Both in Packaged Software

Fastly vs Alarm.com Holdings

Over the past year FSLY returned +163.8% and ALRM returned +39.6%; their daily moves had a correlation of 0.06.

FSLY +163.8% ALRM +39.6%Growth of $1, one year, split-adjusted
MetricFSLYALRM
Price$21.00$67.71
Market cap$3.35B$3.32B
Today−0.33%+3.44%
1 month−17.7%+20.7%
6 months−33.5%+49.0%
Year to date+106.3%+32.7%
1 year+152.7%+38.0%
Revenue growth (YoY)+23.3%+9.2%
Gross margin63.3%65.6%
Net margin−8.5%8.7%
P/E (TTM)—28.2×
Price / sales4.9×3.1×
Net cash$13.5M-$11.7M
Dividend yield——
Volatility (60d)98.1%23.5%
Short % of float13.6%6.7%
Next earnings——

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