vs
Side-by-side financial comparison of Dynatrace, Inc. (DT) and TRUPANION, INC. (TRUP). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $376.9M, roughly 1.4× TRUPANION, INC.). On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 11.7%). Dynatrace, Inc. produced more free cash flow last quarter ($27.2M vs $25.3M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 11.0%).
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.
TRUPANION, INC.TRUPEarnings & Financial Report
Trupanion, Inc. is a pet insurance provider headquartered in Seattle, Washington. Established in 1998, Trupanion operates across the United States, Canada, Australia, and Puerto Rico. The company offers coverage for pets and is self-underwritten by the American Pet Insurance Company (APIC).
DT vs TRUP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $376.9M |
| Net Profit | $40.1M | — |
| Gross Margin | 81.4% | 17.3% |
| Operating Margin | 14.1% | 1.9% |
| Net Margin | 7.8% | — |
| Revenue YoY | 18.2% | 11.7% |
| Net Profit YoY | -88.9% | — |
| EPS (diluted) | $0.13 | $0.13 |
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.
| Q4 25 | $515.5M | $376.9M | ||
| Q3 25 | $493.8M | $366.9M | ||
| Q2 25 | $477.3M | $353.6M | ||
| Q1 25 | $445.2M | $342.0M | ||
| Q4 24 | $436.2M | $337.3M | ||
| Q3 24 | $418.1M | $327.5M | ||
| Q2 24 | $399.2M | $314.8M | ||
| Q1 24 | $380.8M | $306.1M |
| Q4 25 | $40.1M | — | ||
| Q3 25 | $57.2M | — | ||
| Q2 25 | $48.0M | — | ||
| Q1 25 | $39.3M | — | ||
| Q4 24 | $361.8M | — | ||
| Q3 24 | $44.0M | — | ||
| Q2 24 | $38.6M | — | ||
| Q1 24 | $37.9M | — |
| Q4 25 | 81.4% | 17.3% | ||
| Q3 25 | 81.8% | 16.4% | ||
| Q2 25 | 82.1% | 15.5% | ||
| Q1 25 | 80.9% | 14.9% | ||
| Q4 24 | 81.1% | 15.7% | ||
| Q3 24 | 81.4% | 15.1% | ||
| Q2 24 | 81.3% | 12.8% | ||
| Q1 24 | 81.1% | 11.8% |
| Q4 25 | 14.1% | 1.9% | ||
| Q3 25 | 14.8% | 1.6% | ||
| Q2 25 | 13.1% | 0.7% | ||
| Q1 25 | 9.6% | -0.4% | ||
| Q4 24 | 10.9% | 0.1% | ||
| Q3 24 | 11.2% | 0.5% | ||
| Q2 24 | 10.5% | -1.7% | ||
| Q1 24 | 6.1% | -2.0% |
| Q4 25 | 7.8% | — | ||
| Q3 25 | 11.6% | — | ||
| Q2 25 | 10.0% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 82.9% | — | ||
| Q3 24 | 10.5% | — | ||
| Q2 24 | 9.7% | — | ||
| Q1 24 | 10.0% | — |
| Q4 25 | $0.13 | $0.13 | ||
| Q3 25 | $0.19 | $0.13 | ||
| Q2 25 | $0.16 | $0.22 | ||
| Q1 25 | $0.12 | $-0.03 | ||
| Q4 24 | $1.19 | $0.04 | ||
| Q3 24 | $0.15 | $0.03 | ||
| Q2 24 | $0.13 | $-0.14 | ||
| Q1 24 | $0.13 | $-0.16 |
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 | $370.7M |
| Total DebtLower is stronger | — | $101.8M |
| Stockholders' EquityBook value | $2.7B | $383.9M |
| Total Assets | $4.1B | $915.0M |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $370.7M | ||
| Q3 25 | $1.3B | $348.5M | ||
| Q2 25 | $1.3B | $319.6M | ||
| Q1 25 | $1.1B | $321.8M | ||
| Q4 24 | $1.0B | $307.4M | ||
| Q3 24 | $1.0B | $293.1M | ||
| Q2 24 | $1.0B | $277.2M | ||
| Q1 24 | $836.9M | $275.2M |
| Q4 25 | — | $101.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $127.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.7B | $383.9M | ||
| Q3 25 | $2.8B | $368.6M | ||
| Q2 25 | $2.7B | $355.5M | ||
| Q1 25 | $2.6B | $333.7M | ||
| Q4 24 | $2.6B | $323.3M | ||
| Q3 24 | $2.1B | $320.2M | ||
| Q2 24 | $2.1B | $305.8M | ||
| Q1 24 | $2.0B | $303.4M |
| Q4 25 | $4.1B | $915.0M | ||
| Q3 25 | $4.1B | $880.2M | ||
| Q2 25 | $4.1B | $847.8M | ||
| Q1 25 | $4.1B | $837.2M | ||
| Q4 24 | $3.7B | $806.9M | ||
| Q3 24 | $3.3B | $816.1M | ||
| Q2 24 | $3.3B | $795.9M | ||
| Q1 24 | $3.4B | $789.5M |
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $29.3M |
| Free Cash FlowOCF − Capex | $27.2M | $25.3M |
| FCF MarginFCF / Revenue | 5.3% | 6.7% |
| Capex IntensityCapex / Revenue | 1.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 0.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $75.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $29.3M | ||
| Q3 25 | $32.0M | $29.2M | ||
| Q2 25 | $269.7M | $15.0M | ||
| Q1 25 | $162.8M | $16.0M | ||
| Q4 24 | $42.2M | $23.7M | ||
| Q3 24 | $23.6M | $15.3M | ||
| Q2 24 | $230.7M | $6.9M | ||
| Q1 24 | $131.7M | $2.4M |
| Q4 25 | $27.2M | $25.3M | ||
| Q3 25 | $27.8M | $23.9M | ||
| Q2 25 | $262.2M | $12.0M | ||
| Q1 25 | $148.2M | $14.0M | ||
| Q4 24 | $37.6M | $21.8M | ||
| Q3 24 | $20.1M | $13.4M | ||
| Q2 24 | $227.4M | $4.0M | ||
| Q1 24 | $121.9M | $-631.0K |
| Q4 25 | 5.3% | 6.7% | ||
| Q3 25 | 5.6% | 6.5% | ||
| Q2 25 | 54.9% | 3.4% | ||
| Q1 25 | 33.3% | 4.1% | ||
| Q4 24 | 8.6% | 6.5% | ||
| Q3 24 | 4.8% | 4.1% | ||
| Q2 24 | 57.0% | 1.3% | ||
| Q1 24 | 32.0% | -0.2% |
| Q4 25 | 1.3% | 1.0% | ||
| Q3 25 | 0.8% | 1.4% | ||
| Q2 25 | 1.6% | 0.8% | ||
| Q1 25 | 3.3% | 0.6% | ||
| Q4 24 | 1.1% | 0.6% | ||
| Q3 24 | 0.8% | 0.6% | ||
| Q2 24 | 0.8% | 0.9% | ||
| Q1 24 | 2.6% | 1.0% |
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.56× | — | ||
| Q2 25 | 5.62× | — | ||
| Q1 25 | 4.14× | — | ||
| Q4 24 | 0.12× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 5.97× | — | ||
| Q1 24 | 3.47× | — |
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% |
TRUP
| Subscriptionbusiness | $261.4M | 69% |
| Other | $115.4M | 31% |
