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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Frontdoor, Inc. (FTDR). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $433.0M, roughly 1.2× Frontdoor, Inc.). Dynatrace, Inc. runs the higher net margin — 7.8% vs 0.2%, a 7.5% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 13.1%). Frontdoor, Inc. produced more free cash flow last quarter ($94.0M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs -10.6%).
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.
Frontdoor, Inc. operates a leading U.S.-focused home services and protection platform. It offers customizable home warranty plans covering repairs and replacements for household appliances, HVAC, plumbing, and electrical systems, plus on-demand access to a network of pre-vetted local service professionals for residential maintenance and repairs.
DT vs FTDR — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $433.0M |
| Net Profit | $40.1M | $1.0M |
| Gross Margin | 81.4% | 49.2% |
| Operating Margin | 14.1% | — |
| Net Margin | 7.8% | 0.2% |
| Revenue YoY | 18.2% | 13.1% |
| Net Profit YoY | -88.9% | — |
| EPS (diluted) | $0.13 | $0.02 |
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.
| Q1 26 | — | $433.0M | ||
| Q4 25 | $515.5M | $432.0M | ||
| Q3 25 | $493.8M | $618.0M | ||
| Q2 25 | $477.3M | $617.0M | ||
| Q1 25 | $445.2M | $426.0M | ||
| Q4 24 | $436.2M | $383.0M | ||
| Q3 24 | $418.1M | $540.0M | ||
| Q2 24 | $399.2M | $542.0M |
| Q1 26 | — | $1.0M | ||
| Q4 25 | $40.1M | $1.0M | ||
| Q3 25 | $57.2M | $106.0M | ||
| Q2 25 | $48.0M | $111.0M | ||
| Q1 25 | $39.3M | $37.0M | ||
| Q4 24 | $361.8M | $9.0M | ||
| Q3 24 | $44.0M | $100.0M | ||
| Q2 24 | $38.6M | $92.0M |
| Q1 26 | — | 49.2% | ||
| Q4 25 | 81.4% | 49.3% | ||
| Q3 25 | 81.8% | 57.1% | ||
| Q2 25 | 82.1% | 57.7% | ||
| Q1 25 | 80.9% | 55.2% | ||
| Q4 24 | 81.1% | 48.0% | ||
| Q3 24 | 81.4% | 56.7% | ||
| Q2 24 | 81.3% | 56.5% |
| Q1 26 | — | — | ||
| Q4 25 | 14.1% | 0.5% | ||
| Q3 25 | 14.8% | 23.0% | ||
| Q2 25 | 13.1% | 23.7% | ||
| Q1 25 | 9.6% | 11.3% | ||
| Q4 24 | 10.9% | 1.6% | ||
| Q3 24 | 11.2% | 24.8% | ||
| Q2 24 | 10.5% | 22.9% |
| Q1 26 | — | 0.2% | ||
| Q4 25 | 7.8% | 0.2% | ||
| Q3 25 | 11.6% | 17.2% | ||
| Q2 25 | 10.0% | 18.0% | ||
| Q1 25 | 8.8% | 8.7% | ||
| Q4 24 | 82.9% | 2.3% | ||
| Q3 24 | 10.5% | 18.5% | ||
| Q2 24 | 9.7% | 17.0% |
| Q1 26 | — | $0.02 | ||
| Q4 25 | $0.13 | $0.03 | ||
| Q3 25 | $0.19 | $1.42 | ||
| Q2 25 | $0.16 | $1.48 | ||
| Q1 25 | $0.12 | $0.49 | ||
| Q4 24 | $1.19 | $0.10 | ||
| Q3 24 | $0.15 | $1.30 | ||
| Q2 24 | $0.13 | $1.18 |
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 | $566.0M |
| Total DebtLower is stronger | — | $1.2B |
| Stockholders' EquityBook value | $2.7B | $242.0M |
