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Cognyte Software Ltd.

Rank #62StartupWatchlistCompare with other stocks

CGNT · Nasdaq · Technology

Cognyte Software Ltd. (CGNT) — Rank #62 by gross profitability (GP/assets 0.56) · ROE -0.3% · Piotroski F-Score 6 / 9.

As-of 2026-10-30 · CIK 0001824814 · all metrics point-in-time as of the filing date.

About

Cognyte Software Ltd., a software-driven technology company, focuses on investigative analytics solutions worldwide.

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The company offers network intelligence analytics, threat intelligence analytics, decision intelligence analytics, and operational intelligence analytics solutions. It also offers software products, including subscription or perpetual licenses and appliances that include software that is essential to the product's functionality; software services, such as support and cloud-based SaaS subscriptions; and professional services and others comprising installation and integration services, customer specific development work, resale of third-party hardware, and consulting and training services. In addition, the company provides customer support, professional, and integration services. It serves governments agencies, including national, regional, and local government agencies. Cognyte Software Ltd.

was incorporated in 2020 and is headquartered in Herzliya, Israel.

Industry
Software - Infrastructure
Sector
Technology
State
L3
Filer Category
Accelerated filer
Fiscal Year End
January 31

Company Snapshot

P/S is the primary valuation lens for pre-profit companies.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

1,710

Industry

Software - Infrastructure

Exchange

Nasdaq

11/11

Flags passed

CGNT passes 11/11 quality flags

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    FCF not negative from investment
  • PASS
    Disclosure consistent
  • PASS
    Revenue not declining
  • PASS
    Operating margin holding
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    No competitive retreat
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

Strengths Revenue growth accelerating

No data Balance sheet — not counted as a pass.

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.56
Return on equity
-0.3%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
1.28
Current ratio
1.33×
Net cash
$116.88M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
5.3%

Growth

2/2 pass
Revenue growth
14.1%
Piotroski F-Score
6 / 9
Share dilution
1.6%

Burn rate (cash flow) is the primary read at this stage — TAM and product-market fit aren't metrics this dashboard tracks.

Profitability

Does it make money well?

No warning flags · GP/assets 89th percentile of 36 SIC 7372 peers

Gross profitability (GP / assets)

0.56

Primary signal (Novy-Marx).

89th pctl of 36 SIC 7372 peers

Return on equity

-0.3%

Gross margin

72.4%

60th pctl of 36 SIC 7372 peers

Revenue growth (YoY)

14.1%

RPO growth (YoY)

2.1%

Remaining performance obligations growth — RPO > revenue = forward demand building.

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2023202420252026
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

8.6%

Revenue CAGR (5Y)

-2.0%

Earnings CAGR (3Y)

—

FCF CAGR (3Y)

—

Cash Flow Health

Is the cash real?

No warning flags · FCF 4792% above net income

Free cash flow

$29.93M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

4792.0%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

5.3%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net cash $116.88M, F-Score 6/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

1.28

13th pctl of 32 SIC 7372 peers (best = lowest)

Current ratio

1.33×

20th pctl of 36 SIC 7372 peers

Quick ratio

1.07×

Net cash

$116.88M

Cash & equivalents minus total debt.

Piotroski F-Score

6 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Capital allocation quality

Composite score

1.7 / 5

Weak
Share count trend
1.6%2/5 Fair
Buyback timing
N/AN/A
Dividend growth consistency(non-payer or broken streak)
0 yr3/5 Good
Net debt trajectory
N/A0/5 Weak

Lifecycle Phase History

20212026
Value
Startup
Decline

Price History

CGNT-69.0% · -20.8% CAGRSPY+82.9% · +12.8% CAGR

View full financial statements →

Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports