PTC
PTC returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q3 | Jun 30, 2026 | 19.66% | 21.95% | — | 35.05% | 19.21% | 10.4 pp |
| FY 2026 Q2 | Mar 31, 2026 | 20.09% | 22.46% | 517.19% | 34.4% | 19.63% | 10.8 pp |
| FY 2026 Q1 | Dec 31, 2025 | 18.38% | 22.2% | 151.43% | 23.14% | 13.09% | 9.1 pp |
| FY 2025 Q4 | Sep 30, 2025 | 16.43% | 19.46% | 219.38% | 20.85% | 11.29% | 7.1 pp |
| FY 2025 Q3 | Jun 30, 2025 | 12.6% | 15.54% | — | 15.71% | 8.3% | 3.3 pp |
| FY 2025 Q2 | Mar 31, 2025 | 11.18% | 12.96% | — | 13.91% | 7.12% | 1.9 pp |
| FY 2025 Q1 | Dec 31, 2024 | 10.26% | 11.89% | — | 12.99% | 6.35% | 1 pp |
| FY 2024 Q4 | Sep 30, 2024 | 10.75% | 12.6% | 21.79% | 12.78% | 5.94% | 1.4 pp |
| FY 2024 Q3 | Jun 30, 2024 | 9.1% | 11.26% | 0.81% | 10.53% | 4.79% | -0.2 pp |
| FY 2024 Q2 | Mar 31, 2024 | — | — | — | — | — | — |
| FY 2024 Q1 | Dec 31, 2023 | — | — | — | — | — | — |
| FY 2023 Q4 | Sep 30, 2023 | 9.08% | 10.77% | -2% | 9.87% | 4.47% | -0.2 pp |
| FY 2023 Q3 | Jun 30, 2023 | 10.63% | 11.47% | — | 12.9% | 5.67% | 1.3 pp |
| FY 2023 Q1 | Mar 31, 2023 | — | — | — | — | — | — |
| FY 2022 Q4 | Sep 30, 2022 | 10.81% | 11.74% | — | 14.45% | 6.81% | 1.5 pp |
| FY 2022 Q3 | Jun 30, 2022 | — | 11.42% | — | 25.72% | 11.33% | — |
| FY 2022 Q2 | Mar 31, 2022 | — | 11.7% | — | 25.7% | 11.21% | — |
| FY 2022 Q1 | Dec 31, 2021 | — | 11.06% | — | 28.97% | 12.69% | — |
| FY 2021 Q4 | Sep 30, 2021 | — | 11.84% | — | 27.44% | 12.09% | — |
| FY 2021 Q3 | Jun 30, 2021 | 11.58% | 10.78% | 18.05% | 15.55% | 6.26% | 2.3 pp |
| FY 2021 Q2 | Mar 31, 2021 | 11% | 10.59% | 25.79% | 15.1% | 5.49% | 1.7 pp |
| FY 2021 Q1 | Dec 31, 2020 | 7.89% | 10.06% | — | 8.66% | 3.53% | -1.4 pp |
| FY 2020 Q4 | Sep 30, 2020 | 10.85% | 8.92% | — | 9.9% | 4.32% | 1.6 pp |
| FY 2020 Q3 | Jun 27, 2020 | 7.88% | 8% | — | 6.85% | 2.89% | -1.4 pp |
| FY 2020 Q2 | Mar 28, 2020 | — | 5.69% | — | 2.99% | 1.14% | — |
| FY 2020 Q1 | Dec 28, 2019 | — | 2.61% | — | -1.01% | -0.43% | — |
| FY 2019 Q4 | Sep 30, 2019 | — | 3.48% | — | -2.64% | -1.1% | — |
| FY 2019 Q3 | Jun 29, 2019 | — | 1.55% | — | -2.35% | -0.98% | — |
| FY 2019 Q2 | Mar 30, 2019 | — | 2.16% | — | 0.7% | 0.3% | — |
| FY 2019 Q1 | Dec 29, 2018 | — | 4.39% | — | 5.35% | 2.34% | — |
| FY 2018 Q4 | Sep 30, 2018 | — | 4.47% | — | 5.91% | 2.22% | — |
