Both in Packaged Software
ACI Worldwide vs Varonis Systems
Over the past year ACIW returned +18.3% and VRNS returned +38.7%; their daily moves had a correlation of 0.41.
ACIW +18.3% VRNS +38.7%Growth of $1, one year, split-adjusted
| Metric | ACIW | VRNS |
|---|---|---|
| Price | $56.34 | $48.85 |
| Market cap | $5.69B | $5.61B |
| Today | +1.15% | +0.06% |
| 1 month | +13.4% | +3.0% |
| 6 months | +28.5% | +84.3% |
| Year to date | +17.8% | +48.9% |
| 1 year | +19.0% | +51.1% |
| Revenue growth (YoY) | +7.3% | +18.3% |
| Gross margin | 42.2% | 75.3% |
| Net margin | 7.4% | −26.0% |
| P/E (TTM) | 25.2× | — |
| Price / sales | 3.1× | 8.2× |
| Net cash | -$654.8M | $206.8M |
| Dividend yield | — | — |
| Volatility (60d) | 24.2% | 46.5% |
| Short % of float | 6.3% | 5.3% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).