Both in Packaged Software

Autodesk vs Block

Over the past year ADSK returned −36.9% and XYZ returned −1.8%; their daily moves had a correlation of 0.44.

ADSK −36.9% XYZ −1.8%Growth of $1, one year, split-adjusted
MetricADSKXYZ
Price$203.18$74.05
Market cap$42.46B$44.49B
Today−1.94%+1.01%
1 month−22.1%−11.4%
6 months−13.8%+29.8%
Year to date−31.4%+13.8%
1 year−37.1%+0.5%
Revenue growth (YoY)+16.1%+9.3%
Gross margin91.4%47.8%
Net margin24.0%1.3%
P/E (TTM)25.9×124.6×
Price / sales5.5×1.8×
Net cash$677.0M$3.29B
Dividend yield——
Volatility (60d)46.1%36.9%
Short % of float4.0%2.5%
Next earnings——

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