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Side-by-side financial comparison of Dynatrace, Inc. (DT) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
WATTS WATER TECHNOLOGIES INC is the larger business by last-quarter revenue ($625.1M vs $515.5M, roughly 1.2× Dynatrace, Inc.). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 7.8%, a 5.6% gap on every dollar of revenue. On growth, Dynatrace, Inc. posted the faster year-over-year revenue change (18.2% vs 15.7%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $27.2M). Over the past eight quarters, Dynatrace, Inc.'s revenue compounded faster (16.3% CAGR vs 4.6%).
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.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
DT vs WTS — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $515.5M | $625.1M |
| Net Profit | $40.1M | $83.7M |
| Gross Margin | 81.4% | 49.5% |
| Operating Margin | 14.1% | 18.2% |
| Net Margin | 7.8% | 13.4% |
| Revenue YoY | 18.2% | 15.7% |
| Net Profit YoY | -88.9% | 24.0% |
| EPS (diluted) | $0.13 | $2.50 |
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 | $625.1M | ||
| Q3 25 | $493.8M | $611.7M | ||
| Q2 25 | $477.3M | $643.7M | ||
| Q1 25 | $445.2M | $558.0M | ||
| Q4 24 | $436.2M | $540.4M | ||
| Q3 24 | $418.1M | $543.6M | ||
| Q2 24 | $399.2M | $597.3M | ||
| Q1 24 | $380.8M | $570.9M |
| Q4 25 | $40.1M | $83.7M | ||
| Q3 25 | $57.2M | $82.2M | ||
| Q2 25 | $48.0M | $100.9M | ||
| Q1 25 | $39.3M | $74.0M | ||
| Q4 24 | $361.8M | $67.5M | ||
| Q3 24 | $44.0M | $69.1M | ||
| Q2 24 | $38.6M | $82.0M | ||
| Q1 24 | $37.9M | $72.6M |
| Q4 25 | 81.4% | 49.5% | ||
| Q3 25 | 81.8% | 48.8% | ||
| Q2 25 | 82.1% | 50.6% | ||
| Q1 25 | 80.9% | 48.8% | ||
| Q4 24 | 81.1% | 46.7% | ||
| Q3 24 | 81.4% | 47.3% | ||
| Q2 24 | 81.3% | 47.7% | ||
| Q1 24 | 81.1% | 46.9% |
| Q4 25 | 14.1% | 18.2% | ||
| Q3 25 | 14.8% | 18.2% | ||
| Q2 25 | 13.1% | 21.0% | ||
| Q1 25 | 9.6% | 15.7% | ||
| Q4 24 | 10.9% | 16.5% | ||
| Q3 24 | 11.2% | 17.1% | ||
| Q2 24 | 10.5% | 18.7% | ||
| Q1 24 | 6.1% | 16.9% |
| Q4 25 | 7.8% | 13.4% | ||
| Q3 25 | 11.6% | 13.4% | ||
| Q2 25 | 10.0% | 15.7% | ||
| Q1 25 | 8.8% | 13.3% | ||
| Q4 24 | 82.9% | 12.5% | ||
| Q3 24 | 10.5% | 12.7% | ||
| Q2 24 | 9.7% | 13.7% | ||
| Q1 24 | 10.0% | 12.7% |
| Q4 25 | $0.13 | $2.50 | ||
| Q3 25 | $0.19 | $2.45 | ||
| Q2 25 | $0.16 | $3.01 | ||
| Q1 25 | $0.12 | $2.21 | ||
| Q4 24 | $1.19 | $2.02 | ||
| Q3 24 | $0.15 | $2.06 | ||
| Q2 24 | $0.13 | $2.44 | ||
| Q1 24 | $0.13 | $2.17 |
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 | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $2.0B |
| Total Assets | $4.1B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.2B | $405.5M | ||
| Q3 25 | $1.3B | $457.7M | ||
| Q2 25 | $1.3B | $369.3M | ||
| Q1 25 | $1.1B | $336.8M | ||
| Q4 24 | $1.0B | $386.9M | ||
| Q3 24 | $1.0B | $303.9M | ||
| Q2 24 | $1.0B | $279.4M | ||
| Q1 24 | $836.9M | $237.1M |
| Q4 25 | $2.7B | $2.0B | ||
| Q3 25 | $2.8B | $2.0B | ||
| Q2 25 | $2.7B | $1.9B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.6B | $1.7B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $2.1B | $1.6B | ||
| Q1 24 | $2.0B | $1.6B |
| Q4 25 | $4.1B | $2.9B | ||
| Q3 25 | $4.1B | $2.7B | ||
| Q2 25 | $4.1B | $2.6B | ||
| Q1 25 | $4.1B | $2.5B | ||
| Q4 24 | $3.7B | $2.4B | ||
| Q3 24 | $3.3B | $2.4B | ||
| Q2 24 | $3.3B | $2.4B | ||
| Q1 24 | $3.4B | $2.3B |
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 | $154.7M |
| Free Cash FlowOCF − Capex | $27.2M | $140.3M |
| FCF MarginFCF / Revenue | 5.3% | 22.4% |
| Capex IntensityCapex / Revenue | 1.3% | 2.3% |
| Cash ConversionOCF / Net Profit | 0.84× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $465.5M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.8M | $154.7M | ||
| Q3 25 | $32.0M | $122.4M | ||
| Q2 25 | $269.7M | $69.7M | ||
| Q1 25 | $162.8M | $55.2M | ||
| Q4 24 | $42.2M | $139.5M | ||
| Q3 24 | $23.6M | $90.7M | ||
| Q2 24 | $230.7M | $85.3M | ||
| Q1 24 | $131.7M | $45.6M |
| Q4 25 | $27.2M | $140.3M | ||
| Q3 25 | $27.8M | $110.9M | ||
| Q2 25 | $262.2M | $59.5M | ||
| Q1 25 | $148.2M | $45.6M | ||
| Q4 24 | $37.6M | $127.5M | ||
| Q3 24 | $20.1M | $84.3M | ||
| Q2 24 | $227.4M | $78.5M | ||
| Q1 24 | $121.9M | $35.5M |
| Q4 25 | 5.3% | 22.4% | ||
| Q3 25 | 5.6% | 18.1% | ||
| Q2 25 | 54.9% | 9.2% | ||
| Q1 25 | 33.3% | 8.2% | ||
| Q4 24 | 8.6% | 23.6% | ||
| Q3 24 | 4.8% | 15.5% | ||
| Q2 24 | 57.0% | 13.1% | ||
| Q1 24 | 32.0% | 6.2% |
| Q4 25 | 1.3% | 2.3% | ||
| Q3 25 | 0.8% | 1.9% | ||
| Q2 25 | 1.6% | 1.6% | ||
| Q1 25 | 3.3% | 1.7% | ||
| Q4 24 | 1.1% | 2.2% | ||
| Q3 24 | 0.8% | 1.2% | ||
| Q2 24 | 0.8% | 1.1% | ||
| Q1 24 | 2.6% | 1.8% |
| Q4 25 | 0.84× | 1.85× | ||
| Q3 25 | 0.56× | 1.49× | ||
| Q2 25 | 5.62× | 0.69× | ||
| Q1 25 | 4.14× | 0.75× | ||
| Q4 24 | 0.12× | 2.07× | ||
| Q3 24 | 0.54× | 1.31× | ||
| Q2 24 | 5.97× | 1.04× | ||
| Q1 24 | 3.47× | 0.63× |
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% |
WTS
Segment breakdown not available.
