Professional
Added to YB: 2026-06-10
Pitch date: 2026-03-31
DT [bullish]
Dynatrace, Inc.
+9.74%
current return
Author Info
No bio for this author
Company Info
Dynatrace, Inc. engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.
Market Cap
$12.2B
Pitch Price
$37.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.95
P/E
77.63
EV/Sales
5.55
Sector
Software
Category
value
Baron SMID Cap ETF Added On Position: Dynatrace, Inc.
DT (added to position): Observability software using proprietary AI to predict network/app issues. Sticky, complex implementation, high customer ROI, used by largest enterprises. Deterministic data moat vs LLMs. Trades 13x FCF after software selloff, FCF growing mid-teens for next few years.
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