VRME vs IDAI vs IDCC vs QLYS vs VRNS

For growth investors, Varonis Systems, Inc.

(VRNS) is the stronger pick with 13. 2% revenue growth year-over-year, versus -32. 4% for T Stamp Inc. (IDAI). Qualys, Inc. (QLYS) offers the better valuation at 17. 5x trailing P/E (12. 9x forward), making it the more compelling value choice. Analysts rate InterDigital, Inc. (IDCC) a "Buy" — based on 16 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, Qualys, Inc.

(QLYS) is the cheapest at 17. 5x versus InterDigital, Inc. at 23. 6x. On forward P/E, Qualys, Inc. is actually cheaper at 12. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Qualys, Inc. wins at 0. 66x versus InterDigital, Inc. 's 0. 74x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, InterDigital, Inc.

(IDCC) delivered a total return of +303. 1%, compared to -99. 1% for T Stamp Inc. (IDAI). Over 10 years, the gap is even starker: IDCC returned +436. 7% versus VRME's -94. 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 VerifyMe, Inc. 's 2. 16β — meaning VRME is approximately 307% more volatile than QLYS relative to the S&P 500. On balance sheet safety, Qualys, Inc. (QLYS) carries a lower debt/equity ratio of 17% versus 130% for T Stamp Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Varonis Systems, Inc.

(VRNS) is pulling ahead at 13. 2% versus -32. 4% for T Stamp Inc. (IDAI). On earnings-per-share growth, the picture is similar: T Stamp Inc. grew EPS 29. 3% year-over-year, compared to -31. 4% for Varonis Systems, Inc.. Over a 3-year CAGR, VRME leads at 203. 4% 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.

InterDigital, Inc.

(IDCC) is the more profitable company, earning 48. 8% net margin versus -344. 1% for T Stamp Inc. — meaning it keeps 48. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IDCC leads at 55. 3% versus -303. 9% for IDAI. 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, Qualys, Inc. (QLYS) is the more undervalued stock at a PEG of 0. 66x versus InterDigital, Inc. 's 0. 74x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Qualys, Inc. (QLYS) trades at 12. 9x forward P/E versus 242. 2x for Varonis Systems, Inc. — 229. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IDCC: 52. 5% to $425. 00.

In this comparison, IDCC (0.

6% yield) pays a dividend. VRME, IDAI, QLYS, VRNS do not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, InterDigital, Inc.

(IDCC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 0. 6% yield, +436. 7% 10Y return). VerifyMe, Inc. (VRME) carries a higher beta of 2. 16 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IDCC: +436. 7%, VRME: -94. 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.

These companies operate in different sectors (VRME (Industrials) and IDAI (Technology) and IDCC (Technology) and QLYS (Technology) and VRNS (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: VRME is a small-cap quality compounder stock; IDAI is a small-cap quality compounder stock; IDCC is a small-cap quality compounder stock; QLYS is a small-cap deep-value stock; VRNS is a small-cap quality compounder stock. IDCC pays a dividend while VRME, IDAI, QLYS, VRNS 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.