Navan (NAVN) vs Varonis Systems (VRNS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Navan is the larger company by market cap ($6.16 billion vs $5.76 billion), about 1.1 times the size. On valuation, Navan trades at a lower forward P/E (59.1x vs 122.8x for Varonis Systems). Varonis Systems converts more of its revenue into profit, with a net margin of -20.7% versus -56.7%.
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 | NAVN | VRNS |
|---|---|---|
| Share price | $23.64 | $50.12 |
| Market cap | $6.16B | $5.76B |
| 1-day change | +2.43% | +2.54% |
| YTD return | +38.41% | +52.80% |
| 1-year return | — | -20.70% |
| 5-year return | — | -20.09% |
| Forward P/E | 59.06 | 122.79 |
| EPS (TTM) | $-1.91 | $-1.22 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $702.26M | $623.53M |
| Revenue growth (YoY) | +30.82% | +13.17% |
| Net income (latest FY) | $-398.03M | $-129.32M |
| Gross margin | 71.27% | 78.83% |
| Operating margin | -28.03% | -23.50% |
| Net margin | -56.68% | -20.74% |
| 52-week high | $30.88 | $63.80 |
| 52-week low | $8.11 | $19.70 |
| Distance from 52-week high | -23.45% | -21.44% |
| Analyst consensus | strong_buy | none |
| Avg. price target upside | +30.29% | +2.39% |
| Average volume | 3.42M | 1.76M |
| Shares outstanding | 245.33M | 114.86M |
| Employees | 3,700 | 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
- Varonis Systems is more profitable, keeping -20.7 cents of every revenue dollar as net income versus -56.7 cents for Navan.
- Navan grew revenue faster in its latest fiscal year (+30.82% vs +13.17%).
About Navan
NAVN stock →Navan, Inc. operates an AI-powered software platform to simplify the travel and expense experience, benefiting users, customers, and suppliers.
Technology · Computer Software: Prepackaged Software · 3,700 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
NAVN vs VRNS FAQ
Which is bigger, Navan or Varonis Systems?
Navan (NAVN) is larger, with a market capitalization of $6.16B compared with $5.76B for Varonis Systems (VRNS).
Are Navan and Varonis Systems in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.