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Side-by-side financial comparison of VARONIS SYSTEMS INC (VRNS) and WEALTHFRONT CORP (WLTH). Click either name above to swap in a different company.
VARONIS SYSTEMS INC is the larger business by last-quarter revenue ($173.1M vs $93.2M, roughly 1.9× WEALTHFRONT CORP).
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.
Wealthfront Corporation is a financial services company based in Palo Alto, California, founded by Andy Rachleff and Dan Carroll in 2008. As of 2025, Wealthfront had $88 billion AUM across more than 1.3 million clients.
VRNS vs WLTH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $173.1M | $93.2M |
| Net Profit | — | $30.9M |
| Gross Margin | 76.0% | 89.1% |
| Operating Margin | -1.7% | 37.3% |
| Net Margin | — | 33.1% |
| Revenue YoY | 26.9% | — |
| Net Profit YoY | — | — |
| 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 | $173.1M | — | ||
| Q4 25 | $173.4M | $93.2M | ||
| Q3 25 | $161.6M | — | ||
| Q2 25 | $152.2M | — | ||
| Q1 25 | $136.4M | — | ||
| Q4 24 | $158.5M | — | ||
| Q3 24 | $148.1M | — | ||
| Q2 24 | $130.3M | — |
| Q1 26 | — | — | ||
| Q4 25 | $-27.8M | $30.9M | ||
| Q3 25 | $-29.9M | — | ||
| Q2 25 | $-35.8M | — | ||
| Q1 25 | $-35.8M | — | ||
| Q4 24 | $-13.0M | — | ||
| Q3 24 | $-18.3M | — | ||
| Q2 24 | $-23.9M | — |
| Q1 26 | 76.0% | — | ||
| Q4 25 | 78.9% | 89.1% | ||
| Q3 25 | 78.2% | — | ||
| Q2 25 | 79.5% | — | ||
| Q1 25 | 78.7% | — | ||
| Q4 24 | 83.6% | — | ||
| Q3 24 | 83.8% | — | ||
| Q2 24 | 82.8% | — |
| Q1 26 | -1.7% | — | ||
| Q4 25 | -17.5% | 37.3% | ||
| Q3 25 | -22.2% | — | ||
| Q2 25 | -24.0% | — | ||
| Q1 25 | -32.1% | — | ||
| Q4 24 | -11.1% | — | ||
| Q3 24 | -16.0% | — | ||
| Q2 24 | -22.1% | — |
| Q1 26 | — | — | ||
| Q4 25 | -16.0% | 33.1% | ||
| Q3 25 | -18.5% | — | ||
| Q2 25 | -23.5% | — | ||
| Q1 25 | -26.2% | — | ||
| Q4 24 | -8.2% | — | ||
| Q3 24 | -12.4% | — | ||
| Q2 24 | -18.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | $-0.23 | $0.21 | ||
| 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 | $179.3M | $266.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $453.5M | $125.4M |
| Total Assets | $1.6B | $810.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $179.3M | — | ||
| Q4 25 | $883.7M | $266.2M | ||
| Q3 25 | $671.3M | — | ||
| Q2 25 | $770.9M | — | ||
| Q1 25 | $567.6M | — | ||
| Q4 24 | $529.0M | — | ||
| Q3 24 | $844.8M | — | ||
| Q2 24 | $582.5M | — |
| Q1 26 | $453.5M | — | ||
| Q4 25 | $598.7M | $125.4M | ||
| Q3 25 | $604.8M | — | ||
| Q2 25 | $341.5M | — | ||
| Q1 25 | $367.7M | — | ||
| Q4 24 | $455.7M | — | ||
| Q3 24 | $428.6M | — | ||
| Q2 24 | $458.6M | — |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.8B | $810.6M | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $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 | $33.4M | — | ||
| Q2 25 | $21.3M | — | ||
| Q1 25 | $68.0M | — | ||
| Q4 24 | $24.3M | — | ||
| Q3 24 | $22.5M | — | ||
| Q2 24 | $11.7M | — |
| Q1 26 | $49.0M | — | ||
| Q4 25 | $20.7M | — | ||
| Q3 25 | $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 | 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 | 1.8% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 0.8% | — | ||
| Q2 24 | 0.6% | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
VRNS
| SaaS | $161.1M | 93% |
| Term license subscriptions | $6.9M | 4% |
| Maintenance and services | $5.2M | 3% |
WLTH
Segment breakdown not available.
