Paymentus Holdings, Inc. (PAY) vs Varonis Systems, Inc. (VRNS)

• Paymentus Holdings, Inc. PAY 31.24 ▼ −10.87%
• Varonis Systems, Inc. VRNS 48.88 ▲ +0.27%

Paymentus Holdings, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Varonis Systems, Inc. is the larger, with a market value of $5.7B against $3.9B — 1.4× the size. Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Paymentus Holdings, Inc. trades at 41.7×. Paymentus Holdings, Inc. grew revenue faster over the last twelve months: 26.5% against 15.6%. Paymentus Holdings, Inc. has the higher net margin (6.65% vs −20.6%) and the higher return on invested capital (31.2% vs −47.4%). Across the 20 metrics below, Paymentus Holdings, Inc. leads on 18 and Varonis Systems, Inc. on 2.