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Side-by-side financial comparison of Dynatrace, Inc. (DT) and SCANSOURCE, INC. (SCSC). Click either name above to swap in a different company.
SCANSOURCE, INC. is the larger business by last-quarter revenue ($766.5M vs $515.5M, roughly 1.5× Dynatrace, Inc.). Dynatrace, Inc. runs the higher net margin — 7.8% vs 2.2%, a 5.6% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 2.5%). SCANSOURCE, INC. produced more free cash flow last quarter ($28.9M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 0.9%).
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.
ScanSource, Inc. is a leading global specialty technology distributor offering a broad portfolio of solutions including point-of-sale systems, barcode scanning tools, cybersecurity products, cloud services and communication solutions. It primarily serves value-added resellers, managed service providers and enterprise clients across North America, Latin America and Europe, covering retail, healthcare, industrial and public sector core segments.
DT vs SCSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $766.5M |
| Net Profit | $40.1M | $16.5M |
| Gross Margin | 81.4% | 13.4% |
| Operating Margin | 14.1% | 2.3% |
| Net Margin | 7.8% | 2.2% |
| Revenue YoY | 18.2% | 2.5% |
| Net Profit YoY | -88.9% | -3.3% |
| EPS (diluted) | $0.13 | $0.75 |
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 | $766.5M | ||
| Q3 25 | $493.8M | $739.6M | ||
| Q2 25 | $477.3M | $812.9M | ||
| Q1 25 | $445.2M | $704.8M | ||
| Q4 24 | $436.2M | $747.5M | ||
| Q3 24 | $418.1M | $775.6M | ||
| Q2 24 | $399.2M | $746.1M | ||
| Q1 24 | $380.8M | $752.6M |
| Q4 25 | $40.1M | $16.5M | ||
| Q3 25 | $57.2M | $19.9M | ||
| Q2 25 | $48.0M | $20.1M | ||
| Q1 25 | $39.3M | $17.4M | ||
| Q4 24 | $361.8M | $17.1M | ||
| Q3 24 | $44.0M | $17.0M | ||
| Q2 24 | $38.6M | $16.1M | ||
| Q1 24 | $37.9M | $12.8M |
| Q4 25 | 81.4% | 13.4% | ||
| Q3 25 | 81.8% | 14.5% | ||
| Q2 25 | 82.1% | 12.9% | ||
| Q1 25 | 80.9% | 14.2% | ||
| Q4 24 | 81.1% | 13.6% | ||
| Q3 24 | 81.4% | 13.1% | ||
| Q2 24 | 81.3% | 13.0% | ||
| Q1 24 | 81.1% | 12.6% |
| Q4 25 | 14.1% | 2.3% | ||
| Q3 25 | 14.8% | 3.5% | ||
| Q2 25 | 13.1% | 3.3% | ||
| Q1 25 | 9.6% | 3.2% | ||
| Q4 24 | 10.9% | 2.5% | ||
| Q3 24 | 11.2% | 2.3% | ||
| Q2 24 | 10.5% | 2.9% | ||
| Q1 24 | 6.1% | 2.3% |
| Q4 25 | 7.8% | 2.2% | ||
| Q3 25 | 11.6% | 2.7% | ||
| Q2 25 | 10.0% | 2.5% | ||
| Q1 25 | 8.8% | 2.5% | ||
| Q4 24 | 82.9% | 2.3% | ||
| Q3 24 | 10.5% | 2.2% | ||
| Q2 24 | 9.7% | 2.2% | ||
| Q1 24 | 10.0% | 1.7% |
| Q4 25 | $0.13 | $0.75 | ||
