Both in Packaged Software

Adobe vs Cloudflare

Over the past year ADBE returned −26.5% and NET returned +10.8%; their daily moves had a correlation of 0.22.

ADBE −26.5% NET +10.8%Growth of $1, one year, split-adjusted
MetricADBENET
Price$250.23$280.70
Market cap$97.39B$99.95B
Today+0.85%−9.54%
1 month+3.7%−20.0%
6 months−0.2%+29.1%
Year to date−28.5%+42.4%
1 year−25.9%+23.4%
Revenue growth (YoY)+12.9%+35.9%
Gross margin88.7%71.8%
Net margin27.0%−24.4%
P/E (TTM)13.4×—
Price / sales3.8×39.8×
Net cash-$724.0M$892.5M
Dividend yield——
Volatility (60d)42.4%64.3%
Short % of float4.6%2.5%
Next earnings——

Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).