ACI Worldwide, Inc. (ACIW) vs Varonis Systems, Inc. (VRNS)

ACI Worldwide, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. ACI Worldwide, Inc. and Varonis Systems, Inc. are of similar size ($5.5B and $5.0B). Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; ACI Worldwide, Inc. trades at 22.5×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 7.03%. ACI Worldwide, Inc. has the higher net margin (12.4% vs −20.6%) and the higher return on invested capital (9.84% vs −47.4%). Across the 20 metrics below, ACI Worldwide, Inc. leads on 15 and Varonis Systems, Inc. on 5.