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Side-by-side financial comparison of Dynatrace, Inc. (DT) and MGIC INVESTMENT CORP (MTG). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $297.1M, roughly 1.7× MGIC INVESTMENT CORP). MGIC INVESTMENT CORP runs the higher net margin — 55.6% vs 7.8%, a 47.9% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs -3.0%). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs -1.4%).
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.
MGIC Investment Corporation NYSE: MTG ("MGIC") is a provider of private mortgage insurance in the United States. The company is headquartered in Milwaukee, Wisconsin.
DT vs MTG — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $297.1M |
| Net Profit | $40.1M | $165.3M |
| Gross Margin | 81.4% | — |
| Operating Margin | 14.1% | — |
| Net Margin | 7.8% | 55.6% |
| Revenue YoY | 18.2% | -3.0% |
| Net Profit YoY | -88.9% | -10.9% |
| EPS (diluted) | $0.13 | $0.76 |
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 | — | $297.1M | ||
| Q4 25 | $515.5M | $298.7M | ||
| Q3 25 | $493.8M | $304.5M | ||
| Q2 25 | $477.3M | $304.2M | ||
| Q1 25 | $445.2M | $306.2M | ||
| Q4 24 | $436.2M | $301.4M | ||
| Q3 24 | $418.1M | $306.6M | ||
| Q2 24 | $399.2M | $305.3M |
| Q1 26 | — | $165.3M | ||
| Q4 25 | $40.1M | $169.3M | ||
| Q3 25 | $57.2M | $191.1M | ||
| Q2 25 | $48.0M | $192.5M | ||
| Q1 25 | $39.3M | $185.5M | ||
| Q4 24 | $361.8M | $184.7M | ||
| Q3 24 | $44.0M | $200.0M | ||
| Q2 24 | $38.6M | $204.2M |
| 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 | — | — | ||
| Q4 25 | 14.1% | 71.2% | ||
| Q3 25 | 14.8% | 77.2% | ||
| Q2 25 | 13.1% | 80.9% | ||
| Q1 25 | 9.6% | 76.6% | ||
| Q4 24 | 10.9% | 77.9% | ||
| Q3 24 | 11.2% | 82.9% | ||
| Q2 24 | 10.5% | 85.1% |
| Q1 26 | — | 55.6% | ||
| Q4 25 | 7.8% | 56.7% | ||
| Q3 25 | 11.6% | 62.8% | ||
| Q2 25 | 10.0% | 63.3% | ||
| Q1 25 | 8.8% | 60.6% | ||
| Q4 24 | 82.9% | 61.3% | ||
| Q3 24 | 10.5% | 65.2% | ||
| Q2 24 | 9.7% | 66.9% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $0.13 | $0.75 | ||
| Q3 25 | $0.19 | $0.83 | ||
| Q2 25 | $0.16 | $0.81 | ||
| Q1 25 | $0.12 | $0.75 | ||
| Q4 24 | $1.19 | $0.71 | ||
| Q3 24 | $0.15 | $0.77 | ||
| 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 | $235.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $5.0B |
| Total Assets | $4.1B | $6.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $235.1M | ||
| Q4 25 | $1.2B | $369.0M | ||
| Q3 25 | $1.3B | $266.9M | ||
| Q2 25 | $1.3B | $294.9M | ||
| Q1 25 | $1.1B | $207.0M | ||
| Q4 24 | $1.0B | $229.5M | ||
| Q3 24 | $1.0B | $288.6M | ||
| Q2 24 | $1.0B | $281.8M |
| Q1 26 | — | $5.0B | ||
| Q4 25 | $2.7B | $5.1B | ||
| Q3 25 | $2.8B | $5.2B | ||
| Q2 25 | $2.7B | $5.2B | ||
| Q1 25 | $2.6B | $5.1B | ||
| Q4 24 | $2.6B | $5.2B | ||
| Q3 24 | $2.1B | $5.3B | ||
| Q2 24 | $2.1B | $5.1B |
| Q1 26 | — | $6.4B | ||
| Q4 25 | $4.1B | $6.6B | ||
| Q3 25 | $4.1B | $6.6B | ||
| Q2 25 | $4.1B | $6.5B | ||
| Q1 25 | $4.1B | $6.5B | ||
| Q4 24 | $3.7B | $6.5B | ||
| Q3 24 | $3.3B | $6.7B | ||
| Q2 24 | $3.3B | $6.5B |
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 | $230.8M | ||
| Q3 25 | $32.0M | $215.4M | ||
| Q2 25 | $269.7M | $183.0M | ||
| Q1 25 | $162.8M | $223.7M | ||
| Q4 24 | $42.2M | $182.4M | ||
| Q3 24 | $23.6M | $182.9M | ||
| Q2 24 | $230.7M | $169.2M |
| Q1 26 | — | — | ||
| Q4 25 | $27.2M | $230.2M | ||
| Q3 25 | $27.8M | $215.1M | ||
| Q2 25 | $262.2M | $183.0M | ||
| Q1 25 | $148.2M | $223.5M | ||
| Q4 24 | $37.6M | $181.9M | ||
| Q3 24 | $20.1M | $182.5M | ||
| Q2 24 | $227.4M | $169.0M |
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 77.1% | ||
| Q3 25 | 5.6% | 70.6% | ||
| Q2 25 | 54.9% | 60.1% | ||
| Q1 25 | 33.3% | 73.0% | ||
| Q4 24 | 8.6% | 60.3% | ||
| Q3 24 | 4.8% | 59.5% | ||
| Q2 24 | 57.0% | 55.3% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 0.2% | ||
| Q3 25 | 0.8% | 0.1% | ||
| Q2 25 | 1.6% | 0.0% | ||
| Q1 25 | 3.3% | 0.0% | ||
| Q4 24 | 1.1% | 0.2% | ||
| Q3 24 | 0.8% | 0.1% | ||
| Q2 24 | 0.8% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | 1.36× | ||
| Q3 25 | 0.56× | 1.13× | ||
| Q2 25 | 5.62× | 0.95× | ||
| Q1 25 | 4.14× | 1.21× | ||
| Q4 24 | 0.12× | 0.99× | ||
| Q3 24 | 0.54× | 0.91× | ||
| Q2 24 | 5.97× | 0.83× |
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% |
MTG
Segment breakdown not available.
