CommVault Systems, Inc. (CVLT) vs Klaviyo, Inc. (KVYO)

CommVault Systems, Inc. and Klaviyo, Inc. are both Software Application companies. CommVault Systems, Inc. and Klaviyo, Inc. are of similar size ($6.7B and $6.1B). CommVault Systems, Inc. trades at the lower P/E: 81.0× against 1,120×. Klaviyo, Inc. grew revenue faster over the last twelve months: 27.0% against 14.3%. CommVault Systems, Inc. has the higher net margin (6.60% vs 0.54%) and the higher return on invested capital (0.00% vs −7.66%). Across the 20 metrics below, CommVault Systems, Inc. leads on 12 and Klaviyo, Inc. on 8.

Valuation

Metric CVLT KVYO Software Application median
P/E 80.97 1,120.43 25.90
P/S 5.22 4.06 3.04
P/B 521.24 6.87 2.60
Price to free cash flow 25.55 25.91 17.17
EV/EBITDA 39.90 60.20 15.48
EV/Sales 5.21 3.57 2.89
Earnings yield 1.24% 0.09% 0.00%
Free cash flow yield 3.91% 3.86% 1.98%

Profitability

Metric CVLT KVYO Software Application median
Gross margin 81.33% 73.54% 66.89%
Operating margin 7.39% (1.33%) 0.00%
Net margin 6.60% 0.54% 0.00%
Free cash flow margin 20.43% 15.65% 5.77%
Return on equity 74.16% 0.79% 0.00%
Return on assets 4.36% 0.57% 0.00%
Return on invested capital 0.00% (7.66%) 0.00%

Growth

Metric CVLT KVYO Software Application median
Revenue growth (TTM) 14.25% 27.04% 12.27%
EPS growth (last fiscal year) (5.95%) 35.29% 32.11%
Revenue growth, 5-year CAGR 10.35% — 14.34%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric CVLT KVYO Software Application median
Debt to equity 70.45 0.00 0.02
Current ratio 1.94 2.80 1.53
Net debt to EBITDA (0.14) (31.63) 0.09

Dividend

Metric CVLT KVYO Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric CVLT KVYO Software Application median
Market cap 6.65b 6.08b 487.58m

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