Dynatrace
DT · Application Software
$64.05
1.1%Fair Isaac
FICO · Application Software
$815.31
1.0%The short version
- Dynatrace is the larger business, with $2.0B of revenue in fiscal 2026 against $2.0B for Fair Isaac.
- Dynatrace grew revenue faster (18.8%, against 15.9%).
- Fair Isaac kept more of each dollar of sales as operating profit (46.5% operating margin, against 12.2% operating margin).
- Fair Isaac turned more of its sales into free cash flow (38.7% FCF margin, against 26.2% FCF margin).
- Fair Isaac earned a higher return on the capital invested in it (65.6%, against 9.0%).
- Investors pay more for each dollar of Dynatrace’s earnings: a P/E of 128.1x against 23.6x for Fair Isaac.
| Latest fiscal year | DT · FY26 | FICO · FY25 |
|---|---|---|
| Size | ||
| Market cap | $18.8B | $18.5B |
| Revenue | $2.0B | $2.0B |
| Free cash flow | $530M | $770M |
| Net income | $163M | $652M |
| Growth | ||
| Revenue growth | 18.8% | 15.9% |
| 5-year growth | 23.5% | 9.0% |
| Share count change | 0.0% | −2.1% |
| Profitability | ||
| Gross margin | 81.6% | 82.2% |
| Operating margin | 12.2% | 46.5% |
| Net margin | 8.1% | 32.8% |
| FCF margin | 26.2% | 38.7% |
| Return on capital | 9.0% | 65.6% |
| Return on equity | 6.2% | — |
| Balance sheet | ||
| Net debt | −$1.2B | $2.9B |
| Net debt / EBITDA | — | 3.1x |
| Dividends and buybacks | $479M | $1.4B |
| Valuation & quality | ||
| P/E | 128.1x | 23.6x |
| Piotroski F-score | 4 | 7 |
FY17
DT —
FICO $932M
FY18
DT $398M
FICO $1.0B
FY19
DT $431M
FICO $1.2B
FY20
DT $546M
FICO $1.3B
FY21
DT $704M
FICO $1.3B
FY22
DT $929M
FICO $1.4B
FY23
DT $1.2B
FICO $1.5B
FY24
DT $1.4B
FICO $1.7B
FY25
DT $1.7B
FICO $2.0B
FY26
DT $2.0B
FICO —
DT
FICO
FY17
DT —
FICO 19.5%
FY18
DT −5.5%
FICO 17.0%
FY19
DT −16.9%
FICO 21.9%
FY20
DT −31.5%
FICO 22.9%
FY21
DT 13.1%
FICO 38.4%
FY22
DT 8.8%
FICO 39.4%
FY23
DT 8.0%
FICO 42.5%
FY24
DT 9.0%
FICO 42.7%
FY25
DT 10.6%
FICO 46.5%
FY26
DT 12.2%
FICO —
DT
FICO
FY17
DT —
FICO $206M
FY18
DT $107M
FICO $192M
FY19
DT $140M
FICO $236M
FY20
DT −$162M
FICO $343M
FY21
DT $206M
FICO $416M
FY22
DT $233M
FICO $503M
FY23
DT $333M
FICO $465M
FY24
DT $352M
FICO $624M
FY25
DT $433M
FICO $770M
FY26
DT $530M
FICO —
DT
FICO
FY17
DT —
FICO 23.5%
FY18
DT —
FICO 21.5%
FY19
DT —
FICO 32.7%
FY20
DT −14.8%
FICO 34.1%
FY21
DT 7.3%
FICO 61.0%
FY22
DT 5.2%
FICO 64.5%
FY23
DT 8.6%
FICO 53.2%
FY24
DT 11.5%
FICO 56.0%
FY25
DT 13.4%
FICO 65.6%
FY26
DT 9.0%
FICO —
DT
FICO
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.