JAMF vs OSPN vs QLYS vs VRNT

For growth investors, Jamf Holding Corp.

(JAMF) is the stronger pick with 11. 9% revenue growth year-over-year, versus -0. 1% for Verint Systems Inc. (VRNT). OneSpan Inc. (OSPN) offers the better valuation at 6. 4x trailing P/E (9. 9x forward), making it the more compelling value choice. Analysts rate OneSpan Inc. (OSPN) a "Buy" — based on 15 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, OneSpan Inc.

(OSPN) is the cheapest at 6. 4x versus Verint Systems Inc. at 19. 7x. On forward P/E, Verint Systems Inc. is actually cheaper at 7. 0x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Verint Systems Inc. wins at 0. 36x versus Qualys, Inc. 's 0. 66x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Qualys, Inc.

(QLYS) delivered a total return of -3. 1%, compared to -60. 4% for Jamf Holding Corp. (JAMF). Over 10 years, the gap is even starker: QLYS returned +267. 2% versus JAMF's -64. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Qualys, Inc.

(QLYS) is the lower-risk stock at 0. 53β versus Verint Systems Inc. 's 1. 26β — meaning VRNT is approximately 138% more volatile than QLYS relative to the S&P 500. On balance sheet safety, OneSpan Inc. (OSPN) carries a lower debt/equity ratio of 2% versus 52% for Jamf Holding Corp. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Jamf Holding Corp.

(JAMF) is pulling ahead at 11. 9% versus -0. 1% for Verint Systems Inc. (VRNT). On earnings-per-share growth, the picture is similar: Verint Systems Inc. grew EPS 271. 4% year-over-year, compared to 17. 0% for Qualys, Inc.. Over a 3-year CAGR, JAMF leads at 19. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

OneSpan Inc.

(OSPN) is the more profitable company, earning 30. 0% net margin versus -10. 9% for Jamf Holding Corp. — meaning it keeps 30. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: QLYS leads at 33. 2% versus -11. 0% for JAMF. At the gross margin level — before operating expenses — QLYS leads at 82. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Verint Systems Inc. (VRNT) is the more undervalued stock at a PEG of 0. 36x versus Qualys, Inc. 's 0. 66x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Verint Systems Inc. (VRNT) trades at 7. 0x forward P/E versus 13. 4x for Jamf Holding Corp. — 6. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRNT: 58. 8% to $32. 57.

In this comparison, OSPN (3.

9% yield), VRNT (1. 6% yield) pay a dividend. JAMF, QLYS do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Qualys, Inc.

(QLYS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 53), +267. 2% 10Y return). Both have compounded well over 10 years (QLYS: +267. 2%, JAMF: -64. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: JAMF is a small-cap quality compounder stock; OSPN is a small-cap deep-value stock; QLYS is a small-cap deep-value stock; VRNT is a small-cap quality compounder stock. OSPN, VRNT pay a dividend while JAMF, QLYS do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.