Both in Packaged Software

Alarm.com Holdings vs Via Transportation

Over the past year ALRM returned +33.4% and VIA returned −32.4%; their daily moves had a correlation of 0.42.

ALRM +33.4% VIA −32.4%Growth of $1, one year, split-adjusted
MetricALRMVIA
Price$65.46$36.45
Market cap$3.21B$2.97B
Today−0.86%−0.14%
1 month+16.4%+18.0%
6 months+40.4%+120.0%
Year to date+28.3%+25.6%
1 year+33.0%−31.8%
Revenue growth (YoY)+9.2%—
Gross margin65.6%41.0%
Net margin8.7%−14.4%
P/E (TTM)27.3×—
Price / sales3.0×6.0×
Net cash-$11.7M$320.6M
Dividend yield——
Volatility (60d)22.6%43.5%
Short % of float6.7%14.3%
Next earnings——

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