Cognyte Software Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Cognyte Software Ltd (CGNT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Cognyte Software Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 400M vs 1,635,890M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+5.5%) for its tracked peer group.
- Profitability: Its 1.2% net margin compares with 23.3% for the peer group.
- Scale: Cognyte Software Ltd ranks #127 of 260 companies by market capitalization in the Software & Programming industry, holding 0.0% of industry market cap.
- Peer revenue share: Cognyte Software Ltd accounted for 0.1% of combined revenue among its tracked peer group.
- Peer differentiation: Revenue per employee of $0.48M compares with $0.74M for the peer group (0.6x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
CGNT Sales vs. its Competitors, Q4 2025
With a net margin of 1.15 %, Cognyte Software Ltd reported lower profitability than its competitors (23.30 %).
Cognyte Software Ltd generated 0.09 % of the combined sales of its peer group.
Cognyte Software Ltd vs. its Competitors, Q4 2025
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Cognyte Software Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Cognyte Software Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (10) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Cognyte Software Ltd's competitor groups requires a Commercial License.
Cognyte Software Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Cognyte Software Ltd | - | - | - | - |
| Competitors combined (14) | ||||
| High-Confidence Competitors (3) | ||||
| Similar-Size Competitors (10) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
CGNT Stock Performance relative to its Competitors
CGNT Stock Performance relative to High-Confidence Competitors
CGNT Stock Performance relative to Similar-Size Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Jfrog Ltd | 282.9% | Outperformed |
| 2 | Amazon com Inc | 282.9% | Outperformed |
| 3 | Palantir Technologies Inc | 282.9% | Outperformed |
| 4 | Microsoft Corporation | 282.9% | Outperformed |
| 5 | Uipath Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Cognyte Software Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Cognyte Software Ltd's Comment on Competition and Industry Peers
Publicly Traded Peers of Cognyte Software Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Cognyte Software Ltd | 612.43 | 399.70 |
| Alphabet Inc | 4,174,720.44 | 445,866.00 |
| Microsoft Corporation | 3,795,216.66 | 331,839.00 |
| Amazon com Inc | 2,683,773.45 | 776,231.00 |
| Palantir Technologies Inc | 481,578.75 | 6,156.87 |
| International Business Machines Corporation | 210,356.66 | 69,096.00 |
| SUBTOTAL | 11,486,853.57 | 1,654,721.85 |
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Sources: Cognyte Software Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Cognyte Software Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Cognyte Software Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Cleartrail | Named by the company | 85% |
| IBM Watson | Named by the company | 85% |
| Rohde Schwarz | Named by the company | 85% |
| BAE | Named by the company | 85% |
| FireEye | Named by the company | 85% |
| Octasic | Named by the company | 85% |
| XCI | Named by the company | 85% |
| DataWalk | Named by the company | 85% |
| JSI | Named by the company | 85% |
| SS8 | Named by the company | 85% |
| Cellxion | Named by the company | 85% |
| IAI | Named by the company | 85% |
| Palantir | Named by the company | 85% |
| Elbit | Named by the company | 85% |
| L3/Harris | Named by the company | 85% |
| Thales | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Cognyte Software Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Cognyte Software Ltd's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Alphabet Inc | Google Services 85.60 % |
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Amazon com Inc | North America 57.75 % |
| Palantir Technologies Inc | Government Operating 51.15 % |
| International Business Machines Corporation | Software 45.22 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Cognyte Software Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Cognyte Software Ltd | 612 | 480,988 | -8,705 |
| Alphabet Inc | 4,174,720 | 9,645,768 | 5,283,078 |
| Microsoft Corporation | 3,795,217 | 1,488,067 | 599,771 |
| Amazon com Inc | 2,683,773 | 492,532 | 85,838 |
| Palantir Technologies Inc | 481,579 | 1,390,126 | 684,290 |
| International Business Machines Corporation | 210,357 | 226,322 | 35,129 |
| PEERS TOTAL | 11,486,241 | 741,060 | 237,499 |
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Cognyte Software Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Cognyte Software Ltd | EMEA 79.03 % |
| Alphabet Inc | United States 47.77 % |
| Microsoft Corporation | US 51.47 % |
| International Business Machines Corporation | Americas 49.04 % |
| Vmware Inc | Non-US 52.44 % |
| Splunk Inc | United States 68.97 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
