ADSK vs PTC Stock Comparison: AI Score, Valuation, Performance and Upside
ADSK is the design software leader for architects, engineers, and manufacturers primarily at the design and construction phase, while PTC focuses more deeply on product lifecycle management, IoT connectivity, and augmented reality for manufacturing operations and service — they address different but often complementary parts of the product development and operations lifecycle.
ADSK vs PTC compares two industrial software leaders serving different parts of the product development and operational lifecycle: Autodesk's design and construction focus versus PTC's PLM, IoT, and AR platform for manufacturing operations.
PTC holds the edge across 3 of 5 key metrics in this comparison. PTC leads on both 1-year return (-31.50%) and forward P/E (13.15x vs 13.92x for ADSK), a relatively favorable combination of momentum and valuation. PTC leads on both revenue growth (21.70%) and operating margin (41.63%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies similar upside for both: +60.90% for ADSK and +60.75% for PTC.
- →Want exposure to the design and construction software market leader with durable subscription revenue
- →Value Autodesk's strong position in AEC (architecture, engineering, construction) and manufacturing design
- →Appreciate Autodesk's subscription model transition completion enabling more predictable free cash flow
- →Want exposure to industrial PLM software and emerging IoT and augmented reality for manufacturing
- →Believe ThingWorx IoT and Vuforia AR represent meaningful long-term growth opportunities in Industry 4.0
- →See value in PTC's deep integration into complex manufacturing company product development workflows
| Metric | ADSK | PTC |
|---|---|---|
| AI score | 50.4 | 45.9 |
| AI rank | #445 | #693 |
| Latest close | $193.82 | $114.75 |
| 1M return | -20.62% | -20.97% |
| 6M return | -33.84% | -34.54% |
| 1Y return | -34.71% | -31.50% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ADSK | PTC |
|---|---|---|
| 1Y ago | $6.57K (-34.3%) started 2025-06-18 | $6.89K (-31.1%) started 2025-06-18 |
| 5Y ago | $6.84K (-31.6%) started 2021-06-21 | $8.52K (-14.8%) started 2021-06-21 |
| 10Y ago | $33.67K (+236.7%) started 2016-06-20 | $29.44K (+194.4%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
| Metric | ADSK | PTC |
|---|---|---|
| Market cap | $41.9B | $13.13B |
| Trailing P/E | 28.97 | 10.92 |
| Forward P/E | 13.92 | 13.15 |
| Price/Sales | 10.04 | 8.71 |
| EV/Revenue | 5.55 | 4.69 |
| Analyst target | $319.27 | $182.74 |
| Target upside | +60.90% | +60.75% |
| Metric | ADSK | PTC |
|---|---|---|
| Revenue growth | 18.40% | 21.70% |
| Earnings growth | 231.40% | 268.90% |
| EPS growth | +231.40% | +268.90% |
| FCF margin | +40.78% | +32.89% |
| Operating margin | 29.52% | 41.63% |
| Profit margin | 19.49% | 41.58% |
| ROIC proxy | 50.40% | 34.40% |
| Return on equity | 50.40% | 34.40% |
| Dividend yield | N/A | N/A |
| Beta | 1.29 | 0.97 |
| Debt/equity | 85.42 | 35.78 |
| Current ratio | 0.83 | 1.23 |
| Quick ratio | 0.67 | 1.06 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ADSK | PTC |
|---|---|---|---|
| 1Y | Growth | -34.34% | -31.11% |
| CAGR | -34.38% | -31.15% | |
| Sharpe ratio | -1.21 | -0.99 | |
| Max drawdown | 40.92% | 47.50% | |
| Max daily drop | 7.10% | 12.36% | |
| Max wkly drop | 13.71% | 17.02% | |
| 5Y | Growth | -31.57% | -14.78% |
| CAGR | -7.32% | -3.15% | |
| Sharpe ratio | -0.17 | -0.10 | |
| Max drawdown | 51.99% | 47.50% | |
| Max daily drop | 15.49% | 12.36% | |
| Max wkly drop | 22.28% | 17.02% | |
| 10Y | Growth | +236.73% | +194.38% |
| CAGR | +12.92% | +11.41% | |
| Sharpe ratio | 0.39 | 0.36 | |
| Max drawdown | 51.99% | 54.37% | |
| Max daily drop | 15.86% | 20.41% | |
| Max wkly drop | 26.10% | 26.00% |
| Category | ADSK | PTC |
|---|---|---|
| Company | Autodesk, Inc. | PTC Inc. |
| Sector | Technology | Technology |
| Industry | Software - Application | Software - Application |
| Core business | Autodesk provides design, engineering, and construction software including AutoCAD, Revit (BIM for architecture), Fusion 360 (manufacturing design), and a growing cloud-based construction management platform, serving architecture, engineering, construction, and manufacturing customers globally. | PTC provides product lifecycle management (PLM), IoT, and augmented reality software for manufacturing companies, helping them design products (Creo CAD, Windchill PLM), connect and monitor assets (ThingWorx IoT), and provide augmented reality instructions (Vuforia). |
| Investor focus | Investors track Autodesk's annual recurring revenue (ARR) growth, transition to cloud subscription from perpetual licenses (now largely complete), operating margin expansion, and free cash flow generation. | Investors track PTC's ARR growth across PLM, IoT (ThingWorx), and AR/service (Vuforia/ServiceMax) segments, operating margin improvement, and the long-term ServiceMax field service integration. |
- →Dominant design software platform in architecture, engineering, construction, and manufacturing — AutoCAD is the defining standard in 2D design
- →Cloud-based construction platform (Autodesk Construction Cloud) provides a growing, high-margin recurring revenue segment
- →Subscription model transition largely complete, providing predictable, recurring revenue
- →PLM software provides deeply integrated workflow tools for managing complex industrial product development
- →ThingWorx IoT platform connects physical industrial assets to digital systems for monitoring and analytics
- →Vuforia AR platform provides augmented reality tools for service, training, and manufacturing guidance
- →ARR growth has moderated as the one-time benefit of license conversion to subscription completes
- →Faces competition from Dassault Systèmes and Siemens in manufacturing PLM software
- →Construction software business faces integration complexity from multiple acquisitions
- →Industrial software spending is cyclically sensitive to manufacturing capex trends
- →ServiceMax field service acquisition expanded the portfolio but also increased complexity and debt
- →IoT and AR segments are still proving commercial scale relative to investment
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