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Side-by-side financial comparison of Dynatrace, Inc. (DT) and Walker & Dunlop, Inc. (WD). Click either name above to swap in a different company.
Dynatrace, Inc. is the larger business by last-quarter revenue ($515.5M vs $340.0M, roughly 1.5× Walker & Dunlop, Inc.). Dynatrace, Inc. runs the higher net margin — 7.8% vs -12.9%, a 20.7% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs -0.4%). Dynatrace, Inc. produced more free cash flow last quarter ($27.2M vs $-680.1M). Over the past eight quarters, Walker & Dunlop, Inc.'s revenue compounded faster (22.1% 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.
Walker & Dunlop, Inc. is one of the largest commercial real estate finance and advisory services firms in the United States and internationally.
DT vs WD — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $340.0M |
| Net Profit | $40.1M | $-13.9M |
| Gross Margin | 81.4% | — |
| Operating Margin | 14.1% | -17.2% |
| Net Margin | 7.8% | -12.9% |
| Revenue YoY | 18.2% | -0.4% |
| Net Profit YoY | -88.9% | -131.0% |
| EPS (diluted) | $0.13 | $-0.41 |
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 | $340.0M | ||
| Q3 25 | $493.8M | $337.7M | ||
| Q2 25 | $477.3M | $319.2M | ||
| Q1 25 | $445.2M | $237.4M | ||
| Q4 24 | $436.2M | $341.5M | ||
| Q3 24 | $418.1M | $292.3M | ||
| Q2 24 | $399.2M | $270.7M | ||
| Q1 24 | $380.8M | $228.1M |
| Q4 25 | $40.1M | $-13.9M | ||
| Q3 25 | $57.2M | $33.5M | ||
| Q2 25 | $48.0M | $34.0M | ||
| Q1 25 | $39.3M | $2.8M | ||
| Q4 24 | $361.8M | $44.8M | ||
| Q3 24 | $44.0M | $28.8M | ||
| Q2 24 | $38.6M | $22.7M | ||
| Q1 24 | $37.9M | $11.9M |
| 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% | -17.2% | ||
| Q3 25 | 14.8% | 13.6% | ||
| Q2 25 | 13.1% | 14.5% | ||
| Q1 25 | 9.6% | 2.2% | ||
| Q4 24 | 10.9% | 15.3% | ||
| Q3 24 | 11.2% | 12.8% | ||
| Q2 24 | 10.5% | 10.4% | ||
| Q1 24 | 6.1% | 6.0% |
| Q4 25 | 7.8% | -12.9% | ||
| Q3 25 | 11.6% | 9.9% | ||
| Q2 25 | 10.0% | 10.6% | ||
| Q1 25 | 8.8% | 1.2% | ||
| Q4 24 | 82.9% | 13.1% | ||
| Q3 24 | 10.5% | 9.9% | ||
| Q2 24 | 9.7% | 8.4% | ||
| Q1 24 | 10.0% | 5.2% |
| Q4 25 | $0.13 | $-0.41 | ||
| Q3 25 | $0.19 | $0.98 | ||
| Q2 25 | $0.16 | $0.99 | ||
| Q1 25 | $0.12 | $0.08 | ||
| Q4 24 | $1.19 | $1.32 | ||
| Q3 24 | $0.15 | $0.85 | ||
| Q2 24 | $0.13 | $0.67 | ||
| Q1 24 | $0.13 | $0.35 |
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 | $299.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $1.7B |
| Total Assets | $4.1B | $5.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $299.3M | ||
| Q3 25 | $1.3B | $274.8M | ||
| Q2 25 | $1.3B | $233.7M | ||
| Q1 25 | $1.1B | $181.0M | ||
| Q4 24 | $1.0B | $279.3M | ||
| Q3 24 | $1.0B | $179.8M | ||
| Q2 24 | $1.0B | $208.1M | ||
| Q1 24 | $836.9M | $216.5M |
| Q4 25 | $2.7B | $1.7B | ||
| Q3 25 | $2.8B | $1.8B | ||
| Q2 25 | $2.7B | $1.8B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.1B | $1.7B | ||
| Q1 24 | $2.0B | $1.7B |
| Q4 25 | $4.1B | $5.1B | ||
| Q3 25 | $4.1B | $5.8B | ||
| Q2 25 | $4.1B | $4.7B | ||
| Q1 25 | $4.1B | $4.5B | ||
| Q4 24 | $3.7B | $4.4B | ||
| Q3 24 | $3.3B | $4.6B | ||
| Q2 24 | $3.3B | $4.2B | ||
| Q1 24 | $3.4B | $3.8B |
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 | $-664.3M |
| Free Cash FlowOCF − Capex | $27.2M | $-680.1M |
| FCF MarginFCF / Revenue | 5.3% | -200.0% |
| Capex IntensityCapex / Revenue | 1.3% | 4.6% |
| Cash ConversionOCF / Net Profit | 0.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $-2.2B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $-664.3M | ||
| Q3 25 | $32.0M | $-948.1M | ||
| Q2 25 | $269.7M | $-238.5M | ||
| Q1 25 | $162.8M | $-281.1M | ||
| Q4 24 | $42.2M | $129.4M | ||
| Q3 24 | $23.6M | $-202.0M | ||
| Q2 24 | $230.7M | $-237.8M | ||
| Q1 24 | $131.7M | $38.4M |
| Q4 25 | $27.2M | $-680.1M | ||
| Q3 25 | $27.8M | $-950.4M | ||
| Q2 25 | $262.2M | $-241.0M | ||
| Q1 25 | $148.2M | $-284.7M | ||
| Q4 24 | $37.6M | $116.4M | ||
| Q3 24 | $20.1M | $-204.0M | ||
| Q2 24 | $227.4M | $-241.7M | ||
| Q1 24 | $121.9M | $35.2M |
| Q4 25 | 5.3% | -200.0% | ||
| Q3 25 | 5.6% | -281.5% | ||
| Q2 25 | 54.9% | -75.5% | ||
| Q1 25 | 33.3% | -120.0% | ||
| Q4 24 | 8.6% | 34.1% | ||
| Q3 24 | 4.8% | -69.8% | ||
| Q2 24 | 57.0% | -89.3% | ||
| Q1 24 | 32.0% | 15.4% |
| Q4 25 | 1.3% | 4.6% | ||
| Q3 25 | 0.8% | 0.7% | ||
| Q2 25 | 1.6% | 0.8% | ||
| Q1 25 | 3.3% | 1.5% | ||
| Q4 24 | 1.1% | 3.8% | ||
| Q3 24 | 0.8% | 0.7% | ||
| Q2 24 | 0.8% | 1.4% | ||
| Q1 24 | 2.6% | 1.4% |
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.56× | -28.34× | ||
| Q2 25 | 5.62× | -7.02× | ||
| Q1 25 | 4.14× | -102.07× | ||
| Q4 24 | 0.12× | 2.89× | ||
| Q3 24 | 0.54× | -7.01× | ||
| Q2 24 | 5.97× | -10.49× | ||
| Q1 24 | 3.47× | 3.24× |
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% |
WD
Segment breakdown not available.
