ACI WORLDWIDE, INC. vs VARONIS SYSTEMS INC
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ACIW: 1—VRNS: 4wins
Rule of 40
26.1ACIW
75.4VRNS
check_circleVRNS leads
Revenue Growth
9.1%ACIW
25.5%VRNS
check_circleVRNS leads
Gross Margin
46%ACIW
182%VRNS
check_circleVRNS leads
FCF Margin
17.0%ACIW
49.9%VRNS
check_circleVRNS leads
Operating Margin
15.2%ACIW
-54.2%VRNS
check_circleACIW leads
NRR
—ACIW
—VRNS
Metric
Rule of 40Efficiency score
ACIW
26.1
VRNS
75.4check_circle
Revenue GrowthYoY
ACIW
9.1%
VRNS
25.5%check_circle
Gross Margin% of revenue
ACIW
46%
VRNS
182%check_circle
FCF MarginFree cash flow
ACIW
17.0%
VRNS
49.9%check_circle
Operating MarginGAAP
ACIW
15.2%check_circle
VRNS
-54.2%
NRRNet retention
ACIW
N/A
VRNS
N/A
EV / RevenueValuation multiple
ACIW
3.5xcheck_circle
VRNS
11.6x
Market CapUSD
ACIW
$5.3Bcheck_circle
VRNS
$3.3B
ARR GrowthYoY
ACIW
N/A
VRNS
N/A
CAC PaybackMonths to recover
ACIW
N/A
VRNS
N/A
insights
Analysis
As of Q2 2026, ACI WORLDWIDE, INC. trades at 3.5x EV/Revenue versus VARONIS SYSTEMS INC at 11.6x. On the Rule of 40, ACI WORLDWIDE, INC. scores 26.1 compared to VARONIS SYSTEMS INC's 75.4, placing VARONIS SYSTEMS INC ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 46% vs VARONIS SYSTEMS INC 182%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.