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BF-B vs PTC

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

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

5-Year PerformancePTC has outperformed BF-B, delivering a return of -3.6% compared to -16.1%

BF-B vs PTC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
BF-B
$13B
Winner
PTC
$13B
Max Drawdown
Winner
BF-B
72.13%
PTC
94.98%
Sharpe Ratio
Winner
BF-B
0.31
PTC
-1.08
5Y Beta
Winner
BF-B
0.39
PTC
0.86
Industry
BF-B
Beverages - Wineries & Distilleries
PTC
Software - Application
P/E Ratio
BF-B
18.20
Winner
PTC
10.65
Forward P/E
BF-B
16.08
Winner
PTC
13.89
PEG Ratio
BF-B
4.46
Winner
PTC
0.06
Dividend Yield
BF-B
3.36%
PTC
N/A
5Y Dividends CAGR
BF-B
5.22%
PTC
N/A
5Y EPS CAGR
BF-B
-5.00%
Winner
PTC
41.11%
Debt to Equity
BF-B
60.55%
Winner
PTC
31.04%
Free Cash Flow Yield
BF-B
6.89%
Winner
PTC
7.12%
P/S Ratio
Winner
BF-B
3.25
PTC
4.35
P/B Ratio
Winner
BF-B
3.17
PTC
3.38

BF-B vs PTC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BF-B
+11.10%
PTC
-20.13%
3M
Winner
BF-B
+9.55%
PTC
-19.64%
6M
Winner
BF-B
+8.67%
PTC
-34.47%
1Y
Winner
BF-B
+10.37%
PTC
-31.74%
5Y(CAGR)
BF-B
-16.11%
Winner
PTC
-3.56%
10Y(CAGR)
BF-B
-1.12%
Winner
PTC
+12.72%
Max(CAGR)
Winner
BF-B
+7.57%
PTC
+3.37%

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

Returns include dividend reinvestment.

YearBF-BPTC
2026+8.88%-31.97%
2025-27.79%-4.81%
2024-31.93%+9.04%
2023-10.99%+46.23%
2022-7.24%-2.39%
2021-4.36%+2.51%
2020+19.62%+56.62%
2019+48.46%-8.58%
2018-9.76%+35.55%
2017+54.41%+30.30%
2016-6.24%+37.18%
2015+14.02%-4.73%
2014+19.19%+5.62%
2013+20.04%+52.02%
2012+26.85%+20.37%
2011+18.34%-20.54%
2010+33.99%+35.15%
2009+4.06%+28.36%
2008-8.38%-29.29%
2007+16.68%+0.11%
2006-5.66%+15.14%
2005+46.75%+7.77%
2004+6.49%+49.11%
2003+42.63%+79.91%
2002+6.38%-67.73%
2001-2.01%-42.40%
2000+18.91%-46.52%
1999-15.55%+41.45%

BF-B vs PTC Drawdown Comparison

The maximum drawdown for BF-B was -68.95%, occurring on Mar 20, 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-B drawdown is -61.60%. The current PTC drawdown is -46.56%.

RankBF-BPTC
#1-68.95%
Nov 24, 2020 - Mar 20, 2026
-94.98%
Dec 16, 1999 - Apr 17, 2018
#2-39.98%
Jun 5, 2008 - Jun 15, 2010
-54.37%
Sep 28, 2018 - Nov 27, 2020
#3-37.33%
Nov 8, 1999 - Nov 21, 2000
-48.12%
Aug 27, 2025 - Jun 23, 2026
#4-35.17%
Jan 23, 2020 - Aug 17, 2020
-36.07%
Jul 23, 2021 - Nov 14, 2023
#5-25.58%
May 2, 2002 - Apr 2, 2003
-32.27%
Dec 11, 2024 - Jul 9, 2025
#6-22.98%
May 18, 2018 - Aug 26, 2019
-19.14%
Nov 18, 1999 - Dec 3, 1999
#7-20.76%
Mar 17, 2006 - Jun 5, 2008
-19.00%
Feb 19, 2021 - Apr 13, 2021
#8-18.98%
Aug 6, 2015 - May 22, 2017
-15.82%
Apr 26, 2021 - Jul 23, 2021
#9-18.65%
Jul 7, 2011 - Oct 21, 2011
-13.41%
Mar 22, 2024 - Nov 6, 2024
#10-16.67%
May 22, 2017 - Oct 31, 2017
-9.21%
Jul 9, 2025 - Jul 31, 2025
#11-15.91%
Feb 13, 2001 - Feb 22, 2002
-8.78%
Jun 20, 2018 - Sep 4, 2018
#12-14.20%
Sep 9, 2020 - Nov 16, 2020
-8.15%
Dec 6, 1999 - Dec 10, 1999
#13-13.22%
Jun 19, 2014 - Nov 28, 2014
-7.68%
Jan 22, 2021 - Jan 28, 2021
#14-12.77%
Dec 19, 2000 - Feb 8, 2001
-6.06%
Aug 4, 2025 - Aug 27, 2025
#15-12.77%
Sep 7, 2004 - Dec 13, 2004
-5.72%
Dec 28, 2023 - Jan 22, 2024

Correlation

Correlation between BF-B 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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