CommVault Systems, Inc. (CVLT) vs Pegasystems Inc. (PEGA)

CommVault Systems, Inc. and Pegasystems Inc. are both Software Application companies. CommVault Systems, Inc. is the larger, with a market value of $6.2B against $5.6B — 1.1× the size. Pegasystems Inc. trades at the lower P/E: 17.8× against 92.1×. CommVault Systems, Inc. grew revenue faster over the last twelve months: 15.5% against 3.60%. Pegasystems Inc. has the higher net margin (18.7% vs 5.62%) and the lower return on invested capital (54.4% vs 1,126.5%). Across the 21 metrics below, Pegasystems Inc. leads on 17 and CommVault Systems, Inc. on 4.

Valuation

Metric CVLT PEGA Software Application median
P/E 92.11 17.76 24.79
P/S 4.95 3.22 2.67
P/B 115.61 9.97 3.01
Price to free cash flow 23.28 11.35 16.59
EV/EBITDA 42.67 23.28 14.40
EV/Sales 4.91 3.57 2.62
Earnings yield 1.09% 5.63% 0.00%
Free cash flow yield 4.30% 8.81% 1.91%

Profitability

Metric CVLT PEGA Software Application median
Gross margin 81.09% 75.57% 67.03%
Operating margin 6.14% 9.94% 0.00%
Net margin 5.62% 18.66% 0.00%
Free cash flow margin 21.26% 28.36% 4.32%
Return on equity 32.77% 54.69% 0.00%
Return on assets 4.45% 23.93% 0.00%
Return on invested capital 1,126.48% 54.36% 0.00%

Growth

Metric CVLT PEGA Software Application median
Revenue growth (TTM) 15.47% 3.60% 12.40%
EPS growth (last fiscal year) (5.95%) 283.78% —
Revenue growth, 5-year CAGR 10.35% 11.40% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CVLT PEGA Software Application median
Debt to equity 16.94 0.00 0.02
Current ratio 2.04 1.06 1.55
Net debt to EBITDA (0.14) (1.19) 0.06

Dividend

Metric CVLT PEGA Software Application median
Dividend yield — 0.23% 1.25%
Payout ratio 0.00 0.67 0.00

Size

Metric CVLT PEGA Software Application median
Market cap 6.22b 5.62b 396.11m

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