Remitly Global, Inc. (RELY) vs Varonis Systems, Inc. (VRNS)

Remitly Global, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Varonis Systems, Inc. is the larger, with a market value of $5.5B against $4.5B — 1.2× the size. Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Remitly Global, Inc. trades at 14.8×. Remitly Global, Inc. grew revenue faster over the last twelve months: 23.8% against 15.6%. Remitly Global, Inc. has the higher net margin (16.9% vs −20.6%) and the higher return on invested capital (23.6% vs −47.4%). Across the 19 metrics below, Remitly Global, Inc. leads on 18 and Varonis Systems, Inc. on 1.