CVLT Stock Analysis — Commvault Systems
Sector: Cloud Software
AI Verdict
At 23.1x forward earnings with triple-digit growth expected, this is cheap for the growth on offer if Commvault's sticky enterprise moat holds up.
Competitive Moat
Commvault provides enterprise-grade data backup, recovery, and management software that integrates deeply with multi-cloud and hybrid IT environments, making it sticky for large organizations. Its defensibility comes from high switching costs due to complex data migration and compliance needs, plus a mature software platform trusted by regulated industries.
Summary
CVLT is on watch because analysts expect a 272.3% jump in earnings over the next year.
Where It Stands
CVLT trades at 23.1x next year's earnings—well below the software sector median of 35x—while trailing P/E is an elevated 86.1x, reflecting a sharp expected earnings inflection.
Key Metrics
- Trailing P/E: 86.1x
- Forward P/E: 23.1x
- PEG Ratio: 0.32
- Earnings Growth: +2.7%
- Revenue Growth: +0.2%
- 52-Week High: $200.68
- 52-Week Low: $71.75
Analyst Consensus
17 Buy · 8 Hold · 0 Sell (25 analysts)
Bull Case
With forward EPS growth forecast at 272.3%, you're paying a below-average 23.1x multiple for a massive profit ramp.
Bear Case
If the forward P/E reverts closer to the trailing 86.1x due to a miss on growth, the stock could see a major de-rating.
Catalyst to Watch
Quarterly earnings delivery—if actual EPS doesn't match the 272.3% growth consensus, the valuation could reset fast.