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Varonis Systems (VRNS) Competitors

Varonis Systems logo
$44.19 -1.69 (-3.68%)
As of 01/17/2025 04:00 PM Eastern

VRNS vs. DOCU, MDB, NTNX, GEN, TWLO, DT, CYBR, OKTA, DUOL, and BSY

Should you be buying Varonis Systems stock or one of its competitors? The main competitors of Varonis Systems include DocuSign (DOCU), MongoDB (MDB), Nutanix (NTNX), Gen Digital (GEN), Twilio (TWLO), Dynatrace (DT), CyberArk Software (CYBR), Okta (OKTA), Duolingo (DUOL), and Bentley Systems (BSY). These companies are all part of the "computer software" industry.

Varonis Systems vs.

DocuSign (NASDAQ:DOCU) 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, institutional ownership, risk, community ranking, valuation, media sentiment, analyst recommendations, dividends and earnings.

In the previous week, DocuSign had 10 more articles in the media than Varonis Systems. MarketBeat recorded 20 mentions for DocuSign and 10 mentions for Varonis Systems. DocuSign's average media sentiment score of 1.20 beat Varonis Systems' score of 0.61 indicating that DocuSign is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
DocuSign
17 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Varonis Systems
5 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

DocuSign has a net margin of 34.73% compared to Varonis Systems' net margin of -15.31%. DocuSign's return on equity of 14.90% beat Varonis Systems' return on equity.

Company Net Margins Return on Equity Return on Assets
DocuSign34.73% 14.90% 6.90%
Varonis Systems -15.31%-17.58%-6.74%

DocuSign presently has a consensus price target of $92.45, indicating a potential upside of 3.19%. Varonis Systems has a consensus price target of $59.44, indicating a potential upside of 34.52%. Given Varonis Systems' stronger consensus rating and higher probable upside, analysts plainly believe Varonis Systems is more favorable than DocuSign.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
DocuSign
3 Sell rating(s)
7 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.00
Varonis Systems
0 Sell rating(s)
5 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.79

77.6% of DocuSign shares are owned by institutional investors. Comparatively, 95.7% of Varonis Systems shares are owned by institutional investors. 1.7% of DocuSign shares are owned by insiders. Comparatively, 2.6% of Varonis Systems 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
DocuSign$2.76B6.55$73.98M$4.8518.47
Varonis Systems$499.16M9.96-$100.92M-$0.75-58.92

DocuSign has a beta of 0.88, meaning that its stock price is 12% less volatile than the S&P 500. Comparatively, Varonis Systems has a beta of 0.83, meaning that its stock price is 17% less volatile than the S&P 500.

Varonis Systems received 462 more outperform votes than DocuSign when rated by MarketBeat users. Likewise, 73.67% of users gave Varonis Systems an outperform vote while only 58.45% of users gave DocuSign an outperform vote.

CompanyUnderperformOutperform
DocuSignOutperform Votes
422
58.45%
Underperform Votes
300
41.55%
Varonis SystemsOutperform Votes
884
73.67%
Underperform Votes
316
26.33%

Summary

DocuSign beats Varonis Systems on 10 of the 19 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 {thisCompany.Symbol} 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$4.97B$25.38B$27.12B$9.14B
Dividend YieldN/A2.09%2.78%4.02%
P/E Ratio-58.9293.60236.9017.36
Price / Sales9.9614.023,720.9977.11
Price / CashN/A82.5634.3235.97
Price / Book9.8412.638.394.79
Net Income-$100.92M$444.67M$669.90M$225.00M
7 Day Performance-1.25%4.60%3.66%2.62%
1 Month Performance-2.45%2.02%4.89%3.81%
1 Year Performance-0.92%29.50%24.37%20.10%

Varonis Systems Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
VRNS
Varonis Systems
4.4305 of 5 stars
$44.19
-3.7%
$59.44
+34.5%
-0.9%$4.97B$499.16M-58.922,233Analyst Forecast
High Trading Volume
DOCU
DocuSign
4.5113 of 5 stars
$89.91
-0.6%
$92.45
+2.8%
+41.8%$18.16B$2.91B18.546,840Positive News
MDB
MongoDB
4.8137 of 5 stars
$237.18
-3.3%
$364.64
+53.7%
-36.9%$17.66B$1.92B-86.563,540Analyst Forecast
Analyst Revision
Gap Up
NTNX
Nutanix
4.5092 of 5 stars
$62.36
+0.2%
$79.47
+27.4%
+18.7%$16.71B$2.23B-178.177,150Analyst Downgrade
Positive News
GEN
Gen Digital
3.6031 of 5 stars
$26.83
-0.3%
N/A+17.2%$16.53B$3.86B27.382,700
TWLO
Twilio
4.4327 of 5 stars
$107.62
-0.4%
$93.61
-13.0%
+52.6%$16.51B$4.34B-41.885,867Analyst Forecast
DT
Dynatrace
4.9291 of 5 stars
$50.48
-0.4%
$62.08
+23.0%
-11.4%$15.07B$1.56B91.783,600Analyst Forecast
News Coverage
CYBR
CyberArk Software
2.1759 of 5 stars
$333.23
-3.1%
$350.22
+5.1%
+51.5%$14.52B$751.89M1,234.232,140Analyst Forecast
Short Interest ↑
OKTA
Okta
4.5779 of 5 stars
$83.05
-1.6%
$104.45
+25.8%
+7.4%$14.23B$2.53B-237.295,908Analyst Forecast
Analyst Revision
DUOL
Duolingo
3.0302 of 5 stars
$314.54
-1.3%
$353.90
+12.5%
+80.4%$13.84B$531.11M171.88600Short Interest ↑
Gap Up
BSY
Bentley Systems
4.847 of 5 stars
$45.38
-1.0%
$57.29
+26.2%
-9.6%$13.19B$1.31B40.885,000Short Interest ↑
Gap Up

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This page (NASDAQ:VRNS) was last updated on 1/20/2025 by MarketBeat.com Staff
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