Dynatrace, Inc.

Ariel's non-consensus approach seeks to identify undervalued, out-of-favor, franchises that are misunderstood and therefore mispriced. At the sector level, positive stock selection among Consumer Discretionary, Consumer Staples and Health Care were the greatest contributors to returns, while our Information Technology and Industrials holdings as well as overweight exposure to Utilities were the largest performance detractors. We initiated eight new positions during the quarter.

Pagaya Technologies (NASDAQ: PGY - Get Free Report) and Dynatrace (NYSE: DT - Get Free Report) are both technology companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, earnings, profitability, risk and valuation. Risk and Volatility Pagaya Technologies has a beta of

Dynatrace, Inc. reported Q2 revenue of $580M (+17.4% y/y) and beat consensus, but guidance was disappointed, and shares dropped nearly 30%. DT's non-GAAP operating margin rose to 32%, but a widening gap with GAAP margins reflects heavy share-based compensation. Management cited timing issues for the flat Q2 net new ARR and expects improvement by Q4, but ARR guidance remained conservative.

AIA Group Ltd purchased a new stake in Dynatrace, Inc. (NYSE: DT) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 80,300 shares of the company's stock, valued at approximately $4,637,000. Several other institutional investors and hedge funds have also modified