| Total Assets | $4.1B | $2.1B |
| Debt / EquityLower = less leverage | — | 4.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $566.0M | ||
| Q4 25 | $1.2B | $566.0M | ||
| Q3 25 | $1.3B | $563.0M | ||
| Q2 25 | $1.3B | $562.0M | ||
| Q1 25 | $1.1B | $506.0M | ||
| Q4 24 | $1.0B | $436.0M | ||
| Q3 24 | $1.0B | $375.0M | ||
| Q2 24 | $1.0B | $419.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | — | $1.2B | ||
| Q2 25 | — | $1.2B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $565.0M | ||
| Q2 24 | — | $569.0M |
| Q1 26 | — | $242.0M | ||
| Q4 25 | $2.7B | $242.0M | ||
| Q3 25 | $2.8B | $316.0M | ||
| Q2 25 | $2.7B | $254.0M | ||
| Q1 25 | $2.6B | $198.0M | ||
| Q4 24 | $2.6B | $239.0M | ||
| Q3 24 | $2.1B | $261.0M | ||
| Q2 24 | $2.1B | $214.0M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $4.1B | $2.1B | ||
| Q3 25 | $4.1B | $2.2B | ||
| Q2 25 | $4.1B | $2.2B | ||
| Q1 25 | $4.1B | $2.1B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $3.3B | $1.2B | ||
| Q2 24 | $3.3B | $1.2B |
| Q1 26 | — | 4.85× | ||
| Q4 25 | — | 4.73× | ||
| Q3 25 | — | 3.64× | ||
| Q2 25 | — | 4.56× | ||
| Q1 25 | — | 5.88× | ||
| Q4 24 | — | 4.90× | ||
| Q3 24 | — | 2.16× | ||
| Q2 24 | — | 2.66× |
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 | — |
| Free Cash FlowOCF − Capex | $27.2M | $94.0M |
| FCF MarginFCF / Revenue | 5.3% | 21.7% |
| Capex IntensityCapex / Revenue | 1.3% | — |
| Cash ConversionOCF / Net Profit | 0.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $367.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $33.8M | $101.0M | ||
| Q3 25 | $32.0M | $64.0M | ||
| Q2 25 | $269.7M | $127.0M | ||
| Q1 25 | $162.8M | $124.0M | ||
| Q4 24 | $42.2M | $58.0M | ||
| Q3 24 | $23.6M | $25.0M | ||
| Q2 24 | $230.7M | $103.0M |
| Q1 26 | — | $94.0M | ||
| Q4 25 | $27.2M | $95.0M | ||
| Q3 25 | $27.8M | $58.0M | ||
| Q2 25 | $262.2M | $120.0M | ||
| Q1 25 | $148.2M | $117.0M | ||
| Q4 24 | $37.6M | $50.0M | ||
| Q3 24 | $20.1M | $16.0M | ||
| Q2 24 | $227.4M | $91.0M |
| Q1 26 | — | 21.7% | ||
| Q4 25 | 5.3% | 22.0% | ||
| Q3 25 | 5.6% | 9.4% | ||
| Q2 25 | 54.9% | 19.4% | ||
| Q1 25 | 33.3% | 27.5% | ||
| Q4 24 | 8.6% | 13.1% | ||
| Q3 24 | 4.8% | 3.0% | ||
| Q2 24 | 57.0% | 16.8% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 1.4% | ||
| Q3 25 | 0.8% | 1.0% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 3.3% | 1.6% | ||
| Q4 24 | 1.1% | 2.1% | ||
| Q3 24 | 0.8% | 1.7% | ||
| Q2 24 | 0.8% | 2.2% |
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | 101.00× | ||
| Q3 25 | 0.56× | 0.60× | ||
| Q2 25 | 5.62× | 1.14× | ||
| Q1 25 | 4.14× | 3.35× | ||
| Q4 24 | 0.12× | 6.44× | ||
| Q3 24 | 0.54× | 0.25× | ||
| Q2 24 | 5.97× | 1.12× |
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% |
FTDR
Segment breakdown not available.
