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Commvault Systems
CVLT · NASDAQSoftware
The economic chain
Follow the chain left → right, from inputs to end demand. Tap any company to trace its links.
Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
Cloud &computewhere the software runsData & talentinputstelemetry, threat intel,…AI modelsthe generative enginesBuild & AIplatformengineering + model layerProduct linesmodules & familiesChannel &deliveryresellers, MSSPs, integra…Customerswho pays the subscriptionAZMicrosoft AzureAWSAmazon (AWS)GCPGoogle CloudPSTGPure StorageHPEHPEENGEngineering talentAIAI modelsMETCommvault Cloud (Metallic AI)CVCommvaultRBRKRubrikVEEVeeamCOHCohesity (Veritas)DELLDell (PowerProtect)CHNResellers & MSPsDSTDistributorsGSISystem integratorsENTEnterprisesMIDMid-marketGOVGovernment & public sector+ 100,000 orgs
Company details
Market cap
$5.7B
P/E ratio
75×
Div yield
EPS (TTM)
$1.70
Profit margin
8%
Rev. growth
+19%
Revenue
$996M
Free cash flow
$204M
In plain English
Commvault sells cyber-resilience software — the tools that back up an enterprise's data and, after a ransomware hit or outage, put it back. It has pivoted from selling perpetual licenses to Commvault Cloud (SaaS, powered by 'Metallic AI'), which now runs on Azure, AWS and Google Cloud and drives 59% of revenue as subscriptions.
In simple terms
What Commvault Systems really sells
Commvault sells cyber-resilience software — the tools that back up an enterprise's data and, after a ransomware hit or outage, put it back. It has pivoted from selling perpetual licenses to Commvault Cloud (SaaS, powered by 'Metallic AI'), which now runs on Azure, AWS and Google Cloud and drives 59% of revenue as subscriptions.
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Risk read
Moderate
SteadierMore speculative
Why this rating?