As Application Software companies, Commvault Systems Inc. (NASDAQ:CVLT) and Cheetah Mobile Inc. (NYSE:CMCM) are our subject to contrast. And more specifically their profitability, institutional ownership, analyst recommendations, risk, dividends, earnings and valuation.
Valuation & Earnings
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Commvault Systems Inc.||714.44M||4.35||4.06M||-1.11||0.00|
|Cheetah Mobile Inc.||N/A||0.00||N/A||1.51||4.52|
Table 1 demonstrates Commvault Systems Inc. and Cheetah Mobile Inc.’s gross revenue, earnings per share and valuation.
Table 2 has Commvault Systems Inc. and Cheetah Mobile Inc.’s return on assets, return on equity and net margins.
|Net Margins||Return on Equity||Return on Assets|
|Commvault Systems Inc.||0.57%||-16.9%||-8.5%|
|Cheetah Mobile Inc.||0.00%||32.7%||20.2%|
Volatility and Risk
Commvault Systems Inc. has a 1.42 beta, while its volatility is 42.00% which is more volatile than Standard and Poor’s 500. Competitively, Cheetah Mobile Inc.’s beta is 2.85 which is 185.00% more volatile than Standard and Poor’s 500.
Commvault Systems Inc.’s Current Ratio is 2.2 while its Quick Ratio is 2.2. On the competitive side is, Cheetah Mobile Inc. which has a 3 Current Ratio and a 3 Quick Ratio. Cheetah Mobile Inc. is better positioned to pay off short and long-term obligations compared to Commvault Systems Inc.
The Recommendations and Ratings for Commvault Systems Inc. and Cheetah Mobile Inc. are featured in the next table.
|Sell Ratings||Hold Ratings||Buy Ratings||Rating Score|
|Commvault Systems Inc.||0||2||0||2.00|
|Cheetah Mobile Inc.||0||0||0||0.00|
Insider and Institutional Ownership
The shares of both Commvault Systems Inc. and Cheetah Mobile Inc. are owned by institutional investors at 91.4% and 21.5% respectively. Insiders owned 7.9% of Commvault Systems Inc. shares. Competitively, Cheetah Mobile Inc. has 16.14% of it’s share owned by insiders.
Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.
|Performance (W)||Performance (M)||Performance (Q)||Performance (HY)||Performance (Y)||Performance (YTD)|
|Commvault Systems Inc.||-4.53%||-6.78%||-18.74%||-19.38%||4.69%||7.18%|
|Cheetah Mobile Inc.||7.4%||-25.87%||-26.43%||-41.66%||-40.07%||-43.54%|
For the past year Commvault Systems Inc. had bullish trend while Cheetah Mobile Inc. had bearish trend.
Commvault Systems Inc. beats Cheetah Mobile Inc. on 6 of the 11 factors.
Commvault Systems, Inc. provides data and information management software applications and related services in the United States and internationally. The companyÂ’s software suite contains solutions that are built on a single unified code base and platform to protect, manage, and access data and information. It offers data protection, backup, and recovery software solutions that allow for the backup of databases, files, applications, endpoints, and virtual machines with according to data type and recovery profile; and help to optimize storage with deduplication, recover data, and leverage reports to improve backup and recovery processes. The company also provides cloud and infrastructure management software solutions that provide a way to manage storage hardware and virtual infrastructure; and retention and compliance software solutions that provide content based retention, enterprise search and e-discovery, email archiving, data loss prevention, and secure file sharing services. In addition, it offers customer support, consulting, assessment and design, installation, and training services, as well as implementation and post-deployment, and education services. The company sells its software and services directly to large enterprises, small and medium sized businesses, and government agencies, as well as indirectly through a network of value-added reseller partners, systems integrators, corporate resellers, and original equipment manufacturers. It licenses its software applications to customers in industries, such as banking, insurance and financial, government, healthcare, pharmaceuticals and medical, technology, legal, manufacturing, utilities, and energy. The company has strategic relationships with Atos, Cisco, Citrix, Fujitsu, HP, Microsoft, Oracle, SAP, and VMware. Commvault Systems, Inc. was incorporated in 1996 and is headquartered in Tinton Falls, New Jersey.
Cheetah Mobile Inc. operates a platform that offers mobile and personal computer (PC) applications for its users and global content promotional channels. The companyÂ’s suite of utility applications optimizes mobile and PC Internet system performance and provides real time protection against known and unknown security threats. Its mobile and PC applications for users include Clean Master, a junk file cleaning, memory boosting, and privacy protection tool for mobile devices; CM Security, an anti-virus and security application for mobile devices; Battery Doctor, a power optimization tool for mobile devices; Cheetah Browser, a safe Web browser for PCs and mobile devices; CM Browser, a mobile browser; CM Launcher, a secure launcher that offers acceleration, secure protection, and stylish wallpapers, as well as automatically organizes mobile applications based on personal behavior; Photo Grid, a photo collage application that allows users to create professional looking collages of photos through an intuitive interface for mobile devices; CM Locker, a lightweight lock screen; and Duba Anti-virus, an Internet security application for PC and mobile devices. The company also offers content-driven applications comprising Live.me, a live video streaming application; and News Republic, a global mobile news service operator, as well as various products, which include mobile advertising publishing; mobile advertising platform; Duba.com personal start page that aggregates online resources and provides users access to their online destinations; Web and mobile games publishing; and cloud-based data analytics engines. It serves direct advertisers, including mobile application developers, mobile game developers, and e-commerce companies, as well as search engines. The company was formerly known as Kingsoft Internet Software Holdings Limited and changed its name to Cheetah Mobile Inc. in March 2014. Cheetah Mobile Inc. was incorporated in 2009 and is headquartered in Beijing, China.