vs
Side-by-side financial comparison of Dynatrace, Inc. (DT) and Revolve Group, Inc. (RVLV). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $324.4M, roughly 1.6× Revolve Group, Inc.). Dynatrace, Inc. runs the higher net margin — 7.8% vs 5.7%, a 2.1% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 10.4%). Dynatrace, Inc. produced more free cash flow last quarter ($27.2M vs $-13.3M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 9.5%).
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.
Revolve Theatre Company is a Henley-on-Thames based theatre company specialising in political and Shakespearean plays. The company is owned by Oliver Dench, Joe Morris and Tom Smith.
DT vs RVLV — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $324.4M |
| Net Profit | $40.1M | $18.6M |
| Gross Margin | 81.4% | 53.3% |
| Operating Margin | 14.1% | 6.3% |
| Net Margin | 7.8% | 5.7% |
| Revenue YoY | 18.2% | 10.4% |
| Net Profit YoY | -88.9% | 50.4% |
| EPS (diluted) | $0.13 | $0.27 |
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 | $324.4M | ||
| Q3 25 | $493.8M | $295.6M | ||
| Q2 25 | $477.3M | $309.0M | ||
| Q1 25 | $445.2M | $296.7M | ||
| Q4 24 | $436.2M | $293.7M | ||
| Q3 24 | $418.1M | $283.1M | ||
| Q2 24 | $399.2M | $282.5M | ||
| Q1 24 | $380.8M | $270.6M |
| Q4 25 | $40.1M | $18.6M | ||
| Q3 25 | $57.2M | $21.2M | ||
| Q2 25 | $48.0M | $10.2M | ||
| Q1 25 | $39.3M | $11.8M | ||
| Q4 24 | $361.8M | $12.3M | ||
| Q3 24 | $44.0M | $11.0M | ||
| Q2 24 | $38.6M | $15.4M | ||
| Q1 24 | $37.9M | $10.9M |
| Q4 25 | 81.4% | 53.3% | ||
| Q3 25 | 81.8% | 54.6% | ||
| Q2 25 | 82.1% | 54.1% | ||
| Q1 25 | 80.9% | 52.0% | ||
| Q4 24 | 81.1% | 52.5% | ||
| Q3 24 | 81.4% | 51.2% | ||
| Q2 24 | 81.3% | 54.0% | ||
| Q1 24 | 81.1% | 52.3% |
| Q4 25 | 14.1% | 6.3% | ||
| Q3 25 | 14.8% | 7.1% | ||
| Q2 25 | 13.1% | 5.8% | ||
| Q1 25 | 9.6% | 5.0% | ||
| Q4 24 | 10.9% | 3.9% | ||
| Q3 24 | 11.2% | 5.0% | ||
| Q2 24 | 10.5% | 5.8% | ||
| Q1 24 | 6.1% | 3.4% |
| Q4 25 | 7.8% | 5.7% | ||
| Q3 25 | 11.6% | 7.2% | ||
| Q2 25 | 10.0% | 3.3% | ||
| Q1 25 | 8.8% | 4.0% | ||
| Q4 24 | 82.9% | 4.2% | ||
| Q3 24 | 10.5% | 3.9% | ||
| Q2 24 | 9.7% | 5.4% | ||
| Q1 24 | 10.0% | 4.0% |
| Q4 25 | $0.13 | $0.27 | ||
| Q3 25 | $0.19 | $0.29 | ||
| Q2 25 | $0.16 | $0.14 | ||
| Q1 25 | $0.12 | $0.16 | ||
| Q4 24 | $1.19 | $0.18 | ||
| Q3 24 | $0.15 | $0.15 | ||
| Q2 24 | $0.13 | $0.21 | ||
| Q1 24 | $0.13 | $0.15 |
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 | $292.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $512.5M |
