analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
DDD: 1—VRNS: 4wins
Rule of 40
-44.1DDD
75.4VRNS
check_circleVRNS leads
Revenue Growth
-14.5%DDD
25.5%VRNS
check_circleVRNS leads
Gross Margin
35%DDD
182%VRNS
check_circleVRNS leads
FCF Margin
-29.6%DDD
49.9%VRNS
check_circleVRNS leads
Operating Margin
-21.3%DDD
-54.2%VRNS
check_circleDDD leads
NRR
—DDD
—VRNS
Metric
Rule of 40Efficiency score
DDD
-44.1
VRNS
75.4check_circle
Revenue GrowthYoY
DDD
-14.5%
VRNS
25.5%check_circle
Gross Margin% of revenue
DDD
35%
VRNS
182%check_circle
FCF MarginFree cash flow
DDD
-29.6%
VRNS
49.9%check_circle
Operating MarginGAAP
DDD
-21.3%check_circle
VRNS
-54.2%
NRRNet retention
DDD
N/A
VRNS
N/A
EV / RevenueValuation multiple
DDD
N/A
VRNS
11.6x
Market CapUSD
DDD
N/A
VRNS
$3.3B
ARR GrowthYoY
DDD
N/A
VRNS
N/A
CAC PaybackMonths to recover
DDD
N/A
VRNS
N/A
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insights
Analysis
As of Q1 2026, 3D SYSTEMS CORP trades at N/A EV/Revenue versus VARONIS SYSTEMS INC at 11.6x. On the Rule of 40, 3D SYSTEMS CORP scores -44.1 compared to VARONIS SYSTEMS INC's 75.4, placing VARONIS SYSTEMS INC ahead in operating efficiency. Gross margins stand at 3D SYSTEMS CORP 35% 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.