Varonis Systems (VRNS) Competitors

$45.33
+0.49 (+1.09%)
(As of 04/26/2024 ET)

VRNS vs. SQSP, VERX, SMAR, FRSH, WK, CVLT, BLKB, TENB, CWAN, and FROG

Should you be buying Varonis Systems stock or one of its competitors? The main competitors of Varonis Systems include Squarespace (SQSP), Vertex (VERX), Smartsheet (SMAR), Freshworks (FRSH), Workiva (WK), Commvault Systems (CVLT), Blackbaud (BLKB), Tenable (TENB), Clearwater Analytics (CWAN), and JFrog (FROG). These companies are all part of the "prepackaged software" industry.

Varonis Systems vs.

Squarespace (NYSE:SQSP) and Varonis Systems (NASDAQ:VRNS) are both mid-cap computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their dividends, earnings, institutional ownership, risk, community ranking, media sentiment, valuation, profitability and analyst recommendations.

Squarespace currently has a consensus target price of $38.54, suggesting a potential upside of 8.47%. Varonis Systems has a consensus target price of $48.81, suggesting a potential upside of 7.68%. Given Varonis Systems' stronger consensus rating and higher possible upside, equities analysts clearly believe Squarespace is more favorable than Varonis Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Squarespace
0 Sell rating(s)
5 Hold rating(s)
10 Buy rating(s)
0 Strong Buy rating(s)
2.67
Varonis Systems
0 Sell rating(s)
6 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.65

Varonis Systems received 809 more outperform votes than Squarespace when rated by MarketBeat users. Likewise, 73.93% of users gave Varonis Systems an outperform vote while only 52.34% of users gave Squarespace an outperform vote.

CompanyUnderperformOutperform
SquarespaceOutperform Votes
56
52.34%
Underperform Votes
51
47.66%
Varonis SystemsOutperform Votes
865
73.93%
Underperform Votes
305
26.07%

92.3% of Squarespace shares are held by institutional investors. Comparatively, 95.7% of Varonis Systems shares are held by institutional investors. 47.1% of Squarespace shares are held by insiders. Comparatively, 2.4% of Varonis Systems shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

In the previous week, Squarespace had 4 more articles in the media than Varonis Systems. MarketBeat recorded 10 mentions for Squarespace and 6 mentions for Varonis Systems. Varonis Systems' average media sentiment score of 0.94 beat Squarespace's score of 0.83 indicating that Squarespace is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Squarespace
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Varonis Systems
3 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Squarespace has a net margin of -0.70% compared to Squarespace's net margin of -20.22%. Varonis Systems' return on equity of 0.00% beat Squarespace's return on equity.

Company Net Margins Return on Equity Return on Assets
Squarespace-0.70% N/A -0.85%
Varonis Systems -20.22%-20.04%-9.06%

Squarespace has higher revenue and earnings than Varonis Systems. Squarespace 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
Squarespace$1.01B4.79-$7.08M-$0.05-710.60
Varonis Systems$499.16M10.13-$100.92M-$0.92-49.27

Squarespace has a beta of 0.51, meaning that its stock price is 49% less volatile than the S&P 500. Comparatively, Varonis Systems has a beta of 0.85, meaning that its stock price is 15% less volatile than the S&P 500.

Summary

Squarespace beats Varonis Systems on 11 of the 18 factors compared between the two stocks.

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 SystemsPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$5.06B$21.18B$18.11B$7.56B
Dividend YieldN/A2.24%2.77%3.94%
P/E Ratio-49.27157.90270.5820.93
Price / Sales10.138.72520.5182.53
Price / CashN/A66.5728.1435.09
Price / Book10.109.636.754.38
Net Income-$100.92M$353.36M$567.53M$214.13M
7 Day Performance4.59%4.71%2.95%1.86%
1 Month Performance-4.19%-2.95%-2.77%-5.24%
1 Year Performance96.83%20.43%16.90%8.38%

Varonis Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SQSP
Squarespace
2.3427 of 5 stars
$35.29
+0.2%
$38.54
+9.2%
+13.5%$4.82B$1.01B-705.701,749Analyst Revision
VERX
Vertex
3.281 of 5 stars
$29.82
-1.3%
$35.78
+20.0%
+42.1%$4.60B$572.39M-298.201,500Analyst Report
SMAR
Smartsheet
4.6216 of 5 stars
$36.58
-0.4%
$49.75
+36.0%
-6.6%$5.03B$958.34M-46.303,330
FRSH
Freshworks
2.459 of 5 stars
$17.30
+1.2%
$25.00
+44.5%
+34.6%$5.15B$596.43M-36.814,900Upcoming Earnings
WK
Workiva
3.971 of 5 stars
$77.00
-1.5%
$113.50
+47.4%
-14.1%$4.21B$630.04M-32.492,526Upcoming Earnings
Analyst Report
CVLT
Commvault Systems
0.8221 of 5 stars
$95.63
+1.5%
$85.60
-10.5%
+71.1%$4.19B$784.59M-3,186.602,779Upcoming Earnings
BLKB
Blackbaud
4.0833 of 5 stars
$78.26
-1.1%
$88.00
+12.4%
+14.6%$4.18B$1.11B2,608.673,000Upcoming Earnings
Short Interest ↑
TENB
Tenable
4.2456 of 5 stars
$45.71
-0.5%
$56.63
+23.9%
+24.3%$5.43B$798.71M-67.221,999Upcoming Earnings
Analyst Report
News Coverage
CWAN
Clearwater Analytics
1.9632 of 5 stars
$16.21
+0.4%
$22.00
+35.7%
+5.3%$3.97B$368.17M-147.361,756Upcoming Earnings
Short Interest ↑
FROG
JFrog
2.405 of 5 stars
$37.49
+0.1%
$43.46
+15.9%
+122.8%$3.82B$349.89M-62.481,400Insider Selling
News Coverage

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This page (NASDAQ:VRNS) was last updated on 4/27/2024 by MarketBeat.com Staff

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