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Varonis Systems (VRNS) Competitors

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$45.12 -0.38 (-0.84%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$45.40 +0.28 (+0.61%)
As of 09/11/2026 07:30 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 Massive. Learn more.

VRNS vs. TENB, RBRK, NTNX, GEN, and NLOK

Should you buy Varonis Systems stock or one of its competitors? Varonis Systems's main competitors and comparable companies include Tenable (TENB), Rubrik (RBRK), Nutanix (NTNX), Gen Digital (GEN), and NortonLifeLock (NLOK). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "systems software" industry.

How does Varonis Systems compare to Tenable?

Varonis Systems (NASDAQ:VRNS) and Tenable (NASDAQ:TENB) are both mid-cap technology companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, earnings, profitability, valuation, analyst recommendations, media sentiment and institutional ownership.

Tenable has a net margin of 0.65% compared to Varonis Systems' net margin of -20.55%. Tenable's return on equity of 14.90% beat Varonis Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Varonis Systems-20.55% -19.18% -5.97%
Tenable 0.65%14.90%2.52%

95.7% of Varonis Systems shares are owned by institutional investors. Comparatively, 89.1% of Tenable shares are owned by institutional investors. 3.0% of Varonis Systems shares are owned by insiders. Comparatively, 1.7% of Tenable shares are owned 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.

Varonis Systems has a beta of 0.82, suggesting that its stock price is 18% less volatile than the broader market. Comparatively, Tenable has a beta of 0.96, suggesting that its stock price is 4% less volatile than the broader market.

In the previous week, Tenable had 6 more articles in the media than Varonis Systems. MarketBeat recorded 16 mentions for Tenable and 10 mentions for Varonis Systems. Tenable's average media sentiment score of 0.72 beat Varonis Systems' score of 0.72 indicating that Tenable is being referred to more favorably in the news media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Varonis Systems$623.53M8.31-$129.32M-$1.23N/A
Tenable$1.04B3.18-$36.12M$0.05602.20

Varonis Systems currently has a consensus target price of $49.79, suggesting a potential upside of 10.35%. Tenable has a consensus target price of $34.68, suggesting a potential upside of 15.19%. Given Tenable's higher probable upside, analysts clearly believe Tenable is more favorable than Varonis Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Varonis Systems
1 Sell rating(s)
7 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.63
Tenable
2 Sell rating(s)
11 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.25

Summary

Tenable beats Varonis Systems on 11 of the 16 factors compared between the two stocks.

How does Varonis Systems compare to Rubrik?

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

Rubrik currently has a consensus price target of $113.31, suggesting a potential upside of 31.06%. Varonis Systems has a consensus price target of $49.79, suggesting a potential upside of 10.35%. Given Rubrik's stronger consensus rating and higher probable upside, analysts plainly believe Rubrik is more favorable than Varonis Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Rubrik
1 Sell rating(s)
0 Hold rating(s)
28 Buy rating(s)
0 Strong Buy rating(s)
2.93
Varonis Systems
1 Sell rating(s)
7 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.63

Rubrik has a beta of 1.24, indicating that its share price is 24% more volatile than the broader market. Comparatively, Varonis Systems has a beta of 0.82, indicating that its share price is 18% less volatile than the broader market.

Varonis Systems has lower revenue, but higher earnings than Rubrik. Rubrik 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
Rubrik$1.32B13.52-$348.83M-$1.26N/A
Varonis Systems$623.53M8.31-$129.32M-$1.23N/A

Rubrik has a net margin of -16.50% compared to Varonis Systems' net margin of -20.55%. Rubrik's return on equity of 0.00% beat Varonis Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Rubrik-16.50% N/A -8.45%
Varonis Systems -20.55%-19.18%-5.97%

49.5% of Rubrik shares are held by institutional investors. Comparatively, 95.7% of Varonis Systems shares are held by institutional investors. 13.7% of Rubrik shares are held by insiders. Comparatively, 3.0% of Varonis Systems shares are held 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.

In the previous week, Rubrik had 4 more articles in the media than Varonis Systems. MarketBeat recorded 14 mentions for Rubrik and 10 mentions for Varonis Systems. Rubrik's average media sentiment score of 0.82 beat Varonis Systems' score of 0.72 indicating that Rubrik is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Rubrik
6 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Varonis Systems
1 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Rubrik beats Varonis Systems on 11 of the 16 factors compared between the two stocks.

How does Varonis Systems compare to Nutanix?

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

Nutanix presently has a consensus target price of $72.71, suggesting a potential upside of 10.31%. Varonis Systems has a consensus target price of $49.79, suggesting a potential upside of 10.35%. Given Varonis Systems' stronger consensus rating and higher probable upside, analysts clearly believe Varonis Systems is more favorable than Nutanix.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Nutanix
0 Sell rating(s)
9 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.50
Varonis Systems
1 Sell rating(s)
7 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.63

Nutanix has a beta of 0.62, meaning that its share price is 38% less volatile than the broader market. Comparatively, Varonis Systems has a beta of 0.82, meaning that its share price is 18% less volatile than the broader market.

Nutanix has a net margin of 52.81% compared to Varonis Systems' net margin of -20.55%. Varonis Systems' return on equity of -19.18% beat Nutanix's return on equity.

