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Two Blokes Fri at 3:30 AM -
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PTC's diversified software suite and high-margin recurring revenue model drive solid fundamentals, despite capability competition from Autodesk and Dassault. Operating margins are expanding, now at ~35%, and PTC trades at a valuation discount versus peers, offering attractive upside if ARR growth reaccelerates. Strategic SaaS pivots and targeted R&D deliver superior margin efficiency and innovation, positioning PTC well for long-term cloud-native trends in industrials.
