ACI Worldwide (ACIW) vs Varonis Systems (VRNS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
ACI Worldwide (ACIW) has outperformed Varonis Systems (VRNS) over the past year, losing 3.9% versus a loss of 18.4%. Over five years, ACIW leads with a +62.3% price change compared with -21.9% for VRNS. Varonis Systems is the larger company by market cap ($5.60 billion vs $5.14 billion), about 1.1 times the size.
On valuation, ACI Worldwide trades at a lower forward P/E (13.0x vs 119.5x for Varonis Systems). ACI Worldwide converts more of its revenue into profit, with a net margin of 12.9% versus -20.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ACIW | VRNS |
|---|---|---|
| Share price | $50.89 | $48.78 |
| Market cap | $5.14B | $5.60B |
| 1-day change | +0.47% | -0.37% |
| YTD return | +5.94% | +49.27% |
| 1-year return | -3.87% | -18.37% |
| 5-year return | +62.34% | -21.94% |
| P/E ratio (TTM) | 23.24 | — |
| Forward P/E | 13.02 | 119.50 |
| EPS (TTM) | $2.19 | $-1.22 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.76B | $623.53M |
| Revenue growth (YoY) | +10.38% | +13.17% |
| Net income (latest FY) | $226.66M | $-129.32M |
| Gross margin | 48.99% | 78.83% |
| Operating margin | 18.75% | -23.50% |
| Net margin | 12.88% | -20.74% |
| 52-week high | $61.08 | $63.90 |
| 52-week low | $38.05 | $19.70 |
| Distance from 52-week high | -16.68% | -23.66% |
| Analyst consensus | none | none |
| Avg. price target upside | +32.30% | +5.21% |
| Average volume | 911.69K | 1.75M |
| Shares outstanding | 100.96M | 114.86M |
| Employees | 2,930 | 2,658 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- ACIW has outperformed VRNS by 14.5 percentage points over the past year.
- ACI Worldwide is more profitable, keeping 12.9 cents of every revenue dollar as net income versus -20.7 cents for Varonis Systems.
About ACI Worldwide
ACIW stock →ACI Worldwide, Inc. develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and worldwide.
Technology · Computer Software: Prepackaged Software · 2,930 employees
About Varonis Systems
VRNS stock →Varonis Systems, Inc. provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of worlds.
Technology · Computer Software: Prepackaged Software · 2,658 employees
ACIW vs VRNS FAQ
Which is bigger, ACI Worldwide or Varonis Systems?
Varonis Systems (VRNS) is larger, with a market capitalization of $5.60B compared with $5.14B for ACI Worldwide (ACIW).
Which stock has performed better over the past year, ACIW or VRNS?
ACIW returned -3.87% over the past 12 months, compared with -18.37% for VRNS (price return, excluding dividends). Past performance does not predict future results.
Are ACI Worldwide and Varonis Systems in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.