| Total Assets | $4.1B | $765.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $292.3M | ||
| Q3 25 | $1.3B | $315.4M | ||
| Q2 25 | $1.3B | $310.7M | ||
| Q1 25 | $1.1B | $300.8M | ||
| Q4 24 | $1.0B | $256.6M | ||
| Q3 24 | $1.0B | $252.8M | ||
| Q2 24 | $1.0B | $244.7M | ||
| Q1 24 | $836.9M | $273.4M |
| Q4 25 | $2.7B | $512.5M | ||
| Q3 25 | $2.8B | $490.2M | ||
| Q2 25 | $2.7B | $468.6M | ||
| Q1 25 | $2.6B | $453.4M | ||
| Q4 24 | $2.6B | $437.8M | ||
| Q3 24 | $2.1B | $420.8M | ||
| Q2 24 | $2.1B | $405.8M | ||
| Q1 24 | $2.0B | $389.9M |
| Q4 25 | $4.1B | $765.0M | ||
| Q3 25 | $4.1B | $751.3M | ||
| Q2 25 | $4.1B | $722.9M | ||
| Q1 25 | $4.1B | $713.9M | ||
| Q4 24 | $3.7B | $665.5M | ||
| Q3 24 | $3.3B | $670.9M | ||
| Q2 24 | $3.3B | $657.8M | ||
| Q1 24 | $3.4B | $650.0M |
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 | $-10.2M |
| Free Cash FlowOCF − Capex | $27.2M | $-13.3M |
| FCF MarginFCF / Revenue | 5.3% | -4.1% |
| Capex IntensityCapex / Revenue | 1.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.84× | -0.55× |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $48.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $-10.2M | ||
| Q3 25 | $32.0M | $11.8M | ||
| Q2 25 | $269.7M | $12.6M | ||
| Q1 25 | $162.8M | $45.1M | ||
| Q4 24 | $42.2M | $3.9M | ||
| Q3 24 | $23.6M | $9.1M | ||
| Q2 24 | $230.7M | $-24.7M | ||
| Q1 24 | $131.7M | $38.4M |
| Q4 25 | $27.2M | $-13.3M | ||
| Q3 25 | $27.8M | $7.5M | ||
| Q2 25 | $262.2M | $10.4M | ||
| Q1 25 | $148.2M | $43.4M | ||
| Q4 24 | $37.6M | $2.1M | ||
| Q3 24 | $20.1M | $8.0M | ||
| Q2 24 | $227.4M | $-25.7M | ||
| Q1 24 | $121.9M | $36.7M |
| Q4 25 | 5.3% | -4.1% | ||
| Q3 25 | 5.6% | 2.5% | ||
| Q2 25 | 54.9% | 3.4% | ||
| Q1 25 | 33.3% | 14.6% | ||
| Q4 24 | 8.6% | 0.7% | ||
| Q3 24 | 4.8% | 2.8% | ||
| Q2 24 | 57.0% | -9.1% | ||
| Q1 24 | 32.0% | 13.5% |
| Q4 25 | 1.3% | 1.0% | ||
| Q3 25 | 0.8% | 1.5% | ||
| Q2 25 | 1.6% | 0.7% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 1.1% | 0.6% | ||
| Q3 24 | 0.8% | 0.4% | ||
| Q2 24 | 0.8% | 0.4% | ||
| Q1 24 | 2.6% | 0.6% |
| Q4 25 | 0.84× | -0.55× | ||
| Q3 25 | 0.56× | 0.56× | ||
| Q2 25 | 5.62× | 1.24× | ||
| Q1 25 | 4.14× | 3.82× | ||
| Q4 24 | 0.12× | 0.32× | ||
| Q3 24 | 0.54× | 0.83× | ||
| Q2 24 | 5.97× | -1.60× | ||
| Q1 24 | 3.47× | 3.53× |
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% |
RVLV
| Fashion Apparel | $155.1M | 48% |
| Dresses | $76.4M | 24% |
| Handbags Shoes And Accessories | $67.6M | 21% |
| Beauty | $20.3M | 6% |
| Manufactured Product Other | $5.0M | 2% |
| Breakage On Store Credit And Gift Cards | $900.0K | 0% |
