Global-E Online (GLBE) vs Varonis Systems (VRNS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Global-E Online (GLBE) has outperformed Varonis Systems (VRNS) over the past year, gaining 14.5% versus a loss of 22.8%. Over five years, VRNS leads with a -22.1% price change compared with -29.7% for GLBE. Global-E Online is the larger company by market cap ($6.74 billion vs $5.61 billion), about 1.2 times the size.
On valuation, Global-E Online trades at a lower forward P/E (20.1x vs 119.7x for Varonis Systems). Global-E Online converts more of its revenue into profit, with a net margin of 7.1% 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 | GLBE | VRNS |
|---|---|---|
| Share price | $40.15 | $48.88 |
| Market cap | $6.74B | $5.61B |
| 1-day change | +3.05% | -0.16% |
| YTD return | +2.14% | +49.02% |
| 1-year return | +14.49% | -22.79% |
| 5-year return | -29.66% | -22.07% |
| P/E ratio (TTM) | 45.63 | — |
| Forward P/E | 20.06 | 119.75 |
| EPS (TTM) | $0.88 | $-1.22 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $962.20M | $623.53M |
| Revenue growth (YoY) | +27.82% | +13.17% |
| Net income (latest FY) | $68.27M | $-129.32M |
| Gross margin | 45.34% | 78.83% |
| Operating margin | 7.45% | -23.50% |
| Net margin | 7.10% | -20.74% |
| 52-week high | $43.99 | $63.90 |
| 52-week low | $26.85 | $19.70 |
| Distance from 52-week high | -8.73% | -23.51% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +26.45% | +4.99% |
| Average volume | 1.46M | 1.76M |
| Shares outstanding | 167.97M | 114.86M |
| Employees | 1,219 | 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
- GLBE has outperformed VRNS by 37.3 percentage points over the past year.
- Global-E Online is more profitable, keeping 7.1 cents of every revenue dollar as net income versus -20.7 cents for Varonis Systems.
- Global-E Online grew revenue faster in its latest fiscal year (+27.82% vs +13.17%).
About Global-E Online
GLBE stock →Global-E Online Ltd., together with its subsidiaries, provides direct-to-consumer cross-border e-commerce platform in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online, and merchants to sell from and to worldwide.
Technology · Computer Software: Prepackaged Software · 1,219 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
GLBE vs VRNS FAQ
Which is bigger, Global-E Online or Varonis Systems?
Global-E Online (GLBE) is larger, with a market capitalization of $6.74B compared with $5.61B for Varonis Systems (VRNS).
Which stock has performed better over the past year, GLBE or VRNS?
GLBE returned +14.49% over the past 12 months, compared with -22.79% for VRNS (price return, excluding dividends). Past performance does not predict future results.
Are Global-E Online and Varonis Systems in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.