BlackBerry Limited (BB) vs Varonis Systems, Inc. (VRNS)
- BlackBerry Limited BB 8.69 +3.82%
- Varonis Systems, Inc. VRNS 48.77 +0.08%
BlackBerry Limited and Varonis Systems, Inc. are both Software Infrastructure companies. Varonis Systems, Inc. is the larger, with a market value of $5.6B against $4.9B — 1.1× the size. Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; BlackBerry Limited trades at 62.9×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 17.6% against 14.4%. BlackBerry Limited has the higher net margin (13.1% vs −21.4%) and the higher return on invested capital (8.56% vs −11.5%). 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 | 77.87% | 76.32% | 57.45% |
| Operating margin | 13.63% | (22.78%) | 0.00% |
| Net margin | 13.09% | (21.38%) | 0.00% |
| Free cash flow margin | 14.01% | 16.08% | 0.00% |
| Return on equity | 10.60% | (29.48%) | 0.00% |
| Return on assets | 6.57% | (9.19%) | 0.00% |
| Return on invested capital | 8.56% | (11.48%) | 0.00% |
Growth
Health
Dividend
Size
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