DT vs. TWLO: Dynatrace vs. Twilio Stock Comparison
How do Dynatrace (DT) and Twilio (TWLO) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Dynatrace (DT) and Twilio (TWLO) both fall under the Software & Services industry group, but DT is classified in Software while TWLO is classified in IT Services.
| Profile Item | DT | TWLO |
|---|---|---|
| Name | Dynatrace Inc. | Twilio Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Application Software | Internet Services & Infrastructure |
| Market Capitalization | 12.46 billion USD | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | August 1, 2019 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | DT | TWLO |
|---|---|---|
| Total Return (1Y) | -6.35% | 61.15% |
| Total Return (3Y, Annualized) | -3.59% | 54.31% |
| Total Return (5Y, Annualized) | -10.27% | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | DT | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 45.85% | 63.75% |
| Beta (5Y) | 0.80 | 1.48 |
| Max Drawdown (5Y) | -60.40% | -86.25% |
| Avg. Volume (3M) | 7.54M | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | DT | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | -0.23 | 0.89 |
| Sortino Ratio (1Y) | -0.31 | 1.49 |
Profitability
ROE (TTM)
Both Dynatrace (DT) at 6.41% and Twilio (TWLO) at 14.92% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
DT
Software & Services industry group
6.41%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- DT
- 6.41%
- Q1
- -9.59%
- Min
- -50.52%
TWLO
Software & Services industry group
14.92%
- Max
- 53.85%
- Q3
- 17.90%
- TWLO
- 14.92%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Twilio (TWLO) at 21.82% retains a top-quartile share of revenue as profit, ahead of Dynatrace (DT) at 7.42%, which keeps about the industry-typical share.
DT
Software & Services industry group
7.42%
- Max
- 41.17%
- Q3
- 15.28%
- DT
- 7.42%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
TWLO
Software & Services industry group
21.82%
- Max
- 41.17%
- TWLO
- 21.82%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both Dynatrace (DT) at 16.49% and Twilio (TWLO) at 9.53% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
DT
Software & Services industry group
16.49%
- Max
- 46.89%
- Q3
- 17.64%
- DT
- 16.49%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
TWLO
Software & Services industry group
9.53%
- Max
- 46.89%
- Q3
- 17.64%
- TWLO
- 9.53%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | DT | TWLO |
|---|---|---|
| ROE (TTM) | 6.41% | 14.92% |
| ROA (TTM) | 3.95% | 2.69% |
| Net Margin (TTM) | 7.42% | 21.82% |
| Operating Margin (TTM) | 16.49% | 9.53% |
| Gross Margin (TTM) | 81.34% | 48.61% |
Growth
Revenue Growth
Both Dynatrace (DT) at 18.82% and Twilio (TWLO) at 13.66% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Only one side can be read here: Dynatrace (DT) reports EPS growth of -66.04%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.
Growth Metrics
| Metric | DT | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 18.82% | 13.66% |
| Revenue Growth (3Y CAGR) | 20.33% | 9.82% |
| EPS Growth (YoY) | -66.04% | -- |
| EPS Growth (3Y CAGR) | 13.43% | -- |
Financial Strength
Current Ratio (MRQ)
Dynatrace (DT) at 2.09 keeps current ratio within its industry’s typical mid-range, while Twilio (TWLO) at 4.47 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
DT
Software & Services industry group
2.09
- Max
- 5.11
- Q3
- 2.77
- DT
- 2.09
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
TWLO
Software & Services industry group
4.47
- Max
- 5.11
- TWLO
- 4.47
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both Dynatrace (DT) at 0.69 and Twilio (TWLO) at 0.12 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
DT
Software & Services industry group
0.69
- Max
- 2.52
- Q3
- 1.13
- DT
- 0.69
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
TWLO
Software & Services industry group
0.12
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- TWLO
- 0.12
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | DT | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 2.09 | 4.47 |
| Debt / Equity (MRQ) | 0.69 | 0.12 |
| Net Debt / EBITDA | -1.80 | -3.13 |
Dividends
Dividend Yield (TTM)
Neither Dynatrace (DT) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
DT
Software & Services industry group
0.00%
- DT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TWLO
Software & Services industry group
0.00%
- TWLO
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Dynatrace (DT) nor Twilio (TWLO) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
DT
Software & Services industry group
0.00%
- DT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
TWLO
Software & Services industry group
0.00%
- TWLO
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | DT | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Twilio (TWLO) at 25.38 is near its industry’s usual P/E ratio, while Dynatrace (DT) at 80.44 sits in the richer quartile — DT needs stronger growth or earnings quality to justify the premium.
DT
Software & Services industry group
80.44
- Max
- 112.94
- DT
- 80.44
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
TWLO
Software & Services industry group
25.38
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- TWLO
- 25.38
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
On P/S ratio, both Dynatrace (DT) at 5.71 and Twilio (TWLO) at 5.36 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.
DT
Software & Services industry group
5.71
- Max
- 17.91
- Q3
- 8.78
- DT
- 5.71
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
TWLO
Software & Services industry group
5.36
- Max
- 17.91
- Q3
- 8.78
- TWLO
- 5.36
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
On P/B ratio, both Dynatrace (DT) at 5.47 and Twilio (TWLO) at 3.41 are valued close to their industries’ norm against book — neither stands out from peers.
DT
Software & Services industry group
5.47
- Max
- 16.63
- Q3
- 8.50
- DT
- 5.47
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
TWLO
Software & Services industry group
3.41
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- TWLO
- 3.41
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | DT | TWLO |
|---|---|---|
| P/E Ratio (TTM) | 80.44 | 25.38 |
| P/S Ratio (TTM) | 5.71 | 5.36 |
| P/B Ratio (MRQ) | 5.47 | 3.41 |
| Free Cash Flow Yield (TTM) | 4.09% | 3.45% |