Added to YB: 2026-08-18
Pitch date: 2026-08-14
CVLT [neutral]
Commvault Systems, Inc.
+0.24%
current return
Author Info
No bio for this author
Company Info
Commvault Systems, Inc. provides cyber resiliency solutions for enterprises to protect, secure, and recover data, applications, and identity system.
Market Cap
$6.1B
Pitch Price
$143.98
Price Target
186.00 (+29%)
Dividend
N/A
EV/EBITDA
45.23
P/E
94.82
EV/Sales
5.00
Sector
Software
Category
value
A debt-free software company issued $900 million at 0% interest to repurchase its shares. EV/S 5x, ARR +22%. - $CVLT
CVLT (watchlist): Data protection/cyber resilience software; sub ARR $1.05B (+22%), SaaS +38%, 114% NRR, FCF $237M (20% margin). Trades 4.8x sales (in line w/Nutanix) but pricey 24.4x FCF, 4.1% FCF yield below 4.6% bond. $900M 0% convert funds buybacks. Risks: decel growth, ARR-disclosure class action, channel concentration 43%. PT $186 but R/R not asymmetric; prefer entry <$130.
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