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Added to YB: 2025-03-18

Pitch date: 2025-03-16

DT [neutral]

Dynatrace, Inc.

-4.52%

current return

Author Info

The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.

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

$13.6B

Pitch Price

$48.22

Price Target

N/A

Dividend

N/A

EV/EBITDA

46.08

P/E

27.12

EV/Sales

6.69

Sector

Software

Category

growth

Show full summary:
A Top 10 Update for this OB25 for 25 idea - Dynatrace, Inc.

DT (update): Software co w/ strong 3Q25: $110M recurring rev growth, stable retention, margins (86-88% gross), ARR & subscription growth. P/E 30 attractive given growth/margins. Stock +20% post-results, -25% in recent US sell-off. Positive outlook maintained.

Read full article (1 min)