Varonis Systems (VRNS) Competitors

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

Which has stronger earnings & valuation, VRNS or DUOL?

Duolingo has higher revenue and earnings than Varonis Systems. Varonis Systems is trading at a lower price-to-earnings ratio than Duolingo, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Varonis Systems	$550.95M	10.16	-$95.76M	-$0.81	-61.77
Duolingo	$748.02M	24.49	$88.57M	$2.03	198.55

Is VRNS or DUOL more profitable?

Duolingo has a net margin of 11.93% compared to Varonis Systems' net margin of -15.88%. Duolingo's return on equity of 11.70% beat Varonis Systems' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Varonis Systems	-15.88%	-20.01%	-5.84%
Duolingo	11.93%	11.70%	7.64%

Does the media refer more to VRNS or DUOL?

In the previous week, Duolingo had 19 more articles in the media than Varonis Systems. MarketBeat recorded 26 mentions for Duolingo and 7 mentions for Varonis Systems. Varonis Systems' average media sentiment score of 0.96 beat Duolingo's score of 0.45 indicating that Varonis Systems is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Varonis Systems	3 Very Positive mention(s)	1 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Duolingo	5 Very Positive mention(s)	11 Positive mention(s)	5 Neutral mention(s)	2 Negative mention(s)	0 Very Negative mention(s)	Neutral

Do analysts prefer VRNS or DUOL?

Varonis Systems currently has a consensus target price of $55.06, suggesting a potential upside of 10.05%. Duolingo has a consensus target price of $443.53, suggesting a potential upside of 10.04%. Given Varonis Systems' stronger consensus rating and higher probable upside, analysts plainly believe Varonis Systems is more favorable than Duolingo.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Varonis Systems	0 Sell rating(s)	5 Hold rating(s)	13 Buy rating(s)	1 Strong Buy rating(s)	2.79
Duolingo	0 Sell rating(s)	7 Hold rating(s)	10 Buy rating(s)	0 Strong Buy rating(s)	2.59

Which has more risk & volatility, VRNS or DUOL?

Varonis Systems has a beta of 0.76, indicating that its stock price is 24% less volatile than the S&P 500. Comparatively, Duolingo has a beta of 0.89, indicating that its stock price is 11% less volatile than the S&P 500.

Do institutionals and insiders have more ownership in VRNS or DUOL?

95.7% of Varonis Systems shares are owned by institutional investors. Comparatively, 91.6% of Duolingo shares are owned by institutional investors. 2.3% of Varonis Systems shares are owned by insiders. Comparatively, 18.3% of Duolingo shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Duolingo beats Varonis Systems on 11 of the 17 factors compared between the two stocks.