PTC vs IEX

Comparison between PTC Inc (PTC, Company) and Idex Corporation (IEX, Company).

PTC is from the Technology sector, while IEX is from the Industrials sector.

5-Year PerformancePTC has outperformed IEX, delivering a return of +2.3% compared to +0.4%

PTC vs IEX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PTC(COMPANY)	IEX(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	94.98%	59.66%
Sharpe Ratio	-0.23	0.77
5Y Beta	0.93	0.86
Industry	Software - Application	Specialty Industrial Machinery
P/E Ratio	19.98	34.52
Forward P/E	18.42	25.84
PEG Ratio	0.18	1.85
Dividend Yield	N/A	0.99%
5Y Dividends CAGR	N/A	12.03%
5Y EPS CAGR	46.28%	1.90%
Debt to Equity	31.17%	46.23%
Free Cash Flow Yield	5.46%	3.77%
P/S Ratio	5.69	4.58
P/B Ratio	4.28	3.92

Market Cap

Winner

PTC

$16B

IEX

$16B

Max Drawdown

PTC

94.98%

Winner

IEX

59.66%

Sharpe Ratio

PTC

-0.23

Winner

IEX

0.77

5Y Beta

PTC

0.93

Winner

IEX

0.86

Industry

PTC

Software - Application

IEX

Specialty Industrial Machinery

P/E Ratio

Winner

PTC

19.98

IEX

34.52

Forward P/E

Winner

PTC

18.42

IEX

25.84

PEG Ratio

Winner

PTC

0.18

IEX

1.85

Dividend Yield

PTC

N/A

IEX

0.99%

5Y Dividends CAGR

PTC

N/A

IEX

12.03%

5Y EPS CAGR

Winner

PTC

46.28%

IEX

1.90%

Debt to Equity

Winner

PTC

31.17%

IEX

46.23%

Free Cash Flow Yield

Winner

PTC

5.46%

IEX

3.77%

P/S Ratio

PTC

5.69

Winner

IEX

4.58

P/B Ratio

PTC

4.28

Winner

IEX

3.92

PTC vs IEX - Historical Returns

Returns include dividend reinvestment.

Period	PTC	IEX
1 month	+1.61%	+9.72%
3 months	-8.19%	+3.01%
6 months	-16.73%	+29.72%
1 year	-10.98%	+19.42%
5 years(CAGR)	+2.26%	+0.45%
10 years(CAGR)	+15.22%	+11.66%
Max(CAGR)	+4.32%	+13.55%

PTC

+1.61%

Winner

IEX

+9.72%

PTC

-8.19%

Winner

IEX

+3.01%

PTC

-16.73%

Winner

IEX

+29.72%

PTC

-10.98%

Winner

IEX

+19.42%

5Y(CAGR)

Winner

PTC

+2.26%

IEX

+0.45%

10Y(CAGR)

Winner

PTC

+15.22%

IEX

+11.66%

Max(CAGR)

PTC

+4.32%

Winner

IEX

+13.55%

PTC vs IEX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PTC	IEX
2026	-13.79%	+21.68%
2025	-4.81%	-12.32%
2024	+9.04%	-1.43%
2023	+46.23%	-4.28%
2022	-2.39%	+0.16%
2021	+2.51%	+22.20%
2020	+56.62%	+16.32%
2019	-8.58%	+39.28%
2018	+35.55%	-2.95%
2017	+30.30%	+46.63%
2016	+37.18%	+20.89%
2015	-4.73%	-0.00%
2014	+5.62%	+8.76%
2013	+52.02%	+56.60%
2012	+20.37%	+27.22%
2011	-20.54%	-5.04%
2010	+35.15%	+25.74%
2009	+28.36%	+22.23%
2008	-29.29%	-31.02%
2007	+0.11%	+15.92%
2006	+15.14%	+15.91%
2005	+7.77%	+5.67%
2004	+49.11%	+48.84%
2003	+79.91%	+25.27%
2002	-67.73%	-2.58%
2001	-42.40%	+11.55%
2000	-46.52%	+11.85%
1999	+41.45%	+22.45%

PTC vs IEX Drawdown Comparison

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

The maximum drawdown for IEX was -58.66%, occurring on Mar 9, 2009. Recovery took 837 trading sessions.

The current PTC drawdown is -32.27%. The current IEX drawdown is -9.15%.

Rank	PTC	IEX
#1	-94.98% Dec 16, 1999 - Apr 17, 2018	-58.66% Aug 9, 2007 - Dec 3, 2010
#2	-54.37% Sep 28, 2018 - Nov 27, 2020	-36.46% Apr 26, 2011 - Dec 10, 2012
#3	-38.37% Aug 27, 2025 - Apr 10, 2026	-35.52% Feb 12, 2020 - Aug 12, 2020
#4	-36.07% Jul 23, 2021 - Nov 14, 2023	-34.60% Mar 21, 2024 - Aug 11, 2025
#5	-32.27% Dec 11, 2024 - Jul 9, 2025	-33.79% Apr 10, 2002 - Aug 19, 2003
#6	-19.14% Nov 18, 1999 - Dec 3, 1999	-30.94% Sep 5, 2001 - Feb 15, 2002
#7	-19.00% Feb 19, 2021 - Apr 13, 2021	-27.33% Dec 16, 2021 - Nov 30, 2022
#8	-15.82% Apr 26, 2021 - Jul 23, 2021	-26.51% Jan 20, 2000 - Apr 28, 2000
#9	-13.41% Mar 22, 2024 - Nov 6, 2024	-26.45% Jun 2, 2000 - Dec 5, 2000
#10	-9.21% Jul 9, 2025 - Jul 31, 2025	-24.08% Sep 20, 2018 - Apr 1, 2019
#11	-8.78% Jun 20, 2018 - Sep 4, 2018	-23.44% Dec 5, 2000 - Aug 23, 2001
#12	-8.15% Dec 6, 1999 - Dec 10, 1999	-23.08% May 9, 2006 - Feb 26, 2007
#13	-7.68% Jan 22, 2021 - Jan 28, 2021	-21.83% Dec 13, 2022 - Mar 1, 2024
#14	-6.06% Aug 4, 2025 - Aug 27, 2025	-18.28% Jul 3, 2014 - Mar 16, 2016
#15	-5.72% Dec 28, 2023 - Jan 22, 2024	-14.10% Jun 30, 2004 - Sep 16, 2004