CRWD vs VRNS
CRWD: CrowdStrike is a cloud-native, AI-powered cybersecurity platform that consolidates fragmented legacy point products into a single unified Falcon platform delivering real-time breach prevention across endpoints, cloud workloads, and identities. VRNS: Varonis delivers AI-powered data security and detection-response platform protecting enterprise data across cloud, SaaS, and on-premises environments while securing AI agents and automating threat response at scale.
Side-by-side fundamentals
| Metric | CRWD | VRNS | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $188.42 | $45.33 | |
| Market cap as of 2026-07-23 | $190.9B | $5.3B | |
| PEG as of 2026-07-23 | 4.39 | -1.02 | VRNS lower |
| Net margin as of 2026-07-23 | -0.5% | -19.8% | CRWD higher |
| Gross margin as of 2026-07-23 | +75.2% | +78.1% | VRNS higher |
| Operating margin as of 2026-07-23 | -3.9% | -22.3% | CRWD higher |
| ROE as of 2026-07-23 | -0.6% | -26.1% | CRWD higher |
| ROA as of 2026-07-23 | -0.2% | -7.8% | CRWD higher |
| Debt / equity as of 2026-07-23 | 0.16 | 1.00 | CRWD lower |
| Revenue growth (YoY) as of 2026-07-23 | +23.2% | +15.2% | CRWD higher |
| Revenue CAGR (3y) SEC XBRL | n/a | +28.6% | |
| Beta as of 2026-07-23 | 1.24 | 0.80 | |
| 1-year return as of 2026-07-22 close | +59.9% | -12.7% | CRWD higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.