Company Net Margins Return on Equity Return on Assets
Nutanix52.81% -90.13% 9.09%
Varonis Systems -20.55%-19.18%-5.97%

In the previous week, Nutanix had 4 more articles in the media than Varonis Systems. MarketBeat recorded 14 mentions for Nutanix and 10 mentions for Varonis Systems. Nutanix's average media sentiment score of 0.96 beat Varonis Systems' score of 0.72 indicating that Nutanix is being referred to more favorably in the media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nutanix$2.85B6.24$1.51B$5.1612.78
Varonis Systems$623.53M8.31-$129.32M-$1.23N/A

85.3% of Nutanix shares are held by institutional investors. Comparatively, 95.7% of Varonis Systems shares are held by institutional investors. 2.4% of Nutanix shares are held by company insiders. Comparatively, 3.0% of Varonis Systems shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Nutanix and Varonis Systems tied by winning 8 of the 16 factors compared between the two stocks.

How does Varonis Systems compare to Gen Digital?

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

Gen Digital has a net margin of 20.73% compared to Varonis Systems' net margin of -20.55%. Gen Digital's return on equity of 55.93% beat Varonis Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Gen Digital20.73% 55.93% 8.91%
Varonis Systems -20.55%-19.18%-5.97%

81.4% of Gen Digital shares are owned by institutional investors. Comparatively, 95.7% of Varonis Systems shares are owned by institutional investors. 9.7% of Gen Digital shares are owned by insiders. Comparatively, 3.0% of Varonis Systems 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Gen Digital$5.08B3.57$973M$1.7217.59
Varonis Systems$623.53M8.31-$129.32M-$1.23N/A

Gen Digital has a beta of 1.22, meaning that its stock price is 22% more volatile than the broader market. Comparatively, Varonis Systems has a beta of 0.82, meaning that its stock price is 18% less volatile than the broader market.

Gen Digital presently has a consensus price target of $31.60, suggesting a potential upside of 4.43%. Varonis Systems has a consensus price target of $49.79, suggesting a potential upside of 10.35%. Given Varonis Systems' stronger consensus rating and higher possible upside, analysts plainly believe Varonis Systems is more favorable than Gen Digital.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Gen Digital
0 Sell rating(s)
6 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.38
Varonis Systems
1 Sell rating(s)
7 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.63

In the previous week, Varonis Systems had 1 more articles in the media than Gen Digital. MarketBeat recorded 10 mentions for Varonis Systems and 9 mentions for Gen Digital. Gen Digital's average media sentiment score of 1.09 beat Varonis Systems' score of 0.72 indicating that Gen Digital is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Gen Digital
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Varonis Systems
1 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

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

How does Varonis Systems compare to NortonLifeLock?

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

Varonis Systems presently has a consensus target price of $49.79, suggesting a potential upside of 10.35%. Given Varonis Systems' stronger consensus rating and higher possible upside, research analysts clearly believe Varonis Systems is more favorable than NortonLifeLock.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Varonis Systems
1 Sell rating(s)
7 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.63
NortonLifeLock
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Varonis Systems had 10 more articles in the media than NortonLifeLock. MarketBeat recorded 10 mentions for Varonis Systems and 0 mentions for NortonLifeLock. Varonis Systems' average media sentiment score of 0.72 beat NortonLifeLock's score of 0.00 indicating that Varonis Systems is being referred to more favorably in the media.

Company Overall Sentiment
Varonis Systems Positive
NortonLifeLock Neutral

NortonLifeLock has a net margin of 0.00% compared to Varonis Systems' net margin of -20.55%. NortonLifeLock's return on equity of 0.00% beat Varonis Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
Varonis Systems-20.55% -19.18% -5.97%
NortonLifeLock N/A N/A N/A

Varonis Systems has a beta of 0.82, meaning that its share price is 18% less volatile than the broader market. Comparatively, NortonLifeLock has a beta of 0.76, meaning that its share price is 24% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Varonis Systems$623.53M8.31-$129.32M-$1.23N/A
NortonLifeLock$2.82B6.14$817.05M$1.4321.16

95.7% of Varonis Systems shares are owned by institutional investors. Comparatively, 94.9% of NortonLifeLock shares are owned by institutional investors. 3.0% of Varonis Systems shares are owned by company insiders. Comparatively, 3.3% of NortonLifeLock shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Summary

Varonis Systems and NortonLifeLock tied by winning 8 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 SystemsSoftware IndustryTechnology SectorNASDAQ Exchange
Market Cap$5.23B$15.42B$29.64B$12.72B
Dividend YieldN/A3.43%2.74%11.15%
P/E Ratio-36.68138.4176.6225.29
Price / Sales8.311,286.68588.6398.94
Price / CashN/A45.1247.5051.44
Price / Book8.858.347.706.20
Net Income-$129.32M$434.47M$704.99M$358.50M
7 Day Performance-2.10%-2.04%-1.08%-2.35%
1 Month Performance7.61%-1.09%-3.65%-2.77%
1 Year Performance-19.72%-0.19%180.35%7.63%

Varonis Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRNS
Varonis Systems
1.767 of 5 stars
$45.12
-0.8%
$49.79
+10.3%
-21.1%$5.23B$623.53MN/A2,658
TENB
Tenable
3.1856 of 5 stars
$34.25
flat
$34.68
+1.3%
-1.4%$3.77B$999.41M685.141,995
RBRK
Rubrik
3.7324 of 5 stars
$93.85
+0.2%
$112.15
+19.5%
+10.8%$19.28B$1.32BN/A3,797
NTNX
Nutanix
4.3341 of 5 stars
$68.06
flat
$72.71
+6.8%
-18.7%$18.40B$2.85B13.197,800
GEN
Gen Digital
3.9566 of 5 stars
$30.65
flat
$31.60
+3.1%
+2.0%$18.35B$5B17.823,900

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This page (NASDAQ:VRNS) was last updated on 9/12/2026 by MarketBeat.com Staff.
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