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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Smith Douglas Homes Corp. (SDHC). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $260.4M, roughly 2.0× Smith Douglas Homes Corp.). Dynatrace, Inc. runs the higher net margin — 7.8% vs 1.4%, a 6.4% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs -9.4%). Dynatrace, Inc. produced more free cash flow last quarter ($27.2M vs $8.7M). Over the past eight quarters, Smith Douglas Homes Corp.'s revenue compounded faster (17.3% CAGR vs 16.3%).
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.
Smith & Wesson Brands, Inc. (S&W) is an American firearm manufacturer headquartered in Maryville, Tennessee, United States.
DT vs SDHC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $260.4M |
| Net Profit | $40.1M | $3.5M |
| Gross Margin | 81.4% | 19.9% |
| Operating Margin | 14.1% | 6.5% |
| Net Margin | 7.8% | 1.4% |
| Revenue YoY | 18.2% | -9.4% |
| Net Profit YoY | -88.9% | -14.3% |
| EPS (diluted) | $0.13 | $0.39 |
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 | $260.4M | ||
| Q3 25 | $493.8M | $262.0M | ||
| Q2 25 | $477.3M | $223.9M | ||
| Q1 25 | $445.2M | $224.7M | ||
| Q4 24 | $436.2M | $287.5M | ||
| Q3 24 | $418.1M | $277.8M | ||
| Q2 24 | $399.2M | $220.9M | ||
| Q1 24 | $380.8M | $189.2M |
| Q4 25 | $40.1M | $3.5M | ||
| Q3 25 | $57.2M | $2.1M | ||
| Q2 25 | $48.0M | $2.4M | ||
| Q1 25 | $39.3M | $2.7M | ||
| Q4 24 | $361.8M | $4.1M | ||
| Q3 24 | $44.0M | $5.3M | ||
| Q2 24 | $38.6M | $3.6M | ||
| Q1 24 | $37.9M | $3.0M |
| Q4 25 | 81.4% | 19.9% | ||
| Q3 25 | 81.8% | 21.0% | ||
| Q2 25 | 82.1% | 23.2% | ||
| Q1 25 | 80.9% | 23.8% | ||
| Q4 24 | 81.1% | 25.5% | ||
| Q3 24 | 81.4% | 26.5% | ||
| Q2 24 | 81.3% | 26.7% | ||
| Q1 24 | 81.1% | 26.1% |
| Q4 25 | 14.1% | 6.5% | ||
| Q3 25 | 14.8% | 6.6% | ||
| Q2 25 | 13.1% | 7.7% | ||
| Q1 25 | 9.6% | 8.7% | ||
| Q4 24 | 10.9% | 10.4% | ||
| Q3 24 | 11.2% | 14.2% | ||
| Q2 24 | 10.5% | 11.7% | ||
| Q1 24 | 6.1% | 11.3% |
| Q4 25 | 7.8% | 1.4% | ||
| Q3 25 | 11.6% | 0.8% | ||
| Q2 25 | 10.0% | 1.1% | ||
| Q1 25 | 8.8% | 1.2% | ||
| Q4 24 | 82.9% | 1.4% | ||
| Q3 24 | 10.5% | 1.9% | ||
| Q2 24 | 9.7% | 1.7% | ||
| Q1 24 | 10.0% | 1.6% |
| Q4 25 | $0.13 | $0.39 | ||
| Q3 25 | $0.19 | $0.24 | ||
| Q2 25 | $0.16 | $0.26 | ||
| Q1 25 | $0.12 | $0.30 | ||
| Q4 24 | $1.19 | $0.50 | ||
| Q3 24 | $0.15 | $0.58 | ||
| Q2 24 | $0.13 | $0.40 | ||
| Q1 24 | $0.13 | $0.33 |
