Commvault Systems Dirección
Dirección controles de criterios 2/4
El CEO de Commvault Systems es Sanjay Mirchandani , nombrado en Feb 2019, tiene una permanencia de 7.25 años. compensación anual total es $18.81M, compuesta por 3.4% salario y 96.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.78% de las acciones de la empresa, por valor de $38.30M. La antigüedad media del equipo directivo y de la junta directiva es de 4 años y 7.8 años, respectivamente.
Información clave
Sanjay Mirchandani
Chief Executive Officer (CEO)
US$18.8m
Compensación total
| Porcentaje del salario del CEO | 3.43% |
| Permanencia del CEO | 7.3yrs |
| Participación del CEO | 0.8% |
| Permanencia media de la dirección | 4yrs |
| Promedio de permanencia en la Junta Directiva | 7.8yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Apr 21
CVLT: Potential Sale And CFO Hire Will Reset Market Confidence
Analysts have trimmed the blended fair value estimate for Commvault Systems by about $2 to $136.46. This reflects a cluster of recent price target cuts and new neutral ratings that balance earlier bullish initiation against ongoing questions around AI risk, execution on potential asset sales, and leadership hiring.Seeking Alpha • Apr 14
Commvault Systems: Circling The Wagons On Takeover Interest (Rating Upgrade)
Summary Commvault Systems (CVLT) is a strong buy, with management urged to reject any buyout below $130/share given sector M&A multiples and growth prospects. Despite a 60% share price drop and ARR headwinds, CVLT's cyber resiliency positioning, 22% ARR growth, and over $1B run-rate sales support long-term upside. Private equity interest, notably from Thoma Bravo, highlights undervaluation; current multiples (3.3x TTM sales) are well below recent sector deals. Risks include sector-wide multiple compression and ARR/customer churn, but CVLT's SaaS model and AI-driven demand remain compelling for patient investors. Read the full article on Seeking AlphaActualización de narrativa • Apr 06
CVLT: CFO Hire And AI Security Alliances Will Rebuild Market Confidence
Analysts have trimmed the updated fair value estimate for Commvault Systems by about $1 to $138.38. This reflects slightly adjusted assumptions on discount rate, revenue growth, profit margins and P/E multiples following a series of recent price target reductions and mixed research commentary.Actualización de narrativa • Mar 23
CVLT: AI Disintermediation Reset And CFO Hire Could Unlock Future Upside
Analysts have trimmed the blended price target for Commvault Systems by under $1 to $139.50. This reflects broader cuts across the Street as they factor in modestly higher discount rates, muted initial FY27 guidance, and ongoing execution and competitive questions.Actualización de narrativa • Mar 08
CVLT: AI Disintermediation Risk Reset Will Support Future Upside Potential
Commvault Systems' analyst price targets have been reset lower by several firms, often by $20 to $67 at a time. Analysts are factoring in AI-related disintermediation risk, questions around a potential Life Sciences and Healthcare segment sale, and softer peer multiples and security budget expectations.Actualización de narrativa • Feb 22
CVLT: Reset Sector Multiples Will Support Future Upside From Current Levels
Analysts have reduced their average price target on Commvault Systems by $67 to $140.33, citing modestly lower peer multiples, more cautious security spending, and increasing competitive concerns. Analyst Commentary Recent Street research on Commvault Systems reflects a broad reset in expectations, with multiple firms cutting their price targets by amounts ranging from $10 to $67 and an average target now sitting at $140.33.Actualización de narrativa • Feb 08
CVLT: Reset Multiples And Higher Margins Will Create Future Upside Potential
Analysts have reset their price expectations for Commvault Systems, trimming the fair value estimate from about $175 to roughly $140 as they incorporate lower Street price targets, slightly higher discount rates, modestly softer revenue growth assumptions and a reduced future P/E, partly balanced by higher projected profit margins. Analyst Commentary Street research over the recent period has been dominated by a series of lower price targets for Commvault Systems, with multiple firms adjusting their views on valuation in light of changing sector multiples, security spending expectations and competitive considerations.Artículo de análisis • Feb 01
Commvault Systems, Inc. (NASDAQ:CVLT) Stocks Pounded By 31% But Not Lagging Market On Growth Or Pricing
Unfortunately for some shareholders, the Commvault Systems, Inc. ( NASDAQ:CVLT ) share price has dived 31% in the last...
