Dynatrace, Inc. (DT) vs Zoom Communications, Inc. (ZM)

Dynatrace, Inc. and Zoom Communications, Inc. are both Software Application companies. Zoom Communications, Inc. is the larger, with a market value of $28.7B against $18.4B — 1.6× the size. Zoom Communications, Inc. trades at the lower P/E: 8.5× against 120×. Dynatrace, Inc. grew revenue faster over the last twelve months: 17.9% against 5.04%. Zoom Communications, Inc. has the higher net margin (65.2% vs 7.22%) and the higher return on invested capital (18.3% vs 11.9%). Across the 21 metrics below, Zoom Communications, Inc. leads on 18 and Dynatrace, Inc. on 3.

Valuation

Metric DT ZM Software Application median
P/E 119.82 8.51 25.41
P/S 8.52 5.51 2.73
P/B 7.29 2.43 2.57
Price to free cash flow 31.27 14.29 17.58
EV/EBITDA 60.66 12.93 15.36
EV/Sales 8.10 4.06 2.59
Earnings yield 0.83% 11.75% 0.00%
Free cash flow yield 3.20% 7.00% 2.24%

Profitability

Metric DT ZM Software Application median
Gross margin 81.37% 77.30% 67.03%
Operating margin 12.15% 23.73% 0.00%
Net margin 7.22% 65.19% 0.00%
Free cash flow margin 27.23% 38.55% 5.01%
Return on equity 5.88% 32.14% 0.00%
Return on assets 3.70% 26.43% 0.00%
Return on invested capital 11.85% 18.27% 0.00%

Growth

Metric DT ZM Software Application median
Revenue growth (TTM) 17.94% 5.04% 12.48%
EPS growth (last fiscal year) (66.04%) 92.52% 32.26%
Revenue growth, 5-year CAGR 23.47% 12.92% 14.21%
Net income growth, 5-year CAGR 16.53% 23.12% 0.00%

Health

Metric DT ZM Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 1.21 3.83 1.52
Net debt to EBITDA (4.35) (5.08) 0.08

Dividend

Metric DT ZM Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric DT ZM Software Application median
Market cap 18.42b 28.74b 357.77m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack