Remitly Global, Inc. (RELY) vs Varonis Systems, Inc. (VRNS)
- Remitly Global, Inc. RELY 24.16 −1.99%
- Varonis Systems, Inc. VRNS 48.72 +2.92%
Remitly Global, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Remitly Global, Inc. and Varonis Systems, Inc. are of similar size ($5.4B and $5.2B). Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Remitly Global, Inc. trades at 16.7×. 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.
Valuation
Profitability
| Metric | RELY | VRNS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 61.46% | 77.07% | 61.00% |
| Operating margin | 9.45% | (21.99%) | 0.00% |
| Net margin | 16.85% | (20.55%) | 0.00% |
| Free cash flow margin | 20.73% | 17.19% | 1.67% |
| Return on equity | 32.25% | (35.97%) | 0.60% |
| Return on assets | 22.32% | (8.65%) | 0.00% |
| Return on invested capital | 23.57% | (47.40%) | 0.00% |
Growth
Health
Dividend
Size
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