buy or Sell PTC Stock and Buy or Sell ORCL Stock. Below we compare market return and related metrics across years.
Historical Market Performance
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| ORCL Return | 37% | -5% | 31% | 60% | 18% | -28% | 132% | <=== | |
| PTC Return | 1% | -1% | 46% | 5% | -5% | -21% | 15% | ||
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | -7% | 70% | ||
| Monthly Win Rates [3] | |||||||||
| ORCL Win Rate | 58% | 33% | 58% | 58% | 50% | 0% | 43% | ||
| PTC Win Rate | 58% | 42% | 67% | 67% | 42% | 33% | 51% | ||
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 33% | 60% | <=== | |
| Max Drawdowns [4] | |||||||||
| ORCL Max Drawdown | -6% | -29% | 0% | -3% | -26% | -30% | -16% | ||
| PTC Max Drawdown | -11% | -19% | -2% | -6% | -26% | -21% | -14% | ||
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | -9% | <=== | |
[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 3/30/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read PTC Dip Buyer Analyses to see how the stock has fallen and recovered in the past.
Still not sure about ORCL or PTC? Consider portfolio approach.
Portfolios Are The Smarter Way To Invest
Individual stocks can soar or tank but one thing matters: staying invested. The right portfolio can help you stay invested, capture upside and mitigate the downside associated with any individual stock.
Why settle for average market returns? The Trefis High Quality (HQ) Portfolio invests in a diverse group of 30 stocks that have collectively delivered stronger upside with reduced volatility compared to the broader indices. Discover the methodology behind these smoother, higher returns by checking the HQ Portfolio performance data.