Both in Packaged Software

AppFolio vs SentinelOne

Over the past year APPF returned −14.3% and S returned +31.0%; their daily moves had a correlation of 0.42.

APPF −14.3% S +31.0%Growth of $1, one year, split-adjusted
MetricAPPFS
Price$224.86$23.16
Market cap$7.97B$8.06B
Today+5.44%−7.91%
1 month+10.8%−7.6%
6 months+29.5%+48.5%
Year to date−3.3%+54.4%
1 year−4.6%+36.2%
Revenue growth (YoY)+18.6%+20.6%
Gross margin62.6%72.1%
Net margin15.5%−32.0%
P/E (TTM)46.9×—
Price / sales7.3×7.3×
Net cash$307.3M$655.2M
Dividend yield——
Volatility (60d)44.4%65.5%
Short % of float11.4%7.2%
Next earnings——

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