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DT vs. SHOP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DT vs. SHOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dynatrace, Inc. (DT) and Shopify Inc. (SHOP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DT achieves a -3.28% return, which is significantly higher than SHOP's -31.18% return.


DT

1D
-0.64%
1M
3.00%
YTD
-3.28%
6M
-6.43%
1Y
-23.78%
3Y*
-6.30%
5Y*
-4.66%
10Y*

SHOP

1D
1.13%
1M
0.34%
YTD
-31.18%
6M
-30.07%
1Y
-0.57%
3Y*
21.77%
5Y*
-1.84%
10Y*
44.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DT vs. SHOP - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
DT
Dynatrace, Inc.
-3.28%-20.26%-0.62%42.79%-36.54%39.47%71.03%6.08%
SHOP
Shopify Inc.
-31.18%51.39%36.50%124.43%-74.80%21.68%184.71%16.46%

Correlation

The correlation between DT and SHOP is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.34

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.56

Correlation (All Time)
Calculated using the full available price history since Aug 2, 2019

0.56

Over the past year, the correlation between DT and SHOP has dropped to 0.34 - well below their long-term average of 0.56, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

DT:

$12.53B

SHOP:

$144.39B

EPS

DT:

$0.73

SHOP:

$1.02

PE Ratio

DT:

57.29

SHOP:

108.75

PEG Ratio

DT:

0.79

SHOP:

0.21

PS Ratio

DT:

6.29

SHOP:

15.75

PB Ratio

DT:

4.80

SHOP:

11.55

Total Revenue (TTM)

DT:

$2.02B

SHOP:

$9.20B

Gross Profit (TTM)

DT:

$1.65B

SHOP:

$5.93B

EBITDA (TTM)

DT:

$289.14M

SHOP:

$1.60B

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Return for Risk

DT vs. SHOP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DT
DT Risk / Return Rank: 1919
Overall Rank
DT Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
DT Sortino Ratio Rank: 1818
Sortino Ratio Rank
DT Omega Ratio Rank: 1818
Omega Ratio Rank
DT Calmar Ratio Rank: 2323
Calmar Ratio Rank
DT Martin Ratio Rank: 2222
Martin Ratio Rank

SHOP
SHOP Risk / Return Rank: 4141
Overall Rank
SHOP Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
SHOP Sortino Ratio Rank: 4040
Sortino Ratio Rank
SHOP Omega Ratio Rank: 4040
Omega Ratio Rank
SHOP Calmar Ratio Rank: 4242
Calmar Ratio Rank
SHOP Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DT vs. SHOP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dynatrace, Inc. (DT) and Shopify Inc. (SHOP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DTSHOPDifference
Sharpe ratioReturn per unit of total volatility

-0.60

Sortino ratioReturn per unit of downside risk

-1.05

Omega ratioGain probability vs. loss probability

0.92

1.05

-0.13

Calmar ratioReturn relative to maximum drawdown

-0.56

-0.01

-0.54

Martin ratioReturn relative to average drawdown

-0.99

-0.03

-0.96

DT vs. SHOP - Sharpe Ratio Comparison

The current DT Sharpe Ratio is -0.61, which is lower than the SHOP Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of DT and SHOP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DTSHOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.61

-0.01

-0.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

-0.03

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.69

-0.50

Drawdowns

DT vs. SHOP - Drawdown Comparison

The maximum DT drawdown since its inception was -61.77%, smaller than the maximum SHOP drawdown of -84.82%. Use the drawdown chart below to compare losses from any high point for DT and SHOP.


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Drawdown Indicators


DTSHOPDifference

Max Drawdown

Largest peak-to-trough decline

-61.77%

-84.82%

+23.05%

Max Drawdown (1Y)

Largest decline over 1 year

-42.87%

-46.71%

+3.84%

Max Drawdown (3Y)

Largest decline over 3 years

-48.16%

-46.71%

-1.45%

Max Drawdown (5Y)

Largest decline over 5 years

-61.77%

-84.82%

+23.05%

Max Drawdown (10Y)

Largest decline over 10 years

-84.82%

Current Drawdown

Current decline from peak

-46.78%

-38.12%

-8.66%

Average Drawdown

Average peak-to-trough decline

-30.72%

-28.22%

-2.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

24.15%

21.74%

+2.41%

Volatility

DT vs. SHOP - Volatility Comparison

Dynatrace, Inc. (DT) has a higher volatility of 19.30% compared to Shopify Inc. (SHOP) at 17.86%. This indicates that DT's price experiences larger fluctuations and is considered to be riskier than SHOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DTSHOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.30%

17.86%

+1.44%

Volatility (6M)

Calculated over the trailing 6-month period

33.43%

43.67%

-10.24%

Volatility (1Y)

Calculated over the trailing 1-year period

39.53%

57.27%

-17.74%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.78%

65.57%

-24.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

46.54%

59.09%

-12.55%

Dividends

DT vs. SHOP - Dividend Comparison

Neither DT nor SHOP has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

DT vs. SHOP - Financials Comparison

This section allows you to compare key financial metrics between Dynatrace, Inc. and Shopify Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B20222023202420252026
531.72M
0
(DT) Total Revenue
(SHOP) Total Revenue
Values in USD except per share items

Frequently Asked Questions


DT and SHOP have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DT has higher volatility (19.30%) compared to SHOP (17.86%). In terms of maximum drawdown, DT dropped -61.77% vs SHOP's -84.82%.

SHOP currently has the higher Sharpe Ratio (-0.01 vs -0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DT and SHOP

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