Software - Infrastructure
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OKTA vs VRNT
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
OKTA vs VRNT — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $13.98B | $1.24B |
| Revenue (TTM) | $2.92B | $894M |
| Net Income (TTM) | $235M | $61M |
| Gross Margin | 77.4% | 69.9% |
| Operating Margin | 5.2% | 8.6% |
| Forward P/E | 20.4x | 7.0x |
| Total Debt | $422M | $448M |
| Cash & Equiv. | $858M | $216M |
OKTA vs VRNT — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Okta, Inc. (OKTA) | 100 | 39.6 | -60.4% |
| Verint Systems Inc. (VRNT) | 100 | 43.7 | -56.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: OKTA vs VRNT
Each card shows where this stock fits in a portfolio — not just who wins on paper.
OKTA is the clearest fit if your priority is income & stability and growth exposure.
- beta 1.11
- Rev growth 11.8%, EPS growth 20.8%, 3Y rev CAGR 16.3%
- 229.5% 10Y total return vs VRNT's -37.2%
VRNT carries the broadest edge in this set and is the clearest fit for value and dividends.
- Lower P/E (7.0x vs 20.4x)
- 1.6% yield; the other pay no meaningful dividend
- +18.5% vs OKTA's -33.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.8% revenue growth vs VRNT's -0.1% | |
| Value | Lower P/E (7.0x vs 20.4x) | |
| Quality / Margins | 8.1% margin vs VRNT's 6.9% | |
| Stability / Safety | Beta 1.11 vs VRNT's 1.26, lower leverage | |
| Dividends | 1.6% yield; the other pay no meaningful dividend | |
| Momentum (1Y) | +18.5% vs OKTA's -33.8% | |
| Efficiency (ROA) | 2.8% ROA vs OKTA's 2.5%, ROIC 5.3% vs 1.7% |
OKTA vs VRNT — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
OKTA vs VRNT — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
OKTA leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
OKTA is the larger business by revenue, generating $2.9B annually — 3.3x VRNT's $894M. Profitability is closely matched — net margins range from 8.1% (OKTA) to 6.9% (VRNT). On growth, OKTA holds the edge at +11.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.9B | $894M |
| EBITDAEarnings before interest/tax | $243M | $127M |
| Net IncomeAfter-tax profit | $235M | $61M |
| Free Cash FlowCash after capex | $900M | $118M |
| Gross MarginGross profit ÷ Revenue | +77.4% | +69.9% |
| Operating MarginEBIT ÷ Revenue | +5.2% | +8.6% |
| Net MarginNet income ÷ Revenue | +8.1% | +6.9% |
| FCF MarginFCF ÷ Revenue | +30.8% | +13.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +11.6% | -1.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +169.2% | -5.1% |
Valuation Metrics
VRNT leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 19.7x trailing earnings, VRNT trades at a 67% valuation discount to OKTA's 59.1x P/E. On an enterprise value basis, VRNT's 9.5x EV/EBITDA is more attractive than OKTA's 54.4x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $14.0B | $1.2B |
| Enterprise ValueMkt cap + debt − cash | $13.5B | $1.5B |
| Trailing P/EPrice ÷ TTM EPS | 59.13x | 19.72x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.42x | 7.00x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.02x |
| EV / EBITDAEnterprise value multiple | 54.39x | 9.46x |
| Price / SalesMarket cap ÷ Revenue | 4.79x | 1.37x |
| Price / BookPrice ÷ Book value/share | 1.98x | 0.97x |
| Price / FCFMarket cap ÷ FCF | 15.45x | 8.75x |
Profitability & Efficiency
OKTA leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
VRNT delivers a 4.6% return on equity — every $100 of shareholder capital generates $5 in annual profit, vs $3 for OKTA. OKTA carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRNT's 0.34x. On the Piotroski fundamental quality scale (0–9), OKTA scores 8/9 vs VRNT's 7/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +3.5% | +4.6% |
| ROA (TTM)Return on assets | +2.5% | +2.8% |
| ROICReturn on invested capital | +1.7% | +5.3% |
| ROCEReturn on capital employed | +2.2% | +5.9% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 7 |
| Debt / EquityFinancial leverage | 0.06x | 0.34x |
| Net DebtTotal debt minus cash | -$436M | $233M |
| Cash & Equiv.Liquid assets | $858M | $216M |
| Total DebtShort + long-term debt | $422M | $448M |
| Interest CoverageEBIT ÷ Interest expense | 59.50x | 8.24x |
Total Returns (Dividends Reinvested)
OKTA leads this category, winning 3 of 5 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VRNT five years ago would be worth $4,393 today (with dividends reinvested), compared to $3,305 for OKTA. Over the past 12 months, VRNT leads with a +18.5% total return vs OKTA's -33.8%. The 3-year compound annual growth rate (CAGR) favors OKTA at -0.8% vs VRNT's -15.3% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -7.4% | — |
| 1-Year ReturnPast 12 months | -33.8% | +18.5% |
| 3-Year ReturnCumulative with dividends | -2.3% | -39.3% |
| 5-Year ReturnCumulative with dividends | -67.0% | -56.1% |
| 10-Year ReturnCumulative with dividends | +229.5% | -37.2% |
| CAGR (3Y)Annualised 3-year return | -0.8% | -15.3% |
Risk & Volatility
Evenly matched — OKTA and VRNT each lead in 1 of 2 comparable metrics.
