Both in Packaged Software

Cadence Design Systems vs Cloudflare

Over the past year CDNS returned +0.3% and NET returned +64.1%; their daily moves had a correlation of 0.37.

CDNS +0.3% NET +64.1%Growth of $1, one year, split-adjusted
MetricCDNSNET
Price$350.99$361.05
Market cap$96.66B$128.56B
Today+0.61%+5.60%
1 month+23.2%+16.0%
6 months+32.1%+116.2%
Year to date+12.3%+83.1%
1 year+0.3%+64.1%
Revenue growth (YoY)+24.2%+35.9%
Gross margin84.9%71.8%
Net margin23.2%−24.4%
P/E (TTM)70.1×—
Price / sales16.6×51.2×
Net cash-$1.04B$892.5M
Dividend yield——
Volatility (60d)43.1%56.9%
Short % of float1.6%2.4%
Next earnings——

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