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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Essent Group Ltd. (ESNT). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $312.4M, roughly 1.7× Essent Group Ltd.). Essent Group Ltd. runs the higher net margin — 49.6% vs 7.8%, a 41.8% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs -0.8%). Essent Group Ltd. produced more free cash flow last quarter ($848.7M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 2.3%).
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
Essentra PLC is a supplier of plastic and fibre products. The company operates internationally from headquarters in Kidlington, Oxfordshire. It is listed on the London Stock Exchange.
DT vs ESNT — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $312.4M |
| Net Profit | $40.1M | $155.0M |
| Gross Margin | 81.4% | — |
| Operating Margin | 14.1% | 59.1% |
| Net Margin | 7.8% | 49.6% |
| Revenue YoY | 18.2% | -0.8% |
| Net Profit YoY | -88.9% | -7.7% |
| EPS (diluted) | $0.13 | $1.61 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $515.5M | $312.4M | ||
| Q3 25 | $493.8M | $311.8M | ||
| Q2 25 | $477.3M | $319.1M | ||
| Q1 25 | $445.2M | $317.6M | ||
| Q4 24 | $436.2M | $315.0M | ||
| Q3 24 | $418.1M | $316.6M | ||
| Q2 24 | $399.2M | $312.9M | ||
| Q1 24 | $380.8M | $298.4M |
| Q4 25 | $40.1M | $155.0M | ||
| Q3 25 | $57.2M | $164.2M | ||
| Q2 25 | $48.0M | $195.3M | ||
| Q1 25 | $39.3M | $175.4M | ||
| Q4 24 | $361.8M | $167.9M | ||
| Q3 24 | $44.0M | $176.2M | ||
| Q2 24 | $38.6M | $203.6M | ||
| Q1 24 | $37.9M | $181.7M |
| Q4 25 | 81.4% | — | ||
| Q3 25 | 81.8% | — | ||
| Q2 25 | 82.1% | — | ||
| Q1 25 | 80.9% | — | ||
| Q4 24 | 81.1% | — | ||
| Q3 24 | 81.4% | — | ||
| Q2 24 | 81.3% | — | ||
| Q1 24 | 81.1% | — |
| Q4 25 | 14.1% | 59.1% | ||
| Q3 25 | 14.8% | 63.9% | ||
| Q2 25 | 13.1% | 72.4% | ||
| Q1 25 | 9.6% | 65.2% | ||
| Q4 24 | 10.9% | 61.9% | ||
| Q3 24 | 11.2% | 65.6% | ||
| Q2 24 | 10.5% | 76.4% | ||
| Q1 24 | 6.1% | 71.6% |
| Q4 25 | 7.8% | 49.6% | ||
| Q3 25 | 11.6% | 52.7% | ||
| Q2 25 | 10.0% | 61.2% | ||
| Q1 25 | 8.8% | 55.2% | ||
| Q4 24 | 82.9% | 53.3% | ||
| Q3 24 | 10.5% | 55.6% | ||
| Q2 24 | 9.7% | 65.1% | ||
| Q1 24 | 10.0% | 60.9% |
| Q4 25 | $0.13 | $1.61 | ||
| Q3 25 | $0.19 | $1.67 | ||
| Q2 25 | $0.16 | $1.93 | ||
| Q1 25 | $0.12 | $1.69 | ||
| Q4 24 | $1.19 | $1.59 | ||
| Q3 24 | $0.15 | $1.65 | ||
| Q2 24 | $0.13 | $1.91 | ||
| Q1 24 | $0.13 | $1.70 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $5.8B |
| Total Assets | $4.1B | $7.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $836.9M | — |
| Q4 25 | $2.7B | $5.8B | ||
| Q3 25 | $2.8B | $5.7B | ||
| Q2 25 | $2.7B | $5.7B | ||
| Q1 25 | $2.6B | $5.7B | ||
| Q4 24 | $2.6B | $5.6B | ||
| Q3 24 | $2.1B | $5.6B | ||
| Q2 24 | $2.1B | $5.4B | ||
| Q1 24 | $2.0B | $5.2B |
| Q4 25 | $4.1B | $7.4B | ||
| Q3 25 | $4.1B | $7.4B | ||
| Q2 25 | $4.1B | $7.2B | ||
| Q1 25 | $4.1B | $7.2B | ||
| Q4 24 | $3.7B | $7.1B | ||
| Q3 24 | $3.3B | $7.1B | ||
| Q2 24 | $3.3B | $6.7B | ||
| Q1 24 | $3.4B | $6.6B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $33.8M | $856.1M |
| Free Cash FlowOCF − Capex | $27.2M | $848.7M |
| FCF MarginFCF / Revenue | 5.3% | 271.7% |
| Capex IntensityCapex / Revenue | 1.3% | 2.4% |
| Cash ConversionOCF / Net Profit | 0.84× | 5.52× |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $1.5B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $856.1M | ||
| Q3 25 | $32.0M | $215.9M | ||
| Q2 25 | $269.7M | $189.5M | ||
| Q1 25 | $162.8M | $221.6M | ||
| Q4 24 | $42.2M | $861.5M | ||
| Q3 24 | $23.6M | $229.2M | ||
| Q2 24 | $230.7M | $188.7M | ||
| Q1 24 | $131.7M | $216.9M |
| Q4 25 | $27.2M | $848.7M | ||
| Q3 25 | $27.8M | $210.6M | ||
| Q2 25 | $262.2M | $188.8M | ||
| Q1 25 | $148.2M | $221.3M | ||
| Q4 24 | $37.6M | $854.8M | ||
| Q3 24 | $20.1M | $228.7M | ||
| Q2 24 | $227.4M | $187.6M | ||
| Q1 24 | $121.9M | $212.5M |
| Q4 25 | 5.3% | 271.7% | ||
| Q3 25 | 5.6% | 67.5% | ||
| Q2 25 | 54.9% | 59.2% | ||
| Q1 25 | 33.3% | 69.7% | ||
| Q4 24 | 8.6% | 271.3% | ||
| Q3 24 | 4.8% | 72.2% | ||
| Q2 24 | 57.0% | 60.0% | ||
| Q1 24 | 32.0% | 71.2% |
| Q4 25 | 1.3% | 2.4% | ||
| Q3 25 | 0.8% | 1.7% | ||
| Q2 25 | 1.6% | 0.2% | ||
| Q1 25 | 3.3% | 0.1% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 0.8% | 0.2% | ||
| Q2 24 | 0.8% | 0.3% | ||
| Q1 24 | 2.6% | 1.5% |
| Q4 25 | 0.84× | 5.52× | ||
| Q3 25 | 0.56× | 1.31× | ||
| Q2 25 | 5.62× | 0.97× | ||
| Q1 25 | 4.14× | 1.26× | ||
| Q4 24 | 0.12× | 5.13× | ||
| Q3 24 | 0.54× | 1.30× | ||
| Q2 24 | 5.97× | 0.93× | ||
| Q1 24 | 3.47× | 1.19× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
DT
| Subscription And Circulation | $493.4M | 96% |
| Services | $22.1M | 4% |
ESNT
| Mortgage Insurance Segment | $192.4M | 62% |
| Other | $120.0M | 38% |
