Loading…
Makes digital forensics technology that extracts and analyzes data from mobile devices for law enforcement and investigations.
Makes digital forensics technology that extracts and analyzes data from mobile devices for law enforcement and investigations.
Sells subscriptions and licences to law enforcement, increasingly annual contracts for forensic software, with a smaller part from perpetual licences and hardware. Sales go through direct teams and resellers. It listed in the US in 2021 through a merger with a blank-check company.
Moat: narrow (regulatory licence, IP / patents, installed base). Deep law-enforcement relationships and specialized forensic technology create high barriers to entry.
Headquarters: Petah Tikva, Israel · Founded: 1999 · Employees: 1,285
Size Cellebrite DI (CLBT) is a United States Information Technology company (Packaged Software) with a market value of $3.13B, the 1517th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.45 on 6 Nov 2026.
Performance Over six months the shares fell 2.0%, against +0.7% for the median peer and -1.1% for the United States market (cap-weighted) — 9th lowest of 20 in its peer set.
Growth Revenue grew 17.8% over the last twelve months (peer median +13.8%); the operating margin is 11.4% (peer median 7.8%).
Valuation It trades at 38.0× forward earnings against a peer median of 22.4× (5th most expensive of 18).
Price implies For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +20%, so the hurdle is +3 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 28.7 points above its cost of capital (10.1% WACC).
Backlog Backlog (remaining performance obligations) was $345M at 30 Jun 2025. Backlog detail →
Short interest Short interest is 2.9% of the free float (15 Oct 2026).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $514M | $476M | $401M | $325M | $271M |
| Revenue growth | — | +19% | +23% | +20% | — |
| Gross profit | $427M | $401M | $339M | $272M | $220M |
| EBITDA | $81.0M | $82.7M | $67.7M | $43.3M | $12.2M |
| Net income | $58.2M | $77.8M | -$283M | -$81.1M | $116M |
| Free cash flow | $144M | $160M | $124M | $96.8M | $13.7M |
| Capital expenditure | $29.0M | $13.2M | $10.6M | $7.92M | $9.09M |
| Total debt | $23.2M | $22.7M | $11.0M | $14.1M | $15.4M |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Cellebrite DI CLBT | $3.13B | -2% | +18% | 11% | 38.0× | 22.8% |
| Open Text OTEX.TO | $6.07B | +9% | +1% | 23% | 6.4× | -6.2% |
| Cognyte Software CGNT | $597M | -27% | +28% | 5% | 12.7× | 22.2% |
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 | CLBT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +9.8% | +2.7% | 8th highest of 21 |
| 6-month return | -2.0% | +0.7% | 9th lowest of 20 |
| Distance from 52-week high | -37.7% | -38.4% | 11th highest of 21 |
| Revenue growth (TTM) | +17.8% | +13.8% | 7th highest of 21 |
| Operating margin | 11.4% | 7.8% | 9th highest of 21 |
| Forward P/E | 38.0× | 22.4× | 5th most expensive of 18 |
| Growth the price implies (Req g, 7 yrs) | 22.8% | 13.9% | 6th most demanding of 17 |
| Growth delivered (Del g) | +19.5% | +17.4% | 6th highest of 17 |
| Hurdle (Req g minus delivered) | +3.2 pp | -2.3 pp | 7th most demanding of 17 |
| ROIC minus cost of capital | +28.7 pp | -1.4 pp | 2nd highest of 19 |
| EV / EBITDA | 33.5× | 15.9× | 3rd most expensive of 11 |
| Net debt / EBITDA | -5.2× | -0.6× | 2nd least indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Cellebrite DI CLBT | United States | $3.13B | -2% | +18% | 11% | 38.0× | 22.8% | +19.5% |
| Tsinghua Tongfang 600100.SS | China | $3.15B | -22% | -11% | -2% | n/a | 30.2% | -10.3% |
| Freshworks FRSH | United States | $3.18B | +37% | +15% | 8% | 14.5× | 12.9% | +27.4% |
| Wix.com WIX | United States | $3.18B | -5% | +14% | -3% | 12.6× | -4.4% | +15.2% |
| Via Transportation VIA | United States | $3.07B | +118% | +29% | -17% | 259.2× | n/a | n/a |
| Liftoff Mobile LFTO | United States | $3.07B | n/a | +35% | 36% | 18.6× | -7.3% | +35.5% |
| Sinch SINCH.ST | Sweden | $3.19B | +13% | -6% | 4% | 13.3× | 23.8% | +27.5% |
| Alarm.com ALRM | United States | $3.19B | +37% | +9% | 13% | 22.4× | 10.9% | +10.3% |
| Shenzhen Infogem Technologies 300085.SZ | China | $3.06B | -23% | +2% | -11% | n/a | n/a | n/a |
| Bullish BLSH | United States | $3.20B | -51% | +34% | 18% | 33.6× | 32.3% | +14.4% |
| DHC Software 002065.SZ | China | $3.04B | -23% | -4% | 3% | 39.5× | 14.8% | +7.1% |
| Beijing Shiji Information Technology 002153.SZ | China | $3.02B | -27% | -4% | -3% | 492.7× | n/a | n/a |
| Hexaware Technologies HEXT.NS | India | $3.26B | +9% | +13% | 12% | 21.7× | 15.4% | +16.5% |
| Perfect World 002624.SZ | China | $3.26B | -26% | -8% | 8% | 21.1× | 19.0% | -8.2% |
| Intsig Information 688615.SS | China | $2.96B | -26% | +24% | 22% | 34.9× | 12.6% | +22.1% |
| Teradata TDC | United States | $2.96B | +1% | +1% | 8% | 11.6× | -5.4% | -2.0% |
| Intapp INTA | United States | $3.35B | +76% | +14% | -4% | 25.7× | 4.3% | +21.9% |
| Beijing 51WORLD Digital Twin Technology 6651.HK | Hong Kong | $2.91B | -1% | +39% | -38% | n/a | n/a | n/a |
| SPS Commerce SPSC | United States | $2.90B | +45% | +7% | 17% | 15.3× | 7.3% | +19.2% |
| Agilysys AGYS | United States | $3.42B | +69% | +15% | 13% | 41.6× | 22.9% | +18.4% |
| Tata Technologies TATATECH.NS | India | $2.86B | +6% | +22% | 13% | 34.9× | 28.3% | +18.3% |
Cellebrite DI reported $345M of remaining performance obligations at 30 Jun 2025.