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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Gaming & Leisure Properties, Inc. (GLPI). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $420.0M, roughly 1.2× Gaming & Leisure Properties, Inc.). Gaming & Leisure Properties, Inc. runs the higher net margin — 57.0% vs 7.8%, a 49.2% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 6.3%). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 5.0%).
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.
Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) specializing in casino properties, based in Wyomissing, Pennsylvania. It was formed in November 2013 as a corporate spin-off from Penn National Gaming. The company owns 62 casino properties, all of which are leased to other companies.
DT vs GLPI — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $420.0M |
| Net Profit | $40.1M | $239.4M |
| Gross Margin | 81.4% | — |
| Operating Margin | 14.1% | 79.4% |
| Net Margin | 7.8% | 57.0% |
| Revenue YoY | 18.2% | 6.3% |
| Net Profit YoY | -88.9% | 40.5% |
| EPS (diluted) | $0.13 | — |
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 | — | $420.0M | ||
| Q4 25 | $515.5M | $407.0M | ||
| Q3 25 | $493.8M | $397.6M | ||
| Q2 25 | $477.3M | $394.9M | ||
| Q1 25 | $445.2M | $395.2M | ||
| Q4 24 | $436.2M | $389.6M | ||
| Q3 24 | $418.1M | $385.3M | ||
| Q2 24 | $399.2M | $380.6M |
| Q1 26 | — | $239.4M | ||
| Q4 25 | $40.1M | $275.4M | ||
| Q3 25 | $57.2M | $241.2M | ||
| Q2 25 | $48.0M | $151.4M | ||
| Q1 25 | $39.3M | $165.2M | ||
| Q4 24 | $361.8M | $223.6M | ||
| Q3 24 | $44.0M | $184.7M | ||
| Q2 24 | $38.6M | $208.3M |
| Q1 26 | — | — | ||
| 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 26 | — | 79.4% | ||
| Q4 25 | 14.1% | 89.3% | ||
| Q3 25 | 14.8% | 84.8% | ||
| Q2 25 | 13.1% | 61.3% | ||
| Q1 25 | 9.6% | 65.5% | ||
| Q4 24 | 10.9% | 79.1% | ||
| Q3 24 | 11.2% | 70.4% | ||
| Q2 24 | 10.5% | 77.1% |
| Q1 26 | — | 57.0% | ||
| Q4 25 | 7.8% | 67.6% | ||
| Q3 25 | 11.6% | 60.7% | ||
| Q2 25 | 10.0% | 38.4% | ||
| Q1 25 | 8.8% | 41.8% | ||
| Q4 24 | 82.9% | 57.4% | ||
| Q3 24 | 10.5% | 47.9% | ||
| Q2 24 | 9.7% | 54.7% |
| Q1 26 | — | — | ||
| Q4 25 | $0.13 | $0.96 | ||
| Q3 25 | $0.19 | $0.85 | ||
| Q2 25 | $0.16 | $0.54 | ||
| Q1 25 | $0.12 | $0.60 | ||
| Q4 24 | $1.19 | $0.79 | ||
| Q3 24 | $0.15 | $0.67 | ||
| Q2 24 | $0.13 | $0.77 |
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 | $274.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $5.0B |
| Total Assets | $4.1B | $13.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $274.5M | ||
| Q4 25 | $1.2B | — | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.3B | — | ||
| Q1 25 | $1.1B | — | ||
| Q4 24 | $1.0B | $560.8M | ||
| Q3 24 | $1.0B | $560.8M | ||
| Q2 24 | $1.0B | $560.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.2B | ||
| Q3 25 | — | $7.2B | ||
| Q2 25 | — | $6.9B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.7B | $4.6B | ||
| Q3 25 | $2.8B | $4.6B | ||
| Q2 25 | $2.7B | $4.6B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.6B | $4.3B | ||
| Q3 24 | $2.1B | $4.3B | ||
| Q2 24 | $2.1B | $4.1B |
| Q1 26 | — | $13.8B | ||
| Q4 25 | $4.1B | $12.9B | ||
| Q3 25 | $4.1B | $12.8B | ||
| Q2 25 | $4.1B | $12.5B | ||
| Q1 25 | $4.1B | $12.1B | ||
| Q4 24 | $3.7B | $13.1B | ||
| Q3 24 | $3.3B | $12.7B | ||
| Q2 24 | $3.3B | $11.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.56× | ||
| Q3 25 | — | 1.57× | ||
| Q2 25 | — | 1.51× | ||
| Q1 25 | — | 1.63× | ||
| Q4 24 | — | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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 | — |
| FCF MarginFCF / Revenue | 5.3% | — |
| Capex IntensityCapex / Revenue | 1.3% | — |
| Cash ConversionOCF / Net Profit | 0.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $33.8M | $1.1B | ||
| Q3 25 | $32.0M | $240.3M | ||
| Q2 25 | $269.7M | $293.4M | ||
| Q1 25 | $162.8M | $252.5M | ||
| Q4 24 | $42.2M | $1.1B | ||
| Q3 24 | $23.6M | $270.4M | ||
| Q2 24 | $230.7M | $252.1M |
| Q1 26 | — | — | ||
| Q4 25 | $27.2M | — | ||
| Q3 25 | $27.8M | $183.0M | ||
| Q2 25 | $262.2M | $272.3M | ||
| Q1 25 | $148.2M | $239.6M | ||
| Q4 24 | $37.6M | $1.1B | ||
| Q3 24 | $20.1M | $261.5M | ||
| Q2 24 | $227.4M | $245.0M |
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | — | ||
| Q3 25 | 5.6% | 46.0% | ||
| Q2 25 | 54.9% | 69.0% | ||
| Q1 25 | 33.3% | 60.6% | ||
| Q4 24 | 8.6% | 275.3% | ||
| Q3 24 | 4.8% | 67.9% | ||
| Q2 24 | 57.0% | 64.4% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | — | ||
| Q3 25 | 0.8% | 14.4% | ||
| Q2 25 | 1.6% | 5.3% | ||
| Q1 25 | 3.3% | 3.3% | ||
| Q4 24 | 1.1% | 0.0% | ||
| Q3 24 | 0.8% | 2.3% | ||
| Q2 24 | 0.8% | 1.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | 4.10× | ||
| Q3 25 | 0.56× | 1.00× | ||
| Q2 25 | 5.62× | 1.94× | ||
| Q1 25 | 4.14× | 1.53× | ||
| Q4 24 | 0.12× | 4.80× | ||
| Q3 24 | 0.54× | 1.46× | ||
| Q2 24 | 5.97× | 1.21× |
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% |
GLPI
Segment breakdown not available.