| Q3 25 | $0.19 | $0.89 | ||
| Q2 25 | $0.16 | $0.87 | ||
| Q1 25 | $0.12 | $0.74 | ||
| Q4 24 | $1.19 | $0.70 | ||
| Q3 24 | $0.15 | $0.69 | ||
| Q2 24 | $0.13 | $0.66 | ||
| Q1 24 | $0.13 | $0.50 |
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 | $83.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $910.9M |
| Total Assets | $4.1B | $1.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $83.5M | ||
| Q3 25 | $1.3B | $124.9M | ||
| Q2 25 | $1.3B | $126.2M | ||
| Q1 25 | $1.1B | $146.3M | ||
| Q4 24 | $1.0B | $110.5M | ||
| Q3 24 | $1.0B | $145.0M | ||
| Q2 24 | $1.0B | $185.5M | ||
| Q1 24 | $836.9M | $159.1M |
| Q4 25 | $2.7B | $910.9M | ||
| Q3 25 | $2.8B | $914.0M | ||
| Q2 25 | $2.7B | $906.4M | ||
| Q1 25 | $2.6B | $901.7M | ||
| Q4 24 | $2.6B | $900.7M | ||
| Q3 24 | $2.1B | $920.9M | ||
| Q2 24 | $2.1B | $924.3M | ||
| Q1 24 | $2.0B | $944.1M |
| Q4 25 | $4.1B | $1.7B | ||
| Q3 25 | $4.1B | $1.7B | ||
| Q2 25 | $4.1B | $1.8B | ||
| Q1 25 | $4.1B | $1.7B | ||
| Q4 24 | $3.7B | $1.7B | ||
| Q3 24 | $3.3B | $1.8B | ||
| Q2 24 | $3.3B | $1.8B | ||
| Q1 24 | $3.4B | $1.8B |
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 | $30.8M |
| Free Cash FlowOCF − Capex | $27.2M | $28.9M |
| FCF MarginFCF / Revenue | 5.3% | 3.8% |
| Capex IntensityCapex / Revenue | 1.3% | 0.3% |
| Cash ConversionOCF / Net Profit | 0.84× | 1.87× |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $30.8M | ||
| Q3 25 | $32.0M | $23.2M | ||
| Q2 25 | $269.7M | — | ||
| Q1 25 | $162.8M | $66.1M | ||
| Q4 24 | $42.2M | $-6.2M | ||
| Q3 24 | $23.6M | $44.8M | ||
| Q2 24 | $230.7M | — | ||
| Q1 24 | $131.7M | $160.2M |
| Q4 25 | $27.2M | $28.9M | ||
| Q3 25 | $27.8M | $20.8M | ||
| Q2 25 | $262.2M | — | ||
| Q1 25 | $148.2M | $64.6M | ||
| Q4 24 | $37.6M | $-8.2M | ||
| Q3 24 | $20.1M | $42.5M | ||
| Q2 24 | $227.4M | — | ||
| Q1 24 | $121.9M | $157.7M |
| Q4 25 | 5.3% | 3.8% | ||
| Q3 25 | 5.6% | 2.8% | ||
| Q2 25 | 54.9% | — | ||
| Q1 25 | 33.3% | 9.2% | ||
| Q4 24 | 8.6% | -1.1% | ||
| Q3 24 | 4.8% | 5.5% | ||
| Q2 24 | 57.0% | — | ||
| Q1 24 | 32.0% | 21.0% |
| Q4 25 | 1.3% | 0.3% | ||
| Q3 25 | 0.8% | 0.3% | ||
| Q2 25 | 1.6% | 0.3% | ||
| Q1 25 | 3.3% | 0.2% | ||
| Q4 24 | 1.1% | 0.3% | ||
| Q3 24 | 0.8% | 0.3% | ||
| Q2 24 | 0.8% | 0.2% | ||
| Q1 24 | 2.6% | 0.3% |
| Q4 25 | 0.84× | 1.87× | ||
| Q3 25 | 0.56× | 1.17× | ||
| Q2 25 | 5.62× | — | ||
| Q1 25 | 4.14× | 3.79× | ||
| Q4 24 | 0.12× | -0.36× | ||
| Q3 24 | 0.54× | 2.64× | ||
| Q2 24 | 5.97× | — | ||
| Q1 24 | 3.47× | 12.51× |
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% |
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
