Both in Packaged Software

Grid Dynamics Holdings vs Consensus Cloud Solutions

Over the past year GDYN returned −1.3% and CCSI returned +17.8%; their daily moves had a correlation of 0.28.

GDYN −1.3% CCSI +17.8%Growth of $1, one year, split-adjusted
MetricGDYNCCSI
Price$7.64$34.69
Market cap$619.8M$635.7M
Today+0.66%+0.73%
1 month−4.1%−8.7%
6 months+34.5%+46.6%
Year to date−15.4%+59.0%
1 year−4.4%+18.0%
Revenue growth (YoY)+7.0%+4.1%
Gross margin36.6%80.0%
Net margin2.6%30.0%
P/E (TTM)216.6×6.7×
Price / sales1.5×1.8×
Net cash$298.4M-$456.4M
Dividend yield——
Volatility (60d)41.7%44.7%
Short % of float7.0%6.2%
Next earnings——

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