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Side-by-side financial comparison of Dynatrace, Inc. (DT) and SM Energy Co (SM). Click either name above to swap in a different company.
SM Energy Co is the larger business by last-quarter revenue ($704.9M vs $515.5M, roughly 1.4× Dynatrace, Inc.). On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs -17.3%). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 12.2%).
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.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
DT vs SM — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $704.9M |
| Net Profit | $40.1M | — |
| Gross Margin | 81.4% | — |
| Operating Margin | 14.1% | 25.9% |
| Net Margin | 7.8% | — |
| Revenue YoY | 18.2% | -17.3% |
| Net Profit YoY | -88.9% | — |
| EPS (diluted) | $0.13 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $493.8M | $811.6M | ||
| Q2 25 | $477.3M | $792.9M | ||
| Q1 25 | $445.2M | $844.5M | ||
| Q4 24 | $436.2M | $852.0M | ||
| Q3 24 | $418.1M | $643.6M | ||
| Q2 24 | $399.2M | $634.6M | ||
| Q1 24 | $380.8M | $559.9M |
| Q4 25 | $40.1M | — | ||
| Q3 25 | $57.2M | $155.1M | ||
| Q2 25 | $48.0M | $201.7M | ||
| Q1 25 | $39.3M | $182.3M | ||
| Q4 24 | $361.8M | — | ||
| Q3 24 | $44.0M | $240.5M | ||
| Q2 24 | $38.6M | $210.3M | ||
| Q1 24 | $37.9M | $131.2M |
| 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 24 | 81.1% | — |
| Q4 25 | 14.1% | 25.9% | ||
| Q3 25 | 14.8% | 30.4% | ||
| Q2 25 | 13.1% | 37.2% | ||
| Q1 25 | 9.6% | 32.7% | ||
| Q4 24 | 10.9% | 33.7% | ||
| Q3 24 | 11.2% | 51.4% | ||
| Q2 24 | 10.5% | 44.0% | ||
| Q1 24 | 6.1% | 31.9% |
| Q4 25 | 7.8% | — | ||
| Q3 25 | 11.6% | 19.1% | ||
| Q2 25 | 10.0% | 25.4% | ||
| Q1 25 | 8.8% | 21.6% | ||
| Q4 24 | 82.9% | — | ||
| Q3 24 | 10.5% | 37.4% | ||
| Q2 24 | 9.7% | 33.1% | ||
| Q1 24 | 10.0% | 23.4% |
| Q4 25 | $0.13 | $0.94 | ||
| Q3 25 | $0.19 | $1.35 | ||
| Q2 25 | $0.16 | $1.76 | ||
| Q1 25 | $0.12 | $1.59 | ||
| Q4 24 | $1.19 | $1.63 | ||
| Q3 24 | $0.15 | $2.09 | ||
| Q2 24 | $0.13 | $1.82 | ||
| Q1 24 | $0.13 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $4.8B |
| Total Assets | $4.1B | $9.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $368.0M | ||
| Q3 25 | $1.3B | $162.3M | ||
| Q2 25 | $1.3B | $101.9M | ||
| Q1 25 | $1.1B | $54.0K | ||
| Q4 24 | $1.0B | — | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $1.0B | $487.9M | ||
| Q1 24 | $836.9M | $506.3M |
| Q4 25 | $2.7B | $4.8B | ||
| Q3 25 | $2.8B | $4.7B | ||
| Q2 25 | $2.7B | $4.6B | ||
| Q1 25 | $2.6B | $4.4B | ||
| Q4 24 | $2.6B | $4.2B | ||
| Q3 24 | $2.1B | $4.1B | ||
| Q2 24 | $2.1B | $3.8B | ||
| Q1 24 | $2.0B | $3.7B |
| Q4 25 | $4.1B | $9.3B | ||
| Q3 25 | $4.1B | $9.1B | ||
| Q2 25 | $4.1B | $9.0B | ||
| Q1 25 | $4.1B | $8.8B | ||
| Q4 24 | $3.7B | $8.6B | ||
| Q3 24 | $3.3B | $8.0B | ||
| Q2 24 | $3.3B | $6.7B | ||
| Q1 24 | $3.4B | $6.4B |
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 | $451.9M |
| 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.
| Q4 25 | $33.8M | $451.9M | ||
| Q3 25 | $32.0M | $505.0M | ||
| Q2 25 | $269.7M | $571.1M | ||
| Q1 25 | $162.8M | $483.0M | ||
| Q4 24 | $42.2M | $578.4M | ||
| Q3 24 | $23.6M | $452.3M | ||
| Q2 24 | $230.7M | $476.4M | ||
| Q1 24 | $131.7M | $276.0M |
| Q4 25 | $27.2M | — | ||
| Q3 25 | $27.8M | — | ||
| Q2 25 | $262.2M | — | ||
| Q1 25 | $148.2M | — | ||
| Q4 24 | $37.6M | — | ||
| Q3 24 | $20.1M | — | ||
| Q2 24 | $227.4M | — | ||
| Q1 24 | $121.9M | — |
| Q4 25 | 5.3% | — | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 54.9% | — | ||
| Q1 25 | 33.3% | — | ||
| Q4 24 | 8.6% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 57.0% | — | ||
| Q1 24 | 32.0% | — |
| Q4 25 | 1.3% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 1.6% | — | ||
| Q1 25 | 3.3% | — | ||
| Q4 24 | 1.1% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.8% | — | ||
| Q1 24 | 2.6% | — |
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.56× | 3.26× | ||
| Q2 25 | 5.62× | 2.83× | ||
| Q1 25 | 4.14× | 2.65× | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.54× | 1.88× | ||
| Q2 24 | 5.97× | 2.27× | ||
| Q1 24 | 3.47× | 2.10× |
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% |
SM
Segment breakdown not available.