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 | $12.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $86.7M |
| Total Assets | $4.1B | $557.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $12.7M | ||
| Q3 25 | $1.3B | $14.8M | ||
| Q2 25 | $1.3B | $16.8M | ||
| Q1 25 | $1.1B | $12.7M | ||
| Q4 24 | $1.0B | $22.4M | ||
| Q3 24 | $1.0B | $23.7M | ||
| Q2 24 | $1.0B | $17.3M | ||
| Q1 24 | $836.9M | $32.8M |
| Q4 25 | $2.7B | $86.7M | ||
| Q3 25 | $2.8B | $82.2M | ||
| Q2 25 | $2.7B | $80.0M | ||
| Q1 25 | $2.6B | $76.9M | ||
| Q4 24 | $2.6B | $73.6M | ||
| Q3 24 | $2.1B | $68.4M | ||
| Q2 24 | $2.1B | $62.1M | ||
| Q1 24 | $2.0B | $59.7M |
| Q4 25 | $4.1B | $557.6M | ||
| Q3 25 | $4.1B | $571.6M | ||
| Q2 25 | $4.1B | $570.2M | ||
| Q1 25 | $4.1B | $513.9M | ||
| Q4 24 | $3.7B | $475.9M | ||
| Q3 24 | $3.3B | $460.1M | ||
| Q2 24 | $3.3B | $429.3M | ||
| Q1 24 | $3.4B | $401.3M |
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 | $9.8M |
| Free Cash FlowOCF − Capex | $27.2M | $8.7M |
| FCF MarginFCF / Revenue | 5.3% | 3.4% |
| Capex IntensityCapex / Revenue | 1.3% | 0.4% |
| Cash ConversionOCF / Net Profit | 0.84× | 2.77× |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $-36.9M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $9.8M | ||
| Q3 25 | $32.0M | $22.8M | ||
| Q2 25 | $269.7M | $-28.9M | ||
| Q1 25 | $162.8M | $-34.9M | ||
| Q4 24 | $42.2M | $5.5M | ||
| Q3 24 | $23.6M | $22.9M | ||
| Q2 24 | $230.7M | $39.0K | ||
| Q1 24 | $131.7M | $-9.3M |
| Q4 25 | $27.2M | $8.7M | ||
| Q3 25 | $27.8M | $21.4M | ||
| Q2 25 | $262.2M | $-31.1M | ||
| Q1 25 | $148.2M | $-35.9M | ||
| Q4 24 | $37.6M | $4.8M | ||
| Q3 24 | $20.1M | $22.3M | ||
| Q2 24 | $227.4M | $-2.1M | ||
| Q1 24 | $121.9M | $-9.7M |
| Q4 25 | 5.3% | 3.4% | ||
| Q3 25 | 5.6% | 8.2% | ||
| Q2 25 | 54.9% | -13.9% | ||
| Q1 25 | 33.3% | -16.0% | ||
| Q4 24 | 8.6% | 1.7% | ||
| Q3 24 | 4.8% | 8.0% | ||
| Q2 24 | 57.0% | -1.0% | ||
| Q1 24 | 32.0% | -5.1% |
| Q4 25 | 1.3% | 0.4% | ||
| Q3 25 | 0.8% | 0.5% | ||
| Q2 25 | 1.6% | 0.9% | ||
| Q1 25 | 3.3% | 0.5% | ||
| Q4 24 | 1.1% | 0.2% | ||
| Q3 24 | 0.8% | 0.2% | ||
| Q2 24 | 0.8% | 1.0% | ||
| Q1 24 | 2.6% | 0.2% |
| Q4 25 | 0.84× | 2.77× | ||
| Q3 25 | 0.56× | 10.70× | ||
| Q2 25 | 5.62× | -12.24× | ||
| Q1 25 | 4.14× | -13.01× | ||
| Q4 24 | 0.12× | 1.33× | ||
| Q3 24 | 0.54× | 4.28× | ||
| Q2 24 | 5.97× | 0.01× | ||
| Q1 24 | 3.47× | -3.12× |
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% |
SDHC
| Southeast | $164.7M | 63% |
| Central | $95.8M | 37% |
