Contrasting PTC (PMTC) and CyberArk Software (CYBR)

PTC (NASDAQ: PMTC) and CyberArk Software (NASDAQ:CYBR) are both technology companies, but which is the better investment? We will contrast the two companies based on the strength of their analyst recommendations, risk, institutional ownership, profitabiliy, earnings, dividends and valuation.

Earnings & Valuation

This table compares PTC and CyberArk Software’s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	EBITDA	Earnings Per Share	Price/Earnings Ratio
PTC	N/A	N/A	N/A	N/A	N/A
CyberArk Software	$228.74 million	5.50	$42.40 million	$0.87	48.92

CyberArk Software has higher revenue and earnings than PTC.

Insider and Institutional Ownership

77.5% of CyberArk Software shares are held by institutional investors. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Profitability

This table compares PTC and CyberArk Software’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
PTC	-0.39%	-0.53%	-0.20%
CyberArk Software	13.70%	10.77%	7.98%

Analyst Ratings

This is a breakdown of recent ratings and target prices for PTC and CyberArk Software, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
PTC	0	0	1	0	3.00
CyberArk Software	1	9	11	0	2.48

PTC presently has a consensus price target of $64.00, indicating a potential upside of 96.44%. CyberArk Software has a consensus price target of $50.61, indicating a potential upside of 18.92%. Given PTC’s stronger consensus rating and higher possible upside, equities analysts plainly believe PTC is more favorable than CyberArk Software.

Summary

CyberArk Software beats PTC on 6 of the 8 factors compared between the two stocks.

About PTC

PTC Inc. is a global computer software and services company. The Company offers a portfolio of computer-aided design (CAD) modeling, product lifecycle management (PLM) and service lifecycle management (SLM) solutions for manufacturers to create, operate, and service products. It offers a suite of Internet of Things (IoT) solutions that enables its customers to connect, manage and analyze data, and create applications. Its segments include the Solutions Group, the IoT Group and Professional Services. The Solutions Group segment includes its CAD, PLM and SLM products. The IoT Group segment includes its IoT, analytics and augmented reality (AR) solutions. The Professional Services segment includes consulting, implementation and training business. Its IoT products include ThingWorx, KEPServerEX, Vuforia Studio and Vuforia. Its CAD products include Creo and Mathcad. Its PLM products include Windchill, Integrity, Navigate and Creo View. Its SLM products include Servigistics and Arbortext.

About CyberArk Software

CyberArk Software Ltd is an Israel-based provider of information technology (IT) security solutions that protects organizations from cyber-attacks. The Company’s software solutions are focused on protecting privileged accounts, which have become a critical target in the lifecycle of cyber-attacks. The Company’s Privileged Account Security Solution consists of various products, such as Shares Technology Platform, Enterprise Password Vault, SSH Key Manager, Privileged Session Manager, Privileged Threat Analytics, Application Identity Manager, CyberArk-Conjur, Endpoint Privilege Manager and On-Demand Privileges Manager. The Company’s products provide protection against external and internal cyber threats and enables detection and neutralization of attacks. The Company’s Enterprise Password Vault provides customers with a tool to manage and protect all privileged accounts across an entire organization, including physical, virtual or cloud-based assets.