Both in Packaged Software

Cadence Design Systems vs Datadog

Over the past year CDNS returned +7.9% and DDOG returned +84.7%; their daily moves had a correlation of 0.37.

CDNS +7.9% DDOG +84.7%Growth of $1, one year, split-adjusted
MetricCDNSDDOG
Price$352.84$293.26
Market cap$97.17B$105.30B
Today+1.15%+7.11%
1 month+23.8%+32.3%
6 months+32.8%+178.3%
Year to date+12.9%+115.6%
1 year+0.8%+78.7%
Revenue growth (YoY)+24.2%+35.6%
Gross margin84.9%78.6%
Net margin23.2%4.0%
P/E (TTM)70.5×593.0×
Price / sales16.6×26.5×
Net cash-$1.04B$4.00B
Dividend yield——
Volatility (60d)43.1%68.8%
Short % of float2.1%2.9%
Next earnings——

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