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BF-A vs PTC

Comparison between Brown-Forman Corp - Class A (BF-A, Company) and PTC Inc (PTC, Company).

BF-A is from the Consumer Defensive sector, while PTC is from the Technology sector.

5-Year PerformancePTC has outperformed BF-A, delivering a return of -3.6% compared to -15.1%

BF-A vs PTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
BF-A
$13B
PTC
$13B
Max Drawdown
Winner
BF-A
71.55%
PTC
94.98%
Sharpe Ratio
Winner
BF-A
0.30
PTC
-1.08
5Y Beta
Winner
BF-A
0.38
PTC
0.86
Industry
BF-A
Beverages - Wineries & Distilleries
PTC
Software - Application
P/E Ratio
BF-A
18.37
Winner
PTC
10.65
Forward P/E
BF-A
16.23
Winner
PTC
13.89
PEG Ratio
BF-A
4.51
Winner
PTC
0.06
Dividend Yield
BF-A
3.36%
PTC
N/A
5Y Dividends CAGR
BF-A
5.22%
PTC
N/A
5Y EPS CAGR
BF-A
-5.00%
Winner
PTC
41.11%
Debt to Equity
BF-A
60.55%
Winner
PTC
31.04%
Free Cash Flow Yield
BF-A
6.82%
Winner
PTC
7.12%
P/S Ratio
Winner
BF-A
3.28
PTC
4.35
P/B Ratio
Winner
BF-A
3.20
PTC
3.38

BF-A vs PTC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BF-A
+10.27%
PTC
-20.13%
3M
Winner
BF-A
+10.91%
PTC
-19.64%
6M
Winner
BF-A
+11.28%
PTC
-34.47%
1Y
Winner
BF-A
+10.32%
PTC
-31.74%
5Y(CAGR)
BF-A
-15.08%
Winner
PTC
-3.56%
10Y(CAGR)
BF-A
-1.68%
Winner
PTC
+12.72%
Max(CAGR)
Winner
BF-A
+7.92%
PTC
+3.37%

BF-A vs PTC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBF-APTC
2026+10.94%-31.97%
2025-26.36%-4.81%
2024-35.13%+9.04%
2023-7.30%+46.23%
2022-0.29%-2.39%
2021-4.25%+2.51%
2020+18.08%+56.62%
2019+35.86%-8.58%
2018-9.71%+35.55%
2017+46.63%+30.30%
2016-12.48%+37.18%
2015+27.43%-4.73%
2014+20.96%+5.62%
2013+18.50%+52.02%
2012+25.82%+20.37%
2011+16.85%-20.54%
2010+26.72%+35.15%
2009+9.96%+28.36%
2008-12.20%-29.29%
2007+14.28%+0.11%
2006-5.66%+15.14%
2005+43.70%+7.77%
2004+7.42%+49.11%
2003+44.98%+79.91%
2002+7.24%-67.73%
2001-1.06%-42.40%
2000+27.78%-46.52%
1999-14.26%+41.45%

BF-A vs PTC Drawdown Comparison

The maximum drawdown for BF-A was -68.32%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The maximum drawdown for PTC was -94.98%, occurring on Oct 10, 2002. Recovery took 4611 trading sessions.

The current BF-A drawdown is -60.63%. The current PTC drawdown is -46.56%.

RankBF-APTC
#1-68.32%
Dec 15, 2020 - Mar 24, 2026
-94.98%
Dec 16, 1999 - Apr 17, 2018
#2-41.16%
Jun 5, 2008 - Mar 22, 2010
-54.37%
Sep 28, 2018 - Nov 27, 2020
#3-36.98%
Feb 20, 2020 - Sep 2, 2020
-48.12%
Aug 27, 2025 - Jun 23, 2026
#4-33.54%
Nov 8, 1999 - Nov 10, 2000
-36.07%
Jul 23, 2021 - Nov 14, 2023
#5-24.74%
May 1, 2002 - Apr 2, 2003
-32.27%
Dec 11, 2024 - Jul 9, 2025
#6-23.94%
Aug 5, 2015 - Nov 27, 2017
-19.14%
Nov 18, 1999 - Dec 3, 1999
#7-20.22%
May 21, 2018 - Jun 13, 2019
-19.00%
Feb 19, 2021 - Apr 13, 2021
#8-19.48%
Mar 17, 2006 - Jun 5, 2008
-15.82%
Apr 26, 2021 - Jul 23, 2021
#9-17.31%
Jul 5, 2011 - Oct 18, 2011
-13.41%
Mar 22, 2024 - Nov 6, 2024
#10-15.01%
Feb 13, 2001 - Jul 25, 2001
-9.21%
Jul 9, 2025 - Jul 31, 2025
#11-14.29%
Sep 9, 2020 - Nov 16, 2020
-8.78%
Jun 20, 2018 - Sep 4, 2018
#12-13.45%
Jun 20, 2014 - Nov 28, 2014
-8.15%
Dec 6, 1999 - Dec 10, 1999
#13-13.29%
Mar 5, 2004 - Dec 13, 2004
-7.68%
Jan 22, 2021 - Jan 28, 2021
#14-12.66%
Apr 5, 2010 - Jul 23, 2010
-6.06%
Aug 4, 2025 - Aug 27, 2025
#15-12.30%
Jul 25, 2001 - Feb 22, 2002
-5.72%
Dec 28, 2023 - Jan 22, 2024

Correlation

Correlation between BF-A and PTC is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

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