analyticsVertical SaaS
Data as of Q4 2018
Summary Verdict
VRNS: 4—EGHT: 1wins
Rule of 40
75.4VRNS
8.5EGHT
check_circleVRNS leads
Revenue Growth
25.5%VRNS
0.1%EGHT
check_circleVRNS leads
Gross Margin
182%VRNS
67%EGHT
check_circleVRNS leads
FCF Margin
49.9%VRNS
8.4%EGHT
check_circleVRNS leads
Operating Margin
-54.2%VRNS
2.1%EGHT
check_circleEGHT leads
NRR
—VRNS
—EGHT
Metric
Rule of 40Efficiency score
VRNS
75.4check_circle
EGHT
8.5
Revenue GrowthYoY
VRNS
25.5%check_circle
EGHT
0.1%
Gross Margin% of revenue
VRNS
182%check_circle
EGHT
67%
FCF MarginFree cash flow
VRNS
49.9%check_circle
EGHT
8.4%
Operating MarginGAAP
VRNS
-54.2%
EGHT
2.1%check_circle
NRRNet retention
VRNS
N/A
EGHT
N/A
EV / RevenueValuation multiple
VRNS
N/A
EGHT
0.8x
Market CapUSD
VRNS
N/A
EGHT
$266.1M
ARR GrowthYoY
VRNS
N/A
EGHT
N/A
CAC PaybackMonths to recover
VRNS
N/A
EGHT
N/A
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Analysis
As of Q4 2018, VARONIS SYSTEMS INC trades at N/A EV/Revenue versus 8X8 INC /DE/ at 0.8x. On the Rule of 40, VARONIS SYSTEMS INC scores 75.4 compared to 8X8 INC /DE/'s 8.5, placing VARONIS SYSTEMS INC ahead in operating efficiency. Gross margins stand at VARONIS SYSTEMS INC 182% vs 8X8 INC /DE/ 67%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.