Both in Packaged Software

CrowdStrike Holdings vs Cloudflare

Over the past year CRWD returned +106.6% and NET returned +56.9%; their daily moves had a correlation of 0.13.

CRWD +106.6% NET +56.9%Growth of $1, one year, split-adjusted
MetricCRWDNET
Price$262.74$349.13
Market cap$269.02B$124.32B
Today−4.47%−3.27%
1 month+27.1%+13.9%
6 months+161.3%+89.7%
Year to date+124.2%+77.1%
1 year+106.4%+58.0%
Revenue growth (YoY)+25.8%+35.9%
Gross margin74.6%71.8%
Net margin0.4%−24.4%
P/E (TTM)4,601.8×—
Price / sales49.9×49.5×
Net cash$4.27B$892.5M
Dividend yield——
Volatility (60d)67.3%57.3%
Short % of float10.5%2.4%
Next earnings——

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