Consensus Cloud Solutions, Inc. (CCSI) vs Cognyte Software Ltd. (CGNT)

Consensus Cloud Solutions, Inc. and Cognyte Software Ltd. are both Software Infrastructure companies. Consensus Cloud Solutions, Inc. and Cognyte Software Ltd. are of similar size ($648.2M and $642.5M). Cognyte Software Ltd. has negative trailing earnings, so its P/E is not meaningful; Consensus Cloud Solutions, Inc. trades at 7.0×. Cognyte Software Ltd. grew revenue faster over the last twelve months: 12.0% against 1.45%. Consensus Cloud Solutions, Inc. has the higher net margin (26.7% vs −0.01%) and the higher return on invested capital (18.6% vs 9.28%). Across the 21 metrics below, Consensus Cloud Solutions, Inc. leads on 13 and Cognyte Software Ltd. on 8.

Valuation

Metric CCSI CGNT Software Infrastructure median
P/E 6.97 n/m 28.02
P/S 1.82 1.49 3.07
P/B 15.56 2.87 3.36
Price to free cash flow 5.59 18.84 17.12
EV/EBITDA 6.51 18.15 14.91
EV/Sales 3.11 1.27 3.03
Earnings yield 14.34% 0.00% 0.13%
Free cash flow yield 17.88% 5.31% 1.15%

Profitability

Metric CCSI CGNT Software Infrastructure median
Gross margin 80.24% 72.96% 61.23%
Operating margin 41.80% 4.13% 0.00%
Net margin 26.69% (0.01%) 0.00%
Free cash flow margin 32.61% 7.93% 1.67%
Return on equity 1,254.76% (0.03%) 0.59%
Return on assets 14.14% (0.01%) 0.00%
Return on invested capital 18.61% 9.28% 0.00%

Growth

Metric CCSI CGNT Software Infrastructure median
Revenue growth (TTM) 1.45% 11.99% 13.41%
EPS growth (last fiscal year) (5.84%) 94.12% —
Revenue growth, 5-year CAGR 1.09% (2.04%) 15.81%
Net income growth, 5-year CAGR (11.18%) 0.00% 0.00%

Health

Metric CCSI CGNT Software Infrastructure median
Debt to equity 13.36 0.00 0.06
Current ratio 1.90 1.34 1.55
Net debt to EBITDA 2.83 (4.63) 0.08

Dividend

Metric CCSI CGNT Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric CCSI CGNT Software Infrastructure median
Market cap 648.15m 642.45m 835.96m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack