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Side-by-side financial comparison of USANA HEALTH SCIENCES INC (USNA) and VARONIS SYSTEMS INC (VRNS). Click either name above to swap in a different company.
USANA HEALTH SCIENCES INC is the larger business by last-quarter revenue ($250.2M vs $173.1M, roughly 1.4× VARONIS SYSTEMS INC). On growth, VARONIS SYSTEMS INC posted the faster year-over-year revenue change (26.9% vs -3.0%). Over the past eight quarters, VARONIS SYSTEMS INC's revenue compounded faster (15.2% CAGR vs 11.8%).
Usana Health Sciences, Inc., or USANA, is an American multi-level marketing company based in Salt Lake City, Utah. As of 2021, Usana was the 14th largest direct-selling company in the world by revenue. The company manufactures most of its nutritional products, dietary supplements, and skincare products at a Salt Lake City facility. Its products are sold in 24 countries via a network of independent distributors.
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.
USNA vs VRNS — Head-to-Head
Income Statement — Q1 FY2027 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $250.2M | $173.1M |
| Net Profit | $7.5M | — |
| Gross Margin | 76.2% | 76.0% |
| Operating Margin | 5.5% | -1.7% |
| Net Margin | 3.0% | — |
| Revenue YoY | -3.0% | 26.9% |
| Net Profit YoY | -20.0% | — |
| EPS (diluted) | $0.41 | — |
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 | $250.2M | $173.1M | ||
| Q4 25 | $226.2M | $173.4M | ||
| Q3 25 | $213.7M | $161.6M | ||
| Q2 25 | $235.8M | $152.2M | ||
| Q1 25 | $249.5M | $136.4M | ||
| Q4 24 | $213.6M | $158.5M | ||
| Q3 24 | $200.2M | $148.1M | ||
| Q2 24 | — | $130.3M |
| Q1 26 | $7.5M | — | ||
| Q4 25 | $180.0K | $-27.8M | ||
| Q3 25 | $-6.5M | $-29.9M | ||
| Q2 25 | $9.7M | $-35.8M | ||
| Q1 25 | $9.4M | $-35.8M | ||
| Q4 24 | $4.5M | $-13.0M | ||
| Q3 24 | $10.6M | $-18.3M | ||
| Q2 24 | — | $-23.9M |
| Q1 26 | 76.2% | 76.0% | ||
| Q4 25 | 78.2% | 78.9% | ||
| Q3 25 | 77.2% | 78.2% | ||
| Q2 25 | 78.7% | 79.5% | ||
| Q1 25 | 79.0% | 78.7% | ||
| Q4 24 | 82.0% | 83.6% | ||
| Q3 24 | 80.4% | 83.8% | ||
| Q2 24 | — | 82.8% |
| Q1 26 | 5.5% | -1.7% | ||
| Q4 25 | 1.7% | -17.5% | ||
| Q3 25 | 0.6% | -22.2% | ||
| Q2 25 | 7.1% | -24.0% | ||
| Q1 25 | 6.3% | -32.1% | ||
| Q4 24 | 3.8% | -11.1% | ||
| Q3 24 | 7.8% | -16.0% | ||
| Q2 24 | — | -22.1% |
| Q1 26 | 3.0% | — | ||
| Q4 25 | 0.1% | -16.0% | ||
| Q3 25 | -3.1% | -18.5% | ||
| Q2 25 | 4.1% | -23.5% | ||
| Q1 25 | 3.8% | -26.2% | ||
| Q4 24 | 2.1% | -8.2% | ||
| Q3 24 | 5.3% | -12.4% | ||
| Q2 24 | — | -18.4% |
| Q1 26 | $0.41 | — | ||
| Q4 25 | $-0.10 | $-0.23 | ||
| Q3 25 | $-0.36 | $-0.26 | ||
| Q2 25 | $0.52 | $-0.32 | ||
| Q1 25 | $0.49 | $-0.32 | ||
| Q4 24 | $0.23 | $-0.12 | ||
| Q3 24 | $0.56 | $-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 | $162.8M | $179.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | $453.5M |
| Total Assets | $739.0M | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $162.8M | $179.3M | ||
| Q4 25 | $158.4M | $883.7M | ||
| Q3 25 | $145.3M | $671.3M | ||
| Q2 25 | $151.3M | $770.9M | ||
| Q1 25 | $179.6M | $567.6M | ||
| Q4 24 | $181.8M | $529.0M | ||
| Q3 24 | $364.9M | $844.8M | ||
| Q2 24 | — | $582.5M |
| Q1 26 | — | $453.5M | ||
| Q4 25 | — | $598.7M | ||
| Q3 25 | $528.1M | $604.8M | ||
| Q2 25 | $531.1M | $341.5M | ||
| Q1 25 | $529.8M | $367.7M | ||
| Q4 24 | $532.1M | $455.7M | ||
| Q3 24 | $533.1M | $428.6M | ||
| Q2 24 | — | $458.6M |
| Q1 26 | $739.0M | $1.6B | ||
| Q4 25 | $742.9M | $1.8B | ||
| Q3 25 | $726.6M | $1.7B | ||
| Q2 25 | $734.5M | $1.6B | ||
| Q1 25 | $746.6M | $1.6B | ||
| Q4 24 | $748.2M | $1.7B | ||
| Q3 24 | $671.3M | $1.5B | ||
| Q2 24 | — | $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 | — | $49.0M |
| FCF MarginFCF / Revenue | — | 28.3% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $118.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $55.0M | ||
| Q4 25 | — | $24.7M | ||
| Q3 25 | $-2.0M | $33.4M | ||
| Q2 25 | $12.2M | $21.3M | ||
| Q1 25 | $15.5M | $68.0M | ||
| Q4 24 | $5.8M | $24.3M | ||
| Q3 24 | $29.5M | $22.5M | ||
| Q2 24 | — | $11.7M |
| Q1 26 | — | $49.0M | ||
| Q4 25 | — | $20.7M | ||
| Q3 25 | $-5.2M | $30.4M | ||
| Q2 25 | $7.2M | $18.0M | ||
| Q1 25 | $12.7M | $65.7M | ||
| Q4 24 | $4.0M | $19.9M | ||
| Q3 24 | $27.1M | $21.3M | ||
| Q2 24 | — | $10.9M |
| Q1 26 | — | 28.3% | ||
| Q4 25 | — | 12.0% | ||
| Q3 25 | -2.4% | 18.8% | ||
| Q2 25 | 3.0% | 11.8% | ||
| Q1 25 | 5.1% | 48.1% | ||
| Q4 24 | 1.9% | 12.6% | ||
| Q3 24 | 13.6% | 14.4% | ||
| Q2 24 | — | 8.4% |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.3% | ||
| Q3 25 | 1.5% | 1.8% | ||
| Q2 25 | 2.1% | 2.2% | ||
| Q1 25 | 1.1% | 1.7% | ||
| Q4 24 | 0.8% | 2.7% | ||
| Q3 24 | 1.2% | 0.8% | ||
| Q2 24 | — | 0.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.27× | — | ||
| Q1 25 | 1.65× | — | ||
| Q4 24 | 1.29× | — | ||
| Q3 24 | 2.78× | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
USNA
Segment breakdown not available.
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