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Cognyte Software Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 236 companies in Cognyte Software Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Cognyte Software Ltd ranks #127 of 236 companies by market capitalization in its industry, holding 0.01 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,656, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Microsoft Corporation | 3,795,217 | 50.26 % |
| 2 | Palantir Technologies Inc | 481,579 | 6.38 % |
| 3 | Oracle Corporation | 386,426 | 5.12 % |
| 4 | Sap Se | 275,531 | 3.65 % |
| 5 | Crowdstrike Holdings Inc | 1,234 | 5.2% |
| 6 | Shopify Inc | 1,234 | 5.2% |
| 7 | Salesforce Inc | 1,234 | 5.2% |
| 8 | Full Truck Alliance Co Ltd | 1,234 | 5.2% |
| 9 | Servicenow Inc | 1,234 | 5.2% |
| 10 | Cloudflare Inc | 1,234 | 5.2% |
| 127 | Cognyte Software Ltd | 622 | 0.01 % |
Market cap and industry share for the rest of Cognyte Software Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Cognyte Software Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 122 | N able Inc | 766 | -52.97 % |
| 123 | Docebo Inc | 671 | -21.08 % |
| 124 | Vtex | 663 | -17.59 % |
| 125 | Consensus Cloud Solutions Inc | 661 | 18.17 % |
| 126 | Grid Dynamics Holdings Inc | 1,234 | 12.3% |
| 127 | Cognyte Software Ltd | 622 | -1.07 % |
| 128 | Weave Communications Inc | 1,234 | 12.3% |
| 129 | Sprout Social Inc | 1,234 | 12.3% |
| 130 | Jingbo Technology Inc | 1,234 | 12.3% |
| 131 | 3d Systems Corporation | 1,234 | 12.3% |
| 132 | Xunlei Ltd | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Cognyte Software Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Cognyte Software Ltd's BCG Growth-Share Matrix
Relative market share (vs Cognyte Software Ltd's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Cognyte Software Ltd falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 11.6% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 50% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Cognyte Software Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,656 (see Industry Market Structure & Concentration above) |
| Supplier Power | Not covered on this page | See Cognyte Software Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Cognyte Software Ltd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Cognyte Software Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Cognyte Software Ltd falls in the High attractiveness / Low strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Cognyte Software Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Industry revenue growing at a healthy 11.6% median pace.
Threats
- Industry dominated by Microsoft Corporation, holding 50.26 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Cognyte Software Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Cognyte Software Ltd | 0.51 | 1.30 | - |
| Alphabet Inc | 0.55 | 2.13 | 0.13 |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Amazon com Inc | 0.38 | 1.07 | 0.21 |
| Palantir Technologies Inc | 1.40 | 6.94 | - |
| International Business Machines Corporation | 0.29 | 0.87 | 3.47 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Cognyte Software Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Cognyte Software Ltd | Q4 2025 | +27.5 % | - |
| Alphabet Inc | Q2 2026 | +24.2 % | +297.9 % |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Amazon com Inc | Q2 2026 | +19.9 % | +244.9 % |
| Palantir Technologies Inc | Q2 2026 | +93.0 % | +224.4 % |
| International Business Machines Corporation | Q2 2026 | +1.1 % | -1.3 % |
| PEERS TOTAL | +19.8 % | +183.9 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Cognyte Software Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Cognyte Software Ltd | Q4 2025 | +16,654.4 % | +28.0 % |
| Alphabet Inc | Q2 2026 | +17.7 % | +100.1 % |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Amazon com Inc | Q2 2026 | +18.5 % | +300.3 % |
| Palantir Technologies Inc | Q2 2026 | +54.6 % | +90.6 % |
| International Business Machines Corporation | Q2 2026 | +3.6 % | +9.0 % |
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Cognyte Software Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Cognyte Software Ltd | - | - | - |
| Alphabet Inc | 35.42% | 42.01% | 50.84% |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Amazon com Inc | 15.21% | 23.40% | 30.50% |
| Palantir Technologies Inc | 31.17% | 34.61% | 37.17% |
| International Business Machines Corporation | 7.07% | 7.03% | 33.43% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Cognyte Software Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Cognyte Software Ltd | - | 1.53 |
| Alphabet Inc | 17.03 | 9.36 |
| Microsoft Corporation | 28.37 | 11.44 |
| Amazon com Inc | 19.79 | 3.46 |
| Palantir Technologies Inc | 160.24 | 78.22 |
| International Business Machines Corporation | 19.55 | 3.04 |
| PEERS AVERAGE | 21.67 | 6.94 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.