Dynatrace Inc Ordinary Shares
DT: XNYS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$57.00 | Sfzyhr | Vmqdfwjb |
Dynatrace Leaving Its Mark in Crowded Full-Stack Monitoring Space; Initiating Coverage With $46 FVE
Business Strategy and Outlook
We have a positive outlook on Dynatrace’s prospects in full-stack monitoring and analysis, or FSMA. The firm’s products benefit from secular tailwinds driving an accelerating increase in data for enterprises to monitor and analyze. In our opinion, the firm’s sticky product portfolio, broad swath of products that cover the entire IT stack, and increased penetration in its target market have enabled Dynatrace to form a narrow economic moat around its business.