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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Skyward Specialty Insurance Group, Inc. (SKWD). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $475.9M, roughly 1.1× Skyward Specialty Insurance Group, Inc.). Skyward Specialty Insurance Group, Inc. runs the higher net margin — 10.5% vs 7.8%, a 2.7% gap on every dollar of revenue. On growth, Skyward Specialty Insurance Group, Inc. posted the faster year-over-year revenue change (44.8% vs 18.2%). Over the past eight quarters, Skyward Specialty Insurance Group, Inc.'s revenue compounded faster (30.4% 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.
Skyward Specialty Insurance Group, Inc. is a specialty property and casualty insurance provider offering tailored coverage solutions including commercial auto, general liability, professional indemnity, and specialty property policies. It primarily serves small-to-medium enterprises and niche industry segments across the United States, focusing on underwriting complex, hard-to-place risks for underserved client groups.
DT vs SKWD — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $475.9M |
| Net Profit | $40.1M | $49.7M |
| Gross Margin | 81.4% | — |
| Operating Margin | 14.1% | 14.9% |
| Net Margin | 7.8% | 10.5% |
| Revenue YoY | 18.2% | 44.8% |
| Net Profit YoY | -88.9% | — |
| EPS (diluted) | $0.13 | $1.09 |
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 | — | $475.9M | ||
| Q4 25 | $515.5M | $385.6M | ||
| Q3 25 | $493.8M | $382.5M | ||
| Q2 25 | $477.3M | $319.9M | ||
| Q1 25 | $445.2M | $328.5M | ||
| Q4 24 | $436.2M | $304.4M | ||
| Q3 24 | $418.1M | $300.9M | ||
| Q2 24 | $399.2M | $279.9M |
| Q1 26 | — | $49.7M | ||
| Q4 25 | $40.1M | $43.2M | ||
| Q3 25 | $57.2M | $45.9M | ||
| Q2 25 | $48.0M | $38.8M | ||
| Q1 25 | $39.3M | $42.1M | ||
| Q4 24 | $361.8M | $14.4M | ||
| Q3 24 | $44.0M | $36.7M | ||
| Q2 24 | $38.6M | $31.0M |
| 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 | — | 14.9% | ||
| Q4 25 | 14.1% | 14.2% | ||
| Q3 25 | 14.8% | 15.8% | ||
| Q2 25 | 13.1% | 15.6% | ||
| Q1 25 | 9.6% | 15.7% | ||
| Q4 24 | 10.9% | 6.1% | ||
| Q3 24 | 11.2% | 15.6% | ||
| Q2 24 | 10.5% | 14.4% |
| Q1 26 | — | 10.5% | ||
| Q4 25 | 7.8% | 11.2% | ||
| Q3 25 | 11.6% | 12.0% | ||
| Q2 25 | 10.0% | 12.1% | ||
| Q1 25 | 8.8% | 12.8% | ||
| Q4 24 | 82.9% | 4.7% | ||
| Q3 24 | 10.5% | 12.2% | ||
| Q2 24 | 9.7% | 11.1% |
| Q1 26 | — | $1.09 | ||
| Q4 25 | $0.13 | $1.03 | ||
| Q3 25 | $0.19 | $1.10 | ||
| Q2 25 | $0.16 | $0.93 | ||
| Q1 25 | $0.12 | $1.01 | ||
| Q4 24 | $1.19 | $0.33 | ||
| Q3 24 | $0.15 | $0.89 | ||
| Q2 24 | $0.13 | $0.75 |
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 | $4.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $1.2B |
| Total Assets | $4.1B | $6.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.1M | ||
| Q4 25 | $1.2B | $168.5M | ||
| Q3 25 | $1.3B | $160.1M | ||
| Q2 25 | $1.3B | $136.6M | ||
| Q1 25 | $1.1B | $112.9M | ||
| Q4 24 | $1.0B | $121.6M | ||
| Q3 24 | $1.0B | $105.6M | ||
| Q2 24 | $1.0B | $73.0M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $2.7B | $1.0B | ||
| Q3 25 | $2.8B | $961.4M | ||
| Q2 25 | $2.7B | $899.9M | ||
| Q1 25 | $2.6B | $850.7M | ||
| Q4 24 | $2.6B | $794.0M | ||
| Q3 24 | $2.1B | $797.5M | ||
| Q2 24 | $2.1B | $723.6M |
| Q1 26 | — | $6.5B | ||
| Q4 25 | $4.1B | $4.8B | ||
| Q3 25 | $4.1B | $4.6B | ||
| Q2 25 | $4.1B | $4.3B | ||
| Q1 25 | $4.1B | $4.0B | ||
| Q4 24 | $3.7B | $3.7B | ||
| Q3 24 | $3.3B | $3.6B | ||
| Q2 24 | $3.3B | $3.4B |
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 | $408.1M | ||
| Q3 25 | $32.0M | $171.4M | ||
| Q2 25 | $269.7M | $88.2M | ||
| Q1 25 | $162.8M | $96.8M | ||
| Q4 24 | $42.2M | $305.1M | ||
| Q3 24 | $23.6M | $168.0M | ||
| Q2 24 | $230.7M | $21.0M |
| Q1 26 | — | — | ||
| Q4 25 | $27.2M | $402.6M | ||
| Q3 25 | $27.8M | $168.9M | ||
| Q2 25 | $262.2M | $87.1M | ||
| Q1 25 | $148.2M | $96.6M | ||
| Q4 24 | $37.6M | $300.9M | ||
| Q3 24 | $20.1M | $167.6M | ||
| Q2 24 | $227.4M | $18.4M |
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 104.4% | ||
| Q3 25 | 5.6% | 44.2% | ||
| Q2 25 | 54.9% | 27.2% | ||
| Q1 25 | 33.3% | 29.4% | ||
| Q4 24 | 8.6% | 98.8% | ||
| Q3 24 | 4.8% | 55.7% | ||
| Q2 24 | 57.0% | 6.6% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 1.4% | ||
| Q3 25 | 0.8% | 0.6% | ||
| Q2 25 | 1.6% | 0.3% | ||
| Q1 25 | 3.3% | 0.1% | ||
| Q4 24 | 1.1% | 1.4% | ||
| Q3 24 | 0.8% | 0.1% | ||
| Q2 24 | 0.8% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | 9.44× | ||
| Q3 25 | 0.56× | 3.73× | ||
| Q2 25 | 5.62× | 2.27× | ||
| Q1 25 | 4.14× | 2.30× | ||
| Q4 24 | 0.12× | 21.18× | ||
| Q3 24 | 0.54× | 4.58× | ||
| Q2 24 | 5.97× | 0.68× |
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% |
SKWD
Segment breakdown not available.
