BlackBerry Limited (BB) vs Varonis Systems, Inc. (VRNS)
BlackBerry Limited and Varonis Systems, Inc. are both Software Infrastructure companies. BlackBerry Limited and Varonis Systems, Inc. are of similar size ($5.5B and $5.2B). Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; BlackBerry Limited trades at 86.9×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 8.83%. BlackBerry Limited has the higher net margin (10.3% vs −20.6%) and the higher return on invested capital (6.45% vs −47.4%). Across the 19 metrics below, BlackBerry Limited leads on 12 and Varonis Systems, Inc. on 7.
Valuation
Profitability
| Metric | BB | VRNS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 77.13% | 77.07% | 61.23% |
| Operating margin | 10.62% | (21.99%) | 0.00% |
| Net margin | 10.31% | (20.55%) | 0.00% |
| Free cash flow margin | 10.51% | 17.19% | 1.67% |
| Return on equity | 8.10% | (35.97%) | 0.59% |
| Return on assets | 4.88% | (8.65%) | 0.00% |
| Return on invested capital | 6.45% | (47.40%) | 0.00% |
Growth
Health
Dividend
Size
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