Varonis Systems, Inc. (VRNS) on Decifer

Why it ranks here

• It is not profitable yet and it now funds itself from its own cash.
• Revenue is expected to grow about 19% a year, profits are expected to grow 179%, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• but its balance sheet leaves little room to fund growth.
• And it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.

The current read

The evidence on VRNS lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Cybersecurity: Varonis sits in the identity & access layer of the Cybersecurity story.

Read the full VRNS research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.