Nueva narrativa • Jan 29
AI Resilience And Cloud Sovereignty Tailwinds Will Drive Long Term Upside Potential
Catalysts About Commvault Systems Commvault Systems provides data protection, cyber resilience and recovery software and SaaS for enterprises across hybrid and multi cloud environments. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 24
CVLT: Shorter Contracts And Margin Pressure Will Create Future Upside Potential
Analysts have trimmed their fair value estimate for Commvault Systems to about $175 per share from roughly $187, reflecting a series of reduced price targets that cite slightly lower peer multiples, increased caution around security budgets, competitive concerns, and a less favorable margin outlook tied to shorter term contracts. Analyst Commentary Street research on Commvault Systems has centered on recalibrating price targets, with analysts weighing solid fundamental pillars against pockets of execution and competitive risk.Actualización de narrativa • Jan 09
CVLT: Shorter Contracts And Margin Pressure Will Set Up Attractive Upside Potential
Analysts have trimmed their price targets on Commvault Systems, with one firm cutting its view to US$167 from US$217. This contributes to a slightly lower fair value estimate of about US$187, reflecting concerns about shorter contract durations and a softer margin outlook after the recent Q2 earnings miss.Artículo de análisis • Jan 05
Commvault Systems (NASDAQ:CVLT) Seems To Use Debt Rather Sparingly
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Actualización de narrativa • Dec 20
CVLT: Shorter Contracts Will Pressure Margins Yet Support Attractive Upside Potential
Analysts have modestly reduced their price target for Commvault Systems, trimming fair value by about $0.34 per share to approximately $193.36. They are factoring in slightly lower discount rates, a leaner future P E multiple, and near term margin pressure stemming from shorter contract durations, despite an overall positive quarter.Actualización de narrativa • Dec 06
CVLT: Shorter Contracts Will Shape Margins Yet Support Attractive Upside Potential
Analysts have trimmed their price target on Commvault Systems by $50 to $167, reflecting concerns that shorter term contract durations and the resulting pressure on margins could weigh on the shares in the near term, despite an otherwise solid quarter. Analyst Commentary Street research following the latest quarterly results highlights a mixed but generally constructive view on Commvault Systems, with the reduced price target reflecting a recalibration of expectations rather than a fundamental shift in the long term thesis.Actualización de narrativa • Nov 22
CVLT: Shorter Contracts Will Define Revenue Predictability And Near-Term Performance
Commvault Systems' analyst price target has been reduced by $1 to $193.70, as analysts cite concerns over shorter contract durations and a tempered margin outlook. This comes despite generally positive recent results.Actualización de narrativa • Nov 08
CVLT: Future Revenue Predictability Will Depend On Contract Duration Trends
Analysts have reduced their price target for Commvault Systems from $217 to $167. They cite investor concerns around shorter contract durations and a lower margin outlook following the company's recent earnings report.Artículo de análisis • Nov 06
Risks Still Elevated At These Prices As Commvault Systems, Inc. (NASDAQ:CVLT) Shares Dive 28%
Commvault Systems, Inc. ( NASDAQ:CVLT ) shareholders that were waiting for something to happen have been dealt a blow...Actualización de narrativa • Oct 24
Expanding Margins And Cloud Momentum Will Drive Future Outperformance
Analysts have increased their price target for Commvault Systems by approximately $6.47 to $214.56 per share. They cite stronger revenue growth, expanding profit margins, and continued confidence in the company's robust market momentum and execution.Artículo de análisis • Jul 28
Commvault Systems' (NASDAQ:CVLT) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Artículo de análisis • Jun 23
What Commvault Systems, Inc.'s (NASDAQ:CVLT) P/S Is Not Telling You
With a price-to-sales (or "P/S") ratio of 7.6x Commvault Systems, Inc. ( NASDAQ:CVLT ) may be sending very bearish...Seeking Alpha • Apr 21
