Compare · NET vs VRNS
NET vs VRNS
Side-by-side comparison of Cloudflare Inc. (NET) and Varonis Systems Inc. (VRNS): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both NET and VRNS operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $98.14B, about 18.0x VRNS ($5.46B).
- Over the past year, NET is up 40.7% and VRNS is down 7.5% - NET leads by 48.2 points.
- NET has been more active in the news (31 items in the past 4 weeks vs 6 for VRNS).
- Both have 25 recent analyst ratings on file.
- Company
- Cloudflare Inc.
- Varonis Systems Inc.
- Price
- $277.63+1.93%
- $47.51+1.14%
- Market cap
- $98.14B
- $5.46B
- 1M return
- +20.23%
- +40.31%
- 1Y return
- +40.72%
- -7.46%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NASDAQ
- IPO
- 2019
- 2014
- News (4w)
- 31
- 6
- Recent ratings
- 25
- 25
Cloudflare Inc.
CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
Varonis Systems Inc.
Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its software enables enterprises to protect data stored on premises and in the cloud, including sensitive files and emails; confidential personal data belonging to customers, and patients and employees' data; financial records; strategic and product plans; and other intellectual property. The company offers DatAdvantage that captures, aggregates, normalizes, and analyzes every data access event for users on Windows and UNIX/Linux servers, storage devices, email systems, and Intranet servers; and DatAlert that profiles users and their behaviors related to systems and data, detects and alerts on deviations that indicate compromise, and provides a Web-based dashboard and investigative interface. It also provides Data Classification Engine that identifies and tags data based on criteria set in various metadata dimensions, and provides business and information technology (IT) personnel with actionable intelligence about data; and DataPrivilege, which provides a self-service Web portal that allows users to request access to data necessary for their business functions, and owners to grant access without IT intervention. In addition, the company offers Data Transport Engine, which provides an execution engine that unifies the manipulation of data and metadata, translating business decisions, and instructions into technical commands, such as data migration or archiving; and DatAnswers that offers search functionality for enterprise data. It sells its products and services through a network of distributors and resellers. The company serves IT, security, and business personnel. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in New York, New York.
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)
Latest VRNS
- Varonis Extends AI Security Coverage to Claude Code and Claude Cowork
- Varonis Announces Date of Second Quarter 2026 Financial Results
- Varonis Deepens AI Coding Security with Cursor Integration
- Varonis Named a Gartner® Peer Insights™ Customers’ Choice for Third Consecutive Year
- Varonis Achieves GovRAMP Security Authorization
- Varonis Systems upgraded by Stephens with a new price target
- EVP and General Counsel Gottlieb Dov covered exercise/tax liability with 9,264 shares, decreasing direct ownership by 3% to 265,774 units (SEC Form 4) to cover withholding tax
- Varonis Systems Inc. filed SEC Form 8-K: Leadership Update, Submission of Matters to a Vote of Security Holders
- Varonis at Infosecurity Europe 2026: Securing AI and the Data that Powers It
- KeyBanc Capital Markets initiated coverage on Varonis Systems