Box, Inc. (BOX) vs Varonis Systems, Inc. (VRNS)
- Box, Inc. BOX 39.56 +0.20%
- Varonis Systems, Inc. VRNS 48.72 +2.92%
Box, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Box, Inc. and Varonis Systems, Inc. are of similar size ($5.4B and $5.4B). Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Box, Inc. trades at 54.9×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 9.63%. Box, Inc. has the higher net margin (8.14% vs −20.6%) and the higher return on invested capital (0.00% vs −47.4%). Across the 18 metrics below, Box, Inc. leads on 14 and Varonis Systems, Inc. on 4.
Valuation
Profitability
| Metric | BOX | VRNS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 79.55% | 77.07% | 61.00% |
| Operating margin | 9.43% | (21.99%) | 0.00% |
| Net margin | 8.14% | (20.55%) | 0.00% |
| Free cash flow margin | 28.36% | 17.19% | 1.67% |
| Return on equity | (32.39%) | (35.97%) | 0.60% |
| Return on assets | 6.64% | (8.65%) | 0.00% |
| Return on invested capital | 0.00% | (47.40%) | 0.00% |
Growth
Health
Dividend
Size
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