BlackBerry Limited (BB) vs Varonis Systems, Inc. (VRNS)
- BlackBerry Limited BB 8.06 −7.36%
- Varonis Systems, Inc. VRNS 48.72 +2.92%
BlackBerry Limited and Varonis Systems, Inc. are both Software Infrastructure companies. BlackBerry Limited and Varonis Systems, Inc. are of similar size ($5.4B and $5.1B). Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; BlackBerry Limited trades at 59.9×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 14.4%. BlackBerry Limited has the higher net margin (13.1% vs −20.6%) and the higher return on invested capital (8.56% vs −47.4%). Across the 19 metrics below, BlackBerry Limited leads on 14 and Varonis Systems, Inc. on 5.
Valuation
Profitability
| Metric | BB | VRNS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 77.87% | 77.07% | 61.00% |
| Operating margin | 13.63% | (21.99%) | 0.00% |
| Net margin | 13.09% | (20.55%) | 0.00% |
| Free cash flow margin | 14.01% | 17.19% | 1.67% |
| Return on equity | 10.60% | (35.97%) | 0.60% |
| Return on assets | 6.57% | (8.65%) | 0.00% |
| Return on invested capital | 8.56% | (47.40%) | 0.00% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack