Dynatrace, Inc.
Rank #137Op. LeverageDT · NYSE · Technology
Dynatrace, Inc. (DT) — Rank #137 by gross profitability (GP/assets 0.40) · ROE 6.6% · Piotroski F-Score N/A.
As-of 2026-09-15 · CIK 0001773383 · all metrics point-in-time as of the filing date.
About
Dynatrace, Inc. engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
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The company operates Dynatrace, an AI-powered observability platform, which provides solutions, including infrastructure, application, threat, and AI observability; digital experience; log analytics; application security; software delivery; and business analytics. It also offers implementation, consulting, and training services. The company markets its products through a combination of global direct sales team and a network of partners, including global system integrators (GSIs), cloud providers, resellers and technology alliance partners. It serves customers in various industries, including banking, financial services, government, insurance, retail and wholesale, transportation, and software. Dynatrace, Inc.
was founded in 2005 and is headquartered in Boston, Massachusetts.
- Industry
- Software - Application
- Sector
- Technology
- State
- DE
- Filer Category
- Large accelerated filer
- Fiscal Year End
- March 31
- Website
- dynatrace.com
Price History
Company Snapshot
P/E and reverse DCF are the primary valuation lenses at this stage.
Market Cap
$15.83B
P/E (annual)
101.4
P/S (annual)
7.8
P/B
6.5
P/OCF (annual)
28.2
Shareholder Yield
-0.0%
Employees
5,600
Industry
Software - Application
Exchange
NYSE
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
3/3 passGrowth
2/2 passTerry Smith quality gate
Passes 3/5 Terry Smith thresholdsWhat Growth Is Priced In
Implied revenue growth (10Y)
13.8%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Dilution drag: 0.0% — per-share value needs a total required return of 13.9% once share-count change is priced in.
vs. own 6-year median revenue growth: 24.1%
within its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
9.2%
r = 10% (base)
13.8%
r = 12%
17.9%
Net debt / market cap: -7.3%
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / E
Price / diluted EPS
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Operating margin expansion and free cash flow are the primary reads at this stage.
Profitability
Gross profitability (GP / assets)
0.40
Primary signal (Novy-Marx).
57th pctl of 38 SIC 7372 peers
Return on equity
6.6%
Gross margin
81.6%
84th pctl of 38 SIC 7372 peers
Revenue growth (YoY)
18.8%
RPO growth (YoY)
20.7%
Remaining performance obligations growth — RPO > revenue = forward demand building.
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
20.3%
Revenue CAGR (5Y)
23.5%
Earnings CAGR (3Y)
14.6%
FCF CAGR (3Y)
16.7%
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
0.68
47th pctl of 33 SIC 7372 peers (best = lowest)
Current ratio
1.21×
11th pctl of 38 SIC 7372 peers
Quick ratio
1.08×
Net cash
$1.21B
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$529.68M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
2.26
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
14.8%
Stock-based comp intensity.
Piotroski F-Score
F-Score
N/A
Only 8/9 components determinable.