Tenable Holdings, Inc. (TENB) vs Varonis Systems, Inc. (VRNS)
- Tenable Holdings, Inc. TENB 47.14 −0.65%
- Varonis Systems, Inc. VRNS 48.88 +0.27%
Tenable Holdings, Inc. and Varonis Systems, Inc. are both Software Infrastructure companies. Tenable Holdings, Inc. and Varonis Systems, Inc. are of similar size ($5.7B and $5.2B). Varonis Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Tenable Holdings, Inc. trades at 345×. Varonis Systems, Inc. grew revenue faster over the last twelve months: 15.6% against 9.53%. Tenable Holdings, Inc. has the higher net margin (1.48% vs −20.6%) and the higher return on invested capital (0.00% vs −47.4%). Across the 18 metrics below, Tenable Holdings, Inc. leads on 16 and Varonis Systems, Inc. on 2.
Valuation
Profitability
| Metric | TENB | VRNS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 78.11% | 77.07% | 59.21% |
| Operating margin | 4.37% | (21.99%) | 0.00% |
| Net margin | 1.48% | (20.55%) | 0.00% |
| Free cash flow margin | 25.01% | 17.19% | 0.00% |
| Return on equity | 9.93% | (35.97%) | 0.00% |
| Return on assets | 0.92% | (8.65%) | 0.00% |
| Return on invested capital | 0.00% | (47.40%) | 0.00% |
Growth
Health
Dividend
Size
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