COMP <GO>
GEN vs PTC // OPERATING MARGIN
Gen Digital Inc. (NASDAQ) VS. PTC Inc. (NASDAQ) • 15-METRIC TALLY: GEN 7
— PTC 7
▲ OPERATING MARGIN LEADER: GEN
LAST: $29.13 (+3.30%) • MKT CAP: $17.28B
operating-margins
42.40%
LAST: $195.54 (+0.38%) • MKT CAP: $21.22B
operating-margins
35.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GEN VS. PTC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GEN | PTC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 78.50% | 83.80% | -5.30 | PTC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.50% | 16.40% | +3.10 | GEN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.8x | 22.2x | -11.40 | GEN | /valuation <GO> |
| Free Cash Flow Yield | 9.02% | 4.05% | +4.97 | GEN | /fcf-yield <GO> |
| Operating Margin ACTIVE | 42.40% | 35.90% | +6.50 | GEN | /operating-margins <GO> |
| Net Profit Margin | 19.50% | 26.80% | -7.30 | PTC | /net-margins <GO> |
| Revenue Growth (YoY) | 27.10% | 19.20% | +7.90 | GEN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.85% | 0.00% | +1.85 | GEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.40 | 6.37 | -4.97 | PTC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | PTC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.1 | 77.6 | -9.50 | PTC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.40 | 1.41 | -0.01 | PTC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.5x | 24.2x | -9.70 | GEN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $17.28B | $21.22B | -$3.94B | PTC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GEN REV | PTC REV | GEN GROSS % | PTC GROSS % | GEN FCF | PTC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.00B | $2.74B | 78.5% | 83.8% | $1.52B | $856.7M |
| FY 2024 | $3.94B | $2.30B | 80.3% | 80.6% | $1.21B | $735.6M |
| FY 2023 | $3.80B | $2.10B | — | — | $1.89B | $516.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GEN // BETA 1.40
PTC // BETA 1.41