Cognyte Software Ltd. (CGNT) vs Kodiak AI, Inc. (KDK)

Cognyte Software Ltd. and Kodiak AI, Inc. are both Software Infrastructure companies. Cognyte Software Ltd. is the larger, with a market value of $642.5M against $571.8M — 1.1× the size. Cognyte Software Ltd. grew revenue faster over the last twelve months: 12.0% against −57.7%. Cognyte Software Ltd. has the higher net margin (−0.01% vs −4,960.8%) and the higher return on invested capital (9.28% vs 0.00%). Across the 16 metrics below, Cognyte Software Ltd. leads on 13 and Kodiak AI, Inc. on 3.

Valuation

Metric CGNT KDK Software Infrastructure median
P/E n/m n/m 28.02
P/S 1.49 63.62 3.07
P/B 2.87 n/m 3.36
Price to free cash flow 18.84 n/m 17.12
EV/EBITDA 18.15 n/m 14.91
EV/Sales 1.27 48.39 3.03
Earnings yield 0.00% (180.66%) 0.13%
Free cash flow yield 5.31% (32.26%) 1.15%

Profitability

Metric CGNT KDK Software Infrastructure median
Gross margin 72.96% 100.00% 61.23%
Operating margin 4.13% (2,100.21%) 0.00%
Net margin (0.01%) (4,960.84%) 0.00%
Free cash flow margin 7.93% (2,052.14%) 1.67%
Return on equity (0.03%) 333.16% 0.59%
Return on assets (0.01%) (93.94%) 0.00%
Return on invested capital 9.28% 0.00% 0.00%

Growth

Metric CGNT KDK Software Infrastructure median
Revenue growth (TTM) 11.99% (57.70%) 13.41%
EPS growth (last fiscal year) 94.12% (439.86%) —
Revenue growth, 5-year CAGR (2.04%) — 15.81%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric CGNT KDK Software Infrastructure median
Debt to equity 0.00 1.23 0.06
Current ratio 1.34 5.54 1.55
Net debt to EBITDA (4.63) 0.72 0.08

Dividend

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

Size

Metric CGNT KDK Software Infrastructure median
Market cap 642.45m 571.76m 835.96m

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