- Dynatrace is a digital transformation platform that integrates with existing IT elements to provide total full-stack observability. This unlocks intelligence to solve a host of IT problems and newer applications.
- The company's products are regarded as best-of-breed in many of the categories they operate in. Dynatrace is a market-share leader and is positioned well to go chase its $50B TAM.
- Q3 guidance indicates accelerating sales growth. Recovery tailwinds are in play while management is upping investments in go-to-market sales.
- At an NTM EV/S of 16.3x and accelerating growth, Dynatrace is an excellent company at a fair price. I'm long DT.
For further details see:
Dynatrace: Best-Of-Breed For A Fair Price