Both in Packaged Software

Grid Dynamics Holdings vs Red Violet

Over the past year GDYN returned +52.5% and RDVT returned +48.4%; their daily moves had a correlation of 0.38.

GDYN +52.5% RDVT +48.4%Growth of $1, one year, split-adjusted
MetricGDYNRDVT
Price$13.65$80.15
Market cap$1.10B$1.29B
Today+2.08%+0.72%
1 month+74.5%+2.7%
6 months+101.9%+83.8%
Year to date+51.1%+40.7%
1 year+52.5%+48.4%
Revenue growth (YoY)+9.7%+22.7%
Gross margin40.3%85.7%
Net margin5.4%18.6%
P/E (TTM)139.7×78.5×
Price / sales2.5×13.0×
Net cash$304.3M$50.0M
Dividend yield——
Volatility (60d)79.5%39.4%
Short % of float5.9%4.7%
Next earnings——

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