Both in Packaged Software

Bentley Systems, Incorporated vs Manhattan Associates

Over the past year BSY returned −19.5% and MANH returned +36.4%; their daily moves had a correlation of 0.66.

BSY −19.5% MANH +36.4%Growth of $1, one year, split-adjusted
MetricBSYMANH
Price$40.90$248.39
Market cap$12.36B$14.42B
Today+3.14%+3.13%
1 month+24.9%+21.7%
6 months+21.9%+77.3%
Year to date+7.2%+43.3%
1 year−19.0%+39.3%
Revenue growth (YoY)+12.8%+11.0%
Gross margin82.0%56.9%
Net margin19.1%20.0%
P/E (TTM)42.6×67.7×
Price / sales7.7×12.5×
Net cash-$1.07B$199.4M
Dividend yield0.68%—
Volatility (60d)37.2%32.5%
Short % of float10.1%5.7%
Next earnings——

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