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. is the larger, with a market value of $668.3M against $597.4M — 1.1× the size. Cognyte Software Ltd. has negative trailing earnings, so its P/E is not meaningful; Consensus Cloud Solutions, Inc. trades at 8.4×. Cognyte Software Ltd. grew revenue faster over the last twelve months: 12.0% against 2.37%. Consensus Cloud Solutions, Inc. has the higher net margin (26.4% 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 8.43 n/m 24.52
P/S 2.18 1.41 2.78
P/B 16.16 2.72 2.84
Price to free cash flow 7.10 17.85 18.22
EV/EBITDA 7.28 18.50 13.98
EV/Sales 3.44 1.29 2.92
Earnings yield 11.86% 0.00% 0.00%
Free cash flow yield 14.09% 5.60% 0.37%

Profitability

Metric CCSI CGNT Software Infrastructure median
Gross margin 79.98% 72.96% 57.91%
Operating margin 40.77% 4.13% 0.00%
Net margin 26.42% (0.01%) 0.00%
Free cash flow margin 30.68% 7.93% 0.00%
Return on equity 414.65% (0.03%) 0.00%
Return on assets 13.66% (0.01%) 0.00%
Return on invested capital 18.57% 9.28% 0.00%

Growth

Metric CCSI CGNT Software Infrastructure median
Revenue growth (TTM) 2.37% 11.99% 14.42%
EPS growth (last fiscal year) (5.84%) 94.12% 17.35%
Revenue growth, 5-year CAGR 1.09% (2.04%) 16.15%
Net income growth, 5-year CAGR (11.18%) 0.00% 0.00%

Health

Metric CCSI CGNT Software Infrastructure median
Debt to equity 11.39 0.00 0.02
Current ratio 1.99 1.34 1.53
Net debt to EBITDA 2.83 (4.63) 0.05

Dividend

Metric CCSI CGNT Software Infrastructure median
Dividend yield — — 1.04%
Payout ratio — — 0.29

Size

Metric CCSI CGNT Software Infrastructure median
Market cap 668.31m 597.41m 606.60m

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