Both in Packaged Software

Salesforce vs SERVICENOW

Over the past year CRM returned −12.3% and NOW returned −42.5%; their daily moves had a correlation of 0.74.

CRM −12.3% NOW −42.5%Growth of $1, one year, split-adjusted
MetricCRMNOW
Price$229.17$105.12
Market cap$188.61B$109.11B
Today−0.75%−4.15%
1 month−3.2%−23.7%
6 months+24.7%+15.3%
Year to date−13.5%−31.4%
1 year−8.9%−42.3%
Revenue growth (YoY)+10.8%+20.5%
Gross margin76.7%70.5%
Net margin31.1%6.7%
P/E (TTM)19.5×75.5×
Price / sales4.3×7.1×
Net cash-$27.89B-$2.92B
Dividend yield0.77%—
Volatility (60d)54.1%81.5%
Short % of float3.6%2.7%
Next earnings——

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