stockrowBox, Inc. (BOX) vs Varonis Systems, Inc. (VRNS)
- Box, Inc. BOX 43.69 −0.82%
- Varonis Systems, Inc. VRNS 48.74 −0.12%
Box, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Box, Inc. and Varonis Systems, Inc. are of similar size ($6.0B and $5.6B). Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Box, Inc. trades at 60.7×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 17.6% against 9.63%. Box, Inc. has the higher net margin (8.14% vs −21.4%) and the higher return on invested capital (0.00% vs −11.5%). Across the 18 metrics below, Box, Inc. leads on 13 and Varonis Systems, Inc. on 5.
Valuation
Profitability
| Metric | BOX | VRNS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 79.55% | 76.32% | 57.45% |
| Operating margin | 9.43% | (22.78%) | 0.00% |
| Net margin | 8.14% | (21.38%) | 0.00% |
| Free cash flow margin | 28.36% | 16.08% | 0.00% |
| Return on equity | (32.39%) | (29.48%) | 0.00% |
| Return on assets | 6.64% | (9.19%) | 0.00% |
| Return on invested capital | 0.00% | (11.48%) | 0.00% |
Growth
Health
Dividend
Size
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