Comprehensive Stock Comparison
Compare Cognyte Software Ltd. (CGNT) vs Cellebrite DI Ltd. (CLBT) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | CLBT | 18.6% revenue growth vs CGNT's 11.9% |
| Value | CGNT | Lower P/E (29.6x vs 36.3x) |
| Quality / Margins | CLBT | 16.5% net margin vs CGNT's -1.2% |
| Stability / Safety | CLBT | Beta 0.83 vs CGNT's 0.93, lower leverage |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | CGNT | -20.6% vs CLBT's -28.1% |
| Efficiency (ROA) | CLBT | 8.3% ROA vs CGNT's -0.9%, ROIC 18.5% vs -2.5% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Cognyte Software provides investigative analytics software to government agencies and enterprises for security and intelligence operations. It generates revenue primarily through software licenses and subscriptions — with government contracts forming the bulk of its business — supplemented by professional services like implementation and support. The company's competitive advantage lies in its specialized, open-architecture platform that integrates diverse data sources for complex investigations, creating high switching costs for security-focused customers.
Cellebrite provides digital intelligence solutions for legally sanctioned investigations by law enforcement and government agencies. It generates revenue primarily from software licenses and maintenance fees for its forensic data extraction and analysis platforms — including its Universal Forensic Extraction Device and DI platform — which help investigators access and analyze digital evidence from locked, encrypted, or deleted sources. The company's key advantage is its deep technical expertise in overcoming device security barriers and its established relationships with government agencies worldwide, creating high switching costs in a specialized, regulated market.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
CLBT leads in 5 of 6 categories (Financial Metrics, Profitability & Efficiency). CGNT leads in 1 (Valuation Metrics).
Financial Metrics (TTM)
CLBT and CGNT operate at a comparable scale, with $476M and $377M in trailing revenue. CLBT is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to CGNT's -1.2%.
| Metric | CGNTCognyte Software … | CLBTCellebrite DI Ltd. |
|---|---|---|
| RevenueTrailing 12 months | $377M | $476M |
| EBITDAEarnings before interest/tax | $16M | $78M |
| Net IncomeAfter-tax profit | -$5M | $78M |
| Free Cash FlowCash after capex | $11M | $160M |
| Gross MarginGross profit ÷ Revenue | +70.9% | +84.2% |
| Operating MarginEBIT ÷ Revenue | +0.9% | +14.0% |
| Net MarginNet income ÷ Revenue | -1.2% | +16.5% |
| FCF MarginFCF ÷ Revenue | +3.0% | +33.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +15.5% | +18.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +173.6% | +2.7% |
Valuation Metrics
On an enterprise value basis, CLBT's 40.3x EV/EBITDA is more attractive than CGNT's 50.9x.
| Metric | CGNTCognyte Software … | CLBTCellebrite DI Ltd. |
|---|---|---|
| Market CapShares × price | $511M | $3.3B |
| Enterprise ValueMkt cap + debt − cash | $434M | $3.2B |
| Trailing P/EPrice ÷ TTM EPS | -41.71x | 43.03x |
| Forward P/EPrice ÷ next-FY EPS est. | 29.64x | 36.25x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.73x |
| EV / EBITDAEnterprise value multiple | 50.87x | 40.33x |
| Price / SalesMarket cap ÷ Revenue | 1.46x | 6.86x |
| Price / BookPrice ÷ Book value/share | 2.34x | 6.88x |
| Price / FCFMarket cap ÷ FCF | 15.21x | 20.34x |
Profitability & Efficiency
CLBT delivers a 16.2% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $-2 for CGNT. CLBT carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to CGNT's 0.16x. On the Piotroski fundamental quality scale (0–9), CGNT scores 5/9 vs CLBT's 4/9, reflecting solid financial health.
| Metric | CGNTCognyte Software … | CLBTCellebrite DI Ltd. |
|---|---|---|
| ROE (TTM)Return on equity | -2.0% | +16.2% |
| ROA (TTM)Return on assets | -0.9% | +8.3% |
| ROICReturn on invested capital | -2.5% | +18.5% |
| ROCEReturn on capital employed | -1.8% | +13.8% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 4 |
| Debt / EquityFinancial leverage | 0.16x | 0.05x |
| Net DebtTotal debt minus cash | -$77M | -$102M |
| Cash & Equiv.Liquid assets | $113M | $124M |
| Total DebtShort + long-term debt | $36M | $23M |
| Interest CoverageEBIT ÷ Interest expense | 21.71x | — |
Total Returns (with DRIP)
A $10,000 investment in CLBT five years ago would be worth $12,549 today (with dividends reinvested), compared to $2,302 for CGNT. Over the past 12 months, CGNT leads with a -20.6% total return vs CLBT's -28.1%. The 3-year compound annual growth rate (CAGR) favors CLBT at 29.4% vs CGNT's 24.2% — a key indicator of consistent wealth creation.
