Both in Packaged Software

AppFolio vs ServiceTitan

Over the past year APPF returned −14.3% and TTAN returned −12.5%; their daily moves had a correlation of 0.48.

APPF −14.3% TTAN −12.5%Growth of $1, one year, split-adjusted
MetricAPPFTTAN
Price$224.86$82.91
Market cap$7.97B$8.00B
Today+5.44%−1.60%
1 month+10.8%+23.6%
6 months+29.5%+29.9%
Year to date−3.3%−22.2%
1 year−4.6%−13.4%
Revenue growth (YoY)+18.6%+20.9%
Gross margin62.6%71.4%
Net margin15.5%−8.5%
P/E (TTM)46.9×—
Price / sales7.3×7.5×
Net cash$307.3M$479.5M
Dividend yield——
Volatility (60d)44.4%93.2%
Short % of float11.4%13.5%
Next earnings——

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