Varonis Systems (VRNS) vs Clear Secure (YOU)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Clear Secure (YOU) has outperformed Varonis Systems (VRNS) over the past year, gaining 37.8% versus a loss of 18.4%. Over five years, YOU leads with a +5.5% price change compared with -21.9% for VRNS. Varonis Systems is the larger company by market cap ($5.61 billion vs $4.43 billion), about 1.3 times the size, while Clear Secure is growing revenue faster (+16.9% vs +13.2%).
On valuation, Clear Secure trades at a lower forward P/E (16.5x vs 119.7x for Varonis Systems). Clear Secure pays a dividend yielding 1.28%, while Varonis Systems does not currently pay one. Clear Secure converts more of its revenue into profit, with a net margin of 12.1% 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 | VRNS | YOU |
|---|---|---|
| Share price | $48.88 | $43.08 |
| Market cap | $5.61B | $4.43B |
| 1-day change | -0.16% | +1.17% |
| YTD return | +49.27% | +21.38% |
| 1-year return | -18.37% | +37.80% |
| 5-year return | -21.94% | +5.53% |
| P/E ratio (TTM) | — | 28.91 |
| Forward P/E | 119.75 | 16.54 |
| EPS (TTM) | $-1.22 | $1.49 |
| Dividend yield | 0.00% | 1.28% |
| Annual dividend | $0.00 | $0.55 |
| Revenue (latest FY) | $623.53M | $900.78M |
| Revenue growth (YoY) | +13.17% | +16.91% |
| Net income (latest FY) | $-129.32M | $109.17M |
| Gross margin | 78.83% | — |
| Operating margin | -23.50% | 20.70% |
| Net margin | -20.74% | 12.12% |
| 52-week high | $63.90 | $69.07 |
| 52-week low | $19.70 | $29.44 |
| Distance from 52-week high | -23.51% | -37.63% |
| Analyst consensus | none | none |
| Avg. price target upside | +4.99% | +38.51% |
| Average volume | 1.75M | 1.73M |
| Shares outstanding | 114.86M | 102.91M |
| Employees | 2,658 | 3,301 |
| 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
- YOU has outperformed VRNS by 56.2 percentage points over the past year.
- Clear Secure offers a meaningfully higher dividend yield (1.28% vs 0.00%).
- Clear Secure is more profitable, keeping 12.1 cents of every revenue dollar as net income versus -20.7 cents for Varonis Systems.
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
About Clear Secure
YOU stock →Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States.
Technology · Computer Software: Prepackaged Software · 3,301 employees
VRNS vs YOU FAQ
Which is bigger, Varonis Systems or Clear Secure?
Varonis Systems (VRNS) is larger, with a market capitalization of $5.61B compared with $4.43B for Clear Secure (YOU).
Which stock has performed better over the past year, VRNS or YOU?
YOU returned +37.80% over the past 12 months, compared with -18.37% for VRNS (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Varonis Systems or Clear Secure?
Clear Secure pays a dividend yielding 1.28%, while Varonis Systems does not currently pay a regular dividend.
Are Varonis Systems and Clear Secure in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.