Is the price fair?
What VRNS's price assumes
Today's price asks for 12% free cash flow growth a year; over the last three years Varonis Systems, Inc. delivered 49%, less than the record.
3.77
Price / sales · no P/E: the last twelve months did not end in a profit
- Free cash flow yield
- 3.1%
Free cash flow yield · Software - Infrastructure median 5.3%
- Growth the price implies
- +12%
Growth the price implies · The price pays for +12% free cash flow growth a year for a decade; the business has delivered +49% a year over the last three.
- Price / book
- 5.48
Price / book · as of 2026-Q1
Details›
- Price / book2026-Q1
- 5.48
- EV / EBIToperating margin −22%: the multiple describes the denominator
- not meaningful
- Free cash flow, trailing twelve months
- $122M
- Market capitalisation
- $3.92B
- 3-year revenue growth
- +12%
- 3-year free cash flow growth
- +49%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Software - Infrastructure
Ranks #35 of 78 by Smart Score