Cloudera (CLDR) versus Varonis Systems (VRNS) Head to Head Analysis
Varonis Systems (NASDAQ:VRNS) and Cloudera (NYSE:CLDR) are both mid-cap computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, institutional ownership, dividends, profitability, analyst recommendations, earnings and valuation.
Insider and Institutional Ownership
82.8% of Varonis Systems shares are owned by institutional investors. Comparatively, 72.2% of Cloudera shares are owned by institutional investors. 4.2% of Varonis Systems shares are owned by insiders. Comparatively, 30.9% of Cloudera shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.
This table compares Varonis Systems and Cloudera’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Varonis Systems||$217.36 million||8.20||-$13.69 million||($0.50)||-122.00|
|Cloudera||$367.44 million||6.38||-$385.79 million||($3.23)||-4.80|
Varonis Systems has higher earnings, but lower revenue than Cloudera. Varonis Systems is trading at a lower price-to-earnings ratio than Cloudera, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of current ratings for Varonis Systems and Cloudera, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Varonis Systems presently has a consensus target price of $74.57, indicating a potential upside of 22.25%. Cloudera has a consensus target price of $21.85, indicating a potential upside of 40.85%. Given Cloudera’s higher possible upside, analysts plainly believe Cloudera is more favorable than Varonis Systems.
This table compares Varonis Systems and Cloudera’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Risk and Volatility
Varonis Systems has a beta of 0.74, meaning that its share price is 26% less volatile than the S&P 500. Comparatively, Cloudera has a beta of 0.72, meaning that its share price is 28% less volatile than the S&P 500.
Varonis Systems beats Cloudera on 10 of the 14 factors compared between the two stocks.
Varonis Systems Company Profile
Varonis Systems, Inc. provides software solutions that protect data from insider threats and cyberattacks. The company, through its software, allows organizations to protect data stored on premises and on cloud, such as sensitive files and emails; confidential customer, patient and employee data; financial records; strategic and product plans; and other intellectual property. It offers DatAdvantage that captures, aggregates, normalizes, and analyzes every data access event for every user on Windows and UNIX/Linux servers, storage devices, email systems, and Intranet servers; DataPrivilege, which provides a self-service Web portal that allows users to request access to data necessary for their business functions, and owners to grant access without IT intervention; and Data Classification Engine that identifies and tags data based on criteria set in multiple metadata dimensions and provides business and IT personnel with actionable intelligence about data. Varonis Systems, Inc. also provides Data Transport Engine, which provides an execution engine that unifies the manipulation of data and metadata, translating business decisions, and instructions into technical commands, such as data migration or archiving; DatAnswers that provides secure, relevant, and timely search functionality for enterprise data; and DatAnywhere provides its customers' employees hybrid-cloud experience using its existing storage infrastructure. The company sells its products and services through a global network of distributors and Value Added Resellers. It serves IT and business personnel. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in New York, New York.
Cloudera Company Profile
Cloudera, Inc. provides platform for machine learning and analytics in the United States, Europe, and Asia. The company operates through two segments, Subscription and Services. Its platform delivers an integrated suite of capabilities for data management, machine learning, and analytics to customers for transforming their businesses. The company provides Cloudera Enterprise Data Hub that allows companies to execute various analytic functions against a shared set of governed and secures data in public and private clouds, and data centers; Cloudera Data Science and Engineering enables users to streamline, simplify, and scale big data processing; Cloudera Operational DB that enables stream processing and real-time analytics on continuously changing data; Cloudera Analytic DB optimizes enterprise data warehouses; and Cloudera Essentials. It also offers Cloudera Altus, a platform-as-a-service offering; Cloudera Data Science Workbench that enables self-service data science for the enterprise; Cloudera Fast Forward Labs, which delivers applied research in machine learning and artificial intelligence to its customers; and Cloudera SDX, a modular software framework that enables its customers to have a shared data experience. In addition, the company provides technical support, professional, and training services. It serves corporate enterprises and public sector organizations primarily through its direct sales force. The company has a strategic partnership with Intel Corporation. Cloudera, Inc. was founded in 2008 and is headquartered in Palo Alto, California.
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