Qualys, Inc. (QLYS) vs Varonis Systems, Inc. (VRNS)

Qualys, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Qualys, Inc. is the larger, with a market value of $6.3B against $5.5B — 1.1× the size. Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Qualys, Inc. trades at 29.7×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 10.4%. Qualys, Inc. has the higher net margin (29.4% vs −20.6%) and the higher return on invested capital (111.1% vs −47.4%). Across the 20 metrics below, Qualys, Inc. leads on 15 and Varonis Systems, Inc. on 5.