| FY 2018 Q3 | Jun 30, 2018 | — | 4.9% | — | 6.74% | 2.47% | — |
| FY 2018 Q2 | Mar 31, 2018 | — | 4.17% | — | 4.31% | 1.64% | — |
| FY 2018 Q1 | Dec 30, 2017 | — | 3.22% | — | 3.43% | 1.3% | — |
| FY 2017 Q4 | Sep 30, 2017 | — | 2.42% | — | 0.72% | 0.26% | — |
| FY 2017 Q3 | Jul 1, 2017 | — | -0.58% | — | -4.67% | -1.71% | — |
| FY 2017 Q2 | Apr 1, 2017 | — | -0.78% | — | -4.19% | -1.5% | — |
| FY 2017 Q1 | Dec 31, 2016 | — | -1.17% | — | -4.8% | -1.8% | — |
| FY 2016 Q4 | Sep 30, 2016 | — | -2.25% | — | -6.4% | -2.39% | — |
| FY 2016 Q3 | Jul 2, 2016 | — | -1.58% | — | -3.73% | -1.41% | — |
| FY 2016 Q2 | Apr 2, 2016 | — | -0.71% | — | -2.01% | -0.76% | — |
| FY 2016 Q1 | Jan 2, 2016 | — | -0.58% | — | -0.78% | -0.3% | — |
| FY 2015 Q4 | Sep 30, 2015 | — | 2.63% | — | 5.55% | 2.16% | — |
| FY 2015 Q3 | Jul 4, 2015 | — | 6.81% | — | 10.19% | 4.48% | — |
| FY 2015 Q2 | Apr 4, 2015 | — | 9.17% | — | 12.25% | 5.53% | — |
| FY 2015 Q1 | Jan 3, 2015 | — | 11.97% | — | 16.54% | 7.46% | — |
| FY 2014 Q4 | Sep 30, 2014 | — | 13.68% | — | 18% | 7.95% | — |
| FY 2014 Q3 | Jun 28, 2014 | — | 15.68% | — | 19.52% | 9.58% | — |
| FY 2014 Q2 | Mar 29, 2014 | — | 14.59% | — | 19.26% | 9.31% | — |
| FY 2014 Q1 | Dec 28, 2013 | — | 12.03% | — | 16.45% | 7.96% | — |
| FY 2013 Q4 | Sep 30, 2013 | — | 9.76% | — | 16.68% | 7.94% | — |
| FY 2013 Q3 | Jun 29, 2013 | — | 11.37% | — | 0.39% | 0.2% | — |
| FY 2013 Q2 | Mar 30, 2013 | — | 10.16% | — | -0.98% | -0.48% | — |
| FY 2013 Q1 | Dec 29, 2012 | — | 8.64% | — | -2.59% | -1.27% | — |
| FY 2012 Q4 | Sep 30, 2012 | — | 10.37% | — | -4.37% | -2.07% | — |
| FY 2012 Q3 | Jun 30, 2012 | — | 10.47% | — | 10.35% | 5.24% | — |
| FY 2012 Q2 | Mar 31, 2012 | — | 11.18% | — | 9.49% | 5.25% | — |
| FY 2012 Q1 | Dec 31, 2011 | — | 12.9% | — | 11.7% | 6.55% | — |
| FY 2011 Q4 | Sep 30, 2011 | — | 11.63% | — | 10.88% | 5.82% | — |
| FY 2011 Q3 | Jul 2, 2011 | — | 9.36% | — | 4.5% | 2.34% | — |
| FY 2011 Q2 | Apr 2, 2011 | — | — | — | — | — | — |
| FY 2011 Q1 | Jan 1, 2011 | — | — | — | — | — | — |
| FY 2010 Q4 | Sep 30, 2010 | — | — | — | — | — | — |
| FY 2010 Q3 | Jul 3, 2010 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 9.3%, rounded from the Software · System & Application benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · PTC, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.