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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
Installed Building Products, Inc. is the larger business by last-quarter revenue ($747.5M vs $515.5M, roughly 1.5× Dynatrace, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 7.8%, a 2.5% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs -0.4%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 3.9%).
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.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
DT vs IBP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $747.5M |
| Net Profit | $40.1M | $76.6M |
| Gross Margin | 81.4% | 35.0% |
| Operating Margin | 14.1% | 14.6% |
| Net Margin | 7.8% | 10.2% |
| Revenue YoY | 18.2% | -0.4% |
| Net Profit YoY | -88.9% | 14.5% |
| EPS (diluted) | $0.13 | $2.81 |
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 | $747.5M | ||
| Q3 25 | $493.8M | $778.2M | ||
| Q2 25 | $477.3M | $760.3M | ||
| Q1 25 | $445.2M | $684.8M | ||
| Q4 24 | $436.2M | $750.2M | ||
| Q3 24 | $418.1M | $760.6M | ||
| Q2 24 | $399.2M | $737.6M | ||
| Q1 24 | $380.8M | $692.9M |
| Q4 25 | $40.1M | $76.6M | ||
| Q3 25 | $57.2M | $74.4M | ||
| Q2 25 | $48.0M | $69.0M | ||
| Q1 25 | $39.3M | $45.4M | ||
| Q4 24 | $361.8M | $66.9M | ||
| Q3 24 | $44.0M | $68.6M | ||
| Q2 24 | $38.6M | $65.2M | ||
| Q1 24 | $37.9M | $55.9M |
| Q4 25 | 81.4% | 35.0% | ||
| Q3 25 | 81.8% | 34.0% | ||
| Q2 25 | 82.1% | 34.2% | ||
| Q1 25 | 80.9% | 32.7% | ||
| Q4 24 | 81.1% | 33.6% | ||
| Q3 24 | 81.4% | 33.8% | ||
| Q2 24 | 81.3% | 34.1% | ||
| Q1 24 | 81.1% | 33.8% |
| Q4 25 | 14.1% | 14.6% | ||
| Q3 25 | 14.8% | 13.7% | ||
| Q2 25 | 13.1% | 13.3% | ||
| Q1 25 | 9.6% | 10.2% | ||
| Q4 24 | 10.9% | 13.1% | ||
| Q3 24 | 11.2% | 13.3% | ||
| Q2 24 | 10.5% | 12.9% | ||
| Q1 24 | 6.1% | 12.7% |
| Q4 25 | 7.8% | 10.2% | ||
| Q3 25 | 11.6% | 9.6% | ||
| Q2 25 | 10.0% | 9.1% | ||
| Q1 25 | 8.8% | 6.6% | ||
| Q4 24 | 82.9% | 8.9% | ||
| Q3 24 | 10.5% | 9.0% | ||
| Q2 24 | 9.7% | 8.8% | ||
| Q1 24 | 10.0% | 8.1% |
| Q4 25 | $0.13 | $2.81 | ||
| Q3 25 | $0.19 | $2.74 | ||
| Q2 25 | $0.16 | $2.52 | ||
| Q1 25 | $0.12 | $1.64 | ||
| Q4 24 | $1.19 | $2.39 | ||
| Q3 24 | $0.15 | $2.44 | ||
| Q2 24 | $0.13 | $2.30 | ||
| Q1 24 | $0.13 | $1.97 |
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 | $321.9M |
| Total DebtLower is stronger | — | $886.6M |
| Stockholders' EquityBook value | $2.7B | $709.9M |
| Total Assets | $4.1B | $2.1B |
| Debt / EquityLower = less leverage | — | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $321.9M | ||
| Q3 25 | $1.3B | $333.3M | ||
| Q2 25 | $1.3B | $305.2M | ||
| Q1 25 | $1.1B | $298.7M | ||
| Q4 24 | $1.0B | $327.6M | ||
| Q3 24 | $1.0B | $406.2M | ||
| Q2 24 | $1.0B | $380.3M | ||
| Q1 24 | $836.9M | $399.9M |
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | — | $875.0M |
| Q4 25 | $2.7B | $709.9M | ||
| Q3 25 | $2.8B | $678.6M | ||
| Q2 25 | $2.7B | $664.5M | ||
| Q1 25 | $2.6B | $660.9M | ||
| Q4 24 | $2.6B | $705.3M | ||
| Q3 24 | $2.1B | $716.4M | ||
| Q2 24 | $2.1B | $685.3M | ||
| Q1 24 | $2.0B | $679.2M |
| Q4 25 | $4.1B | $2.1B | ||
| Q3 25 | $4.1B | $2.1B | ||
| Q2 25 | $4.1B | $2.0B | ||
| Q1 25 | $4.1B | $2.0B | ||
| Q4 24 | $3.7B | $2.1B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.3B | $2.0B | ||
| Q1 24 | $3.4B | $2.0B |
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.29× |
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 | $64.9M |
| Free Cash FlowOCF − Capex | $27.2M | $49.3M |
| FCF MarginFCF / Revenue | 5.3% | 6.6% |
| Capex IntensityCapex / Revenue | 1.3% | 2.1% |
| Cash ConversionOCF / Net Profit | 0.84× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $64.9M | ||
| Q3 25 | $32.0M | $124.0M | ||
| Q2 25 | $269.7M | $90.4M | ||
| Q1 25 | $162.8M | $92.1M | ||
| Q4 24 | $42.2M | $74.8M | ||
| Q3 24 | $23.6M | $101.4M | ||
| Q2 24 | $230.7M | $79.0M | ||
| Q1 24 | $131.7M | $84.8M |
| Q4 25 | $27.2M | $49.3M | ||
| Q3 25 | $27.8M | $104.8M | ||
| Q2 25 | $262.2M | $74.8M | ||
| Q1 25 | $148.2M | $71.9M | ||
| Q4 24 | $37.6M | $52.9M | ||
| Q3 24 | $20.1M | $77.3M | ||
| Q2 24 | $227.4M | $58.2M | ||
| Q1 24 | $121.9M | $63.0M |
| Q4 25 | 5.3% | 6.6% | ||
| Q3 25 | 5.6% | 13.5% | ||
| Q2 25 | 54.9% | 9.8% | ||
| Q1 25 | 33.3% | 10.5% | ||
| Q4 24 | 8.6% | 7.1% | ||
| Q3 24 | 4.8% | 10.2% | ||
| Q2 24 | 57.0% | 7.9% | ||
| Q1 24 | 32.0% | 9.1% |
| Q4 25 | 1.3% | 2.1% | ||
| Q3 25 | 0.8% | 2.5% | ||
| Q2 25 | 1.6% | 2.1% | ||
| Q1 25 | 3.3% | 2.9% | ||
| Q4 24 | 1.1% | 2.9% | ||
| Q3 24 | 0.8% | 3.2% | ||
| Q2 24 | 0.8% | 2.8% | ||
| Q1 24 | 2.6% | 3.1% |
| Q4 25 | 0.84× | 0.85× | ||
| Q3 25 | 0.56× | 1.67× | ||
| Q2 25 | 5.62× | 1.31× | ||
| Q1 25 | 4.14× | 2.03× | ||
| Q4 24 | 0.12× | 1.12× | ||
| Q3 24 | 0.54× | 1.48× | ||
| Q2 24 | 5.97× | 1.21× | ||
| Q1 24 | 3.47× | 1.52× |
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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
