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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Simpson Manufacturing Co., Inc. (SSD). Click either name above to swap in a different company.
Simpson Manufacturing Co., Inc. is the larger business by last-quarter revenue ($588.0M vs $515.5M, roughly 1.1× Dynatrace, Inc.). Simpson Manufacturing Co., Inc. runs the higher net margin — 15.0% vs 7.8%, a 7.2% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 9.1%). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs -0.8%).
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.
Simpson Manufacturing Company is a leading building materials manufacturer in the United States that produces structural connectors, fasteners, anchors, and products for new construction and retrofitting.
DT vs SSD — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $588.0M |
| Net Profit | $40.1M | $88.2M |
| Gross Margin | 81.4% | 45.2% |
| Operating Margin | 14.1% | 19.5% |
| Net Margin | 7.8% | 15.0% |
| Revenue YoY | 18.2% | 9.1% |
| Net Profit YoY | -88.9% | 13.3% |
| EPS (diluted) | $0.13 | $2.13 |
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 | — | $588.0M | ||
| Q4 25 | $515.5M | $539.3M | ||
| Q3 25 | $493.8M | $623.5M | ||
| Q2 25 | $477.3M | $631.1M | ||
| Q1 25 | $445.2M | $538.9M | ||
| Q4 24 | $436.2M | $517.4M | ||
| Q3 24 | $418.1M | $587.2M | ||
| Q2 24 | $399.2M | $597.0M |
| Q1 26 | — | $88.2M | ||
| Q4 25 | $40.1M | $56.2M | ||
| Q3 25 | $57.2M | $107.4M | ||
| Q2 25 | $48.0M | $103.5M | ||
| Q1 25 | $39.3M | $77.9M | ||
| Q4 24 | $361.8M | $55.4M | ||
| Q3 24 | $44.0M | $93.5M | ||
| Q2 24 | $38.6M | $97.8M |
| Q1 26 | — | 45.2% | ||
| Q4 25 | 81.4% | 43.4% | ||
| Q3 25 | 81.8% | 46.4% | ||
| Q2 25 | 82.1% | 46.7% | ||
| Q1 25 | 80.9% | 46.8% | ||
| Q4 24 | 81.1% | 44.0% | ||
| Q3 24 | 81.4% | 46.8% | ||
| Q2 24 | 81.3% | 46.7% |
| Q1 26 | — | 19.5% | ||
| Q4 25 | 14.1% | 13.9% | ||
| Q3 25 | 14.8% | 22.6% | ||
| Q2 25 | 13.1% | 22.2% | ||
| Q1 25 | 9.6% | 19.0% | ||
| Q4 24 | 10.9% | 14.8% | ||
| Q3 24 | 11.2% | 21.3% | ||
| Q2 24 | 10.5% | 22.1% |
| Q1 26 | — | 15.0% | ||
| Q4 25 | 7.8% | 10.4% | ||
| Q3 25 | 11.6% | 17.2% | ||
| Q2 25 | 10.0% | 16.4% | ||
| Q1 25 | 8.8% | 14.5% | ||
| Q4 24 | 82.9% | 10.7% | ||
| Q3 24 | 10.5% | 15.9% | ||
| Q2 24 | 9.7% | 16.4% |
| Q1 26 | — | $2.13 | ||
| Q4 25 | $0.13 | $1.34 | ||
| Q3 25 | $0.19 | $2.58 | ||
| Q2 25 | $0.16 | $2.47 | ||
| Q1 25 | $0.12 | $1.85 | ||
| Q4 24 | $1.19 | $1.31 | ||
| Q3 24 | $0.15 | $2.21 | ||
| Q2 24 | $0.13 | $2.31 |
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 | $341.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $2.1B |
| Total Assets | $4.1B | $3.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $341.0M | ||
| Q4 25 | $1.2B | $384.1M | ||
| Q3 25 | $1.3B | $297.3M | ||
| Q2 25 | $1.3B | $190.4M | ||
| Q1 25 | $1.1B | $150.3M | ||
| Q4 24 | $1.0B | $239.4M | ||
| Q3 24 | $1.0B | $339.4M | ||
| Q2 24 | $1.0B | $354.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | — | $371.3M | ||
| Q2 25 | — | $376.9M | ||
| Q1 25 | — | $382.5M | ||
| Q4 24 | — | $388.1M | ||
| Q3 24 | — | $393.8M | ||
| Q2 24 | — | $399.4M |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.7B | $2.0B | ||
| Q3 25 | $2.8B | $2.0B | ||
| Q2 25 | $2.7B | $1.9B | ||
| Q1 25 | $2.6B | $1.9B | ||
| Q4 24 | $2.6B | $1.8B | ||
| Q3 24 | $2.1B | $1.9B | ||
| Q2 24 | $2.1B | $1.8B |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $4.1B | $3.1B | ||
| Q3 25 | $4.1B | $3.0B | ||
| Q2 25 | $4.1B | $3.0B | ||
| Q1 25 | $4.1B | $2.8B | ||
| Q4 24 | $3.7B | $2.7B | ||
| Q3 24 | $3.3B | $2.9B | ||
| Q2 24 | $3.3B | $2.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.19× | ||
| Q2 25 | — | 0.20× | ||
| Q1 25 | — | 0.21× | ||
| Q4 24 | — | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.23× |
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 | $155.7M | ||
| Q3 25 | $32.0M | $170.2M | ||
| Q2 25 | $269.7M | $125.2M | ||
| Q1 25 | $162.8M | $7.6M | ||
| Q4 24 | $42.2M | $115.8M | ||
| Q3 24 | $23.6M | $103.3M | ||
| Q2 24 | $230.7M | $111.1M |
| Q1 26 | — | — | ||
| Q4 25 | $27.2M | $119.0M | ||
| Q3 25 | $27.8M | $133.9M | ||
| Q2 25 | $262.2M | $87.3M | ||
| Q1 25 | $148.2M | $-42.6M | ||
| Q4 24 | $37.6M | $60.3M | ||
| Q3 24 | $20.1M | $58.1M | ||
| Q2 24 | $227.4M | $70.9M |
| Q1 26 | — | — | ||
| Q4 25 | 5.3% | 22.1% | ||
| Q3 25 | 5.6% | 21.5% | ||
| Q2 25 | 54.9% | 13.8% | ||
| Q1 25 | 33.3% | -7.9% | ||
| Q4 24 | 8.6% | 11.7% | ||
| Q3 24 | 4.8% | 9.9% | ||
| Q2 24 | 57.0% | 11.9% |
| Q1 26 | — | — | ||
| Q4 25 | 1.3% | 6.8% | ||
| Q3 25 | 0.8% | 5.8% | ||
| Q2 25 | 1.6% | 6.0% | ||
| Q1 25 | 3.3% | 9.3% | ||
| Q4 24 | 1.1% | 10.7% | ||
| Q3 24 | 0.8% | 7.7% | ||
| Q2 24 | 0.8% | 6.7% |
| Q1 26 | — | — | ||
| Q4 25 | 0.84× | 2.77× | ||
| Q3 25 | 0.56× | 1.58× | ||
| Q2 25 | 5.62× | 1.21× | ||
| Q1 25 | 4.14× | 0.10× | ||
| Q4 24 | 0.12× | 2.09× | ||
| Q3 24 | 0.54× | 1.10× | ||
| Q2 24 | 5.97× | 1.14× |
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% |
SSD
Segment breakdown not available.
