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Upturn AI Summary - About
CommVault Systems Inc(CVLT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CVLT
10/28/2026: CVLT (3-star) is a STRONG-BUY. BUY for 26 days. Simulated Profits (11.40%). Updated daily EoD!
CommVault Systems is an established provider of enterprise-grade data management and cyber-resilience software. The company is currently undergoing a successful transformation toward high-margin, recurring SaaS revenue, which is strengthening its long-term financial predictability. Its main growth story centers on helping large enterprises defend against and recover from increasingly common ransomware attacks. While it holds a strong position in the complex data management market, it faces stiff competition from agile startups and the growing trend of hyperscalers offering native backup tools. Investors should monitor the company's continued execution of its SaaS transition and its ability to maintain innovation-led differentiation against lower-cost alternatives.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is successfully executing a transition to a recurring SaaS revenue model which drives predictable growth. |
| Momentum investor | Mixed fit | Momentum depends on sustained execution of the subscription transition and market share gains in the cyber resilience segment. |
| Value investor | Mixed fit | The company trades at reasonable multiples relative to its growth, but lacks the deep value profile of slower-growing mature tech. |
| Dividend investor | Weak fit | CommVault does not pay a dividend and focuses on reinvesting capital for growth. |
| Low-risk investor | Mixed fit | While the company has strong cash flows, the IT software sector remains subject to cyclical spending risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Software stocks often experience valuation swings based on shifts in investor sentiment toward high-growth tech. |
| Valuation risk | Medium | As a growing SaaS-transitioning company, valuations can be sensitive to fluctuations in market interest rates. |
| Competition risk (cyber resilience) | High | Intense competition from well-funded private and public rivals requires constant R&D investment to maintain relevance. |
| Business quality | Strong | High customer retention and a stable enterprise base indicate a high-quality, sticky software franchise. |
| Dividend income | Low / none | The company does not provide income through dividends. |
| Execution risk | Medium | Successful long-term performance depends on the continued effective conversion of legacy customers to modern SaaS platforms. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 55.48% | Avg. Invested days 39 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.15B USD | Price to earnings Ratio 89.4 | 1Y Target Price 182.02 |
Price to earnings Ratio 89.4 | 1Y Target Price 182.02 | ||
Volume (30-day avg) 689.4K shares | Beta 0.79 | 52 Weeks Range 71.75 - 174.25 | Updated Date 10/28/2026 |
52 Weeks Range 71.75 - 174.25 | Updated Date 10/28/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.93 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Revenue | Includes Commvault Cloud platform and software subscriptions; primary engine of future growth. | This is the core, recurring revenue that investors value most. |
| Maintenance and Services | Support and maintenance contracts for legacy software and professional services. | Provides stable, predictable cash flow to fund R&D. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When Before Market | Estimate 0.61 | Actual 0.74 |
Profitability
Profit Margin 5.62% | Operating Margin (TTM) 8.95% |
Management Effectiveness
Return on Assets (TTM) 4.57% | Return on Equity (TTM) 32.77% |
Valuation
Trailing PE 89.4 | Forward PE 31.35 | Enterprise Value 7.17B | Price to Sales(TTM) 5.88 |
Enterprise Value 7.17B | Price to Sales(TTM) 5.88 | ||
Enterprise Value to Revenue 5.7 | Enterprise Value to EBITDA 61.55 | Shares Outstanding 41.44M | Shares Floating 40.88M |
Shares Outstanding 41.44M | Shares Floating 40.88M | ||
Percent Insiders 0.89 | Percent Institutions 110.56 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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