These two companies are strongly connected, but one is doing a much better job of giving guidance than the other and has a more resilient business model.Industrial software company PTC (PTC 0.32%) and Rockwell Automation (ROK 0.42%) are strategic partners and share many of the same end-market drivers. When the industrials sector wants to invest in automation and the digital technology that drives it, both companies benefit, and when it pulls back, both companies suffer. Yet right now, PTC is a stock worth b ...