Both in Packaged Software

Datadog vs Cadence Design Systems

Over the past year DDOG returned +45.2% and CDNS returned −2.2%; their daily moves had a correlation of 0.39.

DDOG +45.2% CDNS −2.2%Growth of $1, one year, split-adjusted
MetricDDOGCDNS
Price$235.27$327.89
Market cap$84.48B$89.97B
Today−11.50%−4.34%
1 month−14.9%−6.5%
6 months+67.4%−3.8%
Year to date+73.0%+4.9%
1 year+50.8%−4.0%
Revenue growth (YoY)+35.6%+22.0%
Gross margin78.6%85.6%
Net margin4.0%17.7%
P/E (TTM)475.7×65.2×
Price / sales21.3×14.7×
Net cash$4.00B-$1.18B
Dividend yield——
Volatility (60d)64.2%41.3%
Short % of float3.0%2.0%
Next earnings——

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