ACI Worldwide, Inc. (ACIW) vs Varonis Systems, Inc. (VRNS)

A side-by-side comparison of ACI Worldwide, Inc. and Varonis Systems, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — ACIW vs VRNS

growth of $100 · dividends reinvested · last 10y
ACIW +162.8% (+10.1%/yr)VRNS +378.6% (+16.9%/yr)VRNS compounded faster over this window
200400600Start $10020182020202220242026$263$479
ACIW VRNS

ACIW vs VRNS: by the numbers

  • •VRNS is the larger company ($5.53B vs $5.21B market cap).
  • •ACIW is profitable (12.40% net margin) while VRNS runs a net loss (-20.55%).
  • •VRNS grew revenue faster over the past five years (15.48% vs 7.13% CAGR).

Metrics side by side

Valuation

MetricACIWVRNS
P/E ratio23.50N/A
Forward P/E19.78322.38
PEG ratio0.83N/A
P/S ratio2.868.04
P/B ratio3.4812.44
EV / EBITDA13.26N/A
FCF yield6.81%2.20%

Profitability

MetricACIWVRNS
Gross margin49.08%77.07%
Operating margin18.61%-21.99%
Net margin12.40%-20.55%
ROE15.08%-31.81%
ROIC10.34%-14.43%

Growth (annualized)

MetricACIWVRNS
Revenue CAGR (5Y)7.13%15.48%
EPS CAGR (5Y)28.60%N/A
FCF CAGR (5Y)5.52%71.26%
Total return CAGR (5Y)10.79%-4.91%

Frequently asked

Which has grown faster, ACIW or VRNS?
Over the past five years, VRNS grew revenue faster — ACIW at a 7.13% CAGR versus VRNS at 15.48%.
Is ACIW or VRNS more profitable?
ACIW runs the higher net margin — ACIW at 12.40% versus VRNS at -20.55%.
How have ACIW and VRNS total returns compared?
Over the past 10 years, ACIW delivered 10.08% and VRNS delivered 16.95% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.