Both in Packaged Software

AppFolio vs Zeta Global Holdings

Over the past year APPF returned −14.3% and ZETA returned +73.2%; their daily moves had a correlation of 0.46.

APPF −14.3% ZETA +73.2%Growth of $1, one year, split-adjusted
MetricAPPFZETA
Price$224.86$30.52
Market cap$7.97B$7.66B
Today+5.44%−2.09%
1 month+10.8%−6.5%
6 months+29.5%+65.3%
Year to date−3.3%+50.0%
1 year−4.6%+79.4%
Revenue growth (YoY)+18.6%+43.5%
Gross margin62.6%59.1%
Net margin15.5%1.8%
P/E (TTM)46.9×—
Price / sales7.3×4.9×
Net cash$307.3M$112.5M
Dividend yield——
Volatility (60d)44.4%46.0%
Short % of float11.4%7.2%
Next earnings——

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