Both in Packaged Software
Elastic vs JFrog
Over the past year ESTC returned +7.2% and FROG returned +95.5%; their daily moves had a correlation of 0.51.
ESTC +7.2% FROG +95.5%Growth of $1, one year, split-adjusted
| Metric | ESTC | FROG |
|---|---|---|
| Price | $97.28 | $94.39 |
| Market cap | $10.21B | $11.64B |
| Today | −5.83% | −4.49% |
| 1 month | +5.4% | −3.3% |
| 6 months | +100.1% | +89.2% |
| Year to date | +29.0% | +51.1% |
| 1 year | +12.6% | +95.5% |
| Revenue growth (YoY) | +15.1% | +28.7% |
| Gross margin | 74.5% | 77.9% |
| Net margin | −3.5% | −2.5% |
| P/E (TTM) | 27.2× | — |
| Price / sales | 5.7× | 19.4× |
| Net cash | $889.8M | $824.5M |
| Dividend yield | — | — |
| Volatility (60d) | 63.7% | 65.4% |
| Short % of float | 4.5% | 6.6% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).