Commvault Systems Beheer
Beheer criteriumcontroles 2/4
De CEO Commvault Systems is Sanjay Mirchandani, benoemd in Feb2019, heeft een ambtstermijn van 7.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 18.81M, bestaande uit 3.4% salaris en 96.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.78% van de aandelen van het bedrijf, ter waarde $ 34.59M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4 jaar en 7.8 jaar.
Belangrijke informatie
Sanjay Mirchandani
Algemeen directeur
US$18.8m
Totale compensatie
| Percentage CEO-salaris | 3.43% |
| Dienstverband CEO | 7.3yrs |
| Eigendom CEO | 0.8% |
| Management gemiddelde ambtstermijn | 4yrs |
| Gemiddelde ambtstermijn bestuur | 7.8yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • May 02
Results: Commvault Systems, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Commvault Systems, Inc. ( NASDAQ:CVLT ) last week reported its latest annual results, which makes it a good time for...Analyseartikel • Apr 24
Estimating The Intrinsic Value Of Commvault Systems, Inc. (NASDAQ:CVLT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Commvault Systems fair value estimate is US$147 Commvault...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 AlphaAnalyseartikel • Apr 02
Investors Will Want Commvault Systems' (NASDAQ:CVLT) Growth In ROCE To Persist
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analyseartikel • Mar 12
There's Reason For Concern Over Commvault Systems, Inc.'s (NASDAQ:CVLT) Price
Commvault Systems, Inc.'s ( NASDAQ:CVLT ) price-to-sales (or "P/S") ratio of 7.1x might make it look like a strong sell...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$6m |
Compensatie versus markt: De totale vergoeding ($USD 18.81M ) Sanjay } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 7.00M ).
Compensatie versus inkomsten: De beloning van Sanjay is het afgelopen jaar met meer dan 20% gestegen, terwijl de winst van het bedrijf met meer dan 20% is gedaald.
CEO
Sanjay Mirchandani (61 yo)
7.3yrs
Tenure
US$18,811,603
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 7.3yrs | US$18.81m | 0.78% $ 34.6m | |
| Chief Financial Officer | less than a year | US$7.28m | 0.18% $ 7.8m | |
| Chief Accounting Officer | no data | geen gegevens | 0.032% $ 1.4m | |
| Chief Technology & AI Officer | no data | geen gegevens | geen gegevens | |
| Chief Information Officer | 1.2yrs | geen gegevens | geen gegevens | |
| Head of Investor Relations | 6.8yrs | geen gegevens | geen gegevens | |
| Chief Legal & Trust Officer and Corporate Secretary | 4.3yrs | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 3.3yrs | geen gegevens | geen gegevens | |
| Chief People Officer | 6.2yrs | geen gegevens | 0.010% $ 463.2k | |
| VP & Chief Product Officer | 16.3yrs | geen gegevens | geen gegevens | |
| Chief Business Development Officer | 3.7yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Commvault EMEA & India | 2.6yrs | geen gegevens | geen gegevens |
4.0yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CVLT wordt beschouwd als ervaren (gemiddelde ambtstermijn 4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 7.3yrs | US$18.81m | 0.78% $ 34.6m | |
| Independent Director | 30yrs | US$271.98k | 0.080% $ 3.5m | |
| Independent Director | 7.8yrs | US$275.73k | 0.030% $ 1.3m | |
| Independent Director | 7.8yrs | US$283.98k | 0.014% $ 626.8k | |
| Independent Director | 8.3yrs | US$281.98k | 0.031% $ 1.4m | |
| Independent Chairman of the Board | 7.8yrs | US$366.98k | 0.039% $ 1.7m | |
| Independent Director | 3.4yrs | US$299.48k | 0.015% $ 667.1k | |
| Independent Director | 5.9yrs | US$278.98k | 0.038% $ 1.7m |
7.8yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CVLT wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.8 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/28 22:41 |
| Aandelenkoers aan het einde van de dag | 2026/05/28 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2026/03/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Commvault Systems, Inc. wordt gevolgd door 34 analisten. 17 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Shrenik Kothari | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Joel Fishbein | BTIG |