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Varonis Systems (VRNS) Competitors

Varonis Systems logo
$56.84 +2.45 (+4.50%)
Closing price 08/12/2025 04:00 PM Eastern
Extended Trading
$56.50 -0.34 (-0.60%)
As of 08/12/2025 06:08 PM Eastern
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VRNS vs. CYBR, RPD, TENB, GDDY, ZM, IOT, CHKP, NTNX, TWLO, and MDB

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), GoDaddy (GDDY), Zoom Communications (ZM), Samsara (IOT), Check Point Software Technologies (CHKP), Nutanix (NTNX), Twilio (TWLO), and MongoDB (MDB). These companies are all part of the "computer software" industry.

Varonis Systems vs. Its Competitors

CyberArk Software (NASDAQ:CYBR) and Varonis Systems (NASDAQ:VRNS) are both computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their profitability, earnings, institutional ownership, analyst recommendations, risk, dividends, media sentiment and valuation.

91.8% of CyberArk Software shares are held by institutional investors. Comparatively, 95.7% of Varonis Systems shares are held by institutional investors. 1.4% of CyberArk Software shares are held by company insiders. Comparatively, 2.3% of Varonis Systems shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

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.

Company Net Margins Return on Equity Return on Assets
CyberArk Software-13.78% 0.44% 0.27%
Varonis Systems -17.30%-23.06%-5.76%

CyberArk Software currently has a consensus target price of $435.11, indicating a potential upside of 4.00%. Varonis Systems has a consensus target price of $58.50, indicating a potential upside of 2.92%. Given CyberArk Software's higher probable upside, equities analysts clearly believe CyberArk Software is more favorable than Varonis Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CyberArk Software
0 Sell rating(s)
17 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.45
Varonis Systems
0 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.81

In the previous week, CyberArk Software had 15 more articles in the media than Varonis Systems. MarketBeat recorded 24 mentions for CyberArk Software and 9 mentions for Varonis Systems. Varonis Systems' average media sentiment score of 1.33 beat CyberArk Software's score of 1.19 indicating that Varonis Systems is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CyberArk Software
14 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Varonis Systems
3 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

CyberArk Software has a beta of 0.96, indicating that its share price is 4% less volatile than the S&P 500. Comparatively, Varonis Systems has a beta of 0.71, indicating that its share price is 29% less volatile than the S&P 500.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CyberArk Software$1.00B20.67-$93.46M-$3.37-124.15
Varonis Systems$550.95M11.56-$95.76M-$0.92-61.78

Summary

CyberArk Software beats Varonis Systems on 10 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.
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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.
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VRNS vs. The Competition

MetricVaronis SystemsSecurity IndustryComputer SectorNASDAQ Exchange
Market Cap$6.09B$38.90B$29.65B$9.69B
Dividend YieldN/AN/A3.11%4.14%
P/E Ratio-61.7864.5451.2425.31
Price / Sales11.5613.221,447.81103.99
Price / CashN/A174.0935.5358.50
Price / Book18.6416.619.196.01
Net Income-$95.76M$481.55M$803.11M$265.10M
7 Day Performance2.01%-4.14%0.60%1.39%
1 Month Performance14.64%-4.36%0.49%2.43%
1 Year Performance3.67%17.48%24,040.55%24.74%

Varonis Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRNS
Varonis Systems
3.4615 of 5 stars
$56.84
+4.5%
$58.50
+2.9%
+4.4%$6.09B$550.95M-61.782,406Positive News
Analyst Upgrade
CYBR
CyberArk Software
1.9925 of 5 stars
$409.00
-1.2%
$433.39
+6.0%
+54.4%$20.22B$1.00B-121.361,205Positive News
High Trading Volume
RPD
Rapid7
3.7838 of 5 stars
$20.74
+1.9%
$32.84
+58.4%
-42.7%$1.33B$844.01M53.182,413Trending News
Earnings Report
Analyst Forecast
Analyst Revision
TENB
Tenable
4.5767 of 5 stars
$31.04
+1.5%
$41.06
+32.3%
-26.9%$3.79B$949.25M-83.891,872Analyst Downgrade
GDDY
GoDaddy
4.8956 of 5 stars
$158.08
+1.0%
$214.86
+35.9%
-11.4%$22.53B$4.57B30.405,518News Coverage
Positive News
Earnings Report
Analyst Revision
ZM
Zoom Communications
4.5471 of 5 stars
$72.06
+1.5%
$87.00
+20.7%
+26.5%$21.80B$4.70B21.647,412Positive News
IOT
Samsara
3.3311 of 5 stars
$37.62
+4.5%
$50.64
+34.6%
-14.4%$21.41B$1.34B-170.983,500News Coverage
Positive News
Analyst Downgrade
CHKP
Check Point Software Technologies
4.8995 of 5 stars
$192.76
+2.2%
$228.08
+18.3%
+0.1%$21.20B$2.64B25.106,669Positive News
NTNX
Nutanix
4.9287 of 5 stars
$73.76
+2.3%
$91.00
+23.4%
+39.3%$19.77B$2.15B147.167,150Positive News
TWLO
Twilio
4.8349 of 5 stars
$125.37
+3.5%
$127.22
+1.5%
+60.5%$19.14B$4.46B-597.005,535Trending News
Earnings Report
MDB
MongoDB
4.4754 of 5 stars
$226.56
+2.5%
$281.31
+24.2%
-10.6%$18.51B$2.10B-198.745,558

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This page (NASDAQ:VRNS) was last updated on 8/13/2025 by MarketBeat.com Staff
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