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

• Remitly Global, Inc. RELY 21.56 ▼ −20.38%
• Varonis Systems, Inc. VRNS 48.74 ▼ −0.12%

Remitly Global, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Varonis Systems, Inc. is the larger, with a market value of $5.6B against $4.6B — 1.2× the size. Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Remitly Global, Inc. trades at 12.5×. Remitly Global, Inc. grew revenue faster over the last twelve months: 23.0% against 17.6%. Remitly Global, Inc. has the higher net margin (19.1% vs −21.4%) and the higher return on invested capital (25.5% vs −11.5%). Across the 19 metrics below, Remitly Global, Inc. leads on 17 and Varonis Systems, Inc. on 2.