← BackDynatrace, Inc. · SoftwareDT
Low riskNext report: In 7 days (est.)
The short versionA profitable company with growing sales. Institutions are adding.
Going well
- Sales up 16% in the latest quarter vs a year ago
- Profitable
- Sales up 19% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 2.9% to their holdings in the quarter ending June 2026 (308 bought, 300 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$64.18+0.2% that day
- Company value
- $18.5B
- Share price times all shares
- Price vs profit (P/E)
- 128.4x
- You pay about $128 for each $1 of yearly profit
- Price vs sales
- 8.9x
- Company value is 8.9 times a year of sales
- Cash vs value
- 6%
- Cash as a share of company value
From DT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$554.5M+16% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.1B, up 18% from the 12 months before. Over 5 years, sales grew about 24% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.6.1%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.1%
- MissProfitable every yearSteady profits, not one good year.7 of 9 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$529.7M
- MissShare count not growingNot diluting owners. Falling means buybacks.+4.2% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.81.6%
- Revenue
- $2.0B
- +18.8% vs prior year
- 5-year growth
- +23.5%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 1.56x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $554.5M
- +16.2% YoY
- EPS
- $0.12
- vs $0.16
- Op. margin
- 12.9%
- -0.2 pts
- Gross margin
- 81.3%
- -0.8 pts
- Free cash flow
- $303.1M
- Share count
- -3.4%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 3.3
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+2.9%Institutions added 2.9% to their holdings. 308 bought, 300 sold. 2 quarters of net buying in a row.
Shares held by institutions304.2M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.5%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
289MWhy low risk- 1 offering filing in 6 months (may sell new shares)
Next reportIn 7 days (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 13
- Results filedFeb 9
- Results filedNov 5, 2025
- Results filedAug 6, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Option exerciseDaniel S. YatesSVP, Chief Accounting Officer
1,322 shares
- +4% of holdings
- Now owns 38,018 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes
SoldBernd GreifenederEVP, Chief Technology Officer
50,000 shares at $57.21 · $2.9M
- -5% of holdings
- Now owns 904,846 shares
- Pre-planned sale (10b5-1)
- Filed 3 days after trade
Option exerciseJames M BensonEVP, CFO and Treasurer
17,732 shares
- +10% of holdings
- Now owns 202,787 shares
- Filed 1 day after trade
- Also: Shares withheld for taxes
SoldBernd GreifenederEVP, Chief Technology Officer
99 shares at $51.90 · $5K
- -5% of holdings
- Now owns 2,075 shares
- Not a pre-planned sale
- Held by Spouse
- 2 transactions
- Filed 4 days after trade
- Also: Option exercise, Shares withheld for taxes
Option exerciseStephen A McmahonEVP, Chief Customer Officer
9,803 shares
- +52% of holdings
- Now owns 28,675 shares
- 2 transactions
- Filed 4 days after trade
- Also: Shares withheld for taxes
Option exerciseRick M McconnellChief Executive Officer, Director
49,185 shares
- +22% of holdings
- Now owns 277,418 shares
- 4 transactions
- Filed 4 days after trade
- Also: Shares withheld for taxes