VRNS vs. CYBR, RPD, TENB, PTC, PINS, TTD, IOT, FIG, CHKP, and NBIS
Should you be buying Varonis Systems stock or one of its competitors? The main competitors of Varonis Systems include CyberArk Software (CYBR), Rapid7 (RPD), Tenable (TENB), PTC (PTC), Pinterest (PINS), Trade Desk (TTD), Samsara (IOT), Figma (FIG), Check Point Software Technologies (CHKP), and Nebius Group (NBIS). These companies are all part of the "computer software" industry.
Varonis Systems vs. Its Competitors
Varonis Systems (NASDAQ:VRNS) and CyberArk Software (NASDAQ:CYBR) are both computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst recommendations, risk, dividends, profitability, earnings, institutional ownership, media sentiment and valuation.
95.7% of Varonis Systems shares are owned by institutional investors. Comparatively, 91.8% of CyberArk Software shares are owned by institutional investors. 2.3% of Varonis Systems shares are owned by insiders. Comparatively, 1.4% of CyberArk Software shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.
Varonis Systems has a beta of 0.67, meaning that its share price is 33% less volatile than the S&P 500. Comparatively, CyberArk Software has a beta of 1.03, meaning that its share price is 3% more volatile than the S&P 500.
Varonis Systems presently has a consensus target price of $61.65, suggesting a potential upside of 4.11%. CyberArk Software has a consensus target price of $435.11, suggesting a potential downside of 10.15%. Given Varonis Systems' stronger consensus rating and higher possible upside, equities research analysts plainly believe Varonis Systems is more favorable than CyberArk Software.
CyberArk Software has a net margin of -13.78% compared to Varonis Systems' net margin of -17.30%. CyberArk Software's return on equity of 0.44% beat Varonis Systems' return on equity.
CyberArk Software has higher revenue and earnings than Varonis Systems. CyberArk Software is trading at a lower price-to-earnings ratio than Varonis Systems, indicating that it is currently the more affordable of the two stocks.
In the previous week, CyberArk Software had 7 more articles in the media than Varonis Systems. MarketBeat recorded 15 mentions for CyberArk Software and 8 mentions for Varonis Systems. CyberArk Software's average media sentiment score of 1.18 beat Varonis Systems' score of 0.90 indicating that CyberArk Software is being referred to more favorably in the news media.
Summary
CyberArk Software beats Varonis Systems on 9 of the 16 factors compared between the two stocks.
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New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding VRNS and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Media Sentiment Over Time
This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Varonis Systems Competitors List
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This page (NASDAQ:VRNS) was last updated on 9/23/2025 by MarketBeat.com Staff
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