| Metric | CGNTCognyte Software … | CLBTCellebrite DI Ltd. |
|---|---|---|
| YTD ReturnYear-to-date | -20.3% | -25.2% |
| 1-Year ReturnPast 12 months | -20.6% | -28.1% |
| 3-Year ReturnCumulative with dividends | +91.6% | +116.9% |
| 5-Year ReturnCumulative with dividends | -77.0% | +25.5% |
| 10-Year ReturnCumulative with dividends | -74.7% | +38.1% |
| CAGR (3Y)Annualised 3-year return | +24.2% | +29.4% |
Risk & Volatility
CLBT is the less volatile stock with a 0.83 beta — it tends to amplify market swings less than CGNT's 0.93 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CLBT currently trades 64.0% from its 52-week high vs CGNT's 60.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CGNTCognyte Software … | CLBTCellebrite DI Ltd. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.93x | 0.83x |
| 52-Week HighHighest price in past year | $11.66 | $20.86 |
| 52-Week LowLowest price in past year | $6.29 | $11.76 |
| % of 52W HighCurrent price vs 52-week peak | +60.8% | +64.0% |
| RSI (14)Momentum oscillator 0–100 | 39.5 | 43.9 |
| Avg Volume (50D)Average daily shares traded | 289K | 1.3M |
Analyst Outlook
Wall Street rates CGNT as "Hold" and CLBT as "Buy". Consensus price targets imply 97.5% upside for CGNT (target: $14) vs 54.9% for CLBT (target: $21).
| Metric | CGNTCognyte Software … | CLBTCellebrite DI Ltd. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $14.00 | $20.67 |
| # AnalystsCovering analysts | 5 | 8 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 0 | 1 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Feb 21 | Feb 26 | Change |
|---|---|---|---|
| Cognyte Software Lt… (CGNT) | 100 | 32.77 | -67.2% |
| Cellebrite DI Ltd. (CLBT) | 100 | 140.17 | +40.2% |
Cellebrite DI Ltd. (CLBT) returned +25% over 5 years vs Cognyte Software Lt… (CGNT)'s -77%. A $10,000 investment in CLBT 5 years ago would be worth $12,549 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2014 | 2025 | Change |
|---|---|---|---|
| Cognyte Software Lt… (CGNT) | $17M | $351M | +1949.5% |
| Cellebrite DI Ltd. (CLBT) | $172M | $476M | +176.8% |
Cognyte Software Ltd.'s revenue grew from $17M (2014) to $351M (2025) — a 31.6% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2014 | 2025 | Change |
|---|---|---|---|
| Cognyte Software Lt… (CGNT) | -45.1% | -3.4% | +92.4% |
| Cellebrite DI Ltd. (CLBT) | -1.1% | 16.5% | +1608.5% |
Cognyte Software Ltd.'s net margin went from -45% (2014) to -3% (2025).
Chart 4P/E Ratio History — 4 Years
| Stock | 2020 | 2025 | Change |
|---|---|---|---|
| Cellebrite DI Ltd. (CLBT) | 340.8 | 58.2 | -82.9% |
Cellebrite DI Ltd. has traded in a 7x–341x P/E range over 4 years; current trailing P/E is ~43x.
Chart 5EPS Growth — 10 Years
| Stock | 2014 | 2025 | Change |
|---|---|---|---|
| Cognyte Software Lt… (CGNT) | -0.17 | -0.17 | +0.0% |
| Cellebrite DI Ltd. (CLBT) | -0.01 | 0.31 | +3200.0% |
Cognyte Software Ltd.'s EPS grew from $-0.17 (2014) to $-0.17 (2025).
Chart 6Free Cash Flow — 5 Years
Cognyte Software Ltd. generated $34M FCF in 2025 (-35% vs 2021). Cellebrite DI Ltd. generated $160M FCF in 2025 (+474% vs 2021).
CGNT vs CLBT: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is CGNT or CLBT a better buy right now?
Cellebrite DI Ltd. (CLBT) offers the better valuation at 43.0x trailing P/E (36.3x forward), making it the more compelling value choice. Analysts rate Cellebrite DI Ltd. (CLBT) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CGNT or CLBT?
On forward P/E, Cognyte Software Ltd. is actually cheaper at 29.6x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — CGNT or CLBT?
Over the past 5 years, Cellebrite DI Ltd. (CLBT) delivered a total return of +25.5%, compared to -77.0% for Cognyte Software Ltd. (CGNT). A $10,000 investment in CLBT five years ago would be worth approximately $13K today (assuming dividends reinvested). Over 10 years, the gap is even starker: CLBT returned +38.1% versus CGNT's -74.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CGNT or CLBT?
By beta (market sensitivity over 5 years), Cellebrite DI Ltd. (CLBT) is the lower-risk stock at 0.83β versus Cognyte Software Ltd.'s 0.93β — meaning CGNT is approximately 12% more volatile than CLBT relative to the S&P 500. On balance sheet safety, Cellebrite DI Ltd. (CLBT) carries a lower debt/equity ratio of 5% versus 16% for Cognyte Software Ltd. — giving it more financial flexibility in a downturn.
05Which has better profit margins — CGNT or CLBT?
Cellebrite DI Ltd. (CLBT) is the more profitable company, earning 16.5% net margin versus -3.4% for Cognyte Software Ltd. — meaning it keeps 16.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CLBT leads at 14.0% versus -1.5% for CGNT. At the gross margin level — before operating expenses — CLBT leads at 84.2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is CGNT or CLBT more undervalued right now?
On forward earnings alone, Cognyte Software Ltd. (CGNT) trades at 29.6x forward P/E versus 36.3x for Cellebrite DI Ltd. — 6.6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CGNT: 97.5% to $14.00.
07Which pays a better dividend — CGNT or CLBT?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is CGNT or CLBT better for a retirement portfolio?
For long-horizon retirement investors, Cellebrite DI Ltd. (CLBT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.83)). Both have compounded well over 10 years (CLBT: +38.1%, CGNT: -74.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between CGNT and CLBT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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