-1.00%
-7.53%
-4.66%
10.78%
20.01%
38.91%
83.77%
AI Spotlight on DT
Company Description
Dynatrace, Inc.provides a software intelligence platform for dynamic multi-cloud environments.It operates Dynatrace, a software intelligence platform, which provides application and microservices monitoring, runtime application security, infrastructure monitoring, digital experience monitoring, business analytics, and cloud automation.
Its platform allows its customers to modernize and automate IT operations, develop and release software, and enhance user experiences.The company also offers implementation, consulting, and training services.Dynatrace, Inc.
markets its products through a combination of direct sales team and a network of partners, including resellers, system integrators, and managed service providers.It serves customers in various industries comprising banking, insurance, retail, manufacturing, travel, and software.The company operates in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Dynatrace, Inc.was founded in 2005 and is headquartered in Waltham, Massachusetts.
Market Data
| Last Price | 55.59 |
| Change Percentage | -1.00% |
| Open | 55.37 |
| Previous Close | 56.15 |
| Market Cap ( Millions) | 16641 |
| Volume | 466076 |
| Year High | 63 |
| Year Low | 39.42 |
| M A 50 | 56.48 |
| M A 200 | 51.53 |
Financial Ratios
| FCF Yield | 2.44% |
| Dividend Yield | 0.00% |
| ROE | 21.97% |
| Debt / Equity | 2.95% |
| Net Debt / EBIDTA | -405.14% |
| Price To Book | 6.5 |
| Price Earnings Ratio | 34.4 |
| Price To FCF | 40.92 |
| Price To sales | 10.17 |
| EV / EBITDA | 76.9 |
News
- Feb -19 - Dynatrace Keeps Bringing in Big Money
- Feb -05 - FreedomPay Named ‘Advocate of the Year' at Dynatrace Perform 2025
- Feb -04 - Dynatrace Showcases New Possibilities for Innovation at Perform 2025
- Feb -04 - Dynatrace Expands Security Portfolio with Cloud Security Posture Management Solution
- Feb -04 - Dynatrace Introduces Observability for Developers
- Feb -04 - Dynatrace Advances AIOps with Preventive Operations
- Feb -04 - Dynatrace: DPS Growth And AI Tailwinds Are Positive For The Bull Case
- Jan -30 - Dynatrace, Inc. (DT) Q3 2025 Earnings Call Transcript
- Jan -30 - Dynatrace (DT) Reports Q3 Earnings: What Key Metrics Have to Say
- Jan -30 - Dynatrace (DT) Surpasses Q3 Earnings and Revenue Estimates
- Jan -30 - Dynatrace Reports Third Quarter Fiscal Year 2025 Financial Results
- Jan -28 - Dynatrace Advances AI Observability to Support Generative AI Initiatives
- Jan -24 - TASK vs. DT: Which Stock Should Value Investors Buy Now?
- Jan -24 - Dynatrace Recognized as a Customers' Choice in the 2024 Gartner® Peer Insights™ Voice of the Customer for Observability Platforms Report
- Jan -20 - Pyramid Consulting, Inc. Partners with Dynatrace to Provide Unified Observability, AIOps, and Application Security
- Jan -15 - Does Dynatrace's 16% Rise in 6 Months Justify Holding on to the Stock?
- Jan -15 - Dynatrace (DT) Beats Stock Market Upswing: What Investors Need to Know
- Jan -09 - Dynatrace (DT) Stock Dips While Market Gains: Key Facts
- Jan -01 - Why the Market Dipped But Dynatrace (DT) Gained Today
- Dec -24 - Dynatrace (DT) Stock Dips While Market Gains: Key Facts
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Subscription
Expected Growth : 14.37 %
What the company do ?
A Dynatrace subscription provides access to a set of features and functionalities for monitoring and optimizing application performance and user experience.
Why we expect these perspectives ?
Dynatrace's subscription growth of 14.37% is driven by increasing adoption of cloud-native applications, digital transformation, and growing demand for AI-powered observability and automation. Additionally, the company's expansion into new markets, strategic partnerships, and strong sales execution also contribute to this growth.
Segment n°2 -> Service
Expected Growth : 14.37 %
What the company do ?
Dynatrace Service represents a logical grouping of processes that together provide a specific functionality, enabling monitoring and analysis of business-critical transactions.
Why we expect these perspectives ?
Dynatrace's 14.37% growth is driven by increasing adoption of its AI-powered observability platform, expansion into new markets, and growing demand for digital transformation solutions. Additionally, the company's strong sales execution, strategic partnerships, and high customer retention rates contribute to its rapid growth.
Dynatrace, Inc. Products
| Product Range | What is it ? |
|---|---|
| Dynatrace | An all-in-one observability platform that provides AI-powered application performance monitoring, cloud infrastructure monitoring, and digital experience monitoring. |
| Dynatrace Application Security | A module that provides runtime vulnerability detection and protection for applications, enabling DevSecOps and reducing the risk of security breaches. |
| Dynatrace Digital Experience Monitoring | A solution that provides real-time monitoring and analytics of user interactions, enabling organizations to optimize digital experiences and improve customer satisfaction. |
| Dynatrace Cloud Automation | A module that provides automated cloud infrastructure monitoring, optimization, and cost management, enabling organizations to optimize cloud resources and reduce costs. |
| Dynatrace Synthetic Monitoring | A solution that provides proactive monitoring of application availability and performance, enabling organizations to identify issues before they impact users. |
| Dynatrace OpenTelemetry Distribution | A distribution of OpenTelemetry, an open-source observability framework, that provides a standardized way of collecting and sending telemetry data. |
Dynatrace, Inc.'s Porter Forces
Threat Of Substitutes
Dynatrace's AI-powered solutions are highly specialized, making it difficult for substitutes to emerge.
Bargaining Power Of Customers
While customers have some bargaining power due to the availability of alternative solutions, Dynatrace's strong brand reputation and high-quality products mitigate this power.
Bargaining Power Of Suppliers
Dynatrace has a diversified supplier base, reducing the bargaining power of individual suppliers.
Threat Of New Entrants
While new entrants may emerge, the high barriers to entry in the AI-powered software industry and Dynatrace's established market position make it challenging for new competitors to gain traction.
Intensity Of Rivalry
The APM and cloud monitoring markets are highly competitive, with several established players, leading to a high intensity of rivalry.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 3.33% |
| Debt Cost | 9.25% |
| Equity Weight | 96.67% |
| Equity Cost | 9.25% |
| WACC | 9.25% |
| Leverage | 3.45% |
Dynatrace, Inc. : Quality Control
Dynatrace, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| BRZE | Braze, Inc. operates a customer engagement platform that provides interactions between consumers and brands worldwide. It offers data ingestion products, such as Braze software development kits that automatically manage data … |
| PAYC | Paycom Software, Inc. provides cloud-based human capital management (HCM) solution delivered as software-as-a-service for small to mid-sized companies in the United States. It offers functionality and data analytics that businesses … |
| PEGA | Pegasystems Inc. develops, markets, licenses, hosts, and supports enterprise software applications in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and … |
| QTWO | Q2 Holdings, Inc. provides cloud-based digital banking solutions to regional and community financial institutions (RCFIs) in the United States. The company offers Q2 Consumer Banking, a browser-based digital banking solution … |
| SMAR | Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Paycom Software
A-Score
1-Year Total Return ->
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Smartsheet
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1-Year Total Return ->
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Dynatrace
A-Score
1-Year Total Return ->
4
Pegasystems
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1-Year Total Return ->
5
Q2 Holdings
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1-Year Total Return ->
6
