Dynatrace, Inc. (DT) vs Grab Holdings Limited (GRAB)

Dynatrace, Inc. and Grab Holdings Limited are both Software Application companies. Grab Holdings Limited is the larger, with a market value of $14.2B against $12.5B — 1.1× the size. Grab Holdings Limited trades at the lower P/E: 25.9× against 79.3×. Grab Holdings Limited grew revenue faster over the last twelve months: 22.9% against 17.8%. Grab Holdings Limited has the higher net margin (14.8% vs 7.42%) and the lower return on invested capital (3.43% vs 11.2%). Across the 21 metrics below, Grab Holdings Limited leads on 14 and Dynatrace, Inc. on 7.

Valuation

Metric DT GRAB Software Application median
P/E 79.27 25.89 25.90
P/S 5.81 3.58 3.04
P/B 5.58 1.96 2.60
Price to free cash flow 21.89 n/m 17.17
EV/EBITDA 39.28 24.92 15.48
EV/Sales 5.49 2.67 2.89
Earnings yield 1.26% 3.86% 0.00%
Free cash flow yield 4.57% (0.01%) 1.98%

Profitability

Metric DT GRAB Software Application median
Gross margin 81.05% 44.39% 66.89%
Operating margin 12.71% 5.06% 0.00%
Net margin 7.42% 14.79% 0.00%
Free cash flow margin 26.53% (0.05%) 5.77%
Return on equity 6.41% 8.53% 0.00%
Return on assets 3.46% 4.59% 0.00%
Return on invested capital 11.16% 3.43% 0.00%

Growth

Metric DT GRAB Software Application median
Revenue growth (TTM) 17.77% 22.92% 12.27%
EPS growth (last fiscal year) (66.04%) 300.00% 32.11%
Revenue growth, 5-year CAGR 23.47% 48.35% 14.34%
Net income growth, 5-year CAGR 16.53% 0.00% 0.00%

Health

Metric DT GRAB Software Application median
Debt to equity 0.62 0.29 0.02
Current ratio 2.09 1.38 1.53
Net debt to EBITDA (4.35) (19.63) 0.09

Dividend

Metric DT GRAB Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric DT GRAB Software Application median
Market cap 12.54b 14.16b 487.58m

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