Mobileye Global (MBLY) 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
Varonis Systems (VRNS) has outperformed Mobileye Global (MBLY) over the past year, losing 18.4% versus a loss of 52.6%. Mobileye Global is the larger company by market cap ($6.08 billion vs $5.62 billion), about 1.1 times the size. On valuation, Mobileye Global trades at a lower forward P/E (14.6x vs 119.9x for Varonis Systems).
Mobileye Global converts more of its revenue into profit, with a net margin of -20.7% 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 | MBLY | VRNS |
|---|---|---|
| Share price | $7.15 | $48.96 |
| Market cap | $6.08B | $5.62B |
| 1-day change | -4.28% | -0.24% |
| YTD return | -31.51% | +49.27% |
| 1-year return | -52.62% | -18.37% |
| 5-year return | — | -21.94% |
| Forward P/E | 14.57 | 119.94 |
| EPS (TTM) | $-4.97 | $-1.22 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.89B | $623.53M |
| Revenue growth (YoY) | +14.51% | +13.17% |
| Net income (latest FY) | $-392.00M | $-129.32M |
| Gross margin | 47.73% | 78.83% |
| Operating margin | -23.23% | -23.50% |
| Net margin | -20.70% | -20.74% |
| 52-week high | $15.81 | $63.90 |
| 52-week low | $6.47 | $19.70 |
| Distance from 52-week high | -54.78% | -23.38% |
| Analyst consensus | buy | none |
| Avg. price target upside | +58.88% | +4.82% |
| Average volume | 5.87M | 1.75M |
| Shares outstanding | 252.42M | 114.86M |
| Employees | 4,200 | 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
- VRNS has outperformed MBLY by 34.2 percentage points over the past year.
About Mobileye Global
MBLY stock →Mobileye Global Inc. develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally.
Technology · Computer Software: Prepackaged Software · 4,200 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
MBLY vs VRNS FAQ
Which is bigger, Mobileye Global or Varonis Systems?
Mobileye Global (MBLY) is larger, with a market capitalization of $6.08B compared with $5.62B for Varonis Systems (VRNS).
Which stock has performed better over the past year, MBLY or VRNS?
VRNS returned -18.37% over the past 12 months, compared with -52.62% for MBLY (price return, excluding dividends). Past performance does not predict future results.
Are Mobileye Global and Varonis Systems in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.