Sifting through countless of stocks in the Software industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Varonis Systems, Inc., ACI Worldwide or Inc. because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Varonis Systems, Inc., ACI Worldwide and Inc. compare based on key financial metrics to determine which better meets your investment needs.

About Varonis Systems, Inc., ACI Worldwide and Inc.

Varonis Systems, Inc. provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of world. Its software protects structured and unstructured data in SaaS, IaaS, and on-premises. In the cloud, the company secures data and resources in AWS, Microsoft Azure, and Google Cloud and in SaaS applications including Salesforce, Snowflake, ServiceNow, Microsoft 365, Google Drive, Box, and others; and On-premises, it supports Windows, NAS, and Linux storage. In addition, it offers Varonis' Managed Data Detection and Response service that identifies threats to data. It uses AI-powered detection technology to investigate and respond to threats. The company works with organizations that include financial services, healthcare, manufacturing, technology, insurance, energy and utilities, consumer and retail, education, construction, and the public sector. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in Miami, Florida.

ACI Worldwide, Inc. develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and internationally. It operates through Banks, Merchants, and Billers segments. The company offers ACI Acquiring, a solution to process credit, debit, and prepaid card transactions, deliver digital innovation, enhance fraud prevention, and reduce interchange fees; ACI Issuing, a digital payment issuing solution; and ACI Enterprise Payments Platform to provide payment players payment processing and orchestration for digital payments. It also provides account-to-account payments to support processing for banks and intermediaries, as well as regulatory compliance. In addition, the company offers ACI Payments Orchestration Platform, an omnichannel payments platform that orchestrates and optimizes payments; ACI Fraud Management for merchants, billers, and financial institutions, as well as ACI Fraud Scoring Services with artificial and human insights with data intelligence; and ACI Speedpay, an integrated suite of digital billing, payment, disbursement, and communication services. It offers electronic bill presentment and payment services to consumer finance, insurance, healthcare, higher education, utility, government, subscription provider, telecommunications, and mortgage sectors; product installations and configurations, and custom software modifications; and business and technical consultancy, on-site support, product education, and testing services, as well as distributes or acts as a sales agent for software developed by third parties. The company markets its products and services under the ACI Worldwide brand. The company was formerly known as Transaction Systems Architects, Inc. and changed its name to ACI Worldwide, Inc. in July 2007. The company was founded in 1975 and is headquartered in Elkhorn, Nebraska.

Latest Software and Varonis Systems, Inc., ACI Worldwide, Inc. Stock News

As of December 12, 2025, Varonis Systems, Inc. had a $4.0 billion market capitalization, compared to the Software median of $1.2 million. Varonis Systems, Inc.’s stock is down 23.9% in 2025, up 11.9% in the previous five trading days and down 31% in the past year.

Currently, Varonis Systems, Inc. does not have a price-earnings ratio. Varonis Systems, Inc.’s trailing 12-month revenue is $608.7 million with a -18.8% net profit margin. Year-over-year quarterly sales growth most recently was 9.1%. Analysts expect adjusted earnings to reach $0.127 per share for the current fiscal year. Varonis Systems, Inc. does not currently pay a dividend.

As of December 12, 2025, ACI Worldwide, Inc. had a $4.9 billion market cap, putting it in the 69th percentile of all stocks. ACI Worldwide, Inc.’s stock is down 8.4% in 2025, up 3.5% in the previous five trading days and down 11.01% in the past year.

Currently, ACI Worldwide, Inc.’s price-earnings ratio is 19.2. ACI Worldwide, Inc.’s trailing 12-month revenue is $1.7 billion with a 15.1% net profit margin. Year-over-year quarterly sales growth most recently was 6.8%. Analysts expect adjusted earnings to reach $2.950 per share for the current fiscal year. ACI Worldwide, Inc. does not currently pay a dividend.

How We Compare Varonis Systems, Inc., ACI Worldwide and Inc. Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Varonis Systems, Inc., ACI Worldwide and Inc.’s stock grades to see how they measure up against one another.

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Varonis Systems, Inc., ACI Worldwide and Inc. Stock Value Grades

Company	Ticker	Value
Varonis Systems, Inc.	VRNS	F
ACI Worldwide, Inc.	ACIW	C

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Varonis Systems, Inc. has a Value Score of 14, which is Ultra Expensive. ACI Worldwide, Inc. has a Value Score of 46, which is Average.

The Value Stock Winner: No Clear Winner

Neither Varonis Systems, Inc., ACI Worldwide or Inc. has a high enough value grade to be considered a “winner.” Investors who are considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolio. It’s important to look at a wide range of financial metrics in order to determine if Varonis Systems, Inc., ACI Worldwide or Inc. is the better investment when it comes to value.

Varonis Systems, Inc., ACI Worldwide and Inc.’s Momentum Grades

Company	Ticker	Momentum
Varonis Systems, Inc.	VRNS	F
ACI Worldwide, Inc.	ACIW	D

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Varonis Systems, Inc. has a Momentum Score of 14, which is Very Weak. ACI Worldwide, Inc. has a Momentum Score of 31, which is Weak.

The Momentum Stock Winner: No Clear Winner

Neither Varonis Systems, Inc., ACI Worldwide or Inc. has a strong enough Momentum Grade to be considered a “winner.” Investors considering these companies should do additional due diligence and research to see if either could be a good addition to their portfolios. It’s important to look at a wide range of financial metrics in order to determine if Varonis Systems, Inc., ACI Worldwide or Inc. is the better investment when it comes to momentum.

Varonis Systems, Inc., ACI Worldwide and Inc.’s Estimate Revisions Grades

Company	Ticker	Earnings Estimate
Varonis Systems, Inc.	VRNS	B
ACI Worldwide, Inc.	ACIW	B

Earnings estimate revisions scores consider the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, positive surprises beget further positive surprises‐or at least continued sales growth (the exact opposite is generally true, too).

Estimate revisions offer an indication of what analysts are thinking about the short-term prospects of a firm. Estimate revisions are based on the statistical significance of a firm’s last two quarterly earnings surprises and the percentage change in its consensus estimate for the current fiscal year over the past month and past three months.

Varonis Systems, Inc. has a Earnings Estimate Score of 62, which is Positive. ACI Worldwide, Inc. has a Earnings Estimate Score of 65, which is Positive.

The Earnings Estimate Revisions Grade Winner: It’s a Tie!

Looking at the Earnings Estimate Revisions Grade breakdown above, both Varonis Systems, Inc., ACI Worldwide and Inc. have a grade of B. For those focusing solely on a company’s estimate revisions, other financial metrics will need to be evaluated to determine whether Varonis Systems, Inc., ACI Worldwide or Inc. is a better fit.

Other Varonis Systems, Inc., ACI Worldwide and Inc. Grades

In addition to Value, Estimate Revisions and Momentum, A+ Investor also provides grades for Growth and Quality.

Growth investing builds on the idea that stocks of companies exhibiting strong, consistent and prolonged growth outperform those of slower-growth companies. AAII measures growth through consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations.

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Varonis Systems, Inc., ACI Worldwide and Inc. pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Varonis Systems, Inc., ACI Worldwide or Inc. Stock?

Overall, Varonis Systems, Inc. stock has a Value Score of 14, Momentum Score of 14 and Estimate Revisions Score of 62.

ACI Worldwide, Inc. stock has a Value Score of 46, Momentum Score of 31 and Estimate Revisions Score of 65.

Comparing Varonis Systems, Inc., ACI Worldwide and Inc.’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.