CommVault Systems, Inc. (CVLT) vs CLEAR Secure, Inc. (YOU)

CommVault Systems, Inc. and CLEAR Secure, Inc. are both Software Application companies. CommVault Systems, Inc. is the larger, with a market value of $6.2B against $5.2B — 1.2× the size. CLEAR Secure, Inc. trades at the lower P/E: 26.6× against 92.1×. CLEAR Secure, Inc. grew revenue faster over the last twelve months: 19.8% against 15.5%. CLEAR Secure, Inc. has the higher net margin (14.8% vs 5.62%) and the lower return on invested capital (0.00% vs 1,126.5%). Across the 21 metrics below, CLEAR Secure, Inc. leads on 17 and CommVault Systems, Inc. on 4.

Valuation

Metric CVLT YOU Software Application median
P/E 92.11 26.58 24.79
P/S 4.95 3.99 2.67
P/B 115.61 16.42 3.01
Price to free cash flow 23.28 7.86 16.59
EV/EBITDA 42.67 10.67 14.40
EV/Sales 4.91 3.03 2.62
Earnings yield 1.09% 3.76% 0.00%
Free cash flow yield 4.30% 12.72% 1.91%

Profitability

Metric CVLT YOU Software Application median
Gross margin 81.09% 66.66% 67.03%
Operating margin 6.14% 25.13% 0.00%
Net margin 5.62% 14.78% 0.00%
Free cash flow margin 21.26% 50.80% 4.32%
Return on equity 32.77% 79.97% 0.00%
Return on assets 4.45% 10.72% 0.00%
Return on invested capital 1,126.48% 0.00% 0.00%

Growth

Metric CVLT YOU Software Application median
Revenue growth (TTM) 15.47% 19.77% 12.40%
EPS growth (last fiscal year) (5.95%) (28.21%) —
Revenue growth, 5-year CAGR 10.35% 31.30% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CVLT YOU Software Application median
Debt to equity 16.94 0.00 0.02
Current ratio 2.04 1.04 1.55
Net debt to EBITDA (0.14) (3.18) 0.06

Dividend

Metric CVLT YOU Software Application median
Dividend yield — 0.83% 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric CVLT YOU Software Application median
Market cap 6.22b 5.17b 396.11m

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