Varonis Systems, Inc.
NASDAQ:VRNS · NASDAQ Global Select
-$0.43 today
Vol 1.70M · Avg 2.29M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
-21.6%
avg -34.1%
ROIC
-12.9%
avg -18.3%
ROA
-7.2%
avg -11.3%
Analysis
ROA is currently the strongest return metric at -7.2% versus its period average of -11.3%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Yakov Faitelson | Co-Founder, Chairman, Chief Executive Officer & President | $1.38M | — | 51 | $1.51M | 1.28% |
Guy Melamed | Chief Financial Officer & Chief Operating Officer | $864,190.00 | — | 46 | $504,662.00 | 0.43% |
Dov Gottlieb | Vice President, General Counsel & Corporate Secretary | $685,833.00 | — | 50 | $265,774.00 | 0.23% |
James O'Boyle | Vice Chairman of Sales | $652,188.00 | — | 62 | $442,114.00 | 0.38% |
Gregory Pomeroy | Senior Vice President of Worldwide Sales | $633,215.00 | — | 53 | $281,313.00 | 0.24% |
David Bass | Executive Vice President of Engineering & Chief Technology Officer | $605,231.00 | — | 48 | $1.04M | 0.89% |
Gilad Raz | Chief Information Officer & Vice President of Technical Services | $401,424.00 | — | 50 | $211,480.00 | 0.18% |
Ohad Korkus | Co-Founder & Director | $37,500.00 | — | 47 | $122,984.00 | 0.10% |
Tim Perz | Vice President of Investor Relations | — | — | — | — | — |
Dana Shahar-Gara | Chief Human Resources Officer | — | — | 52 | — | — |
David Gibson | Senior Vice President of Strategic Programs | — | — | — | $1.04M | 0.89% |
Rob Sobers | Chief Marketing Officer | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
4
$1.18M
Sells
6
$6.43M
Net Sentiment
$5.25M
Net selling
Most Active
Melamed Guy
5 transactions
Analysis
Insiders reported 4 buys worth $1.18M and 6 sells worth $6.43M over the last 12 months. That adds up to net selling of $5.25M. Melamed Guy was the most active insider with 5 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A4 analysts |
| Revenue | N/A | N/A | +33.5% | +17.4% (13yr)8 analysts |
| Net Income | N/A | N/A | N/A | N/A8 analysts |
| EBIT | N/A | N/A | N/A | N/A8 analysts |
Analysis
Recent growth has been strongest in Revenue at +33.5% over three years. Forward estimates point to Revenue at +17.4% (13yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages VRNS?
Varonis Systems, Inc. (VRNS) lists 12 active executives. The top listed executive is Dov Gottlieb, Vice President, General Counsel & Corporate Secretary.
Are VRNS insiders buying or selling?
Recent insider activity shows net selling of $105.56M.
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