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Varonis Systems (VRNS) Competitors

Varonis Systems logo
$56.84 -2.18 (-3.69%)
Closing price 09/2/2025 04:00 PM Eastern
Extended Trading
$56.84 -0.01 (-0.01%)
As of 09/2/2025 07:31 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

VRNS vs. CYBR, RPD, TENB, PTC, TTD, ZM, HUBS, PINS, CHKP, and GDDY

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), Trade Desk (TTD), Zoom Communications (ZM), HubSpot (HUBS), Pinterest (PINS), Check Point Software Technologies (CHKP), and GoDaddy (GDDY). 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 superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, media sentiment, institutional ownership, risk, valuation, profitability and dividends.

Varonis Systems presently has a consensus price target of $61.65, indicating a potential upside of 8.46%. CyberArk Software has a consensus price target of $435.11, indicating a potential downside of 3.99%. Given Varonis Systems' stronger consensus rating and higher possible upside, equities analysts plainly believe Varonis Systems is more favorable than CyberArk Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Varonis Systems
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82
CyberArk Software
0 Sell rating(s)
17 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.45

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 stock 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
Varonis Systems-17.30% -23.06% -5.76%
CyberArk Software -13.78%0.44%0.27%

In the previous week, CyberArk Software had 1 more articles in the media than Varonis Systems. MarketBeat recorded 23 mentions for CyberArk Software and 22 mentions for Varonis Systems. CyberArk Software's average media sentiment score of 1.52 beat Varonis Systems' score of 1.12 indicating that CyberArk Software is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Varonis Systems
16 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CyberArk Software
21 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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
Varonis Systems$550.95M11.56-$95.76M-$0.92-61.78
CyberArk Software$1.00B22.38-$93.46M-$3.37-134.47

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.

Summary

CyberArk Software beats Varonis Systems on 9 of the 15 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$6.61B$41.38B$30.06B$9.77B
Dividend YieldN/AN/A3.18%4.50%
P/E Ratio-61.7861.22416.0926.38
Price / Sales11.5613.271,422.00110.55
Price / CashN/A190.1234.3228.92
Price / Book18.6415.629.236.58
Net Income-$95.76M$337.18M$808.33M$265.84M
7 Day Performance-0.96%1.51%-0.34%-0.07%
1 Month Performance3.86%-1.09%3.78%5.83%
1 Year Performance0.42%14.47%24,000.38%17.88%

Varonis Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRNS
Varonis Systems
3.7564 of 5 stars
$56.84
-3.7%
$61.65
+8.5%
+0.4%$6.61B$550.95M-61.782,406News Coverage
Positive News
Analyst Forecast
Insider Trade
CYBR
CyberArk Software
2.3963 of 5 stars
$438.91
-0.5%
$435.11
-0.9%
+58.0%$21.69B$1.20B-130.241,205Positive News
RPD
Rapid7
4.1953 of 5 stars
$20.17
-2.8%
$26.89
+33.3%
-46.7%$1.31B$855.36M49.202,413Analyst Forecast
TENB
Tenable
4.9091 of 5 stars
$30.01
-2.2%
$41.06
+36.8%
-26.1%$3.63B$900.02M-81.111,872News Coverage
Positive News
PTC
PTC
4.679 of 5 stars
$214.35
-0.3%
$202.14
-5.7%
+18.7%$25.68B$2.30B50.557,501Positive News
Analyst Downgrade
TTD
Trade Desk
4.4192 of 5 stars
$52.37
-1.6%
$88.58
+69.1%
-48.2%$25.61B$2.68B63.103,522Positive News
Analyst Downgrade
Gap Down
ZM
Zoom Communications
4.5253 of 5 stars
$81.35
-1.4%
$89.04
+9.5%
+18.6%$24.95B$4.70B21.467,412Analyst Upgrade
High Trading Volume
HUBS
HubSpot
4.8835 of 5 stars
$468.50
-1.2%
$726.04
+55.0%
-5.6%$24.69B$2.85B-2,036.948,246Positive News
PINS
Pinterest
4.2679 of 5 stars
$35.54
-0.2%
$42.40
+19.3%
+14.7%$24.16B$3.91B12.744,666Positive News
Analyst Upgrade
CHKP
Check Point Software Technologies
4.7179 of 5 stars
$187.72
-1.4%
$228.50
+21.7%
-1.2%$20.65B$2.57B24.446,669Positive News
Analyst Forecast
GDDY
GoDaddy
4.9275 of 5 stars
$145.94
-0.8%
$202.43
+38.7%
-13.7%$20.21B$4.75B26.065,518Positive News

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This page (NASDAQ:VRNS) was last updated on 9/3/2025 by MarketBeat.com Staff
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