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Side-by-side financial comparison of Dynatrace, Inc. (DT) and WillScot Holdings Corp (WSC). Click either name above to swap in a different company.
WillScot Holdings Corp is the larger business by last-quarter revenue ($566.0M vs $515.5M, roughly 1.1× Dynatrace, Inc.). Dynatrace, Inc. runs the higher net margin — 7.8% vs -33.1%, a 40.9% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs -6.1%). WillScot Holdings Corp produced more free cash flow last quarter ($149.7M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs -1.8%).
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.
WillScot Holdings Corp is a leading provider of modular space solutions and portable storage services across North America. It serves a wide range of sectors including construction, commercial development, education, healthcare, government projects, and special events, offering flexible, scalable temporary and semi-permanent space solutions tailored to diverse client needs.
DT vs WSC — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $566.0M |
| Net Profit | $40.1M | $-187.3M |
| Gross Margin | 81.4% | 50.4% |
| Operating Margin | 14.1% | -32.5% |
| Net Margin | 7.8% | -33.1% |
| Revenue YoY | 18.2% | -6.1% |
| Net Profit YoY | -88.9% | -310.0% |
| EPS (diluted) | $0.13 | $-1.02 |
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 | $566.0M | ||
| Q3 25 | $493.8M | $566.8M | ||
| Q2 25 | $477.3M | $589.1M | ||
| Q1 25 | $445.2M | $559.6M | ||
| Q4 24 | $436.2M | $602.5M | ||
| Q3 24 | $418.1M | $601.4M | ||
| Q2 24 | $399.2M | $604.6M | ||
| Q1 24 | $380.8M | $587.2M |
| Q4 25 | $40.1M | $-187.3M | ||
| Q3 25 | $57.2M | $43.3M | ||
| Q2 25 | $48.0M | $47.9M | ||
| Q1 25 | $39.3M | $43.1M | ||
| Q4 24 | $361.8M | $89.2M | ||
| Q3 24 | $44.0M | $-70.5M | ||
| Q2 24 | $38.6M | $-46.9M | ||
| Q1 24 | $37.9M | $56.2M |
| Q4 25 | 81.4% | 50.4% | ||
| Q3 25 | 81.8% | 49.7% | ||
| Q2 25 | 82.1% | 50.3% | ||
| Q1 25 | 80.9% | 53.7% | ||
| Q4 24 | 81.1% | 55.8% | ||
| Q3 24 | 81.4% | 53.5% | ||
| Q2 24 | 81.3% | 54.1% | ||
| Q1 24 | 81.1% | 54.0% |
| Q4 25 | 14.1% | -32.5% | ||
| Q3 25 | 14.8% | 21.0% | ||
| Q2 25 | 13.1% | 21.5% | ||
| Q1 25 | 9.6% | 21.3% | ||
| Q4 24 | 10.9% | 28.9% | ||
| Q3 24 | 11.2% | -5.9% | ||
| Q2 24 | 10.5% | -0.9% | ||
| Q1 24 | 6.1% | 22.1% |
| Q4 25 | 7.8% | -33.1% | ||
| Q3 25 | 11.6% | 7.6% | ||
| Q2 25 | 10.0% | 8.1% | ||
| Q1 25 | 8.8% | 7.7% | ||
| Q4 24 | 82.9% | 14.8% | ||
| Q3 24 | 10.5% | -11.7% | ||
| Q2 24 | 9.7% | -7.7% | ||
| Q1 24 | 10.0% | 9.6% |
| Q4 25 | $0.13 | $-1.02 | ||
| Q3 25 | $0.19 | $0.24 | ||
| Q2 25 | $0.16 | $0.26 | ||
| Q1 25 | $0.12 | $0.23 | ||
| Q4 24 | $1.19 | $0.48 | ||
| Q3 24 | $0.15 | $-0.37 | ||
| Q2 24 | $0.13 | $-0.25 | ||
| Q1 24 | $0.13 | $0.29 |
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 | $14.6M |
| Total DebtLower is stronger | — | $3.6B |
