Commvault Systems, Inc. (CVLT) AI Stock Analysis

Commvault Systems, Inc. specializes in delivering advanced data protection and information management software applications alongside related worldwide services. Its solutions serve large enterprises, small and medium-sized businesses, and government agencies across diverse industries. The company's portfolio features Commvault Backup and Recovery for comprehensive data protection and Commvault Disaster Recovery for business continuity and replication. Infrastructure and storage offerings include Commvault HyperScale X and the Commvault Distributed Storage Platform. Additionally, Commvault provides Metallic, a software-as-a-service platform offering secure and scalable cloud storage solutions, backed by technology consulting, education, and remote managed services.

Commvault grew revenue from $769.6M in FY2022 to $1.18B in FY2026, generating a 5-year revenue CAGR of 10.3%. Revenue growth accelerated to 18.6% in FY2025 and 18.9% in FY2026. Gross margin moderated from 85.2% in FY2022 to 80.3% in FY2026, while operating margin finished at 8.9% in FY2026. Annual net income was $70.7M in FY2026, down from $168.9M in FY2024. For the trailing twelve months ended June 30, 2026, revenue stood at $1.22B with an operating margin of 8.9% and a profit margin of 5.6%. In the latest quarter, quarterly revenue grew 11.4% year-over-year, while quarterly earnings fell 3.8%.

As of June 30, 2026, Commvault held $929.8M in cash and short-term investments against total debt of $917.7M, resulting in a net cash position of $12.2M. The company reported total assets of $1.89B, shareholders' equity of $52.1M, a debt-to-equity ratio of 17.63, and a current ratio of 2.04. Commvault generated operating cash flow of $244.7M and free cash flow of $237.2M in FY2026. Capital expenditures totaled $7.5M, while share buybacks reached $446.1M in FY2026, helping lower the 5-year share count by 10.4%.

Commvault trades at a trailing P/E of 95.0x, a forward P/E of 28.0x, and an EV-to-EBITDA of 54.9x, all above the median of its US-listed Technology peers (28.1x trailing P/E, 18.8x forward P/E, and 16.6x EV-to-EBITDA). Its price-to-sales multiple is 5.1x compared to the peer median of 2.8x, and its PEG ratio is 3.17. Commvault's stock declined 12.7% over the past year, trailing the S&P 500's 16.8% gain. Over five years, the stock returned 97.6%, outpacing the S&P 500's 83.0% return.

Wall Street analysts hold 11 Strong Buy ratings and 8 Hold ratings on Commvault, with no Buy, Sell, or Strong Sell recommendations. The mean price target of $163.49 implies an upside of 9.6% from the last close of $149.11. For the current fiscal year ending March 31, 2027, consensus estimates forecast revenue of $1.31B and EPS of $5.45, reflecting 25.4% earnings growth. For the next fiscal year, 19 analysts project revenue of $1.45B and EPS of $6.20. Commvault has beaten EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 27, 2026.

This page is an AI-written research summary of Commvault Systems, Inc. (CVLT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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