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Employees: 1,700
Size Cognyte Software (CGNT) is a United States Information Technology company (Packaged Software) with a market value of $597M, the 2583rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $8.09 on 6 Nov 2026.
Performance Over six months the shares fell 27.2%, against -12.9% for the median peer and -1.1% for the United States market (cap-weighted) — 6th lowest of 19 in its peer set.
Growth Revenue grew 27.7% over the last twelve months (peer median +13.9%); the operating margin is 4.9% (peer median -5.9%).
Valuation It trades at 12.7× forward earnings against a peer median of 27.7× (2nd cheapest of 10).
Price implies For today's price to make sense, revenue must grow about 22% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +24 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 3.4 points below its cost of capital (12.6% WACC).
Backlog Backlog (remaining performance obligations) was $557M at 31 Jan 2026, up 2% on a year earlier — 1.4 years of trailing revenue. Backlog detail →
Short interest Short interest is 0.7% of the free float (15 Oct 2026).
Next results Next results expected around 16 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $422M | $400M | $351M | $313M | $312M |
| Revenue growth | — | +14% | +12% | 0% | — |
| Gross profit | $307M | $288M | $247M | $216M | $176M |
| EBITDA | $41.5M | $14.1M | $7.50M | $2.32M | -$72.6M |
| Net income | -$59,000 | -$638,000 | -$12.1M | -$15.6M | -$114M |
| Free cash flow | $35.0M | $29.9M | $36.2M | $27.5M | -$45.3M |
| Capital expenditure | $8.53M | $10.6M | $13.2M | $9.07M | $11.7M |
| Total debt | $35.2M | $43.4M | $35.7M | $33.4M | $17.0M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CGNT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.3% | -8.7% | 10th highest of 20 |
| 6-month return | -27.2% | -12.9% | 6th lowest of 19 |
| Distance from 52-week high | -34.3% | -42.4% | 7th highest of 20 |
| Revenue growth (TTM) | +27.7% | +13.9% | 5th highest of 20 |
| Operating margin | 4.9% | -5.9% | 8th highest of 20 |
| Forward P/E | 12.7× | 27.7× | 2nd cheapest of 10 |
| Growth the price implies (Req g, 7 yrs) | 22.2% | 16.6% | 4th most demanding of 8 |
| Growth delivered (Del g) | -2.0% | +24.1% | 2nd lowest of 8 |
| Hurdle (Req g minus delivered) | +24.2 pp | -8.3 pp | 2nd most demanding of 8 |
| ROIC minus cost of capital | -3.4 pp | -11.6 pp | 6th highest of 18 |
| EV / EBITDA | 13.4× | 11.3× | most expensive of 5 |
| Net debt / EBITDA | -1.6× | -1.0× | 2nd least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Cognyte Software CGNT | United States | $597M | -27% | +28% | 5% | 12.7× | 22.2% | -2.0% |
| Gresgying Digital Energy Technology 600212.SS | China | $594M | -34% | -8% | -6% | 12.5× | 23.5% | +38.2% |
| UISEE Technologies (Beijing) 1511.HK | Hong Kong | $593M | n/a | +24% | -71% | n/a | n/a | n/a |
| PKSHA Technology 3993.T | Japan | $602M | -8% | +74% | 16% | 28.2× | 16.6% | +24.1% |
| JST 6687.HK | Hong Kong | $603M | -28% | +26% | 11% | 14.5× | -11.9% | +30.3% |
| Shenzhen Sinovatio Technology 002912.SZ | China | $592M | -2% | +7% | -10% | 24.7× | n/a | n/a |
| Sansec Technology 688489.SS | China | $590M | -13% | +18% | -7% | 112.0× | n/a | n/a |
| Sophia Genetics SOPH | United States | $608M | +39% | +24% | -80% | n/a | n/a | n/a |
| Hangzhou Arcvideo Technology 688039.SS | China | $609M | -13% | +1% | -48% | n/a | n/a | n/a |
| TXT e-solutions TXT.MI | Italy | $610M | +29% | +22% | 6% | 16.5× | 10.3% | +41.8% |
| Red Cat RCAT | United States | $617M | -61% | +693% | -150% | n/a | n/a | n/a |
| Horizon Quantum HQ | United States | $617M | +14% | n/a | n/a | n/a | n/a | n/a |
| Beijing ZZNode Technologies 003007.SZ | China | $617M | -23% | +64% | 20% | n/a | n/a | n/a |
| Terra Drone 278A.T | Japan | $618M | +564% | +14% | -26% | 69.9× | n/a | n/a |
| Curiox Biosystems 445680.KS | South Korea | $577M | -55% | +37% | -245% | n/a | n/a | n/a |
| RaySearch Laboratories RAY-B.ST | Sweden | $618M | +1% | +3% | 19% | 27.7× | 7.3% | +15.6% |
| Zhejiang TOP Cloud-agri Technology 301556.SZ | China | $620M | -34% | -14% | 13% | 40.4× | 30.7% | +14.0% |
| Beijing Bewinner Communications 002148.SZ | China | $573M | -25% | +5% | -3% | n/a | n/a | n/a |
| Fuchun Technology 300299.SZ | China | $623M | -2% | +3% | 2% | n/a | 54.9% | -4.8% |
| Elice 0158S0.KS | South Korea | $572M | n/a | +14% | 14% | n/a | n/a | n/a |
| Guangxi Xinxunda Technology 300518.SZ | China | $571M | -20% | -35% | -105% | n/a | n/a | n/a |
Cognyte Software reported $557M of remaining performance obligations at 31 Jan 2026, up 2% from a year earlier. That is 1.4 years of trailing revenue already under contract.