Both in Packaged Software

Bentley Systems, Incorporated vs GUIDEWIRE SOFTWARE

Over the past year BSY returned −19.5% and GWRE returned −30.4%; their daily moves had a correlation of 0.65.

BSY −19.5% GWRE −30.4%Growth of $1, one year, split-adjusted
MetricBSYGWRE
Price$40.90$162.59
Market cap$12.36B$13.44B
Today+3.14%+1.57%
1 month+24.9%+4.7%
6 months+21.9%+15.1%
Year to date+7.2%−19.1%
1 year−19.0%−32.1%
Revenue growth (YoY)+12.8%+15.3%
Gross margin82.0%65.6%
Net margin19.1%7.6%
P/E (TTM)42.6×96.5×
Price / sales7.7×9.1×
Net cash-$1.07B$75.0M
Dividend yield0.68%—
Volatility (60d)37.2%73.2%
Short % of float10.1%4.6%
Next earnings——

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