Cognyte Software Ltd.
Rank #64StartupCGNT · Nasdaq · Technology
Cognyte Software Ltd. (CGNT) — Rank #64 by gross profitability (GP/assets 0.56) · ROE -0.3% · Piotroski F-Score 6 / 9.
As-of 2026-09-15 · 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
- Website
- cognyte.com
Price History
Company Snapshot
P/S is the primary valuation lens for pre-profit companies.
Market Cap
$622.88M
P/E (annual)
—
P/S (annual)
1.6
P/B
3.0
P/OCF (annual)
15.4
Shareholder Yield
-1.6%
Employees
1,710
Industry
Software - Infrastructure
Exchange
Nasdaq
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
3/3 passGrowth
2/2 passTerry Smith quality gate
Passes 1/5 Terry Smith thresholds2 of 5 thresholds not computable from filed data.
What Growth Is Priced In
Implied revenue growth (10Y)
8.1%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Dilution drag: 1.6% — per-share value needs a total required return of 9.6% once share-count change is priced in.
vs. own 6-year median revenue growth: 3.7%
priced above its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
3.7%
r = 10% (base)
8.1%
r = 12%
11.8%
Net debt / market cap: -19.0%
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / E
Price / diluted EPS
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Burn rate (cash flow) is the primary read at this stage — TAM and product-market fit aren't metrics this dashboard tracks.
Profitability
Gross profitability (GP / assets)
0.56
Primary signal (Novy-Marx).
84th pctl of 38 SIC 7372 peers
Return on equity
-0.3%
Gross margin
72.4%
57th pctl of 38 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.
Operating Leverage
| 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|
| 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)
—
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
1.28
16th pctl of 33 SIC 7372 peers (best = lowest)
Current ratio
1.33×
19th pctl of 38 SIC 7372 peers
Quick ratio
1.07×
Net cash
$116.88M
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$29.93M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
47.92
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
5.3%
Stock-based comp intensity.
Piotroski F-Score
F-Score
6 / 9
Fundamental-strength score (0-9).
Lifecycle Phase History
Lynch sell alert: Turnaround stalled
Classified startup for 2 consecutive fiscal years (2025-01-31, 2026-01-31) with no recovery to a healthier phase -- Lynch's turnaround rule: if it hasn't turned around by now, assume it isn't going to.