PTC vs Sabre
PTC and Sabre are similar in size: $2.74bn and $2.77bn of revenue in their latest fiscal years. PTC grew faster (19.2% against 1.0%). PTC kept more of each dollar of sales as profit: a net margin of 26.8% against 18.9%.
| Latest fiscal year | PTCPTC, 2025 | SabreSABR, 2025 |
|---|---|---|
| Revenue | $2.74bn | $2.77bn |
| Revenue growth | 19.2% | 1.0% |
| Net income | $734m | $525m |
| Operating margin | 35.9% | 10.7% |
| Net margin | 26.8% | 18.9% |
| Return on equity | 20.9% | — |
| Free cash flow | $857m | −$192m |
| Cash | $184m | $792m |
| Total debt | $1.20bn | $4.53bn |
| Debt to equity | 31.3% | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $300m | — |
| Employees | 7,642 | 4,650 |
| Market value | $21.51bn | $680m |
| Price vs our value range | Within our value range | — |
| Moat score | 57 (Moderate) | 32 (Weak) |
| Insider trades, 12 months | 0 buys, 17 sales | 2 buys, 0 sales |