Both in Packaged Software

BOX vs Varonis Systems

Over the past year BOX returned +34.8% and VRNS returned +35.4%; their daily moves had a correlation of 0.43.

BOX +34.8% VRNS +35.4%Growth of $1, one year, split-adjusted
MetricBOXVRNS
Price$43.45$48.85
Market cap$5.96B$5.61B
Today+0.25%+0.06%
1 month+25.6%+3.0%
6 months+73.7%+84.3%
Year to date+45.3%+48.9%
1 year+37.2%+51.1%
Revenue growth (YoY)+9.2%+18.3%
Gross margin79.1%75.3%
Net margin4.1%−26.0%
P/E (TTM)59.3×—
Price / sales4.8×8.2×
Net cash-$8.1M$206.8M
Dividend yield——
Volatility (60d)31.0%46.5%
Short % of float13.0%5.3%
Next earnings——

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