VRNS vs ZS
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. ZS: Cloud-native security platform replacing traditional firewalls and VPNs to enable secure, seamless access to the internet and SaaS applications in a mobile, cloud-first, and AI-enabled world.
Side-by-side fundamentals
| Metric | VRNS | ZS | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $45.33 | $142.26 | |
| Market cap as of 2026-07-23 | $5.3B | $24.1B | |
| PEG as of 2026-07-23 | -1.02 | -113.91 | ZS lower |
| Net margin as of 2026-07-23 | -19.8% | -2.4% | ZS higher |
| Gross margin as of 2026-07-23 | +78.1% | +76.7% | VRNS higher |
| Operating margin as of 2026-07-23 | -22.3% | -4.7% | ZS higher |
| ROE as of 2026-07-23 | -26.1% | -3.7% | ZS higher |
| ROA as of 2026-07-23 | -7.8% | -1.2% | ZS higher |
| Debt / equity as of 2026-07-23 | 1.00 | 0.72 | ZS lower |
| Revenue growth (YoY) as of 2026-07-23 | +15.2% | +24.6% | ZS higher |
| Revenue CAGR (3y) SEC XBRL | +28.6% | +34.8% | ZS higher |
| Beta as of 2026-07-23 | 0.80 | 0.93 | |
| 1-year return as of 2026-07-22 close | -12.7% | -50.2% | VRNS 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.