Both in Packaged Software
Varonis Systems vs BOX
Over the past year VRNS returned +35.7% and BOX returned +33.4%; their daily moves had a correlation of 0.43.
VRNS +35.7% BOX +33.4%Growth of $1, one year, split-adjusted
| Metric | VRNS | BOX |
|---|---|---|
| Price | $48.96 | $43.01 |
| Market cap | $5.62B | $5.90B |
| Today | +0.43% | −0.53% |
| 1 month | +1.7% | +21.7% |
| 6 months | +78.6% | +70.6% |
| Year to date | +49.3% | +43.8% |
| 1 year | +39.0% | +34.0% |
| Revenue growth (YoY) | +18.3% | +9.2% |
| Gross margin | 75.3% | 79.1% |
| Net margin | −26.0% | 4.1% |
| P/E (TTM) | — | 58.7× |
| Price / sales | 8.2× | 4.8× |
| Net cash | $206.8M | -$8.1M |
| Dividend yield | — | — |
| Volatility (60d) | 45.9% | 30.1% |
| Short % of float | 5.3% | 13.1% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).