Company Analysis

Dynatrace, Inc. (DT)

NYSE: DT · Services-Prepackaged Software · Boston, MA · filing with the SEC since 2019
Grade6.0
◀ Past 6.2● Present 6.1▶ Future 5.7

The grade of Dynatrace, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.0/10
◀ Past6.225% of the headline
● Present6.135% of the headline
▶ Future5.740% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.2/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
4.3/10

Has it survived what it has been through?

1 warning event since 2019; the latest 2022-06-03.

weight 22% of this tense · 43rd percentile among 230 sector filers · read for itself

From the record

Dynatrace, Inc.'s filings since 2019 show 1 warning event: an auditor change (8-K item 4.01, the latest 2022-06-03) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.1/10

What has it actually done, year after year?

+22.5% a year over 9 filed years; profitable in 7 of 9.

weight 45% of this tense · 71st percentile among 213 sector filers · read for its customers

From the record

Dynatrace, Inc.'s 9 filed years say what it did: revenue went from $398 million in fiscal 2018 to $2.0 billion in fiscal 2026, up 22.5% a year; it rose in 8 of 8 years; it never fell from a peak; net income was positive in 7 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span22.5%top 42% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 19% of its family
  • the deepest fall from a revenue peak0.0%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
6.3/10

How has it treated the people who own it?

Share count grew 1.4% a year. 47% of cash flow returned. Insiders: 17 sales, 1 purchases.

weight 33% of this tense · 63rd percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-03-31, Dynatrace, Inc.'s diluted share count grew about 1.4% a year, and dividends and buybacks returned about 47% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 17 sales (5 under scheduled 10b5-1 plans) and 1 purchase of their own stock on the open market in the year to 2026-10-19, buying about $107 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 38% of its family
  • cash returned against operating cash flowtop 37% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.1/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
6.1/10

Is it financially healthy right now?

ROE 6%: 6¢ of profit per shareholder dollar. Leverage 41%: owes 41¢ per asset dollar.

weight 45% of this tense · 61st percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-03-31, Dynatrace, Inc. earned about 6 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 37 cents per dollar of everything the company owns. Leverage: it owed about 41 cents per dollar of assets, and net share issuance: its share count was unchanged over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 44% of its family
  • return on equitytop 37% of its family
  • gross profit against assetstop 46% of its family
  • the share count against the year beforetop 28% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.4/10

How strong is its position in its industry?

top 26% of 218 in its family; net margin 8.1%.

weight 33% of this tense · 74th percentile among 218 sector filers · read for its customers

From the record

Dynatrace, Inc.'s standing among 218 graded names in its industry family: revenue of $2.0 billion in fiscal 2026 ranks in the top 17% by size; a net margin of 8.1% ranks in the top 32%; revenue growth of 20.3% a year over the last 3 filed years ranks in the top 29% (its annual reports).

What it rests on

  • revenue against the family$2.02Btop 17% of its family
  • net margin8.1%top 32% of its family
  • three-year revenue growth20.3%top 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.3/10

What are the people in charge doing?

bottom 43% of 139 in its family for leadership; chief executive since 2021.

weight 22% of this tense · 43rd percentile among 139 sector filers · read for its shareholders

From the record

Dynatrace, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Mcconnell, Rick M (Chief Executive Officer, as filed), filing under that title since 2021-12-13, 4.9 years (top 49% of its family); the 16 officers and directors filing in the last fifteen months have been on the record a median of 3.7 years (bottom 24%); 8 officer or director changes were reported on Form 8-K since 2023-11-13, against the 16 people in charge now (top 46%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge8 in three years among 16 peopletop 46% of its family
  • the median years the people in charge have filed3.7 yearsbottom 24% of its family
  • the chief executive's years on the record4.9 yearstop 49% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.7/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.4/10

How much room does it have to grow?

top 26% of 216 in its family for room to expand.

weight 22% of this tense · 74th percentile among 216 sector filers · read for itself

From the record

Dynatrace, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $1.1 billion against no long-term debt tagged leaves 24.8% of its assets as net cash, top 28% of its family; cash from operations less capital spending is 26.2% of revenue (top 20%); a gross margin of 81.6% (top 16%); research spending of 23.5% of revenue (top 41%) (its annual report).

What it rests on

  • cash less debt against assets24.8%top 28% of its family
  • cash from operations less capital spending against revenue26.2%top 20% of its family
  • gross margin81.6%top 16% of its family
  • research spending against revenue23.5%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
7.2/10

What could actually drive growth from here?

top 29% of 213 in its family for growth drivers.

weight 45% of this tense · 71st percentile among 213 sector filers · read for its customers

From the record

Dynatrace, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 20.3% a year over the last three filed years against 22.5% over all 9, slowing (top 41% of its family); the newest year grew 18.8% (top 33%); research spending grew 29.5% a year (top 10%); capital spending grew 14.3% a year (top 31%) (its annual reports). Dynatrace, Inc. reported 2 product lines in fiscal 2026: Subscription and Circulation at $1.9 billion (96%), Service at $89 million (4%); 2 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-2.2 points a yeartop 41% of its family
  • the newest year's revenue growth18.8%top 33% of its family
  • three-year growth of research spending29.5%top 10% of its family
  • three-year growth of capital spending14.3%top 31% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
2.6/10

Did its newest year beat what its own record pointed to?

bottom 26% of 194 in its family for expectations against reality.

weight 33% of this tense · 26th percentile among 194 sector filers · read for its shareholders

From the record

Dynatrace, Inc.'s newest year against its own record: revenue of $2.0 billion in fiscal 2026 came in 1.9% below the $2.1 billion its prior three years' pace pointed to (bottom 45% of its family); net income of $163 million against a prior three-year average of $249 million (bottom 19%); a net margin of 8.1% against 16.2% before (bottom 15%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-1.9%bottom 45% of its family
  • net income against the prior three years' average-35%bottom 19% of its family
  • net margin against its prior average-8.1 pointsbottom 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton DT · research, not advice