Dynatrace, Inc. (DT) vs Fair Isaac Corporation (FICO)

Dynatrace, Inc. and Fair Isaac Corporation are both Software Application companies. Dynatrace, Inc. and Fair Isaac Corporation are of similar size ($18.6B and $17.0B). Fair Isaac Corporation trades at the lower P/E: 24.8× against 114×. Fair Isaac Corporation grew revenue faster over the last twelve months: 24.1% against 17.9%. Fair Isaac Corporation has the higher net margin (34.1% vs 7.22%) and the higher return on invested capital (62.5% vs 11.9%). Across the 21 metrics below, Fair Isaac Corporation leads on 15 and Dynatrace, Inc. on 6.

Valuation

Metric DT FICO Software Application median
P/E 113.63 24.79 24.79
P/S 8.08 8.17 2.67
P/B 6.91 n/m 3.01
Price to free cash flow 29.66 20.36 16.59
EV/EBITDA 56.83 19.88 14.40
EV/Sales 7.59 10.40 2.62
Earnings yield 0.88% 4.03% 0.00%
Free cash flow yield 3.37% 4.91% 1.91%

Profitability

Metric DT FICO Software Application median
Gross margin 81.37% 85.10% 67.03%
Operating margin 12.15% 51.65% 0.00%
Net margin 7.22% 34.05% 0.00%
Free cash flow margin 27.23% 40.14% 4.32%
Return on equity 5.88% (29.67%) 0.00%
Return on assets 3.70% 41.80% 0.00%
Return on invested capital 11.85% 62.47% 0.00%

Growth

Metric DT FICO Software Application median
Revenue growth (TTM) 17.94% 24.09% 12.40%
EPS growth (last fiscal year) (66.04%) 29.78% —
Revenue growth, 5-year CAGR 23.47% 8.99% 13.72%
Net income growth, 5-year CAGR 16.53% 22.49% 0.00%

Health

Metric DT FICO Software Application median
Debt to equity 0.00 (1.36) 0.02
Current ratio 1.21 1.18 1.55
Net debt to EBITDA (4.35) 3.11 0.06

Dividend

Metric DT FICO Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric DT FICO Software Application median
Market cap 16.96b 18.57b 396.11m

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