VRNS vs ZS
VRNS: Varonis provides a comprehensive data and AI security platform that secures sensitive enterprise data against modern, AI-driven threats. ZS: Zscaler provides a cloud-native zero trust cybersecurity platform that secures enterprise digital transformation and AI adoption by replacing legacy perimeter-based network security.
Side-by-side fundamentals
| Metric | VRNS | ZS | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $48.88 | $216.81 | |
| Market cap | $5.6B | $35.4B | |
| Net margin FY2026, SEC XBRL | n/a | -1.9% | |
| Gross margin FY2026, SEC XBRL | n/a | +76.8% | |
| Operating margin FY2026, SEC XBRL | n/a | -4.0% | |
| ROE | -21.6% | -2.4% | ZS higher |
| ROA | -7.2% | -0.8% | ZS higher |
| Debt / equity as of 2026-09-02 | 1.02 | 0.72 | ZS lower |
| Revenue growth (YoY) as of 2026-09-02 | +15.6% | +24.6% | ZS higher |
| Revenue CAGR (3y) SEC XBRL | +28.6% | +27.5% | VRNS higher |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-02 | 0.88 | 1.25 | |
| 1-year return as of 2026-10-08 close | -22.8% | -30.9% | VRNS higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.