Risk & Volatility
OKTA is the less volatile stock with a 1.11 beta — it tends to amplify market swings less than VRNT's 1.26 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VRNT currently trades 89.8% from its 52-week high vs OKTA's 60.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.11x | 1.26x |
| 52-Week HighHighest price in past year | $127.57 | $22.84 |
| 52-Week LowLowest price in past year | $62.66 | $16.23 |
| % of 52W HighCurrent price vs 52-week peak | +60.7% | +89.8% |
| RSI (14)Momentum oscillator 0–100 | 54.7 | 68.4 |
| Avg Volume (50D)Average daily shares traded | 3.7M | 0 |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates OKTA as "Buy" and VRNT as "Hold". Consensus price targets imply 58.8% upside for VRNT (target: $33) vs 31.4% for OKTA (target: $102). VRNT is the only dividend payer here at 1.56% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $101.81 | $32.57 |
| # AnalystsCovering analysts | 51 | 16 |
| Dividend YieldAnnual dividend ÷ price | — | +1.6% |
| Dividend StreakConsecutive years of raises | — | 0 |
| Dividend / ShareAnnual DPS | — | $0.32 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | +5.8% |
OKTA leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). VRNT leads in 1 (Valuation Metrics). 1 tied.
OKTA vs VRNT: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is OKTA or VRNT a better buy right now?
For growth investors, Okta, Inc.
(OKTA) is the stronger pick with 11. 8% revenue growth year-over-year, versus -0. 1% for Verint Systems Inc. (VRNT). Verint Systems Inc. (VRNT) offers the better valuation at 19. 7x trailing P/E (7. 0x forward), making it the more compelling value choice. Analysts rate Okta, Inc. (OKTA) a "Buy" — based on 51 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.
02Which has the better valuation — OKTA or VRNT?
On trailing P/E, Verint Systems Inc.
(VRNT) is the cheapest at 19. 7x versus Okta, Inc. at 59. 1x. On forward P/E, Verint Systems Inc. is actually cheaper at 7. 0x.
03Which is the better long-term investment — OKTA or VRNT?
Over the past 5 years, Verint Systems Inc.
(VRNT) delivered a total return of -56. 1%, compared to -67. 0% for Okta, Inc. (OKTA). Over 10 years, the gap is even starker: OKTA returned +229. 5% versus VRNT's -37. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — OKTA or VRNT?
By beta (market sensitivity over 5 years), Okta, Inc.
(OKTA) is the lower-risk stock at 1. 11β versus Verint Systems Inc. 's 1. 26β — meaning VRNT is approximately 14% more volatile than OKTA relative to the S&P 500. On balance sheet safety, Okta, Inc. (OKTA) carries a lower debt/equity ratio of 6% versus 34% for Verint Systems Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — OKTA or VRNT?
By revenue growth (latest reported year), Okta, Inc.
(OKTA) is pulling ahead at 11. 8% versus -0. 1% for Verint Systems Inc. (VRNT). On earnings-per-share growth, the picture is similar: Okta, Inc. grew EPS 20. 8% year-over-year, compared to 271. 4% for Verint Systems Inc.. Over a 3-year CAGR, OKTA leads at 16. 3% 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.
06Which has better profit margins — OKTA or VRNT?
Verint Systems Inc.
(VRNT) is the more profitable company, earning 9. 0% net margin versus 8. 1% for Okta, Inc. — meaning it keeps 9. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VRNT leads at 11. 7% versus 5. 2% for OKTA. At the gross margin level — before operating expenses — OKTA leads at 77. 4%, 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.
07Is OKTA or VRNT more undervalued right now?
On forward earnings alone, Verint Systems Inc.
(VRNT) trades at 7. 0x forward P/E versus 20. 4x for Okta, Inc. — 13. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VRNT: 58. 8% to $32. 57.
08Which pays a better dividend — OKTA or VRNT?
In this comparison, VRNT (1.
6% yield) pays a dividend. OKTA does not pay a meaningful dividend and should not be held primarily for income.
09Is OKTA or VRNT better for a retirement portfolio?
For long-horizon retirement investors, Verint Systems Inc.
(VRNT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 26), 1. 6% yield). Both have compounded well over 10 years (VRNT: -37. 2%, OKTA: +229. 5%), 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.
10What are the main differences between OKTA and VRNT?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
VRNT pays a dividend while OKTA does 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.
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