PTC vs CG

Comparison between PTC Inc (PTC, Company) and Carlyle Group Inc (The) (CG, Company).

PTC is from the Technology sector, while CG is from the Financial Services sector.

5-Year PerformanceCG has outperformed PTC, delivering a return of +4.5% compared to +1.3%

PTC vs CG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTC(COMPANY)	CG(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	94.98%	69.16%
Sharpe Ratio	-0.46	0.24
5Y Beta	0.92	1.71
Industry	Software - Application	Asset Management
P/E Ratio	13.42	30.98
Forward P/E	20.88	10.31
PEG Ratio	0.07	0.10
Dividend Yield	N/A	3.07%
5Y Dividends CAGR	N/A	11.84%
5Y EPS CAGR	41.11%	N/A
Debt to Equity	31.04%	0.00%
Free Cash Flow Yield	5.65%	-26.03%

Market Cap

Winner

PTC

$16B

Max Drawdown

PTC

94.98%

Winner

69.16%

Sharpe Ratio

PTC

-0.46

Winner

0.24

5Y Beta

Winner

PTC

0.92

1.71

Industry

PTC

Software - Application

Asset Management

P/E Ratio

Winner

PTC

13.42

30.98

Forward P/E

PTC

20.88

Winner

10.31

PEG Ratio

Winner

PTC

0.07

0.10

Dividend Yield

PTC

N/A

3.07%

5Y Dividends CAGR

PTC

N/A

11.84%

5Y EPS CAGR

PTC

41.11%

N/A

Debt to Equity

PTC

31.04%

Winner

0.00%

Free Cash Flow Yield

Winner

PTC

5.65%

-26.03%

PTC vs CG - Historical Returns

Returns include dividend reinvestment.

Period	PTC	CG
1 month	+4.29%	-3.60%
3 months	-9.15%	-11.52%
6 months	-17.99%	-13.46%
1 year	-16.99%	+1.57%
5 years(CAGR)	+1.34%	+4.45%
10 years(CAGR)	+14.75%	+16.10%
Max(CAGR)	+4.19%	+11.01%

Winner

PTC

+4.29%

-3.60%

Winner

PTC

-9.15%

-11.52%

PTC

-17.99%

Winner

-13.46%

PTC

-16.99%

Winner

+1.57%

5Y(CAGR)

PTC

+1.34%

Winner

+4.45%

10Y(CAGR)

PTC

+14.75%

Winner

+16.10%

Max(CAGR)

PTC

+4.19%

Winner

+11.01%

PTC vs CG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PTC	CG
2026	-16.37%	-23.93%
2025	-4.81%	+19.64%
2024	+9.04%	+30.29%
2023	+46.23%	+41.85%
2022	-2.39%	-43.00%
2021	+2.51%	+80.37%
2020	+56.62%	+1.79%
2019	-8.58%	+113.14%
2018	+35.55%	-28.47%
2017	+30.30%	+56.12%
2016	+37.18%	+9.06%
2015	-4.73%	-36.43%
2014	+5.62%	-17.04%
2013	+52.02%	+41.92%
2012	+20.37%	+19.31%
2011	-20.54%	N/A
2010	+35.15%	N/A
2009	+28.36%	N/A
2008	-29.29%	N/A
2007	+0.11%	N/A
2006	+15.14%	N/A
2005	+7.77%	N/A
2004	+49.11%	N/A
2003	+79.91%	N/A
2002	-67.73%	N/A
2001	-42.40%	N/A
2000	-46.52%	N/A
1999	+41.45%	N/A

PTC vs CG Drawdown Comparison

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

The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.

The current PTC drawdown is -34.30%. The current CG drawdown is -32.79%.

Rank	PTC	CG
#1	-94.98% Dec 16, 1999 - Apr 17, 2018	-62.67% Jan 14, 2014 - Jul 9, 2019
#2	-54.37% Sep 28, 2018 - Nov 27, 2020	-56.71% Nov 12, 2021 - Nov 6, 2024
#3	-38.37% Aug 27, 2025 - Apr 10, 2026	-50.04% Jan 23, 2020 - Jan 12, 2021
#4	-36.07% Jul 23, 2021 - Nov 14, 2023	-38.51% Jan 23, 2025 - Jul 9, 2025
#5	-32.27% Dec 11, 2024 - Jul 9, 2025	-33.81% Sep 18, 2025 - Mar 12, 2026
#6	-19.14% Nov 18, 1999 - Dec 3, 1999	-33.05% Feb 19, 2013 - Dec 24, 2013
#7	-19.00% Feb 19, 2021 - Apr 13, 2021	-13.97% Jul 26, 2019 - Sep 6, 2019
#8	-15.82% Apr 26, 2021 - Jul 23, 2021	-10.65% Dec 11, 2024 - Jan 17, 2025
#9	-13.41% Mar 22, 2024 - Nov 6, 2024	-9.48% Jul 7, 2021 - Jul 29, 2021
#10	-9.21% Jul 9, 2025 - Jul 31, 2025	-9.11% Sep 25, 2019 - Oct 17, 2019
#11	-8.78% Jun 20, 2018 - Sep 4, 2018	-8.85% Sep 17, 2021 - Oct 14, 2021
#12	-8.15% Dec 6, 1999 - Dec 10, 1999	-8.76% Jan 20, 2021 - Feb 4, 2021
#13	-7.68% Jan 22, 2021 - Jan 28, 2021	-8.75% Sep 17, 2012 - Jan 16, 2013
#14	-6.06% Aug 4, 2025 - Aug 27, 2025	-8.66% May 3, 2012 - Jun 28, 2012
#15	-5.72% Dec 28, 2023 - Jan 22, 2024	-7.84% Jul 30, 2021 - Sep 15, 2021