| Stockholders' EquityBook value | $2.7B | $856.3M |
| Total Assets | $4.1B | $5.8B |
| Debt / EquityLower = less leverage | — | 4.15× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $14.6M | ||
| Q3 25 | $1.3B | $14.8M | ||
| Q2 25 | $1.3B | $12.8M | ||
| Q1 25 | $1.1B | $10.7M | ||
| Q4 24 | $1.0B | $9.0M | ||
| Q3 24 | $1.0B | $11.0M | ||
| Q2 24 | $1.0B | $5.9M | ||
| Q1 24 | $836.9M | $13.1M |
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | — | $3.7B | ||
| Q1 25 | — | $3.6B | ||
| Q4 24 | — | $3.7B | ||
| Q3 24 | — | $3.6B | ||
| Q2 24 | — | $3.5B | ||
| Q1 24 | — | $3.5B |
| Q4 25 | $2.7B | $856.3M | ||
| Q3 25 | $2.8B | $1.1B | ||
| Q2 25 | $2.7B | $1.0B | ||
| Q1 25 | $2.6B | $1.0B | ||
| Q4 24 | $2.6B | $1.0B | ||
| Q3 24 | $2.1B | $1.1B | ||
| Q2 24 | $2.1B | $1.2B | ||
| Q1 24 | $2.0B | $1.3B |
| Q4 25 | $4.1B | $5.8B | ||
| Q3 25 | $4.1B | $6.1B | ||
| Q2 25 | $4.1B | $6.1B | ||
| Q1 25 | $4.1B | $6.0B | ||
| Q4 24 | $3.7B | $6.0B | ||
| Q3 24 | $3.3B | $6.0B | ||
| Q2 24 | $3.3B | $6.0B | ||
| Q1 24 | $3.4B | $6.2B |
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | — | 3.55× | ||
| Q1 25 | — | 3.56× | ||
| Q4 24 | — | 3.62× | ||
| Q3 24 | — | 3.42× | ||
| Q2 24 | — | 2.88× | ||
| Q1 24 | — | 2.63× |
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 | $158.9M |
| Free Cash FlowOCF − Capex | $27.2M | $149.7M |
| FCF MarginFCF / Revenue | 5.3% | 26.5% |
| Capex IntensityCapex / Revenue | 1.3% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.84× | — |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $737.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $158.9M | ||
| Q3 25 | $32.0M | $191.2M | ||
| Q2 25 | $269.7M | $205.3M | ||
| Q1 25 | $162.8M | $206.6M | ||
| Q4 24 | $42.2M | $178.9M | ||
| Q3 24 | $23.6M | $-1.6M | ||
| Q2 24 | $230.7M | $175.6M | ||
| Q1 24 | $131.7M | $208.7M |
| Q4 25 | $27.2M | $149.7M | ||
| Q3 25 | $27.8M | $186.9M | ||
| Q2 25 | $262.2M | $199.0M | ||
| Q1 25 | $148.2M | $202.0M | ||
| Q4 24 | $37.6M | $176.6M | ||
| Q3 24 | $20.1M | $-4.9M | ||
| Q2 24 | $227.4M | $169.4M | ||
| Q1 24 | $121.9M | $202.1M |
| Q4 25 | 5.3% | 26.5% | ||
| Q3 25 | 5.6% | 33.0% | ||
| Q2 25 | 54.9% | 33.8% | ||
| Q1 25 | 33.3% | 36.1% | ||
| Q4 24 | 8.6% | 29.3% | ||
| Q3 24 | 4.8% | -0.8% | ||
| Q2 24 | 57.0% | 28.0% | ||
| Q1 24 | 32.0% | 34.4% |
| Q4 25 | 1.3% | 1.6% | ||
| Q3 25 | 0.8% | 0.7% | ||
| Q2 25 | 1.6% | 1.1% | ||
| Q1 25 | 3.3% | 0.8% | ||
| Q4 24 | 1.1% | 0.4% | ||
| Q3 24 | 0.8% | 0.6% | ||
| Q2 24 | 0.8% | 1.0% | ||
| Q1 24 | 2.6% | 1.1% |
| Q4 25 | 0.84× | — | ||
| Q3 25 | 0.56× | 4.41× | ||
| Q2 25 | 5.62× | 4.28× | ||
| Q1 25 | 4.14× | 4.80× | ||
| Q4 24 | 0.12× | 2.01× | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 5.97× | — | ||
| Q1 24 | 3.47× | 3.71× |
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% |
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
