Amdocs Limited (DOX) vs Varonis Systems, Inc. (VRNS)
Amdocs Limited and Varonis Systems, Inc. are both Software Infrastructure companies. Amdocs Limited is the larger, with a market value of $6.2B against $5.5B — 1.1× the size. Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Amdocs Limited trades at 13.7×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 0.14%. Amdocs Limited has the higher net margin (9.56% vs −20.6%) and the higher return on invested capital (9.39% vs −47.4%). Across the 20 metrics below, Amdocs Limited leads on 15 and Varonis Systems, Inc. on 5.
Valuation
Profitability
| Metric | DOX | VRNS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 38.28% | 77.07% | 61.23% |
| Operating margin | 13.47% | (21.99%) | 0.00% |
| Net margin | 9.56% | (20.55%) | 0.00% |
| Free cash flow margin | 13.73% | 17.19% | 1.67% |
| Return on equity | 12.95% | (35.97%) | 0.59% |
| Return on assets | 6.98% | (8.65%) | 0.00% |
| Return on invested capital | 9.39% | (47.40%) | 0.00% |
Growth
Health
Dividend
Size
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