VRNS vs. TWLO, DUOL, NTNX, DT, SNAP, CYBR, DOCU, AUR, GEN, and OKTA
Should you be buying Varonis Systems stock or one of its competitors? The main competitors of Varonis Systems include Twilio (TWLO), Duolingo (DUOL), Nutanix (NTNX), Dynatrace (DT), Snap (SNAP), CyberArk Software (CYBR), DocuSign (DOCU), Aurora Innovation (AUR), Gen Digital (GEN), and Okta (OKTA). These companies are all part of the "computer software" industry.
Varonis Systems vs.
Twilio (NYSE:TWLO) and Varonis Systems (NASDAQ:VRNS) are both computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their community ranking, analyst recommendations, earnings, risk, valuation, profitability, media sentiment, institutional ownership and dividends.
Twilio has a beta of 1.43, suggesting that its share price is 43% more volatile than the S&P 500. Comparatively, Varonis Systems has a beta of 0.83, suggesting that its share price is 17% less volatile than the S&P 500.
Twilio currently has a consensus price target of $130.91, suggesting a potential upside of 14.26%. Varonis Systems has a consensus price target of $59.38, suggesting a potential upside of 38.75%. Given Varonis Systems' stronger consensus rating and higher probable upside, analysts plainly believe Varonis Systems is more favorable than Twilio.
84.3% of Twilio shares are owned by institutional investors. Comparatively, 95.7% of Varonis Systems shares are owned by institutional investors. 4.5% of Twilio 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 stock will outperform the market over the long term.
In the previous week, Twilio had 34 more articles in the media than Varonis Systems. MarketBeat recorded 47 mentions for Twilio and 13 mentions for Varonis Systems. Varonis Systems' average media sentiment score of 1.04 beat Twilio's score of 0.57 indicating that Varonis Systems is being referred to more favorably in the news media.
Twilio has a net margin of -2.45% compared to Varonis Systems' net margin of -17.38%. Twilio's return on equity of 1.38% beat Varonis Systems' return on equity.
Varonis Systems has lower revenue, but higher earnings than Twilio. Twilio is trading at a lower price-to-earnings ratio than Varonis Systems, indicating that it is currently the more affordable of the two stocks.
Varonis Systems received 137 more outperform votes than Twilio when rated by MarketBeat users. Likewise, 73.63% of users gave Varonis Systems an outperform vote while only 64.71% of users gave Twilio an outperform vote.
Summary
Twilio and Varonis Systems tied by winning 9 of the 18 factors compared between the two stocks.
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New MarketBeat Followers Over Time
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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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This page (NASDAQ:VRNS) was last updated on 2/21/2025 by MarketBeat.com Staff
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