vs
Side-by-side financial comparison of Guardian Pharmacy Services, Inc. (GRDN) and VARONIS SYSTEMS INC (VRNS). Click either name above to swap in a different company.
Guardian Pharmacy Services, Inc. is the larger business by last-quarter revenue ($336.6M vs $173.1M, roughly 1.9× VARONIS SYSTEMS INC). On growth, VARONIS SYSTEMS INC posted the faster year-over-year revenue change (26.9% vs 2.2%).
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
Varonis Systems, Inc. is a software company based in Miami, Florida with R&D offices in Herzliya, Israel. The company’s Data Security Platform analyzes data and data activity using the insights to identify data exposure risks stemming from access permissions and software-as-a-service (SaaS) app configurations, triggering automated remediation capabilities in response.
GRDN vs VRNS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $336.6M | $173.1M |
| Net Profit | $13.5M | — |
| Gross Margin | 22.7% | 76.0% |
| Operating Margin | 5.3% | -1.7% |
| Net Margin | 4.0% | — |
| Revenue YoY | 2.2% | 26.9% |
| Net Profit YoY | 46.1% | — |
| EPS (diluted) | $0.21 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $336.6M | $173.1M | ||
| Q4 25 | $397.6M | $173.4M | ||
| Q3 25 | $377.4M | $161.6M | ||
| Q2 25 | $344.3M | $152.2M | ||
| Q1 25 | $329.3M | $136.4M | ||
| Q4 24 | — | $158.5M | ||
| Q3 24 | $314.4M | $148.1M | ||
| Q2 24 | — | $130.3M |
| Q1 26 | $13.5M | — | ||
| Q4 25 | $20.9M | $-27.8M | ||
| Q3 25 | $9.8M | $-29.9M | ||
| Q2 25 | $9.0M | $-35.8M | ||
| Q1 25 | $9.4M | $-35.8M | ||
| Q4 24 | — | $-13.0M | ||
| Q3 24 | $-122.0M | $-18.3M | ||
| Q2 24 | — | $-23.9M |
| Q1 26 | 22.7% | 76.0% | ||
| Q4 25 | 21.5% | 78.9% | ||
| Q3 25 | 19.8% | 78.2% | ||
| Q2 25 | 19.8% | 79.5% | ||
| Q1 25 | 19.5% | 78.7% | ||
| Q4 24 | — | 83.6% | ||
| Q3 24 | 19.4% | 83.8% | ||
| Q2 24 | — | 82.8% |
| Q1 26 | 5.3% | -1.7% | ||
| Q4 25 | 7.7% | -17.5% | ||
| Q3 25 | 4.3% | -22.2% | ||
| Q2 25 | 3.7% | -24.0% | ||
| Q1 25 | 3.9% | -32.1% | ||
| Q4 24 | — | -11.1% | ||
| Q3 24 | -33.3% | -16.0% | ||
| Q2 24 | — | -22.1% |
| Q1 26 | 4.0% | — | ||
| Q4 25 | 5.3% | -16.0% | ||
| Q3 25 | 2.6% | -18.5% | ||
| Q2 25 | 2.6% | -23.5% | ||
| Q1 25 | 2.9% | -26.2% | ||
| Q4 24 | — | -8.2% | ||
| Q3 24 | -38.8% | -12.4% | ||
| Q2 24 | — | -18.4% |
| Q1 26 | $0.21 | — | ||
| Q4 25 | — | $-0.23 | ||
| Q3 25 | — | $-0.26 | ||
| Q2 25 | — | $-0.32 | ||
| Q1 25 | — | $-0.32 | ||
| Q4 24 | — | $-0.12 | ||
| Q3 24 | — | $-0.16 | ||
| Q2 24 | — | $-0.21 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $64.9M | $179.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $232.4M | $453.5M |
| Total Assets | $426.9M | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $64.9M | $179.3M | ||
| Q4 25 | $65.6M | $883.7M | ||
| Q3 25 | $36.5M | $671.3M | ||
| Q2 25 | $18.8M | $770.9M | ||
| Q1 25 | $14.0M | $567.6M | ||
| Q4 24 | — | $529.0M | ||
| Q3 24 | $37.2M | $844.8M | ||
| Q2 24 | — | $582.5M |
| Q1 26 | — | — | ||
| Q4 25 | $0 | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $34.3M | — | ||
| Q2 24 | — | — |
| Q1 26 | $232.4M | $453.5M | ||
| Q4 25 | $217.9M | $598.7M | ||
| Q3 25 | $195.5M | $604.8M | ||
| Q2 25 | $179.7M | $341.5M | ||
| Q1 25 | $163.2M | $367.7M | ||
| Q4 24 | — | $455.7M | ||
| Q3 24 | $133.9M | $428.6M | ||
| Q2 24 | — | $458.6M |
| Q1 26 | $426.9M | $1.6B | ||
| Q4 25 | $412.7M | $1.8B | ||
| Q3 25 | $390.0M | $1.7B | ||
| Q2 25 | $356.3M | $1.6B | ||
| Q1 25 | $334.0M | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | $348.0M | $1.5B | ||
| Q2 24 | — | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.00× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.26× | — | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $6.1M | $55.0M |
| Free Cash FlowOCF − Capex | — | $49.0M |
| FCF MarginFCF / Revenue | — | 28.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.45× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $118.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $6.1M | $55.0M | ||
| Q4 25 | $34.6M | $24.7M | ||
| Q3 25 | $28.2M | $33.4M | ||
| Q2 25 | $19.9M | $21.3M | ||
| Q1 25 | $17.6M | $68.0M | ||
| Q4 24 | — | $24.3M | ||
| Q3 24 | — | $22.5M | ||
| Q2 24 | — | $11.7M |
| Q1 26 | — | $49.0M | ||
| Q4 25 | — | $20.7M | ||
| Q3 25 | $24.2M | $30.4M | ||
| Q2 25 | — | $18.0M | ||
| Q1 25 | — | $65.7M | ||
| Q4 24 | — | $19.9M | ||
| Q3 24 | — | $21.3M | ||
| Q2 24 | — | $10.9M |
| Q1 26 | — | 28.3% | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | 6.4% | 18.8% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 48.1% | ||
| Q4 24 | — | 12.6% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | — | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 1.1% | 1.8% | ||
| Q2 25 | — | 2.2% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | 0.45× | — | ||
| Q4 25 | 1.65× | — | ||
| Q3 25 | 2.87× | — | ||
| Q2 25 | 2.21× | — | ||
| Q1 25 | 1.86× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GRDN
Segment breakdown not available.
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
