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Side-by-side financial comparison of KFORCE INC (KFRC) and VARONIS SYSTEMS INC (VRNS). Click either name above to swap in a different company.
KFORCE INC is the larger business by last-quarter revenue ($330.4M 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 0.1%). VARONIS SYSTEMS INC produced more free cash flow last quarter ($49.0M vs $-7.4M). Over the past eight quarters, VARONIS SYSTEMS INC's revenue compounded faster (15.2% CAGR vs -3.7%).
Kforce Inc. is a professional staffing and solutions firm headquartered in the United States. It provides skilled professional placements and specialized workforce solutions primarily across technology, finance & accounting, and healthcare segments, serving a wide range of mid-sized to large enterprise clients nationwide.
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.
KFRC vs VRNS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $330.4M | $173.1M |
| Net Profit | $7.9M | — |
| Gross Margin | 27.3% | 76.0% |
| Operating Margin | 3.6% | -1.7% |
| Net Margin | 2.4% | — |
| Revenue YoY | 0.1% | 26.9% |
| Net Profit YoY | -2.7% | — |
| EPS (diluted) | $0.46 | — |
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 | $330.4M | $173.1M | ||
| Q4 25 | $332.0M | $173.4M | ||
| Q3 25 | $332.6M | $161.6M | ||
| Q2 25 | $334.3M | $152.2M | ||
| Q1 25 | $330.0M | $136.4M | ||
| Q4 24 | $343.8M | $158.5M | ||
| Q3 24 | $353.3M | $148.1M | ||
| Q2 24 | $356.3M | $130.3M |
| Q1 26 | $7.9M | — | ||
| Q4 25 | $5.2M | $-27.8M | ||
| Q3 25 | $11.1M | $-29.9M | ||
| Q2 25 | $10.4M | $-35.8M | ||
| Q1 25 | $8.1M | $-35.8M | ||
| Q4 24 | $11.1M | $-13.0M | ||
| Q3 24 | $14.2M | $-18.3M | ||
| Q2 24 | $14.2M | $-23.9M |
| Q1 26 | 27.3% | 76.0% | ||
| Q4 25 | 27.2% | 78.9% | ||
| Q3 25 | 27.7% | 78.2% | ||
| Q2 25 | 27.1% | 79.5% | ||
| Q1 25 | 26.7% | 78.7% | ||
| Q4 24 | 27.0% | 83.6% | ||
| Q3 24 | 27.9% | 83.8% | ||
| Q2 24 | 27.8% | 82.8% |
| Q1 26 | 3.6% | -1.7% | ||
| Q4 25 | 2.6% | -17.5% | ||
| Q3 25 | 4.5% | -22.2% | ||
| Q2 25 | 4.5% | -24.0% | ||
| Q1 25 | 3.5% | -32.1% | ||
| Q4 24 | 4.5% | -11.1% | ||
| Q3 24 | 5.3% | -16.0% | ||
| Q2 24 | 5.5% | -22.1% |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 1.6% | -16.0% | ||
| Q3 25 | 3.3% | -18.5% | ||
| Q2 25 | 3.1% | -23.5% | ||
| Q1 25 | 2.5% | -26.2% | ||
| Q4 24 | 3.2% | -8.2% | ||
| Q3 24 | 4.0% | -12.4% | ||
| Q2 24 | 4.0% | -18.4% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | $0.29 | $-0.23 | ||
| Q3 25 | $0.63 | $-0.26 | ||
| Q2 25 | $0.59 | $-0.32 | ||
| Q1 25 | $0.45 | $-0.32 | ||
| Q4 24 | $0.60 | $-0.12 | ||
| Q3 24 | $0.75 | $-0.16 | ||
| Q2 24 | $0.75 | $-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 | $1.3M | $179.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $117.4M | $453.5M |
| Total Assets | $384.8M | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.3M | $179.3M | ||
| Q4 25 | $2.1M | $883.7M | ||
| Q3 25 | $1.3M | $671.3M | ||
| Q2 25 | $2.5M | $770.9M | ||
| Q1 25 | $444.0K | $567.6M | ||
| Q4 24 | $349.0K | $529.0M | ||
| Q3 24 | $127.0K | $844.8M | ||
| Q2 24 | $110.0K | $582.5M |
| Q1 26 | $117.4M | $453.5M | ||
| Q4 25 | $124.6M | $598.7M | ||
| Q3 25 | $132.1M | $604.8M | ||
| Q2 25 | $134.4M | $341.5M | ||
| Q1 25 | $138.0M | $367.7M | ||
| Q4 24 | $154.6M | $455.7M | ||
| Q3 24 | $167.4M | $428.6M | ||
| Q2 24 | $166.6M | $458.6M |
| Q1 26 | $384.8M | $1.6B | ||
| Q4 25 | $365.6M | $1.8B | ||
| Q3 25 | $374.2M | $1.7B | ||
| Q2 25 | $373.6M | $1.6B | ||
| Q1 25 | $368.2M | $1.6B | ||
| Q4 24 | $357.8M | $1.7B | ||
| Q3 24 | $369.9M | $1.5B | ||
| Q2 24 | $362.7M | $1.1B |
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 | — | $55.0M |
| Free Cash FlowOCF − Capex | $-7.4M | $49.0M |
| FCF MarginFCF / Revenue | -2.2% | 28.3% |
| Capex IntensityCapex / Revenue | 1.0% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $43.3M | $118.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.0M | ||
| Q4 25 | $19.7M | $24.7M | ||
| Q3 25 | $23.3M | $33.4M | ||
| Q2 25 | $18.4M | $21.3M | ||
| Q1 25 | $249.0K | $68.0M | ||
| Q4 24 | $21.8M | $24.3M | ||
| Q3 24 | $31.0M | $22.5M | ||
| Q2 24 | $20.9M | $11.7M |
| Q1 26 | $-7.4M | $49.0M | ||
| Q4 25 | $16.7M | $20.7M | ||
| Q3 25 | $19.8M | $30.4M | ||
| Q2 25 | $14.2M | $18.0M | ||
| Q1 25 | $-3.9M | $65.7M | ||
| Q4 24 | $20.9M | $19.9M | ||
| Q3 24 | $27.5M | $21.3M | ||
| Q2 24 | $17.8M | $10.9M |
| Q1 26 | -2.2% | 28.3% | ||
| Q4 25 | 5.0% | 12.0% | ||
| Q3 25 | 6.0% | 18.8% | ||
| Q2 25 | 4.3% | 11.8% | ||
| Q1 25 | -1.2% | 48.1% | ||
| Q4 24 | 6.1% | 12.6% | ||
| Q3 24 | 7.8% | 14.4% | ||
| Q2 24 | 5.0% | 8.4% |
| Q1 26 | 1.0% | — | ||
| Q4 25 | 0.9% | 2.3% | ||
| Q3 25 | 1.1% | 1.8% | ||
| Q2 25 | 1.2% | 2.2% | ||
| Q1 25 | 1.3% | 1.7% | ||
| Q4 24 | 0.3% | 2.7% | ||
| Q3 24 | 1.0% | 0.8% | ||
| Q2 24 | 0.9% | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | 3.82× | — | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 1.76× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 1.97× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 1.48× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KFRC
Segment breakdown not available.
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
