UiPath, Inc. (PATH) vs Varonis Systems, Inc. (VRNS)

UiPath, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. UiPath, Inc. is the larger, with a market value of $6.6B against $5.5B — 1.2× the size. Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; UiPath, Inc. trades at 18.6×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 15.0%. UiPath, Inc. has the higher net margin (21.0% vs −20.6%) and the higher return on invested capital (14.4% vs −47.4%). Across the 19 metrics below, UiPath, Inc. leads on 18 and Varonis Systems, Inc. on 1.