Hold On Commvault Systems As Its Rich Valuation Offsets Secular Tailwinds
Summary CVLT basically delivers enterprise data protection across hybrid and multi‑cloud environments. For example, its Metallic BaaS suite and “Commvault Cloud” unify backup, cyber‑resilience, and AI‑driven recovery. Its latest quarter showed again promising revenue growth, with an ongoing revenue mix shift toward subscriptions. They’ve also managed to increase their market share slightly since 2019, which I think shows they’ve got a solid value add in this sector. Unfortunately, I believe CVLT’s strong subscription and revenue growth is offset by its expensive valuation. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$71m |
| Dec 31 2025 | n/a | n/a | US$87m |
| Sep 30 2025 | n/a | n/a | US$80m |
| Jun 30 2025 | n/a | n/a | US$81m |
| Mar 31 2025 | US$19m | US$645k | US$76m |
| Dec 31 2024 | n/a | n/a | US$171m |
| Sep 30 2024 | n/a | n/a | US$177m |
| Jun 30 2024 | n/a | n/a | US$175m |
| Mar 31 2024 | US$12m | US$645k | US$169m |
| Dec 31 2023 | n/a | n/a | -US$707k |
| Sep 30 2023 | n/a | n/a | -US$18m |
| Jun 30 2023 | n/a | n/a | -US$27m |
| Mar 31 2023 | US$11m | US$645k | -US$36m |
| Dec 31 2022 | n/a | n/a | US$16m |
| Sep 30 2022 | n/a | n/a | US$26m |
| Jun 30 2022 | n/a | n/a | US$23m |
| Mar 31 2022 | US$11m | US$634k | US$34m |
| Dec 31 2021 | n/a | n/a | US$32m |
| Sep 30 2021 | n/a | n/a | US$24m |
| Jun 30 2021 | n/a | n/a | -US$19m |
| Mar 31 2021 | US$8m | US$506k | -US$31m |
| Dec 31 2020 | n/a | n/a | -US$28m |
| Sep 30 2020 | n/a | n/a | -US$31m |
| Jun 30 2020 | n/a | n/a | US$3m |
| Mar 31 2020 | US$6m | US$500k | -US$6m |
Compensación vs. Mercado: La compensación total de Sanjay($USD18.81M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.38M).
Compensación vs. Ingresos: La compensación de Sanjay ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Sanjay Mirchandani (61 yo)
7.3yrs
Permanencia
US$18,811,603
Compensación
Mr. Sanjay Mirchandani serves as President and Chief Executive Officer and Director at Commvault Systems, Inc. since February 5, 2019. He is Independent Director of Itron, Inc. since July 18, 2023. He serv...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 7.3yrs | US$18.81m | 0.78% $ 38.3m | |
| Chief Financial Officer | less than a year | US$7.28m | 0.18% $ 8.6m | |
| Chief Accounting Officer | no data | sin datos | 0.011% $ 558.9k | |
| Chief Technology & AI Officer | no data | sin datos | sin datos | |
| Chief Information Officer | 1.2yrs | sin datos | sin datos | |
| Head of Investor Relations | 6.8yrs | sin datos | sin datos | |
| Chief Legal & Trust Officer and Corporate Secretary | 4.3yrs | sin datos | sin datos | |
| Chief Marketing Officer | 3.3yrs | sin datos | sin datos | |
| Chief People Officer | 6.2yrs | sin datos | 0.010% $ 512.9k | |
| VP & Chief Product Officer | 16.3yrs | sin datos | sin datos | |
| Chief Business Development Officer | 3.7yrs | sin datos | sin datos | |
| Senior Vice President of Commvault EMEA & India | 2.6yrs | sin datos | sin datos |
4.0yrs
Permanencia media
52yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CVLT se considera experimentado (4 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 7.3yrs | US$18.81m | 0.78% $ 38.3m | |
| Independent Director | 30yrs | US$271.98k | 0.080% $ 3.9m | |
| Independent Director | 7.8yrs | US$275.73k | 0.030% $ 1.5m | |
| Independent Director | 7.8yrs | US$283.98k | 0.014% $ 694.1k | |
| Independent Director | 8.3yrs | US$281.98k | 0.031% $ 1.5m | |
| Independent Chairman of the Board | 7.8yrs | US$366.98k | 0.039% $ 1.9m | |
| Independent Director | 3.4yrs | US$299.48k | 0.015% $ 738.7k | |
| Independent Director | 5.9yrs | US$278.98k | 0.038% $ 1.9m |
7.8yrs
Permanencia media
62yo
Promedio de edad
Junta con experiencia: La junta directiva de CVLT se considera experimentada (7.8 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/31 01:35 |
| Precio de las acciones al final del día | 2026/05/29 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2026/03/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Commvault Systems, Inc. está cubierta por 34 analistas. 17 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Shrenik Kothari | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Joel Fishbein | BTIG |