Both in Packaged Software

DocuSign vs GUIDEWIRE SOFTWARE

Over the past year DOCU returned +12.3% and GWRE returned −30.4%; their daily moves had a correlation of 0.62.

DOCU +12.3% GWRE −30.4%Growth of $1, one year, split-adjusted
MetricDOCUGWRE
Price$82.17$162.59
Market cap$15.36B$13.44B
Today+0.77%+1.57%
1 month+17.8%+4.7%
6 months+71.3%+15.1%
Year to date+20.1%−19.1%
1 year+19.1%−32.1%
Revenue growth (YoY)+9.4%+15.3%
Gross margin79.7%65.6%
Net margin8.9%7.6%
P/E (TTM)46.5×96.5×
Price / sales4.6×9.1×
Net cash$777.7M$75.0M
Dividend yield——
Volatility (60d)46.4%73.2%
Short % of float6.4%4.6%
Next earnings——

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